Core Viewpoint - The healthcare sector is expected to rebound and deliver above-average returns, with Intuitive Surgical and Vertex Pharmaceuticals identified as attractive investment opportunities for the long term [1]. Group 1: Intuitive Surgical - Intuitive Surgical has faced challenges such as high tariffs and increased competition in the robotic-assisted surgery (RAS) market, but its long-term outlook remains strong due to its leadership in the underpenetrated RAS market [3]. - The company develops leading robotic surgery devices, including the da Vinci system, which supports minimally invasive procedures [3]. - Intuitive Surgical has a market cap of $173 billion, with a current price of $488.46 and a gross margin of 65.99% [4][5]. - The installed base of Intuitive Surgical's devices increased by 12% year-over-year, reaching 11,106 units, which is expected to drive procedure volume and growth [5]. - Despite a 13% decline over the past year, Intuitive Surgical's stock is considered a top pick for buy-and-hold investors due to its long-term prospects [6]. Group 2: Vertex Pharmaceuticals - Vertex Pharmaceuticals is expanding its portfolio beyond its successful cystic fibrosis treatments, with plans to submit regulatory applications for zimislecel, a therapy for type 1 diabetes [7]. - The company has several upcoming catalysts, including late-stage data readouts for inaxaplin, targeting APOL-1 mediated kidney disease, and top-line data for povetacicept, aimed at IgA nephropathy [9]. - Vertex's market cap is $121 billion, with a current price of $477.91 and a gross margin of 86.29% [8]. - The anticipated success of new therapies, alongside the continued growth of its core cystic fibrosis franchise, positions Vertex's shares as attractive investments [10].

Core Insights - Intuitive Surgical's stock is currently considered expensive with a P/E ratio of 60, compared to the S&P 500 average of 28, but presents a potential opportunity for long-term growth investors following a recent price drop [2][6] - The company manufactures the da Vinci surgical robot, which has seen a 12% year-over-year increase in operational systems and an 18% rise in surgeries performed, indicating strong demand in the market [3] - Only 25% of the company's revenue comes from robot sales, with the majority derived from services, instruments, and accessories, creating a recurring income stream that grows with each new robot sold [5] Financial Performance - The stock has experienced significant volatility, with frequent drawdowns of 25% to 30%, suggesting potential buying opportunities for long-term investors [7] - The current P/E ratio of 60 is below its five-year average of 71, indicating a relative decrease in valuation due to the January drawdown [6] - The stock is approximately 19% below its 2026 high and 21% below its all-time high reached in late 2025, highlighting potential for recovery [6] Market Position - Intuitive Surgical is well-positioned in the healthcare sector, benefiting from advancements in AI and improved surgical outcomes through robotic assistance, which may enhance its long-term growth prospects [5] - The company’s market capitalization stands at $173 billion, with a gross margin of 65.99%, reflecting strong profitability [7]

Austin, United States, Feb. 06, 2026 (GLOBE NEWSWIRE) -- Surgical Staplers Market Size & Growth Analysis: According to SNS Insider, The Surgical Staplers Market was valued at USD 6.41 billion in 2025 and is projected to reach USD 10.87 billion by 2033, growing at a CAGR of 6.87% during the forecast period 2026-2033. The global burden of chronic diseases that require surgical intervention, rising surgical procedure volumes, and the growing acceptance of minimally invasive and laparoscopic surgeries are all f ...

国产手术机器人引领者，规模化出海启程 精锋医疗-B(2675) 精锋医疗首次覆盖报告 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | [Table_Invest] 评级： | 增持 | | --- | --- | --- | --- | --- | --- | | 江珅(分析师) | 021-23185638 | jiangshen@gtht.com | S0880525090001 | | | | 赵峻峰(分析师) | 0755-23976629 | zhaojunfeng@gtht.com | S0880519080017 | [当前价格 Table_CurPrice] (港元)： | 58.80 | | 余文心(分析师) | 021-38676666 | yuwenxin@gtht.com | S0880525040111 | | | 本报告导读： 公司是国内手术机器人引领者，通过持续技术革新推动外科手术进步，全球临床手 术量快速爬升，伴随国内销量增长以及海外市场的商业化，公司收入获得快速增长。 投资要点： 风险提示。临床试验/临床评估不及预期风险；研发不及预期风险； 商业 ...

