Core Insights - Intuitive Surgical is a leader in robotic surgery equipment with over 9,900 da Vinci systems installed globally, used in more than 16 million procedures [1] - Approximately 25% of Intuitive Surgical's revenue comes from system sales, while the remaining 75% is generated from servicing and supplies, providing a stable revenue stream [2] - The company's stock is highly valued, with a forward P/E ratio of 59, slightly above its five-year average of 56, reflecting its status as a strong growth stock [3] Company Comparisons - Medtronic is making strides in robotic surgery and offers a more attractive valuation with a forward P/E of 18, just above its five-year average of 17 [4] - Medtronic has focused on higher-margin operations and divested its less profitable diabetes division, maintaining a solid dividend yield of 2.8% [5] - Medtronic's recent earnings report indicated robust procedure volumes and market performance, with revenue and EPS exceeding expectations [5]

作为拜耳在华设立的首个创新中心，该中心将孵化本土创新药企，推动本土创新药出海，同时与高水平 科研临床机构合作，提升基础科研及临床转化能力。这一项目的落地，成为国际医药创新公园加速集聚 全球医药创新力量的生动注脚。 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提 出，支持创新药和医疗器械发展。北京聚焦生物医药产业开展深度创新、融合和提升，筑巢引凤之下， 越来越多医药企业选择落户国际医药创新公园，为区域产业发展注入强劲动能。 新华社北京11月21日电 "北京是拜耳在华发展的重要战略起点，落地创新公园正是我们携手本土创新力 量、共建医药研发新生态的关键环节。"近日，拜耳・亦庄开放创新中心在位于北京经济技术开发区的 国际医药创新公园正式启用，拜耳全球生命科学共创平台、首批入孵企业同步落地，拜耳集团处方药事 业部全球执行副总裁兼中国区总裁、拜耳中国区总裁周晓兰的表态，道出了众多入驻企业的心声。 "园区充分发挥首都的政策优势、创新优势和开放优势，生物医药产业聚集态势已初步形成，2026年还 将有新一批创新药械领军企业入驻。"北京经济技术开发区生物技术和大健康产业局副局长王展硕介 ...

We recently published 13 Stocks That Crossed Jim Cramer’s Radar. Medtronic plc (NYSE:MDT) is one of the stocks Jim Cramer discussed. Medtronic plc (NYSE:MDT) is a medical technology company that makes and sells devices for cardiovascular, neuroscience, and surgical applications. Cramer has discussed the firm on a handful of occasions in 2025. One such discussion occurred in May, when the CNBC TV host called the stock “inconsistent” despite Medtronic plc (NYSE:MDT) delivering strong numbers. The firm’s lat ...

Core Viewpoint - The appointment of Jim Peichel as the new Chief Technology Officer (CTO) of Medtronic marks a significant leadership transition within the company, emphasizing internal growth and continuity in technology leadership [2][5][8]. Group 1: Jim Peichel's Career Path - Jim Peichel joined Medtronic in 1999 as a software engineering intern and has since progressed through various roles, including project leader and platform development head, particularly in the cardiac rhythm management and electrophysiology sectors [3][4]. - Peichel's career trajectory exemplifies a typical internal promotion from a technical background, highlighting his long-term commitment to the company's engineering teams [4][8]. Group 2: Timing of the Appointment - Peichel's appointment comes shortly after Medtronic reported better-than-expected financial results, with the cardiovascular business experiencing a 10.8% year-over-year growth, making it the fastest-growing segment of the company [5]. - His role as CTO will involve continuing the engineering and product development of key technologies that have driven this growth, ensuring technical collaboration across business units [5][9]. Group 3: Transition from Previous CTO - The transition follows the retirement of former CTO Ken Washington, who had a diverse background in technology leadership from companies like Ford and Amazon Robotics [6][7]. - Peichel's internal promotion represents a natural and expected transition in leadership style, focusing on stability and continuity in Medtronic's technical management [7][8]. Group 4: Future Challenges - Moving forward, Peichel will face the challenge of balancing innovation pace, business growth, and engineering efficiency during his tenure as CTO [9].

