The Motley Fool·2025-09-20 17:10Core Insights - Intuitive Surgical is viewed as a buy on weakness, while The Trade Desk requires more patience due to slowing growth and competitive challenges [2][14] Intuitive Surgical - Intuitive Surgical reported a strong second-quarter performance with revenue increasing 21% year over year to approximately $2.4 billion, and da Vinci procedures rising about 17% [4] - The company placed 395 new systems, growing its installed base by 14% to over 10,000, and achieved new regulatory milestones for da Vinci 5 in Europe and Japan [4] - For the full year, Intuitive expects worldwide procedure growth of about 15.5% to 17%, despite anticipating gross margin compression to a non-GAAP range of 66% to 67% due to tariff impacts [5] - The stock is currently trading about 29% below its 52-week high, indicating a potential buying opportunity for long-term investors [6] - Intuitive Surgical has a high valuation with a price-to-earnings (P/E) multiple of 61, supported by a growing installed base and rising procedure volumes [12] The Trade Desk - The Trade Desk reported a 19% year-over-year revenue increase to $694 million in Q2, with customer retention above 95% and adjusted EBITDA reaching $271 million [8] - The company’s Q3 guidance suggests revenue of at least $717 million, indicating a growth rate of approximately 14% year over year, which is a slowdown compared to previous growth rates [9] - The competitive landscape is evolving, particularly with Amazon entering the advertising space, which raises concerns about The Trade Desk's market position [10][11] - The stock has declined over 60% year to date, reflecting investor concerns about growth prospects and valuation [11] - The Trade Desk has a P/E ratio of 53, but the slowing growth and competitive challenges suggest it may be better suited for a watchlist until conditions improve [12][13]