ISRG Intuitive Surgical Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

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10:45
12 авг
DeItaone Агрегатор новостей Twitter (Walter Bloomberg)
JPMorgan, Deutsche Bank, Mizuho, Oppenheimer, Daiwa, Citizens, BTIG, William Blair, Jefferies.
JPMorgan, Deutsche Bank, Mizuho, Oppenheimer, Daiwa, Citizens, BTIG, William Blair, Jefferies, Berenberg, Raymond James, and China Renaissance issue multiple upgrades and downgrades with price target changes across a broad set of stocks.
ISRG
22:35
05 авг
TheValueist Основатель, Atlas Peak Research
Watch surgical and electrophysiology med-tech names
Watch ISRG, BSX, MDT as lower-confidence TTM read-through beneficiaries from surgical robotics and electrophysiology PCB strength; affected-company map, not author picks.
ISRG
Сред.
12:30
04 авг
David A. Zapico President & Chief Executive Officer, AMETEK, Inc. AME Q2 FY26 call
EMG's organic orders surged 35% in Q2, partly driven by med-tech design wins in Paragon, implying stronger near-term revenue and margin expansion as those orders convert. — Robust MedTech orders signal health in med-tech capital spending and procedure volumes, benefiting OEM customers like Intuitive Surgical.
ISRG
Сред.
10:46
30 июл
Quoth the Raven Автор Substack, QTR’s Fringe Finance QTR’s Fringe Finance
Author added Intuitive Surgical to his watchlist after a 40% decline from its 52-week high, indicating potential value opportunity.
ISRG
Сред.
12:11
28 июл
DeItaone Агрегатор новостей Twitter (Walter Bloomberg)
UBS, Leerink Partners, BofA, JPMorgan, Truist, Exane BNP Paribas.
UBS, Leerink Partners, BofA, JPMorgan, Truist, Exane BNP Paribas, and Wells Fargo issued multiple analyst upgrades and initiations across a range of stocks including Edwards Lifesciences, Enovis, Gossamer Bio, Honeywell, International Paper, Intuitive Surgical, Magnolia Oil & Gas, Nutrien, QXO, and Stryker.
ISRG
07:18
25 июл
u/raytoei Reddit r/ValueInvesting
Intuitive Surgical’s June-quarter earnings grew 24%, but the stock fell 17% because it didn’t raise its already-strong 14% procedure growth guidance. The market punished an absence of guidance boost, not a fundamental deterioration; the company has a history of beating guidance (18% vs 14% last year). The drop is a classic buying opportunity in a monopoly with 20%+ upside expectations from Wall Street. New competition from J&J could eventually dent market share; procedure growth could slow further if utilization worsens.
ISRG 1-й
Выс.
19:04
17 июл
SeekingAlpha Платформа финансовых новостей и аналитики
Intuitive Surgical shares fell despite a Q2 revenue beat due to domestic growth concerns.
Intuitive Surgical shares fell despite a Q2 revenue beat due to domestic growth concerns and a Stifel price target cut, with the Seeking Alpha Quant score at neutral HOLD.
ISRG
12:34
17 июл
Newsquawk Newswire (@Newsquawk)
US pre-market movers show broad declines led by semiconductor and tech ETFs on competitive.
US pre-market movers show broad declines led by semiconductor and tech ETFs on competitive pressure from Moonshot AI, while Alcoa, SpaceX, Intuitive Surgical, Autoliv, and SouthFirst Bancshares all fell on earnings or operational misses.
ISRG
12:16
17 июл
zerohedge Финансовый блог / агрегатор новостей
Premarket movers show Mag 7 stocks and chipmakers all lower amid a broad tech selloff.
Premarket movers show Mag 7 stocks and chipmakers all lower amid a broad tech selloff, with Autoliv, Intuitive Surgical, Netflix, and Staar Surgical all falling on earnings-related news.
ISRG
01:55
17 июл
Bloomberg Newswire (@business)
Intuitive Surgical shares fell as much as 13% in after-market trading after growth in da Vinci.
Intuitive Surgical shares fell as much as 13% in after-market trading after growth in da Vinci robot use slowed to its weakest pace in four years and procedure guidance remained unchanged.
ISRG
22:41
16 июл
AlphaSense Платформа рыночной аналитики на базе ИИ
Intuitive Surgical reported strong Q2 2026 results with revenue up 19 percent to 2.89 billion.
Intuitive Surgical reported strong Q2 2026 results with revenue up 19 percent to 2.89 billion dollars driven by da Vinci 5 and ION adoption.
ISRG
20:07
16 июл
FirstSquawk Newswire (@FirstSquawk)
Intuitive Surgical reports second-quarter revenue and adjusted earnings above analyst estimates.
Intuitive Surgical reports second-quarter revenue and adjusted earnings above analyst estimates and forecasts full-year da Vinci procedure growth near the midpoint of its guidance range.
ISRG
11:56
16 июл
ces921 Автор, The Aletheia Narrative (Substack)
The author provides a comprehensive macro and market brief highlighting geopolitical escalation.
The author provides a comprehensive macro and market brief highlighting geopolitical escalation, consumer deterioration, and technical fragility from gamma expiry and buyback blackout without stating any personal positions or forward calls.
ISRG
14:00
14 июл
Lawrence McDonald Основатель, Bear Traps Report Julia LaRoche Show
Healthcare sector rotation for midterms.
Healthcare is set to dramatically outperform. The sector has fallen from 16-17% of the S&P 500 to just 8%, and a rotation is underway as midterm election dynamics favor Democrats and fiscal hawks. The firm has gone long healthcare, highlighting Intuitive Surgical and Baxter.
ISRG
Сред.
21:06
12 июл
The author reflects on past ownership and curiosity about Intuitive Surgical but expresses no.
The author reflects on past ownership and curiosity about Intuitive Surgical but expresses no current position or forward-looking trade idea.