Core Insights - The Percept™ RC, the world's first rechargeable and sensing closed-loop brain stimulator, has commenced clinical applications in major hospitals across Beijing, Anhui, and Shanxi as of November 2025 [1][4] - Developed by Medtronic, the device integrates artificial intelligence and brain-machine interface technology, and is approved by the Chinese National Medical Products Administration, the US FDA, and the EU CE for treating complex neurological disorders such as Parkinson's disease and drug-resistant epilepsy [3][4] - The device has been recognized as one of TIME magazine's "Best Inventions of 2025" and has been featured prominently at the China International Import Expo [3][4] Clinical Application - The clinical application of Percept™ RC marks a significant breakthrough in brain stimulator therapy, advancing the use of brain-machine interface technology for treating neurological diseases in China [4] - The device offers a more intelligent, precise, and comfortable treatment option for patients, enhancing the overall treatment experience [4][8] Technological Advancements - Compared to traditional brain stimulators, Percept™ RC provides real-time sensing and analysis of brain activity, allowing for personalized and precise treatment tailored to the patient's condition [8] - It is the smallest and lightest brain stimulator globally, being 37% smaller than traditional models, which improves patient comfort [8] - The device features an open lifespan battery technology and is fully compatible with 3.0T and 1.5T MRI scans, ensuring patient safety and access to future medical imaging [8] Historical Context - Deep brain stimulation (DBS), commonly known as "brain pacemaker," has been recognized as the preferred surgical treatment for Parkinson's disease since its first successful operation in 1987 [5] - The therapy has been clinically applied for over 35 years globally, with its introduction to China occurring in 1999 [5]

Core Insights - Medtronic reported strong second-quarter 2026 results with sales of $8.96 billion, exceeding the consensus estimate of $8.87 billion, representing a 6.6% year-over-year increase and 5.5% organic growth [1] - Adjusted earnings per share were $1.36, surpassing expectations of $1.31, indicating robust procedure volumes and effective execution across the business [1] - The company raised its fiscal year 2026 organic revenue growth guidance to 5.5% from 5% and adjusted earnings guidance to $5.62-$5.66 per share, compared to the previous $5.60-$5.66 [2] Financial Performance - Sales reached $8.96 billion, a 6.6% increase year-over-year with organic growth of 5.5% [1] - Adjusted earnings per share of $1.36 exceeded expectations of $1.31 [1] - Fiscal year 2026 guidance includes a potential tariff impact of approximately $185 million, unchanged from prior guidance, with diluted adjusted earnings per share growth of approximately 4.5% when excluding tariffs [2] Analyst Ratings and Price Targets - Goldman Sachs upgraded Medtronic from Sell to Neutral, raising the price target from $81 to $111 [5] - Baird maintained a Neutral rating and raised the price target from $103 to $109 [5] - Wells Fargo maintained an Overweight rating and increased the price target from $100 to $114 [5] - UBS maintained a Neutral rating with a price target increase from $95 to $102 [5] - RBC Capital maintained an Outperform rating, raising the price target from $111 to $118 [5] - Morgan Stanley maintained an Overweight rating and increased the price target from $107 to $117 [5]

