u/Reasonable-Load3326 ·
Reddit — r/stocks
· 2026년 7월 16일, 21:27
· ⬆ 21 포인트
· 💬 7 개 댓글
| Reddit에서 보기 ↗
분석 결과가 없습니다.
점수21
댓글7
추천 %89%
▶ 전체 게시글 텍스트
ISRG Beat Q2 expectations (Rev 2.89B vs 2.82B, EPS 2.8 vs 2.51).
Stock has fallen recently and is falling afterhours.
Personally, I don't think the high valuation is going anywhere on this stock. This feels like a dominate company that dominates their sector and even if competition gains ground, with the tailwinds in robotics this feels like a sector I want a piece of the leader in long term.
Does anyone think Medtronic/J&J competition hurts ISRG's valuation/multiple by potentially ending their monopoly era?
Or are people more in agreement with me that we are more likely to see this one see its multiple rebound and the company to continue emerging as a leader in the operating room and robotics?
Curious to hear what the sub thinks. My opinion is this is a buying opportunity of a great company for a long-term hold.
*Disclosure: I recently bought ISRG, currently hold a long position, and plan to buy more.*