Key Takeaways ISRG delivered 20.5% revenue growth in 2025, with high-teens Q4 sales and procedures up 18% year over year.ISRG's growth was fueled by procedure volumes, rising utilization and da Vinci 5 placements.ISRG sees 13-15% procedure growth in 2026, aided by FDA clearance for cardiac uses of da Vinci 5.Intuitive Surgical (ISRG) delivered robust 2025 results, beating estimates on both counts. Total revenues rose 20.5% year over year to $10.1 billion. The company recorded adjusted earnings per share of ...

Back in October of last year, I initiated coverage on Intuitive Surgical, Inc. ( ISRG ). As stated back then, the company is at a very exciting intersection of robotics and healthcare. With this combination of futureI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparen ...

Atlassian公司股价下跌1.6%，Adobe公司股价下跌2.5%，Salesforce公司股价下跌2.7%，ServiceNow公司 股价下跌2.7%。云顶软件股价下跌3%，数据狗股价下跌2.2%，直觉外科股价下跌4.9%。 本文源自：金融界AI电报 ...

2月2日，国家药监局器械技术审评中心公示2026年第三批创新医疗器械特别审查申请审查结果，又有10款创新产品获准创新医疗器械特别审查程序。 以下本次进入创新通道的10款创新产品： 1.产品名称：慢性阻塞性肺部疾病辅助评估软件 申 请 人：波江生命科学（上海）有限公司 2.产品名称：超声治疗仪 申 请 人：深圳腾复医疗科技有限公司 3.产品名称：经导管人工三尖瓣瓣膜 申 请 人：爱德华兹生命科学有限责任公司 4.产品名称：经导管人工三尖瓣瓣膜 申 请 人：江苏臻亿医疗科技有限公司 5.产品名称：超声溶栓导管及支架系统 申 请 人：上海腾复医疗科技有限公司 6.产品名称：放射治疗计划软件 申 请 人：国科离子医疗科技有限公司 7.产品名称：植入式心律转复除颤器 申 请 人：创领心律管理医疗器械（上海）有限公司 8.产品名称：外周球扩覆膜支架系统 申 请 人：浙江归创医疗科技有限公司 9.产品名称：胸腹腔内窥镜手术系统 申 请 人：直观医疗公司 10.产品名称：冠状静脉窦球囊反搏系统 申 请 人：上海微创旋律医疗科技有限公司 本文为转载发布，仅做分享，文章中观点仅代表原平台作者观点，与本平台无关。如若本文有与贵平台 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (MARK ONE) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-30713 Intuitive Surgical, Inc. (Exact name of Registrant as specified in its Charter) (State or Other Jurisdiction ...

Market Performance - S&P 500 increased by 0.3% while Nasdaq decreased by 0.2% this week[1] - Small-cap stocks led the decline with Russell 2000 value down by 1.0% and Russell 2000 growth down by 3.1%[1] - Key sectors showing gains include telecommunications (+9.0%) and technology hardware (+4.6%) while software and services fell by 6.9%[1] Fund Flows - Estimated fund flow for S&P 500 components was -$84.1 million this week, a significant drop from +$5.6 million last week[2] - Major inflows were seen in technology hardware (+$40.3 million) and media and entertainment (+$39.5 million) while software and services experienced outflows of -$106.0 million[2] Earnings Forecast - S&P 500's forward 12-month EPS expectation increased by 0.8% this week, up from 0.2% last week[3] - Notable upward revisions were in technology hardware (+5.6%) and automotive (+3.2%) sectors, while energy saw a downward revision of -2.7%[3] Risk Factors - Economic fundamentals, international political uncertainties, U.S. fiscal policy, and Federal Reserve monetary policy present significant risks[3]