Core Insights - Medtronic reported strong second-quarter 2026 results with sales of $8.96 billion, exceeding the consensus estimate of $8.87 billion, representing a 6.6% year-over-year increase and 5.5% organic growth [1] - Adjusted earnings per share were $1.36, surpassing expectations of $1.31, indicating robust procedure volumes and effective execution across the business [1] - The company raised its fiscal year 2026 organic revenue growth guidance to 5.5% from 5% and adjusted earnings guidance to $5.62-$5.66 per share, compared to the previous $5.60-$5.66 [2] Financial Performance - Sales reached $8.96 billion, a 6.6% increase year-over-year with organic growth of 5.5% [1] - Adjusted earnings per share of $1.36 exceeded expectations of $1.31 [1] - Fiscal year 2026 guidance includes a potential tariff impact of approximately $185 million, unchanged from prior guidance, with diluted adjusted earnings per share growth of approximately 4.5% when excluding tariffs [2] Analyst Ratings and Price Targets - Goldman Sachs upgraded Medtronic from Sell to Neutral, raising the price target from $81 to $111 [5] - Baird maintained a Neutral rating and increased the price target from $103 to $109 [5] - Wells Fargo maintained an Overweight rating, raising the price target from $100 to $114 [5] - UBS maintained a Neutral rating and raised the price target from $95 to $102 [5] - RBC Capital maintained an Outperform rating, increasing the price target from $111 to $118 [5] - Morgan Stanley maintained an Overweight rating, raising the price target from $107 to $117 [5]

Core Insights - Medtronic's stock has shown significant improvement, with its Relative Strength (RS) Rating rising from 67 to 82, indicating strong performance in the market [1] - The company reported solid Q2'2026 results, driven by robust revenue growth in its cardiovascular portfolio [1] - Medtronic's stock experienced a breakout due to a "clean beat" performance, particularly attributed to its pulsed field ablation technology [2] Company Performance - Medtronic's stock performance is highlighted by an increase in RS Rating, which is a key indicator for investors [1] - The company has achieved a notable revenue increase in its cardiovascular segment, contributing to its positive quarterly results [1] - The stock's breakout was characterized by a significant performance improvement, showcasing the effectiveness of its innovative technologies [2]

Core Viewpoint - The article compiles significant research calls from Wall Street, highlighting upgrades for various companies that investors should be aware of [1] Group 1: Company Upgrades - Jefferies upgraded DoorDash (DASH) to Buy from Hold with a price target of $260, increased from $220, citing faster growth in U.S. restaurant delivery as a reason for a more bullish outlook [2] - Nomura upgraded Baidu (BIDU) to Buy from Neutral with a price target of $140, up from $135, due to the substantial growth potential of its 69% owned chip-design subsidiary, Kunlunxin, and management's consideration of enhancing capital returns [2] - UBS upgraded Insulet (PODD) to Buy from Neutral with a price target of $400, raised from $355, anticipating sustained growth momentum through the end of the decade [2] - Jefferies upgraded Zions Bancorp (ZION) to Buy from Hold with a price target of $60, up from $55, arguing that the stock's pullback related to alleged fraud charges is overdone [2] - Goldman Sachs upgraded Medtronic (MDT) to Neutral from Sell with a price target of $111, increased from $81, noting improved new product momentum and positive overall P&L metrics post Q2 results [2]

Core Insights - Medtronic has regained momentum, with its stock price expected to rise, reflecting a bottoming process over several years [2][3] - The stock is projected to rally over the coming quarters and years, supported by modest growth, healthy margins, cash flow, and capital returns [3] - Analysts indicate accumulation trends, with strong Q2 results and guidance affirming strength and capital returns for fiscal year 2026 and beyond [3] Financial Performance - Medtronic's stock price could advance by 20% to 30%, driven by a favorable growth outlook and mid-single-digit growth in fiscal year 2026 [4][5] - The company reported $8.96 billion in net revenue for Q2, marking a 6.6% year-over-year increase, which outpaced consensus expectations [8] - Organic growth was up 5.5%, with the Cardiovascular portfolio growing by 10.8%, and diabetic sales increasing by 10.3% year-over-year [9] Capital Returns - Capital returns are significant, with a reliable dividend yield of 2.95% and a payout ratio of approximately 50%, ensuring sustainability [6] - Medtronic is recognized as a Dividend Aristocrat, having increased dividends for over 40 consecutive years, alongside earnings growth and a healthy balance sheet [7] - Share buybacks are ongoing, expected to continue reducing the share count incrementally each quarter [7]