ISRG
Низ.
20:31
12 июл
Minnvestor Инвестор в рост технологического сектора/сектора полупроводников
The author shares a humorous bracket contest mention and lists their "Callfolio" holdings.
The author shares a humorous bracket contest mention and lists their "Callfolio" holdings as a personal portfolio snapshot without making any forward-looking trade calls or endorsements.
ISRG
Низ.
03:15
05 июл
Author discloses an active existing long position in Intuitive Surgical (ISRG).
Author discloses an active existing long position in Intuitive Surgical (ISRG), confirming current bullish exposure with no stated exit or concern.
ISRG
Сред.
01:21
03 июл
Author describes a balanced core portfolio rebalanced in June 2026 that has outperformed.
Author describes a balanced core portfolio rebalanced in June 2026 that has outperformed the S&P 500, but the tweet is a retrospective performance update and general advice to stay balanced, not a fresh trade call.
ISRG
15:54
02 июл
Long these names as part of a balanced portfolio rebalanced on 6/15 to rotate out of tech into.
Long these names as part of a balanced portfolio rebalanced on 6/15 to rotate out of tech into healthcare, financials, energy, and defensives, outperforming SPY by 4x.
ISRG
Сред.
19:24
29 июн
Included in a list without a buy/sell signal.
ISRG
Низ.
13:45
29 июн
Author identifies Physical AI and Robotics as a potential supercycle and lists these companies.
Author identifies Physical AI and Robotics as a potential supercycle and lists these companies as watchlist candidates; no directional commitment.
ISRG
Низ.
20:40
23 июн
Автор проводит исследование цепочки создания стоимости в области физического ИИ (Physical AI) и.
Автор проводит исследование цепочки создания стоимости в области физического ИИ (Physical AI) и просит дополнить свой обзор, не выражая при этом каких-либо направленных позиций.
ISRG
Низ.
19:53
11 июн
Lawrence McDonald Основатель, Bear Traps Report Macro Voices
Intuitive Surgical data AI advantage buy.
Intuitive Surgical (ISRG) sits on an incredibly valuable proprietary dataset from robotic-assisted surgeries worldwide, positioning it as an AI-driven profit beast over the next 5-10 years. The stock is unloved, underowned, and currently near its 200-day moving average, presenting a screaming buy opportunity.
ISRG
Выс.
17:29
11 июн
Lawrence McDonald Основатель, Bear Traps Report Macro Voices
Intuitive Surgical AI data play, buy
Intuitive Surgical possesses the best proprietary surgical data, positioning it as a future AI profit beast analogous to Tesla's data advantage in autonomous driving. The stock is unloved, underowned, and trading on its 200-week moving average, presenting a screaming buy.
ISRG 1-й
Выс.
10:50
08 июн
r/stocks community Обсуждение в сообществе Reddit
A community member opened a “big bet” on ISRG after years of following the company, expressing high conviction. ISRG is a dominant player in robotic surgery with a durable moat; current entry offers diversification away from overhyped AI names. The upvoted comment endorses ISRG as a long‑term healthcare leader worth buying on dips. Procedure volume variability, regulatory hurdles, and a rich valuation could cap upside.
ISRG 1-й
Низ.
17:18
05 июн
Minnvestor Инвестор в рост технологического сектора/сектора полупроводников
Author discloses a recent purchase of ISRG made Tuesday, now up 6%; no catalyst given.
Author discloses a recent purchase of ISRG made Tuesday, now up 6%; no catalyst given, minimal conviction signal from a retail holder's recent buy disclosure.
ISRG
Сред.
14:13
03 июн
Minnvestor Инвестор в рост технологического сектора/сектора полупроводников
Buy ISRG as Piper Sandler field checks confirm bear concerns are overblown.
Buy ISRG as Piper Sandler field checks confirm bear concerns are overblown — DV5 driving higher utilization without cannibalizing Xi volumes, ASC expansion and cardiovascular procedures are incremental growth drivers, and the company beat top/bottom line last quarter; shares dropped below $400 despite consensus PTs of $520–$651.
ISRG
Сред.
02:10
03 июн
Minnvestor Инвестор в рост технологического сектора/сектора полупроводников
Long quality compounder names ISRG, LLY, MA on the thesis that as AI stocks price earnings.
Long quality compounder names ISRG, LLY, MA on the thesis that as AI stocks price earnings further out, these high-quality non-AI growers are increasingly attractive on a relative basis and are being ignored by the market.
ISRG
Сред.
17:54
02 июн
Minnvestor Инвестор в рост технологического сектора/сектора полупроводников
Buy quality non-AI compounders as AI stocks price growth further out.
Buy quality non-AI compounders as AI stocks price growth further out, making established growth names like ISRG, LLY, and MA relatively more attractive on a forward-growth-priced-in basis.
ISRG
Сред.
16:03
02 июн
Minnvestor Инвестор в рост технологического сектора/сектора полупроводников
Buy ISRG on price dislocation below $400 despite Piper Sandler's $580 PT.
Buy ISRG on price dislocation below $400 despite Piper Sandler's $580 PT; razor-and-blade recurring revenue model, 11,000 installed systems, 10M+ procedures create durable data moat with AI/robotics tailwinds supporting consistent YoY sales growth.
ISRG 1-й
Сред.

Об аналитическом покрытии ISRG

Buzzberg отслеживает ISRG (Intuitive Surgical Inc.) в 29 источниках. Бычьих сигналов: 21, медвежьих: 0, от 30 аналитиков. Сентимент преимущественно бычий (38%). Всего отслеживается 55 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: DeItaone, TheValueist, David A. Zapico.