With a market cap of $205.2 billion, Intuitive Surgical, Inc. (ISRG) is a prominent technology and medical device company that is widely regarded as the global leader in robotic-assisted, minimally invasive surgery. Its headquarters are in Sunnyvale, California, and its flagship offerings include the da Vinci Surgical System and the Ion endoluminal system, supported by a comprehensive portfolio of instruments, accessories, services, and digital solutions. The med-tech titan is expected to announce its fi ...

期权交易活动分析 - 资金雄厚的投资者对直觉外科公司采取了明显的看跌立场 在监测到的26笔交易中 46%的投资者以看跌预期开仓 而看涨预期开仓的占38% [1] - 监测到的交易包括8笔看跌期权 总金额为592,362美元 以及18笔看涨期权 总金额为1,256,190美元 [1] - 过去30天内 大额交易者的交易活动集中在400美元至700美元的行权价区间内 [2][3] 重要期权交易明细 - 观察到的最大单笔交易为看涨期权 行权价680美元 到期日2026年6月18日 交易价格为23美元 总交易金额为460,000美元 [7] - 一笔重要的看跌期权交易行权价为575美元 到期日2026年2月20日 交易价格为30.15美元 总交易金额为150,700美元 [7] - 另一笔看跌期权交易行权价同样为575美元 到期日2026年2月20日 交易价格为30美元 总交易金额为99,200美元 [7] 公司基本面与市场表现 - 直觉外科公司致力于开发、生产和销售用于辅助微创手术的机器人系统 并提供相关器械、一次性配件和保修服务 [8] - 公司在全球医院部署了超过10,000台达芬奇手术系统 其中美国超过6,000台 新兴市场的安装量正在增长 [8] - 公司股票当前价格为576.0美元 日内上涨0.62% 交易量为696,506股 [13] - 相对强弱指数读数显示该股可能正在接近超买区域 预计31天后发布财报 [13] 分析师观点与价格目标 - 过去30天内 共有3位专业分析师给出评级 平均目标价为645.0美元 [10] - 花旗集团分析师将评级下调至中性 新目标价为635美元 [11] - 加拿大皇家银行资本市场分析师维持跑赢大盘评级 目标价650美元 Truist证券分析师维持买入评级 目标价同样为650美元 [11]

Key Takeaways CAH is seeing momentum from cost discipline, pricing actions and improving volumes across its segments.MDT is benefiting from cardiac ablation growth, raised guidance and pipeline advances.ISRG and EW stand to gain from the rising adoption of robotic surgery and minimally invasive heart procedures.The MedTech industry has shown resilience and steady growth through 2025 while navigating lingering supply-chain issues, regulatory complexities and the pace of technological change. Notably, the Dow ...

Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the best healthcare AI stocks to buy now. On December 16, David Rescott from Robert W. Baird reaffirmed a Buy rating on Intuitive Surgical, Inc. (NASDAQ:ISRG) and maintained the $655 price target. Earlier on December 11, Citi’s Joanne Wuensch assigned a Hold rating on the stock. Baird Reaffirms Buy on Intuitive Surgical (ISRG) After New FDA Clearances In a different update, on December 10, Intuitive announced that the FDA had cleared its da Vinci Single Po ...

Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the 14 Best Large Cap Stocks to Invest In Now. On December 18, TipRanks reported that Truist increased its price target on Intuitive Surgical, Inc. (NASDAQ:ISRG) from $620 to $650 and maintained its Buy rating on the stock. This update comes as part of a broader research note previewing 2026 for MedTech. Truist has a more positive outlook on the MedTech industry heading into 2026 based on a more attractive relative sector valuation. However, the firm’s anal ...

On CNBC's “Halftime Report Final Trades,” Hightower Advisors’ Stephanie Link said Dick’s Sporting Goods, Inc. (NYSE:DKS) is down 11% from its highs and trades at 11 times earnings. They will fix Foot Locker, Link added. Dick’s completed its purchase of Foot Locker in September.On the earnings front, Dick's Sporting, on Nov. 26, delivered stronger-than-expected results in its core business and lifted full-year guidance. The company reported third-quarter sales of $4.168 billion (+36.3% year over year), which ...

Key Takeaways ISRG will move to direct distribution in Italy, Spain, and Portugal in 2026, shifting away from distributors.ISRG expects the shift to be accretive to pro forma earnings as distributor margins offset added costs.ISRG gains tighter pricing, training, and demand visibility, but faces integration risk and higher expenses.Intuitive Surgical (ISRG) is set to overhaul its go-to-market model in Southern Europe, announcing plans to transition to direct distribution in Italy, Spain and Portugal in 2026 ...

Key Points Novo Nordisk's new indications for semaglutide and its attractive pipeline could allow it to bounce back. Intuitive Surgical should remain the leader in its niche despite increased competition. Both stocks could be long-term winners, and the choice today might depend on risk tolerance. 10 stocks we like better than Novo Nordisk › Novo Nordisk (NYSE: NVO) and Intuitive Surgical (NASDAQ: ISRG) are both healthcare leaders, but they operate in different corners of this vast sector. The for ...

Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global Growth adopts a flexible approach to identify the most promising growth companies worldwide. Global equities surged in the quarter, although leadership remains concentrated. In this environment, the strategy returned -2.0% compared to 7.6% for the MSCI ACWI. You can check the fund’s top 5 holdings to know more about its best ...

基金季度表现与配置 - Platinum国际科技基金在2025年第三季度上涨6% 主要驱动力来自人工智能相关持仓的强劲表现 [1] - 该基金投资组合中约30%的仓位配置于人工智能基础设施类股票 旨在从大规模的AI建设投资中受益 [1] 直觉外科公司持仓与观点 - Platinum基金在2025年第三季度将其在直觉外科公司的持仓比例从1.5%增加至3% [3] - 增持原因是股价回落至4月低点 主要由于美国以外地区系统装机量小幅未达预期以及来自低价回收手术器械的竞争 [3] - 对于装机量问题 基金认为客户可能推迟订单以等待已获欧洲和日本监管批准的Da Vinci 5系统上市 [3] - 对于回收器械的竞争 基金研究显示外科医生是决策者 他们更看重质量、安全和可靠性而偏好直觉公司的器械 且更换器械每次手术仅节省约50美元 与潜在风险相比意义不大 [3] 直觉外科公司市场数据 - 直觉外科公司是一家帮助医生和医疗提供商改善微创护理质量和可及性的公司 [2] - 截至2025年12月16日 其股价报收于554.58美元 市值为1988.04亿美元 [2] - 其一个月回报率为-1.78% 过去52周股价上涨5.34% [2] - 截至2025年第三季度末 共有99只对冲基金持有该公司股票 低于前一季度的107只 [4]