Latest news with #IntuitiveSurgical
Yahoo
2 days ago
- Business
- Yahoo
Leerink Partners Raised the Firm's PT on Intuitive Surgical (ISRG), Kept a Buy Rating
Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the Best Stocks to Invest in for High Returns. On July 23, Leerink Partners analyst Mike Kratky raised the firm's price target on Intuitive Surgical, Inc. (NASDAQ:ISRG) from $587 to $593, while maintaining a Buy rating on the stock. The analyst noted that the company delivered robust results in the fiscal second quarter of 2025. Both revenue and earnings per share exceeded expectations by 4% and 14%. Kratky noted that this was driven by strong revenue growth in all segments and a rise in da Vinci system placements in the United States. A medical team performing minimally invasive surgery with a da Vinci Surgical System. Moreover, Intuitive Surgical, Inc. (NASDAQ:ISRG) also saw greater-than-expected global procedure growth and raised its full-year guidance for procedure growth and gross margin. It now expects international da Vinci procedure growth of approximately 15.5% to 17% in 2025, compared to 17% in 2024. Intuitive Surgical, Inc. (NASDAQ:ISRG) is a medical technology company that develops robotic-assisted surgical systems, including the da Vinci surgical system and the Ion endoluminal system. While we acknowledge the potential of ISRG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
5 days ago
- Business
- Globe and Mail
ISRG's Ion Platform Sees Uptick in Utilization, Eyes Efficiency
Intuitive Surgical 's ISRG Ion platform continues to build momentum, posting a robust 52% year-over-year improvement in procedures (to approximately 35,000) for second-quarter 2025. However, the real story lies beneath the headline growth — system utilization for Ion increased 8% year over year, a critical metric that underscores the company's sharpened focus on workflow optimization and operational efficiency. While system placements dipped to 54 units from 74 a year ago, management remains committed to scaling Ion's usage within its existing installed base. The emphasis is now on enhancing procedural workflows, streamlining clinical adoption and optimizing product costs — all aimed at accelerating Ion's path to profitability. Intuitive Surgical's near-term priorities for Ion include bolstering utilization growth in the United States, while strategically expanding into international markets, notably with first commercial procedures completed in Australia and Korea. As competition intensifies in the robotic-assisted bronchoscopy space, Ion's growing procedural throughput offers a key competitive edge. Higher utilization not only improves return on investment for hospitals but also enhances recurring revenue streams through instrument and accessory sales. Moreover, as ISRG navigates macroeconomic challenges and tariff pressures, workflow efficiency gains and product cost optimizations in Ion could serve as vital levers to protect margins. Given the growing demand for minimally invasive lung biopsy solutions, Ion's capacity to improve procedural throughput and drive operational excellence will be pivotal. The platform's 8% utilization growth may seem incremental, but in a high-mix capital equipment business, such gains could compound significantly over time, enhancing both customer stickiness and long-term value proposition. Investors should closely watch how workflow enhancements translate into higher adoption rates, especially as Intuitive Surgical scales Ion across new geographies and care settings. Competitive Snapshot Stryker 's SYK Mako platform continues to gain traction, with management highlighting strong global utilization growth alongside record installations in second-quarter 2025. As hospitals maximize their existing Mako systems, the surge in procedure volumes is driving higher recurring revenues through consumables and software services. This utilization-driven growth is increasingly important as Stryker navigates tariff pressures and cost headwinds. With expanded applications like hip revision, spine, and soon shoulder procedures, Mako's procedural throughput is poised to accelerate further, enhancing the platform's long-term revenue visibility and margin resilience. Mako is quietly becoming Stryker's high-value recurring revenue engine. Zimmer Biomet 's ZBH ROSA robotics platform saw ongoing adoption in knee procedures, but results were more muted. While ROSA volume-based placements contributed to a mix shift versus outright sales, ROSA was mentioned as central to ZBH's robotic strategy in 2025. The company emphasized the growing uptake of cementless knee and hip implants, including the Oxford Partial Cementless Knee, which complements robotic workflows. Though specific ROSA installation figures weren't disclosed, the system remains integral to ZBH's ASC and digitization strategy. Management cited increased commercial focus and expanded surgical capabilities as key growth drivers, but acknowledged tariffs and ongoing pressure on operating margins as near-term headwinds. ISRG's Price Performance, Valuation and Estimates Shares of ISRG have lost 7.4% in the year-to-date period compared with the industry 's decline of 10.7%. Image Source: Zacks Investment Research From a valuation standpoint, Intuitive Surgical trades at a forward price-to-earnings ratio of 55.05, above the industry average. But, it is still lower than its five-year median of 72.26. ISRG carries a Value Score of D. The Zacks Consensus Estimate for Intuitive Surgical's 2025 earnings implies an 11.3% rise from the year-ago period's level. The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Stryker Corporation (SYK): Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG): Free Stock Analysis Report Zimmer Biomet Holdings, Inc. (ZBH): Free Stock Analysis Report
Yahoo
6 days ago
- Business
- Yahoo
LeMaitre (LMAT) Reports Q2: Everything You Need To Know Ahead Of Earnings
