In the bustling realm of forward-looking investments, robotics stocks stand out for their tremendous potential and relevance. These dynamic assets offer around-the-clock productivity, virtually uninterrupted by the mundane constraints of human labor. With robots pausing for maintenance, their deployment can meaningfully boost operational efficiency. This edge is critical at a time when experts forecast the robotics sector to expand at an impressive compound annual growth rate (CAGR) of 10.5% from 2023 to 20 ...

Intuitive Surgical, Inc. (ISRG) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this company have returned +6.7% over the past month versus the Zacks S&P 500 composite's +5.8% change. The Zacks Medical - Instruments industry, to which Intuitive Surgical, Inc. belongs, has gained 4.3% over this period. Now the key question is: Where could the stock be head ...

As you build your portfolio over time, it's good to diversify your investments into a wide range of stocks and sectors. Be sure they align with your overall goals and risk tolerance -- and that they can help you work toward the returns you desire.The healthcare industry is full of compelling businesses that are often at the forefront of medicine, developing cutting-edge treatments, medical devices, and other products that are changing the face of healthcare while serving a broad and growing market.While hea ...

Visitors look at a surgical robot at the booth of IntuitiveFosun at the 6th China International ... [+] Import Expo CIIE in east China's Shanghai, Nov. 7, 2023. (Photo by Jin Haoyuan/Xinhua via Getty Images)Xinhua News Agency via Getty ImagesIntuitive Surgical ISRG (NASDAQ NDAQ : ISRG) reported its Q4 results last month, with revenues and earnings beating the street estimates. The company reported revenue of $1.93 billion, up 17% y-o-y and above the $1.89 billion consensus estimate. Its adjusted earnings of ...

As the human world hurtles into a future shaped by cutting-edge technologies, the robotics sector stands at the forefront of transformative growth. The article delves into the promising trajectories of three robotics stocks, each with the potential for a staggering 250% growth by 2025.The first one’s focus on industry verticalization, with 70 tailored solution accelerators, positions it uniquely as a solution provider. On the other hand, the second one showcases robust growth in placements and utilization, ...

