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ISRG vs. SYK: Which Robotic Surgery Stock Is the Stronger Buy Today?
ZACKS· 2025-07-22 12:26
Revenue & Growth Trends Key Takeaways As robotic-assisted surgery continues its rising adoption in modern medicine, two industry leaders — Intuitive Surgical (ISRG) and Stryker (SYK) — are shaping the future of robotic-assisted surgery. Intuitive, renowned for its da Vinci Surgical System, continues to dominate the soft tissue surgery space. In contrast, Stryker has established a firm foothold in orthopedic procedures through its Mako robotic platform. Both companies are aggressively pursuing innovation and ...
ISRG Stock Before Q2 Earnings Release: To Buy or Not to Buy?
ZACKS· 2025-07-22 12:20
Core Viewpoint - Intuitive Surgical, Inc. (ISRG) is expected to report second-quarter 2025 earnings with sales estimated at $2.35 billion and earnings per share (EPS) at $1.92, driven by a projected 15-17% increase in da Vinci procedures in 2025 [2][8]. Financial Performance - ISRG delivered an earnings surprise of 5.85% in the last reported quarter, with an average surprise of 14.64% over the past four quarters [3][4]. - The company has stable EPS estimates of $7.84 for 2025 and $9.05 for 2026 [2]. Market Trends - The Instruments & Accessories segment is anticipated to show strong results due to robust da Vinci procedure growth, particularly in U.S. general surgery and cancer procedures outside the U.S. [6][7]. - Procedure growth in China has improved, primarily driven by urologic procedures, although tariff-related challenges may impact sales [9]. Product Adoption - Strong adoption of the newly launched da Vinci 5 surgical system is expected to contribute positively to the second-quarter results, with 147 systems placed in the first quarter [10]. - The Services segment is likely to reflect strong adoption of digital products and services, including Intuitive App and Intuitive Hub [11]. Valuation and Performance - ISRG shares have declined 0.7% year-to-date, underperforming the S&P 500 Index's gain of 6.5% but outperforming the Zacks Medical sector's decrease of 6.4% [13]. - The company is currently trading at a forward 12-month P/E of 60.92X, significantly higher than the industry average of 27.90X, indicating a premium valuation [16][17]. Future Outlook - Continued growth in da Vinci procedure volume and strong Ion procedure growth are expected to drive ISRG's performance for the remainder of 2025 [20]. - The launch of da Vinci SP in Europe and da Vinci 5 in the U.S. is anticipated to further enhance system placements [21]. - Rising trade tensions and tariff implications may introduce uncertainty, but the company's U.S. and Mexico manufacturing facilities should mitigate some risks [22].
Prediction: 3 Magnificent Stocks That'll Be Worth More Than Nvidia and Palantir by 2035
The Motley Fool· 2025-07-20 07:06
Core Viewpoint - The article suggests that three industry leaders with strong catalysts and competitive advantages could outperform current AI leaders Nvidia and Palantir over the next decade. Group 1: Nvidia and Palantir - Nvidia has gained over $3.8 trillion in market value since the start of 2023, while Palantir's stock has surged approximately 2,250% during the same period [2] - Nvidia's GPUs, particularly the Hopper and Blackwell models, dominate AI-accelerated data centers, allowing the company to charge a significant premium due to ongoing AI-GPU scarcity [4] - Palantir's platforms, Gotham and Foundry, are essential for federal governments and businesses, driving sales growth and recurring profitability [5] - Both companies may be in a bubble, as historical trends suggest that major innovations often experience bubble-bursting events [6] - Palantir's price-to-sales (P/S) ratio is nearing 121, while Nvidia's is approaching 29, significantly higher than peers [7] Group 2: Potential Competitors - Alibaba Group, with a current market cap of $276 billion, is positioned to potentially surpass Nvidia and Palantir, benefiting from its e-commerce dominance and cloud infrastructure services [10][11] - Alibaba's Taobao and Tmall platforms accounted for an estimated 41% of China's online retail market in 2024, supported by a growing middle class [11] - Alibaba Cloud captured one-third of all cloud infrastructure spending in mainland China, with generative AI solutions