
NASDAQ:ISRG
This summary was created by AI, based on 6 opinions in the last 12 months.
Intuitive Surgical Inc. (ISRG-Q) has captured attention from several experts, highlighting its role in the robotics space, particularly in robotic-assisted surgeries. While one expert acknowledges the growth potential and innovation in the sector, they emphasize the need for a better entry point. Another review points out the stock's recent struggles alongside the med-tech sector but maintains that it remains a solid long-term investment due to its high growth prospects. Concerns about competition, particularly from companies like Medtronic, have been raised, especially as ISRG prepares to report earnings. Additionally, discussions around margins and tariff challenges mention a projected increase in margins over the next few years but suggest a cautious approach to buying amidst recent performance. Overall, the sentiment reflects a blend of cautious optimism tempered by the realities of market competition and economic factors.
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.
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)
JNJ JNJ is trying to respond to the rise of robotic surgery by Intuitive Surgical, which he prefers. This take time and research for JNJ, which means Intuitive will still be ahead of JNJ.