Revenue and Market Performance - Domestic revenue accounted for 66% of total revenue in 2023, while revenue from OUS markets accounted for 34%[37] - Revenue from international markets accounted for approximately 34% of total revenue in 2023, consistent with 33% in both 2022 and 2021[81] - The company’s sales of da Vinci surgical systems tend to be heavier in the fourth quarter and lighter in the first quarter due to hospital budget resets[37] - The company has experienced procedure growth for benign conditions, including hernia repairs and hysterectomies, but faces fluctuations in quarterly operating results due to seasonal factors[107] - The company faces challenges in maintaining or growing revenue due to lengthy sales cycles and potential higher costs than anticipated[146] Regulatory Compliance and Risks - The company is subject to extensive FDA regulations, including compliance with Quality System Regulation (QSR) to maintain marketing of cleared or approved products in the U.S.[48] - The company must comply with the EU Medical Devices Regulation (MDR) by May 26, 2024, to continue marketing its medical devices in the European Union[56] - The company is required to report annually to the Centers for Medicare & Medicaid Services (CMS) on certain payments and transfers of value to healthcare providers under the Physician Payments Sunshine Act[49] - The company must comply with various healthcare fraud and abuse laws, including the federal Anti-Kickback Statute, which could impact its business arrangements[49] - The company is subject to various federal, state, and foreign laws that govern business practices, which could result in substantial penalties if violated[140] Competition and Market Dynamics - The company faces competition from established companies like Johnson & Johnson and Medtronic, as well as emerging players in the robotic-assisted medical procedures market[42] - The company faces competition from various firms in robotic-assisted medical systems, including Asensus Surgical, Johnson & Johnson, and Medtronic, which could pressure revenues[77] - Hospitals may reduce capital spending due to financial pressures, impacting the company's sales of capital equipment[80] - The healthcare industry is experiencing continued consolidation, which may lead to pricing pressures and decreased average selling prices for the company's products[129] Product Development and Innovation - The company collaborates with other firms for research and development, such as the Integrated Table Motion product developed with Hillrom[40] - The da Vinci surgical system and other products represent a fundamentally new approach to medical procedures, with market acceptance being crucial for revenue generation[94] - The introduction of new products may shorten the life cycle of existing products, impacting overall sales and profitability[89] - The company is increasing operations in China, facing inherent risks from complex U.S.-China relations that could disrupt business[82] Financial Performance and Economic Factors - Macroeconomic conditions, including high inflation and rising interest rates, may adversely impact demand for the company's products and overall financial performance[79] - The company has experienced supply chain constraints, which could hinder its ability to meet product demand and result in deferred or canceled procedures[80] - The company may encounter manufacturing problems or delays that could result in lost revenue and customer dissatisfaction[90] - The company is exposed to credit risk and fluctuations in the market value of investments, which could materially impact financial condition and results of operations[121] Workforce and Corporate Responsibility - As of December 31, 2023, the company had approximately 13,676 full-time employees, with a turnover rate of approximately 9.1%[66] - The company contributed $125 million to the Intuitive Foundation since its inception in 2018, supporting health, education, and reducing human suffering[73] - In 2023, the company conducted a full pay equity audit, revealing that women earn 99.3% of what men earn, and employees of color earn 100.0% of what white employees earn[70] - The company has a four-part strategy for inclusion and diversity, focusing on creating an inclusive experience and building a diverse workforce[67] Legal and Intellectual Property Risks - The company relies on patent protection for proprietary technologies, incurring substantial costs in obtaining and defending patents, which may not always be successful[142] - There is a risk that third parties may assert infringement claims against the company, potentially resulting in substantial damages or injunctions against product commercialization[143] - The company relies on licenses from third parties for integral technologies, and loss of these licenses could materially affect revenues[144] Cybersecurity and Data Privacy - Cybersecurity risks are a significant concern, with potential breaches posing threats to business operations and customer data security[104] - The company faces potential penalties and fines for non-compliance with evolving data privacy laws, including GDPR and CCPA, which could adversely affect its financial condition[110] - The company is subject to complex regulations regarding data protection, which may increase operational costs and risk exposure due to compliance burdens[111] Supply Chain and Operational Challenges - Supply chain disruptions, particularly for semiconductor components, are expected to persist, leading to inflationary pressures that could impact profit margins[88] - The company relies on sole- and single-sourced suppliers, which poses risks to meeting product demand and maintaining cost efficiency[88] - The ongoing anti-corruption campaign in China has led to delays and cancellations of tenders, impacting system placements in the region[82] Geopolitical and Economic Uncertainties - The geopolitical instability, including conflicts in Ukraine and Israel, has contributed to macroeconomic uncertainties that could impact the company's operations[79] - The company is actively monitoring geopolitical conflicts, including those in Ukraine and Israel, which could lead to significant market disruptions and volatility in commodity prices[115] - The company faces risks related to foreign currency exchange rate fluctuations, which could affect its operations and profitability[82] Future Outlook and Strategic Initiatives - The company is committed to ethical AI development, aligning with new regulations to ensure consumer protection and compliance with privacy laws[116] - The company has made acquisitions, such as Orpheus Medical, to enhance its integrated informatics platform, but successful integration remains a challenge[120] - Future healthcare reform measures may adversely affect the company's industry and customer demand for its products[138]

PhonlamaiPhoto/iStock via Getty Images Moats and Monopolies Here at Moats and Monopolies, we do things a little bit differently. We write exclusively about companies that we own in our publicly shared portfolio, which beat the S&P 500 by nearly 10% in 2023. We take our time and write well-researched and clearly explained articles that help investors determine whether one of the picks in our own portfolio might have a place in theirs. We are long-only, buy and hold, part owners of high-quality assets from ar ...

Intuitive Surgical (ISRG) announced that it has submitted an application for FDA 510(k) clearance of its next-generation da Vinci 5 multiport surgical robot.The company’s da Vinci robotic surgical system family will include the new da Vinci 5, as well as the X and Xi systems with multiple ports and the SP system with one port. It also has Ion, a robotic-assisted device for lung biopsy with minimal invasion. The addition of the next-generation da Vinci 5 will be a significant addition to its portfolio.The co ...

Intuitive Surgical (ISRG) reported fourth-quarter 2023 adjusted earnings per share (EPS) of $1.60, which beat the Zacks Consensus Estimate of $1.47 by 8.8%. The bottom line improved 30% year over year.GAAP EPS in the quarter was $1.69, up 85.7% from the year-ago quarter’s level. The significant increase in GAAP EPS was due to the inclusion of certain income tax benefits worth $67 million and the receipt of certain tax assets worth $92 million in GAAP net income.Revenue DetailsThis currently Zacks Rank #3 (H ...

Key PointsIntuitive Surgical beat on the top and bottom lines due to increased procedure count and device delivery. The outlook for growth in 2024 and 2025 is robust but may underestimate demand. Analysts are raising their targets and see this stock moving up to a new high later this year. 5 stocks we like better than Intuitive SurgicalIntuitive Surgical NASDAQ: ISRG share prices surged following the Q4 release but failed to hold the gain, creating an ugly candle capping a strong rally. The market may move ...