
NASDAQ:ISRG
This summary was created by AI, based on 7 opinions in the last 12 months.
Intuitive Surgical Inc. (ISRG-Q) has experienced a challenging period within the med-tech sector, which has generally struggled, although long-term investors might view it as an attractive opportunity. The company specializes in robotic-aided surgeries, but there are concerns about competitive pressures from companies like Medtronic as it heads into its upcoming earnings report. While ISRG recently showed strong quarterly performance, some reviews suggest that growth is slowing, particularly in its Da Vinci business, leading to lowered guidance. Concerns about tariffs, margins, and the overall healthcare environment, which is under political pressure, further complicate the outlook. Experts indicate that any significant stock recovery may require a sector catalyst, as current developments are viewed as slightly negative amidst a challenging landscape.
Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.
A disruptor in medtech. ISRG builds robotic-assisted surgical devices that are sold to hospitals. Enjoys 85% recurring revenues. Growing steadily for 20 years with good intenational exposure. Their commerical shows a robot sewing the skin on a grape. Stock rose 8% today alone. Again demographics are another tailwind. (Also look at the IHI ETF in the medtech sector.) (Analysts' price target $460.80)
Allan Tong’s Discover Picks Both Jamie Murray and Bruce Murray (unrelated) see strong long-term growth ahead for the company as more surgeons adapt robotic devices. ISRG's market share is currently only 4%, but Bruce Murray expects the company to grow 50% next year and 20% after that. However, investors have already caught onto this stock and ISRG stock has almost doubled from the March 23 bottom; it has passed its $655 price target and is flirting with $700. Read BDX, BSX, ISRG and Stryker Stock: Top 4 Medical Supply Stocks for our full analysis.