Key TakeawaysThe U.S. is preparing to impose new tariffs on imports of robotics, industrial machinery, and medical devices, with investigations launched under Section 232 of the Trade Expansion Act. These tariffs, potentially ranging from 10% to 25%, are expected to increase manufacturing costs and disrupt global supply chains, impacting companies like Intuitive Surgical (ISRG).Federal Reserve Bank of San Francisco President Mary Daly signals a nuanced approach to monetary policy, indicating the economy sti ...

Intuitive Surgical, Inc. (ISRG) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this company have returned -5.6% over the past month versus the Zacks S&P 500 composite's +3.1% change. The Zacks Medical - Instruments industry, to which Intuitive Surgical belongs, has lost 5.4% over this period. Now the key question is: Where could the stock be headed in the near term?Although ...

单孔手术平台国际扩张 - 韩国单孔手术量同比增长112% 成为多专科广泛整合的典范 [1] - 欧洲处于早期推广阶段 使用率逐步提升并获新产品许可 [2] - 新获批50次使用内窥镜降低单次手术成本 经肛门局部切除许可增强结直肠手术能力 [2] 战略价值与运营效率 - 国际扩张抵消中日市场资本预算限制与竞争压力 [3] - 当季仅安装23台单孔系统 但使用率提升30%显示单机产出效率提高 [4] - 手术范围向结直肠、胸科及经肛门领域扩展 支撑长期手术量增长 [4] 竞争对手动态 - 史赛克Mako平台全球使用率增长创安装记录 消耗品与软件服务推动经常性收入 [5] - Mako新增髋关节翻修、脊柱及肩部手术应用 提升收入可见性与利润率韧性 [6] - 捷迈邦美ROSA平台以用量计费模式为主 被列为2025年机器人战略核心 [7] - 无骨水泥膝关节植入物采用率增长 与机器人工作流形成协同 [8] 财务表现与估值 - 直觉外科年内股价下跌9.1% 优于行业17.9%的跌幅 [9] - 远期市盈率49.9倍高于行业平均 但低于五年中位数71.84 [12] - 2025年每股收益共识预期8.17美元 较上年同期增长11.31% [13][14] - 2026年预期每股收益9.18美元 同比增长12.43% [14]

核心观点 - 尽管市场整体表现强劲 但部分知名股票较52周高点大幅下跌 华尔街分析师认为这些股票具备显著反弹潜力 预期涨幅均超过30% [1][2][5][6][9][10][11] - Intuitive Surgical在机器人辅助手术市场占据约60%份额 该市场预计到2034年规模增长两倍以上 [1] - 三家公司当前估值均低于历史平均水平 为潜在反弹提供支撑 [4][8][13] Intuitive Surgical (ISRG) 分析 - 股价从52周高点下跌28% 二季度财报后跌幅超过14% [1][2] - 华尔街共识目标价约596美元 隐含36%上涨空间 最新财报后分析师平均目标价为594美元 [3] - 远期市盈率51倍 低于过去三年平均58倍 [4] - 在机器人辅助手术市场占据主导地位 份额约60% 预计该市场到2034年增长两倍以上 [1] Atlassian (TEAM) 分析 - 股价较今年高点下跌约48% [6] - 公司过去12个月营收超过52亿美元 [6] - 市场共识目标价255美元 隐含51%上涨空间 最新财报后分析师平均目标价227美元 仍隐含34%上涨潜力 [7] - 远期市盈率40倍 远低于过去三年平均76倍 企业价值与销售额比率约7倍 低于过去三年平均105倍 [8] Sprouts Farmers Market (SFM) 分析 - 股价从历史高点下跌33% [9][11] - 过去三年累计回报率达332% 为消费必需品分销和零售行业中表现最佳的大型股 [10] - 市场共识目标价约174美元 隐含44%上涨空间 最新财报后分析师平均目标价180美元 隐含近50%上涨潜力 [12] - 远期市盈率约21倍 略低于过去三年平均22倍 [13] 行业与市场地位 - Intuitive Surgical被认定为全球最高质量的公司之一 在当前估值水平下具有显著投资吸引力 [14] - Sprouts Farmers Market在传统由少数巨头主导的 grocery 行业成功获得广泛市场认可 [11] - 三家公司均在其各自领域建立稳固市场地位 但当前股价均较历史高点出现显著回调 [1][6][11]

Two quality companies are on sale -- but only one looks like a dip worth buying right now.When great businesses sell off, investors should lean in -- but only after checking whether the fundamentals are still doing the heavy lifting. Intuitive Surgical (ISRG 0.76%), the robotic-surgery leader behind the minimally invasive da Vinci system, and The Trade Desk (TTD 1.27%), a programmatic advertising platform for the open internet, have both been under pressure this year.Both companies reported fresh quarterly ...

Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the 10 Best NASDAQ Stocks to Buy For Long Term. On September 10, Bank of America Securities reiterated a Buy rating on Intuitive Surgical, Inc. (NASDAQ:ISRG) with a price target of $650. This decision comes in spite of Intuitive Surgical, Inc.’s (NASDAQ:ISRG) stock’s recent performance, which has showed weakness. Analysts Stay Positive on Intuitive Surgical (ISRG) Despite Stock Dip On September 4, Bernstein SocGen Group also reaffirmed an Outperform ratin ...

Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of best beginner stocks to buy, according to analysts. On September 4, Bernstein SocGen Group reiterated an ‘Outperform’ rating on the stock and a $685 price target. Intuitive Surgical (ISRG) is an ‘Outperform’ Ahead of Key Product Launches: Bernstein SocGen Group According to the research firm, the stock is currently trading at a discount after pulling back from its high of $610 per share, recorded in January. Consequently, it views the current trading range ...

Key Points The company's systems can help advance healthcare and make telesurgery a real option for patients. Intuitive has promising long-term prospects, and its growth has been encouraging in recent years. 10 stocks we like better than Intuitive Surgical › Intuitive Surgical (NASDAQ: ISRG) makes surgical systems that are transforming the healthcare industry, making it easier for surgeons to conduct difficult surgeries. And that can increase success rates in surgery and improve outcomes from patien ...

公司业务与行业地位 - 直观外科公司处于机器人辅助手术行业中心 拥有数千台高度先进手术系统的全球装机基础 [1] - 机器人辅助手术技术已从概念发展为成熟医疗应用 [1] 分析师研究背景与方法论 - 分析师专注于长期复合增长型企业 护城河业务和结构性增长行业 [1] - 研究重点为具有经济韧性 定价权和资本效率的耐用型企业 [1] - 覆盖领域包括科技 工业和金融行业 寻找具有可扩展商业模式 网络效应或关键任务产品的公司 [1] - 分析方法包括资本配置策略 利润率轨迹和单位经济学评估 [1] - 持有金融学硕士学位 专业方向为投资理论和公司估值 [1] - 具备投资组合管理实践经验 熟悉风险调整回报和投资心理 [1]

核心观点 - 三家主导运营商拥有高客户粘性和稳定现金流 能够在市场周期中持续发展[1][2] - 公司具备规模优势与经常性需求及客户锁定效应 能够穿越商业周期实现盈利增长并回报超额现金[2] - 第二季度业绩显示强劲竞争地位和显著业务势头 业务模式可作为耐心投资组合的核心锚定资产[3] 废物管理公司 (Waste Management) - 第二季度收入约64亿美元 同比增长19% 核心收集和处置业务表现稳健[5] - 传统处置业务收入同比增长7.1% 运营盈利能力扩大 调整后运营EBITDA实现两位数增长[5] - 全年自由现金流指引上调至28-29亿美元（较最初指引增加1.25亿美元）支持股息和回购[6] - 规模优势、路线密度和长期合同构成护城河 市盈率达32倍[6][7] 直觉外科公司 (Intuitive Surgical) - 第二季度收入约24.4亿美元 同比增长21% 受达芬奇系统安装量和手术量增长驱动[9] - 预计2025年达芬奇手术量增长约15.5%-17% 虽低于去年但仍保持健康增速[9] - 生态系统包含外科医生培训、医院工作流程整合和可重复器械收入 第二代达芬奇5系统全球推广中[10] - 市盈率约61倍 资产负债表强劲 持有大量现金且无债务[11][12] 万豪国际 (Marriott International) - 第二季度全球每间可用客房收入(RevPAR)同比增长1.5% 国际市场增长5.3% 美加地区基本持平[13] - 非GAAP每股收益2.65美元（高于去年同期的2.50美元） 调整后EBITDA约14亿美元同比增长7%[13] - 当季回购约7亿美元股票 年初至7月30日通过股息和回购共回报约21亿美元[13] - 资产轻量化模式以特许经营和管理为主 资本需求低 现金转化率高 远期市盈率约24倍[14][15]