Intuitive Surgical (ISRG)

Re: Intuitive Surgical (ISRG)

Postby millionairemind » Mon Aug 09, 2010 9:58 am

San San wrote:Are you going to short it?


Not smart enough to short.. :P

I don't short when the overall market is in an uptrend.
"If a speculator is correct half of the time, he is hitting a good average. Even being right 3 or 4 times out of 10 should yield a person a fortune if he has the sense to cut his losses quickly on the ventures where he has been wrong" - Bernard Baruch

Disclaimer - The author may at times own some of the stocks mentioned in this forum. All discussions are NOT to be construed as buy/sell recommendations. Readers are advised to do their own research and analysis.
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Re: Intuitive Surgical (ISRG)

Postby winston » Thu Dec 06, 2012 6:18 am

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Intuitive Surgical, Inc. designs, manufactures, and markets da Vinci surgical systems for various surgical procedures, including urologic, gynecologic, cardiothoracic, general, and head and neck surgeries.

Its da Vinci surgical system consists of a surgeon's console or consoles, a patient-side cart, a 3-D vision system, Firefly fluorescence imaging product, da Vinci skills simulator, and proprietary wristed' instruments.

The company's da Vinci surgical system translates the surgeon's natural hand movements on instrument controls at the console into corresponding micro-movements of instruments positioned inside the patient through small puncture incisions, or ports.

It also manufactures EndoWrist instruments consisting of forceps, scissors, electrocautery, scalpels, and other surgical tools, which incorporate wrist joints for natural dexterity for various surgical procedures.

In addition, the company offers da Vinci single-site instruments and accessories that allow da Vinci Si surgical systems to work through a single incision than multiple incisions.

Further, it sells various vision and accessory products for use in conjunction with the da Vinci surgical system as surgical procedures are performed.

It markets its products through sales representatives in the United States, and through sales representatives and distributors in international markets.

http://todaysbigstock.com/2012/12/05/in ... sdaq-isrg/
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Re: Intuitive Surgical (ISRG)

Postby winston » Wed Mar 29, 2017 7:58 pm

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A BIG INNOVATION AND A BIG UPTREND

Today's chart highlights the company behind a medical breakthrough...

Surgery is an invasive and potentially dangerous procedure. But it's often a necessity. And with the help of the "da Vinci Surgical System," it's only getting better...

Essentially, the da Vinci System is a surgeon-controlled robot. The robot follows the surgeon's hand movements, but its tools are smaller and more precise, so surgeons can use tiny incisions.

For patients, that means quick recoveries and a lower chance of infection. In 2016, approximately 750,000 da Vinci procedures were performed – a 15% rise from the year before. And more than 4 million da Vinci procedures have been performed to date.

The creator of this technology is Intuitive Surgical (ISRG). As you can see below, shares of Intuitive Surgical have thrived over the years, recently hitting new all-time highs.

With a breakthrough technology gaining popularity in the medical field, ISRG's uptrend will likely continue...

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Re: Intuitive Surgical (ISRG)

Postby winston » Thu Apr 20, 2017 9:23 pm

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Intuitive Surgical

This company has been a momentum trader’s dream over the past few years. Intuitive Surgical Inc. (NASDAQ: ISRG) designs, manufactures and markets da Vinci surgical systems and related instruments and accessories.

Its da Vinci surgical system translates a surgeon’s natural hand movements, which are performed on instrument controls at a console into corresponding micro-movements of instruments positioned inside the patient through small incisions or ports.

The company’s da Vinci surgical system include surgeon’s consoles, patient-side carts, 3-D vision systems, da Vinci skills simulators and Firefly fluorescence imaging products that enable surgeons to perform various surgical procedures, including gynecologic, urologic, general, cardiothoracic, and head and neck surgical procedures.

One of the biggest reasons Intuitive Surgical stock has jumped almost 90% since its 2014 lows is because of its success in hernia operations. While robotic assistance for that operation still seems to have a lot of room to grow, it’s important to remember that the market is a forward-looking machine.

In addition, there are other procedures where the da Vinci robotic surgical system could add value, and the company has delighted investors with huge profit growth.

The company reported huge first-quarter results and its 2017 guidance for surgical procedures with its da Vinci surgical system was much higher than most Wall Street analysts had anticipated.

Merrill Lynch raised its price target to $900 from $800, and the consensus figure of $758.57 will surely be going higher as well. The shares closed on Wednesday at $807.70, up over 5% on the day.

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Re: Intuitive Surgical (ISRG)

Postby winston » Fri Jun 16, 2017 4:09 pm

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Tech Stocks to Buy: Intuitive Surgical, Inc. (ISRG)

Tech Stocks to Buy: Intuitive Surgical, Inc. (ISRG)The roots of Intuitive Surgical, Inc. (NASDAQ:ISRG) go back the late 1980s, with the research into robotic surgery from the SRI International Institute.

Then in the mid-1990s, Dr. Frederic Moll understood that the commercial potential was enormous — yet he had trouble getting much buy-in.

But like any great entrepreneur, he did not give up. Eventually he was able to raise the necessary capital to buy the technology from SRI.

Of course, he turned out to be spot-on. As of now, ISRG has a market cap of $34 billion.

At the heart of the company is the da Vinci Surgical System, which allows doctors to perform surgeries, such as for prostatectomies and gynecologic procedures, by using a remote console. Essentially, the system mimics hand movements.

