These two healthcare companies have far more upside potential than Johnson & Johnson.Few healthcare companies are more famous than Johnson & Johnson (JNJ 2.10%). The pharmaceutical giant earned its stature in the industry thanks to its incredible innovative abilities and a business that's been executing for decades.However, its growth has stalled in recent years. The company's financial results haven't been particularly strong, and it's also dealing with a barrage of lawsuits and other legal challenges.Thou ...

Core Insights - The article emphasizes the importance of AI application in generating value and cash flow for companies, highlighting that AI is still in its early phases and will significantly impact various sectors [1] Company Summaries Symbotic Inc. (NASDAQ: SYM) - Symbotic's AI-powered warehouses enhance supply chain efficiency by increasing capacity and fulfillment speeds, benefiting the bottom line [2] - The company has partnerships with major businesses like C&S Wholesale Grocers, Target, and Walmart, and is experiencing a growing backlog of orders [2] - Symbotic's joint venture with SoftBank Group, Greenbox, offers warehouse-as-a-service, expanding access to its AI automation technology [2] Intuitive Surgical (NASDAQ: ISRG) - Intuitive Surgical has integrated AI into its surgical practices, driving growth through the increasing use of its da Vinci surgical robot systems [4] - The company reported industry-leading growth, robust cash flow, and a 10% increase in shareholder equity, although it does not pay dividends or buy back stock [4] - The stock price has shown a long-term upward trend, with potential for a stock split as it approaches the $500 mark, which historically leads to outperformance [5] Microsoft (NASDAQ: MSFT) - Microsoft is positioned as the second-largest player in the AI industry, offering a comprehensive range of AI tools for both consumers and developers [6] - The company reported solid growth of 15%, driven by a 30% increase in its cloud segment, with expectations for continued robust cash flows and capital returns [7] - Analysts have revised their price targets for Microsoft, indicating a potential increase to $500, despite the stock currently having a "Moderate Buy" rating [8][7]

As I’m sure everyone reading this is aware, artificial intelligence, or AI, has been quite a volatile sector in the recent past. All indicators suggest this will continue in the near to semi-long-term future. Many are skeptical of the high valuation AI companies carry, often comparing it to those seen before the dot-com crash. Statistically speaking, we are far away from that level of inflated valuations — at least for now. AI companies rise and fall every day. In a way, they can be seen as a “playground” f ...

The company is a bona fide market-beater with a long growth runway left ahead.The healthcare industry demands innovation because it directly translates to better patient care. Intuitive Surgical (ISRG 1.04%) stock has won big-time because of this simple concept. Shares have appreciated more than 22,000% over their lifetime because the company's robotic equipment has revolutionized surgery.Intuitive Surgical is no longer a rising star, but an industry behemoth with a market capitalization of $161 billion. Gi ...

Gary Guthart's comments on GLP-1 drugs have concerned some investors, but I feel fine about them.It wasn't that long ago that Intuitive Surgical (ISRG 1.04%) was dealing with pandemic-related issues. The company's procedure volume dropped noticeably with the outbreak, leading to lower-than-expected revenue and earnings.Intuitive did bounce back, much to the joy of investors. However, the medical device specialist is now dealing with a completely different issue harming its financial results. During the comp ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Intuitive Surgical, Inc. (ISRG) .Intuitive Surgical currently has an avera ...

Intuitive Surgical, Inc. (ISRG) is back to its winning ways as da Vinci procedures continue to grow worldwide. This Zacks Rank #1 (Strong Buy) is expected to see 14% revenue growth in 2024 and 16% in 2025.Intuitive Surgical manufactures and markets the da Vinci surgical system globally. It strives to make surgery more effective, less invasive and easier on surgeons, patients and their families. As of June 30, 2024, its da Vinci surgical system installed base grew to 9,203 systems.Another Earnings Beat in th ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Intuitive Surgical, Inc. (ISRG) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Intuitive Surgical, Inc. is one of 1025 companies in the Medical g ...

Shares of Intuitive Surgical (ISRG) surged 9.3% last Friday, after the company announced second-quarter results. The share price touched an all-time high of $456.81 and also closed at a record high of $455.01.ISRG ended the second quarter on a strong note, wherein both its top and bottom lines grew year over year and beat their respective estimates.  Revenues were primarily driven by continued growth procedure volume, along with higher price realization for procedures as well as system placements. The compa ...