Intuitive Surgical's da Vinci 5 is gaining rapid adoption, fueling hospital upgrades as software enhancements build a potential multi-year capital cycle.
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Don't let their recent poor performances chase you away.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]
Stock Market Today: The Dow Jones index rallied 600 points Monday after Trump called off new U.S. strikes on Iran. Oil prices plunged.
8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...
Intuitive Surgical (NASDAQ:ISRG) beat both top- and bottom-line consensus estimates in its fiscal Q2 2026 results, with revenue for the quarter growing 19% to $2.89 billion and adjusted EPS reaching $2.80, exceeding expectations by $0.30. However, the stock declined as investors focused on concerns surrounding slowing domestic procedure growth. Medtronic (NYSE:MDT), meanwhile, continued its turnaround […]
Intuitive Surgical (ISRG), maker of the da Vinci surgical robot, has been one of the year's most punished large-cap healthcare names, down about 37% even as revenue keeps climbing. Analysts spent months cutting targets. Then one firm broke from the pack and told investors the fear had gone too far. ...
ISRG is expanding robotic surgery beyond urology as general surgery and newer specialties gain traction, creating fresh avenues for long-term procedure growth.
Align Technology shares rise after Q2 earnings and revenues beat estimates, fueled by record Clear Aligner shipments and wider non-GAAP margins.
Intuitive Surgical (ISRG) has just overhauled its bylaws, reshaping how shareholders can nominate directors, submit proposals, and call special meetings. These governance changes arrive while the stock is still trading well below its recent highs. See our latest analysis for Intuitive Surgical. Over the last year, Intuitive Surgical’s share price return has been pressured, with the year to date share price return down 35.62% and the 90 day share price return down 20.28%, even though the 3...
Medtronic could finally be on the cusp of a long-awaited turnaround.
In the world of robotic surgery, one company is both the undisputed leader and the most expensive name on the shelf, forcing investors to ask if operational brilliance is worth the high price of admission.
July 29 () - GE HealthCare on Wednesday beat Wall Street estimates for second-quarter profit, helped by strong demand for its diagnostic and imaging devices and refunds of tariffs imposed under U. Shares of the medical device maker rose 12% in premarket trading.
July 29 (Reuters) - GE HealthCare on Wednesday beat Wall Street estimates for second-quarter profit, helped by strong demand for its diagnostic and imaging devices and refunds of tariffs imposed
ISRG pairs durable platform demand and higher margin guidance with caution on softer U.S. procedure growth and deferred care.
Intuitive Surgical just posted its fifth consecutive earnings beat and management started buying back shares above current prices, yet the stock sits at a level that implies something far worse than a slowdown. One top analyst sees a near-double from here, and the math behind that call deserves a hard look.
Intuit downgrade, Intuitive Surgical upgraded: Wall Street's top analyst calls
Investing.com -- UBS initiated coverage on four U.S. medical technology companies on Monday, taking a bullish stance on robotic surgery specialist Intuitive Surgical and orthopedic products maker Enovis, while adopting a more cautious outlook on sleep apnea device manufacturer Inspire Medical Systems and a neutral view on Integra LifeSciences.
Analysts are very bullish on Intuitive Surgical, despite the stock's steep decline.
Wall Street analysts are busy reshuffling their ratings ahead of the Fed meeting, with surprise double-upgrades, dramatic target cuts, and fresh initiations spanning surgical robots to cybersecurity. Find out which names made the biggest moves today.
Shares of medical technology company Intuitive Surgical (NASDAQ:ISRG) jumped 5.3% in the afternoon session after the company announced a collaboration with Deion “Coach Prime” Sanders to raise patient awareness of its da Vinci robotic-assisted surgery systems. The partnership aims to increase understanding of different surgical options available to patients. Sanders, a well-known sports figure, will participate in the campaign to encourage informed conversations between patients and their doctor
Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July. Both beat what Wall Street expected. One stock jumped as much as 8%. The other fell as much as 13%. The difference between them shows what actually moves a healthcare stock right now. UnitedHealth Group […]
Health policy has quietly become a stock-moving variable in 2026, and the figures are significant enough to matter. Approximately 2.6 million Americans discontinued ACA marketplace coverage this year after increased pandemic-era subsidies ended at the end of 2025, with health policy experts predicting that total enrollment would decrease to between 16.5 million and 17.5 million […]
Intuitive Surgical revealed a five layer AI framework for its surgical platforms. The company showed a live real time telesurgical collaboration across distant facilities as part of the rollout. The news outlines how Intuitive plans to weave AI into clinical workflows rather than treat it as a standalone add on. For investors tracking Intuitive Surgical, ticker NasdaqGS:ISRG, this AI reveal comes at a time when the stock has faced pressure, with the share price at $332.02 and down 40.9%...
The robotic surgery leader's shares have pulled back, forcing investors to weigh a solid recovery record against new questions in its most important market.
Device makers with cash flow yields of 5% to 6% now trade at a 20% to 30% discount to the S&P 500 index.
AIM, HAS, FOX, COR and ISRG make the list of stocks with rising P/E ratios, a screen highlighting companies investors may view as having stronger earnings potential.
Device makers with cash flow yields of 5% to 6% now trade at a 20% to 30% discount to the S&P 500 index.
There are plenty of reasons to love these companies.
J&J’s Ottava clearance knocked Intuitive's shares lower, but recurring revenue and surgeon switching costs suggest the market overreacted.