expected to drive double-digit sales growth [12] - PayPal Holdings, with a market cap of $71 billion, is also a strong contender, as the global fintech market is projected to grow significantly [14][15] - PayPal's total payment volume increased from $936 billion to an annual run rate of $1.67 trillion, indicating strong engagement from active accounts [16] - Intuitive Surgical, valued at $184 billion, has a stronghold in the robotic-assisted surgical market, with a growing revenue stream from high-margin instruments and services [19][21][22] - The company is expanding its surgical systems' applications, which could sustain double-digit growth for the next decade [23]
ISRG's Vessel Sealer Curved for da Vinci Systems Gets FDA Approval
ZACKS· 2025-07-17 16:35
Company Overview - Intuitive Surgical (ISRG) received FDA clearance for its Vessel Sealer Curved, a multifunctional instrument for da Vinci surgical systems, enhancing procedural efficiency in minimally invasive surgeries [2][5] - The Vessel Sealer Curved integrates advanced bipolar energy technology with refined mechanical design, improving performance and precision in robotic-assisted surgeries [3][9] - The new instrument can grasp, dissect, coagulate, and transect tissue, increasing procedural efficiency and broadening the appeal of robotic-assisted surgery across specialties [5][10] Financial Performance - ISRG has a market capitalization of $183.59 billion and an earnings yield of 1.45%, which is higher than the industry's negative 2.88% [6] - In the last reported quarter, ISRG delivered an earnings surprise of 5.85% [6] Stock Performance - Following the FDA clearance announcement, ISRG shares traded flat, with a year-to-date loss of 1.8%, compared to the industry's 11.5% decline and the S&P 500's gain of 5.6% [4] Industry Prospects - The global surgical robots market is projected to grow from $4.31 billion in 2024 to $7.42 billion by 2030, with a CAGR of 9.42% from 2025 to 2030, driven by technological innovation and increasing investments [13]
Unlocking Q2 Potential of Intuitive Surgical (ISRG): Exploring Wall Street Estimates for Key Metrics
ZACKS· 2025-07-17 14:15
Core Insights - Intuitive Surgical, Inc. (ISRG) is expected to report quarterly earnings of $1.92 per share, a 7.9% increase year-over-year, with revenues projected at $2.35 billion, reflecting a 16.8% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 0.1% in the last 30 days, indicating analysts' reassessment of their initial estimates [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Forecasts - Analysts forecast 'Revenue- Product (Instruments and accessories and Systems)' to reach $1.96 billion, a 15.7% increase from the previous year [5] - The consensus estimate for 'Revenue- Services' is $368.86 million, suggesting a 16.3% year-over-year change [5] - 'Revenue- Systems' is expected to reach $516.21 million, indicating a 15.2% increase year-over-year [5] Unit and Procedure Estimates - The average prediction for 'Revenue- Instruments and accessories' is $1.44 billion, reflecting a 15.9% increase from the prior year [6] - Analysts estimate 'Total System Units Placed - Total Company' at 395, up from 341 in the same quarter last year [6] - The estimated 'Total Number of Procedures' is 771,122, compared to 661,000 a year ago [7] - The 'Da Vinci Surgical System Installed Base' is projected to be 10,427, up from 9,203 year-over-year [7] - 'Total System Units Placed - Outside of the United States' is expected to reach 184, down from 192 year-over-year [7] - 'Total System Units Placed - United States' is estimated at 211, compared to 149 in the same quarter last year [8] Profit and Cost Estimates - The consensus for 'Gross profit- Service' is $245.26 million, up from $219.50 million in the same quarter last year [8] - Analysts project 'Cost of revenue- Service' to reach $118.34 million [8] Stock Performance - Over the past month, shares of Intuitive Surgical have returned +0.6%, while the Zacks S&P 500 composite has changed +4.2% [9] - ISRG currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near future [9]
Intuitive demonstrates telesurgery capabilities
Globenewswire· 2025-07-16 13:16
