Trade Policy Developments - The U.S. administration has initiated investigations under Section 232 of the Trade Expansion Act, targeting imports of robotics, industrial machinery, and medical devices, which could lead to new tariffs ranging from 10% to 25% [3][6] - Companies like Intuitive Surgical (ISRG) have acknowledged these tariffs as a "material risk" to their 2025 earnings, potentially impacting healthcare costs and global supply chains [3][6] Monetary Policy Insights - Federal Reserve Bank of San Francisco President Mary Daly indicated that the U.S. economy still requires monetary support, with inflation moderate at around 2.4-2.5% excluding tariffs, while cautioning against further rate cuts [4][6] Housing Market Trends - KB Home (KBH) has revised its full-year 2025 revenue forecast downward to between $6.30 billion and $6.50 billion, citing a weaker-than-expected spring selling season and declining consumer confidence [5][6] Banking Sector Movements - Citigroup (C) has agreed to sell a 25% equity stake in its Mexican retail banking unit, Banamex, to local businessman Fernando Chico Pardo, marking progress in its divestiture strategy [7][6] Geopolitical Commentary - Brazilian President Luiz Inácio Lula da Silva emphasized the need for global cooperation and condemned the situation in Gaza, while also praising China's energy transition efforts [8][6]

Core Viewpoint - Intuitive Surgical, Inc. (ISRG) has experienced a stock return of -5.6% over the past month, underperforming the Zacks S&P 500 composite's +3.1% and the Zacks Medical - Instruments industry's -5.4% [1] Earnings Estimate Revisions - The consensus earnings estimate for the current quarter is $1.99 per share, reflecting a year-over-year increase of +8.2% [4] - The consensus earnings estimate for the current fiscal year is $8.17, indicating a year-over-year change of +11.3%, remaining unchanged over the last 30 days [4] - For the next fiscal year, the consensus earnings estimate is $9.18, representing a +12.4% change from the previous year, with a slight decrease of -0.2% over the past month [5] - Intuitive Surgical has a Zacks Rank 4 (Sell), indicating potential underperformance in the near term due to recent changes in earnings estimates [6] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $2.41 billion, showing a year-over-year increase of +18.2% [10] - For the current fiscal year, the sales estimate is $9.78 billion, indicating a +17.1% change, while the next fiscal year's estimate is $11.14 billion, reflecting a +14% change [10] Last Reported Results and Surprise History - In the last reported quarter, Intuitive Surgical generated revenues of $2.44 billion, a year-over-year increase of +21.4%, with an EPS of $2.19 compared to $1.78 a year ago [11] - The company reported a revenue surprise of +3.93% compared to the Zacks Consensus Estimate and an EPS surprise of +14.06% [11] - Intuitive Surgical has consistently beaten consensus EPS estimates in the last four quarters and topped revenue estimates three times during this period [12] Valuation - Intuitive Surgical is graded D on the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16]

Key Takeaways ISRG's SP procedures in Korea rose 112% with strong adoption across specialties.Europe sees steady growth of ISRG's SP with new clearances lowering costs and broadening use.SP utilization grew 30%, showing higher throughput per installed ISRG system.Intuitive Surgical’s (ISRG) second-quarter earnings underscored the accelerating momentum of its single-port (SP) platform, with international adoption emerging as a notable growth driver. Korea continues to lead, posting a 112% year-over-year incr ...

The market has performed strongly over the past year, with the S&P 500 continuing to reach new all-time highs. Despite this, several well-known names are down big from their 52-week highs. Fortunately, there is reason to believe they can stage significant recoveries. Below, we’ll break down three of these stocks in which Wall Street sees 30% or more upside. All data is as of the September 19 close unless otherwise indicated. Get Intuitive Surgical alerts:Analysts Eye Big Time Upside in Healthcare Stalwart I ...

Two quality companies are on sale -- but only one looks like a dip worth buying right now.When great businesses sell off, investors should lean in -- but only after checking whether the fundamentals are still doing the heavy lifting. Intuitive Surgical (ISRG 0.76%), the robotic-surgery leader behind the minimally invasive da Vinci system, and The Trade Desk (TTD 1.27%), a programmatic advertising platform for the open internet, have both been under pressure this year.Both companies reported fresh quarterly ...

Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the 10 Best NASDAQ Stocks to Buy For Long Term. On September 10, Bank of America Securities reiterated a Buy rating on Intuitive Surgical, Inc. (NASDAQ:ISRG) with a price target of $650. This decision comes in spite of Intuitive Surgical, Inc.’s (NASDAQ:ISRG) stock’s recent performance, which has showed weakness. Analysts Stay Positive on Intuitive Surgical (ISRG) Despite Stock Dip On September 4, Bernstein SocGen Group also reaffirmed an Outperform ratin ...