Medical device company LeMaitre Vascular (NASDAQ:LMAT) will be reporting results this Tuesday after market close. Here's what to expect. LeMaitre beat analysts' revenue expectations by 3.7% last quarter, reporting revenues of $59.87 million, up 12% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts' organic revenue estimates but a miss of analysts' EPS estimates. Is LeMaitre a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting LeMaitre's revenue to grow 12.1% year on year to $62.58 million, in line with the 11.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.57 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. LeMaitre has missed Wall Street's revenue estimates three times over the last two years. Looking at LeMaitre's peers in the surgical equipment & consumables - specialty segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Teleflex delivered year-on-year revenue growth of 2.3%, beating analysts' expectations by 1.3%, and Intuitive Surgical reported revenues up 21.4%, topping estimates by 3.7%. Teleflex traded up 1.7% following the results while Intuitive Surgical was down 1.9%. Read our full analysis of Teleflex's results here and Intuitive Surgical's results here. Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the surgical equipment & consumables - specialty stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.3% on average over the last month. LeMaitre is down 2.3% during the same time and is heading into earnings with an average analyst price target of $104.50 (compared to the current share price of $81.04). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
01-08-2025
- Business
- Yahoo
Intuitive Surgical, Inc. (ISRG) Installs 395 da Vinci Systems in Q2, Forecasts 17% Procedure Growth
We recently compiled a list of the Intuitive Surgical, Inc. is placed first on our list. Intuitive Surgical, Inc. (NASDAQ:ISRG) tops our list for being one of the best major stocks. It is known for its da Vinci robotic surgical systems and reported strong Q2 2025 results, highlighting continued growth and innovation in minimally invasive surgery. Revenue rose 21% year-over-year to $2.44 billion, driven by a 17% increase in procedure volumes and record placements of 395 da Vinci systems globally. Of these, 180 were the newer da Vinci 5 systems, up from 70 a year earlier. The total installed base expanded to 10,488 systems, a 14% increase. The da Vinci 5 rollout is central to the company's momentum. It recently received EU certification for adult and pediatric procedures across multiple specialties, and clearance in Japan for nearly all previously approved surgical areas, excluding cardiac. Additional approval for the system's force feedback technology is being pursued in Europe. A surgical prosthesis developed by the company on display in a medical laboratory. Intuitive Surgical, Inc. (NASDAQ:ISRG) updated its 2025 gross margin outlook to 66%, adjusting for tariff effects. The company also reaffirmed expectations for 15–17% global procedure growth this year, reflecting strong demand as hospitals address surgical backlogs and broaden access to robotic procedures. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
31-07-2025
- Business
- Yahoo
Intuitive Surgical (ISRG) Soared on Solid Financial Results
Baron Funds, an investment management company, released its 'Baron Health Care Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund declined 5.06% (Institutional Shares) in the quarter, against a challenging backdrop for the broader Health Care sector, compared to a 6.19% decline for the Russell 3000 Health Care Index (benchmark) and a 10.99% gain for the Russell 3000 Index (the Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Baron Health Care Fund highlighted stocks such as Intuitive Surgical, Inc. (NASDAQ:ISRG). Intuitive Surgical, Inc. (NASDAQ:ISRG) manufactures and markets products that help physicians and healthcare providers improve the quality of and access to minimally invasive care. The one-month return of Intuitive Surgical, Inc. (NASDAQ:ISRG) was -8.07%, and its shares gained 10.99% of their value over the last 52 weeks. On July 30, 2025, Intuitive Surgical, Inc. (NASDAQ:ISRG) stock closed at $500.51 per share, with a market capitalization of $179.421 billion. Baron Health Care Fund stated the following regarding Intuitive Surgical, Inc. (NASDAQ:ISRG) in its second quarter 2025 investor letter: "Intuitive Surgical, Inc. (NASDAQ:ISRG) manufactures the da Vinci Surgical System, a robotic surgical system used for minimally invasive surgical procedures. The stock contributed to performance on solid financial results. Intuitive continues to generate strong procedure growth and is in the early stages of a new product cycle with its da Vinci 5 system. We continue to view Intuitive as a competitively advantaged business with durable moats, including proprietary technology, a strong portfolio of patents, regulatory approvals, a large installed base of robotic systems, a growing base of customers trained on its platform, and a robust balance sheet. We believe the company has a long runway for growth driven by the continued adoption and expansion of robotic surgery." A medical team performing minimally invasive surgery with a da Vinci Surgical System. Intuitive Surgical, Inc. (NASDAQ:ISRG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 106 hedge fund portfolios held Intuitive Surgical, Inc. (NASDAQ:ISRG) at the end of the first quarter, which was 95 in the previous quarter. Intuitive Surgical, Inc.'s (NASDAQ:ISRG) reported total revenue of $2.44 billion in the second quarter of 2025, representing 21% growth over the prior year. While we acknowledge the potential of Intuitive Surgical, Inc. (NASDAQ:ISRG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Intuitive Surgical, Inc. (NASDAQ:ISRG) and shared the list of stocks Jim Cramer weighed in. In the previous quarter, Baron Health Care Fund noted that Intuitive Surgical, Inc. (NASDAQ:ISRG) faced a stock decline due to investor rotation and tariff concerns. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