Core Viewpoint - Intuitive has successfully demonstrated its telesurgery capabilities by connecting two surgeons remotely to perform a transatlantic surgery at the Society of Robotic Surgery conference, showcasing advancements in robotic-assisted surgery technology [1][2][4]. Company Overview - Intuitive, headquartered in Sunnyvale, California, is a leader in minimally invasive care and robotic surgery, with a focus on improving patient outcomes and care delivery efficiency [11]. - The company has developed the da Vinci surgical system, which has been used in nearly 17 million procedures over 30 years, training almost 90,000 surgeons [8]. Telesurgery Demonstration - The demonstration involved Dr. Doug Stoddard in Georgia and Dr. Andrea Pakula in France, using a dual console da Vinci 5 system to perform surgery on an advanced tissue model [2][3]. - The surgeons were able to exchange control of surgical instruments remotely, utilizing Force Feedback technology to simulate the sensation of operating on live tissue despite being over 4,000 miles apart [3]. Future of Telesurgery - Intuitive's CEO emphasized the potential of telesurgery to enhance patient access to care, while also noting the importance of careful development in infrastructure and technology to ensure safety and reliability [4][6]. - The company is focused on building a robust network infrastructure to support telesurgery, rather than being the first to market [7]. Technology Development - The telesurgery software demonstrated is still in development and not yet cleared for sale or use in the U.S. or EU, indicating ongoing efforts to ensure safety and effectiveness [9]. - Intuitive's telecollaboration suite includes telementoring and teleproctoring, aimed at improving clinical outcomes and reducing care costs [6].
Hospital Capex Headwind: Temporary Setback or Lasting Risk for ISRG?
ZACKS· 2025-07-14 13:25
Key Takeaways MDT's focus on value-based outcomes and procedural efficiency, such as in pulse field ablation and renal denervation, resonates with financially constrained systems. CEO Geoff Martha stated that Medtronic's innovation pipeline (including closed-loop neurostimulators and AI-enabled spine platforms) is expanding the total addressable market while balancing spend and margin expansion. ISRG's Price Performance, Valuation and Estimates Hospital CapEx constraints are clearly impacting ISRG's interna ...
花旗:美国医疗科技_2025 年展望_但等等,还有更多
花旗· 2025-07-14 00:36
Investment Rating - The report maintains a "Buy" rating for Boston Scientific (BSX), Edwards Lifesciences (EW), GE Healthcare (GEHC), Intuitive Surgical (ISRG), and Haemonetics (HAE), while downgrading Tandem Diabetes (TNDM) to "Sell/High Risk" from "Neutral/High Risk" [1][5][20]. Core Insights - The MedTech sector has shown resilience against healthcare headwinds, with a focus on returning to fundamentals and several catalysts expected to drive momentum in the second half of 2025 [1][9]. - The S&P Equipment and Supplies Index has outperformed the broader market, with a year-to-date increase of 7.2%, while relative P/E multiples remain below historical averages [2][12]. - Key upcoming catalysts include product launches and data readouts from various companies, which are anticipated to influence stock performance positively [3][10][11]. Summary by Sections Market Overview - The MedTech industry has largely absorbed tariff impacts, with a weakening USD providing additional support [1][9]. - The S&P 500 is up 6.2% year-to-date, while the S&P Equipment and Supplies Index has increased by 7.2% [2][12]. Company-Specific Insights - Boston Scientific (BSX) is expected to benefit from Farapulse and new product launches, projecting a revenue increase of 80.1% year-over-year in 2Q25 [3][10]. - Edwards Lifesciences (EW) anticipates pivotal data releases and the reopening of TAVR NCD, which could enhance its market position [3][10]. - Intuitive Surgical (ISRG) plans a broad launch of its DV5 system, which is expected to drive stock performance [4][10]. - Haemonetics (HAE) has been upgraded to "Buy" due to improved guidance and revenue growth expectations [5][20]. - Tandem Diabetes (TNDM) faces competitive pressures, leading to its downgrade to "Sell/High Risk" [5][20]. Valuation and Target Prices - Target prices have been adjusted for several companies, with BSX at $125, EW at $95, GEHC at $86, and ISRG at $650 [20][21]. - The report highlights that the relative P/E multiple for the MedTech sector is currently at 1.14x, below historical averages, indicating potential undervaluation [2][12][14].