A typical device costs about $1.5 million. But there are also recurring fees for maintenance as well as wrists joints and staplers.

Overall, the business model has been quite lucrative. During the latest quarter, revenues rose by 13% to $595 million and earnings came to $180 million, up from $136 million compared to the same period a year ago.

This also does not include $23 million from deferred revenues. The company has a total of $3.1 billion in the bank.

Interestingly enough, ISRG has been quite investor friendly as well. During the quarter, the share buybacks came to a hefty $2 billion.

But going forward, the growth rate is likely to perk up. A key reason is that ISRG is planning on introducing lower cost systems, which should help to expand the market opportunity. It’s important to keep in mind that — according to research from RBC Capital Markets — robots still constitute only about 5% to 10% of the total market.

Source: Investor Place

http://investorplace.com/2017/06/4-tech ... UON42h96M8
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Re: Intuitive Surgical (ISRG)

Postby winston » Thu Feb 22, 2018 9:06 am

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Robot Stocks to Buy and Hold: Intuitive Surgical, Inc. (ISRG)

Just like iRobot is the undisputed leader in the secular growth consumer robotics space, Intuitive Surgical, Inc. (NASDAQ:ISRG) is the undisputed leader in the secular growth surgical robotics market.

At the heart of ISRG is the da Vinci surgical system, which is essentially an exceptionally-precise robotic doctor’s arm in the operating room.

The da Vinci system has been a huge success. Global procedures grew by 16% last year, while shipments rose 27%.

Moreover, growth accelerated towards the back half of the year, implying that the da Vinci system is still gaining momentum. Global procedures grew by 17% last quarter, while shipments rose a whopping 33%.

These da Vinci systems are big and costly machines. But they are also exceptionally valuable. And there really isn’t any major rival in the market. So ISRG has flexibility with pricing, which translates into big gross margins.

ISRG currently operates at gross margins slightly north of 70%, and that is where they have been for several years.

Given tremendous pricing power and lack of stiff competition, there aren’t any signs of margin compression on the horizon.

But the ISRG growth narrative is more than just the da Vinci system. Robots are taking over medical rooms. This is a secular growth market that is expected to grow at a 20% clip over the next 8 years. That means ISRG’s big growth is here to stay for the long term.

The one knock on ISRG stock is that its expensive. Even if earnings growth over the long term does stay at 20%, ISRG stock is trading at a rather rich 43-times forward earnings. That gives the stock a PEG of more than 2.

But the balance sheet is rock solid, the moat is huge and the addressable market is larger. That feels like enough to justify the rich valuation.

Consequently, ISRG stock should continue to trend higher as the surgical robotics market continues to grow.

Source: investor Place
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Re: Intuitive Surgical (ISRG)

Postby winston » Fri Jul 06, 2018 8:21 pm

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Megatrend Stocks with Huge Potential: Intuitive Surgical, Inc. (ISRG)

One area in which AI and robotics technology can replace human operators (with careful oversight) is surgery. While that sounds insane at first, consider that surgeons commit preventable errors, such as leaving equipment in a patient’s body.

With robotics-based surgery, we can theoretically whittle that error to near-zero. Intuitive Surgical, Inc. (NASDAQ:ISRG) wants to go one step further, making the entire process smoother and less invasive. Key to this effort is the company’s da Vinci Surgical System, which facilitates operations through small incisions.

So far, investors are encouraged with the results they see. ISRG stock is up nearly 33% YTD. Moreover, shares are trending in a decisively bullish trend channel. If dips occur, you may want to buy in while you have the chance.

I say this because Intuitive Surgical is also blessed with strong financials. The company carries no debt on its balance sheet. On the income statement, it features strong sales growth, and even stronger profitability margins.

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Re: Intuitive Surgical (ISRG)

Postby winston » Wed Jan 16, 2019 9:59 pm

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Intuitive Surgical sees 17% increase in Q4 revenue

Jan 09, 2019

Q4: revenues were up 17% to $1.047B.

Da Vinci procedures up 19%, shipments up 34% to 290.

2018: revenues were $3.724B (+19%). Da Vinci procedures up 18%, surpassing 1M/year for the first time. Shipments up 35% to 926.

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Re: Intuitive Surgical (ISRG)

Postby investar » Fri Jan 18, 2019 2:22 am

I was invested in the sector via Mazor Robotics (MZOR) until Medtronic bought them "on the cheap" half a year ago...

ISRG has done very well in the last years, but I prefer MDT in the space now.
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Re: Intuitive Surgical (ISRG)

Postby winston » Fri Feb 22, 2019 3:47 pm

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Intuitive Surgical (ISRG)

Usually, growth stocks centered on commerce and the consumer gain and retain the most attention. After all, when we’re not working or sleeping, we’re often buying something.

But as Intuitive Surgical (NASDAQ:ISRG) demonstrates, not all opportunities within this sector involve consumerism.

If you’re like most people, you don’t enjoy the idea of surgery, or hospitals in general. But what if a method existed that minimally disrupted your life and your body? Through ISRG’s groundbreaking da Vinci surgical system, that fantasy has turned into reality.

Even better, health agencies are increasingly supportive of the concept. Just recently, the Food and Drug Administration approved the company’s Ion system, designed for minimally invasive peripherial-lung biopsies.

This represents another critical breakthrough for ISRG, since lung cancer is one of the most devastating cancers.

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