Group 1 - Intuitive Surgical, Inc. (NASDAQ:ISRG) is considered one of the best beginner stocks to buy, with an 'Outperform' rating and a price target of $685 from Bernstein SocGen Group [1][2] - The stock is currently trading at a discount after a pullback from its high of $610 per share in January, presenting a buying opportunity for investors in the medical technology sector [2][3] - The company is set to launch five transformational products, which are expected to enhance its long-term prospects and strengthen market sentiment [3] Group 2 - Intuitive Surgical develops and markets the da Vinci robotic-assisted surgical system, aimed at making surgeries more effective and less invasive for patients [4] - The company reported a 21% year-over-year increase in second-quarter revenue, reaching $2.44 billion, driven by the broad launch phase of the da Vinci 5 surgical system [3]

Group 1 - Intuitive Surgical (NASDAQ: ISRG) is transforming the healthcare industry with its surgical systems, enhancing the ability of surgeons to perform complex surgeries and improving patient outcomes [1] - Despite its long-term potential, Intuitive's stock has faced challenges, declining by 14% this year and reaching a 52-week low of $425 [2] - The company is exploring telesurgery, which allows surgeons to collaborate remotely, potentially revolutionizing access to surgical care [3][4] Group 2 - The telesurgery market was valued at $2 billion in 2023 and is projected to grow to nearly $6 billion by the end of the decade, driven by advancements in AI and efficiency [5] - Intuitive's surgical systems, including the da Vinci 5, are expensive but have shown significant growth in operations and profitability, outpacing earnings growth over the past five years [6] - The company's systems are positioned to advance healthcare and make telesurgery a viable option for patients, indicating promising long-term prospects [7]

Group 1 - Robotic-assisted surgery has become a reality, with Intuitive Surgical (NASDAQ: ISRG) being a leader in this rapidly growing field, supported by a large global installed base of advanced surgical systems [1] - The company is positioned in a structurally growing industry, focusing on durable companies with economic resilience and pricing power [1] - Intuitive Surgical's business model is characterized by high capital efficiency and the ability to create long-term value, making it a compelling investment opportunity [1] Group 2 - The analysis emphasizes the importance of capital allocation strategies, margin trajectories, and unit economics in assessing the sustainability of growth and returns for companies in this sector [1] - The focus on scalable business models and network effects highlights the competitive advantages that Intuitive Surgical possesses in the market [1]

Core Insights - The article emphasizes three companies—Waste Management, Intuitive Surgical, and Marriott International—as strong candidates for long-term investment due to their competitive advantages and stable cash flows [2][3]. Waste Management - Waste Management (WM) reported second-quarter revenue of approximately $6.4 billion, reflecting a 19% year-over-year increase, driven by solid performance in core operations and contributions from a healthcare disposal acquisition [5]. - The legacy disposal business saw a revenue increase of 7.1% year over year, indicating robust growth even without acquisitions [5]. - WM's management projects full-year free cash flow between $2.8 billion and $2.9 billion, significantly up from an initial guidance of $125 million, supporting dividends and buybacks while allowing for growth investments [6]. - The company's scale, route density, and long-term contracts create a competitive moat that is difficult for new entrants to penetrate [6]. Intuitive Surgical - Intuitive Surgical reported second-quarter revenue of about $2.44 billion, a 21% year-over-year increase, driven by higher placements of da Vinci systems and increased procedure volumes [9]. - The installed base of da Vinci systems grew at a double-digit rate, and management expects procedure growth of approximately 15.5% to 17% in 2025 [9][10]. - The company has a strong balance sheet with significant cash reserves and no debt, enhancing its resilience [12]. - Intuitive Surgical's price-to-earnings ratio is around 61, indicating that much of the potential upside is already reflected in the stock price [11]. Marriott International - Marriott International's second-quarter revenue per available room (RevPAR) increased by 1.5% year over year, with international markets growing by 5.3% [13]. - Non-GAAP earnings per share rose to $2.65, up from $2.50 in the previous year, and adjusted EBITDA reached approximately $1.4 billion, a 7% increase year over year [13]. - The company repurchased about $0.7 billion of stock during the quarter and has returned approximately $2.1 billion year to date through dividends and buybacks [13]. - Marriott's asset-light model, focusing on franchising and management rather than ownership, allows for low capital needs and strong cash conversion [14].