美股市场速览:市场窄幅震荡,多数行业下跌
Guoxin Securities· 2025-07-13 03:29
Investment Rating - The report maintains a "Weaker than Market" investment rating for the U.S. stock market [1] Core Insights - The U.S. stock market experienced narrow fluctuations with most sectors declining, as the S&P 500 fell by 0.3% and the Nasdaq by 0.1% [3] - There were 8 sectors that increased while 16 sectors decreased, with notable gains in Energy (+2.6%), Semiconductor Products and Equipment (+2.4%), and Transportation (+1.2%) [3] - Conversely, sectors that saw significant declines included Telecommunications (-4.8%), Insurance (-2.6%), and Banks (-2.5%) [3] Summary by Sections Market Overview - The S&P 500's estimated fund flow was -$5.7 billion this week, a decrease from the previous week's +$23.4 billion, with a total of +$216.4 billion over the last 13 weeks [4] - Fund inflows were observed in 11 sectors, with Semiconductor Products and Equipment leading at +$17.2 billion, followed by Transportation (+$6.0 billion) and Energy (+$4.1 billion) [4] - Sectors experiencing fund outflows included Software and Services (-$15.9 billion) and Automotive and Parts (-$8.2 billion) [4] Earnings Forecast - The dynamic F12M EPS forecast for S&P 500 constituents was adjusted upward by 0.3%, following a 0.2% increase the previous week [5] - Earnings expectations were raised for 21 sectors, with the highest adjustments in Integrated Finance (+0.8%), Automotive and Parts (+0.8%), and Semiconductor Products and Equipment (+0.8%) [5] - Three sectors saw downward revisions, notably Healthcare Equipment and Services (-1.0%) and Telecommunications (-0.2%) [5] Price Performance - The Energy sector recorded a price return of +2.6% this week, while the Telecommunications sector saw a decline of -4.8% [15] - Over the past 52 weeks, the Energy sector has increased by 5.1%, while the Telecommunications sector has decreased by 4.0% [15] - The Semiconductor Products and Equipment sector has shown a remarkable increase of +48.0% over the past 13 weeks [15] Fund Flow Analysis - The Industrial sector led with a net fund inflow of $781 million this week, followed by Energy with $409 million [19] - The Semiconductor Products and Equipment sector also saw significant inflows of $1.716 billion, indicating strong investor interest [19] - In contrast, the Software and Services sector experienced the largest outflow of -$1.594 billion [19]
Why Intuitive Surgical, Inc. (ISRG) Dipped More Than Broader Market Today
ZACKS· 2025-07-11 22:51
Company Performance - Intuitive Surgical, Inc. (ISRG) stock was down 2.66% at $512.06, underperforming the S&P 500's daily loss of 0.33% [1] - Over the previous month, ISRG shares gained 2.54%, outperforming the Medical sector's loss of 0.32% but underperforming the S&P 500's gain of 4.07% [1] Upcoming Earnings - The upcoming earnings report for Intuitive Surgical is expected on July 22, 2025, with a forecasted EPS of $1.92, reflecting a 7.87% increase from the same quarter last year [2] - Revenue is projected at $2.35 billion, indicating a 16.81% rise from the equivalent quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $7.84 per share and revenue at $9.65 billion, showing increases of +6.81% and +15.56% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Intuitive Surgical reflect short-term business trends, with positive revisions indicating optimism about the business outlook [3] Zacks Rank - Intuitive Surgical is currently rated as Zacks Rank 2 (Buy), with the Zacks Rank system showing a strong track record of performance [5] Valuation Metrics - The company has a Forward P/E ratio of 67.09, significantly higher than the industry average of 23.76 [6] - The PEG ratio for ISRG is 4.44, compared to the Medical - Instruments industry's average PEG ratio of 2.29 [6] Industry Overview - The Medical - Instruments industry, part of the Medical sector, has a Zacks Industry Rank of 168, placing it in the bottom 32% of over 250 industries [7] - Top-rated industries (top 50%) outperform the bottom half by a factor of 2 to 1 [7]