Intuitive Surgical's Resilience Amid Multiple Headwinds, Analyst Predicts Strong Momentum
Intuitive Surgical's Resilience Amid Multiple Headwinds, Analyst Predicts Strong Momentum
Intuitive Surgical Inc. (NASDAQ:ISRG) stock is trading higher on Friday after the robotic-assisted surgery company reported second-quarter earnings that were better than expected.
週五,機器人輔助手術公司直覺外科學(NASDAQ:ISRG)發佈了超出預期的第二季度收益,該股票正在上漲。
William Blair writes, "All this comes in spite of several headwinds—South Korea physician strikes, worsening bariatric volumes, and a somewhat strained supply chain—emphasizing the underlying momentum of the business and pointing to upside potential as these headwinds stabilize/improve through 2024 and especially into 2025."
威廉·布萊爾表示:“儘管韓國醫生罷工、減輕肥胖手術量和有些緊張的供應鏈等多重阻力,但諸多可喜的經營動力和各種跡象預示,在這些阻力通過2024年和特別是2025年得到穩定或改善的情況下,該業務的潛力仍然存在。”
The analyst adds the momentum remains strong due to the support of general surgery in the U.S. and non-urology procedures internationally, as Intuitive Surgical's technology extends beyond its initial applications to become the standard of care in soft tissue surgery.
分析師提到,由於美國普通外科和國際非泌尿外科手術的支持,以及直覺外科公司的技術超越了其最初的應用,成爲軟組織手術的標準,因此動能仍然強勁。
William Blair notes that da Vinci 5 made up 47% of U.S. placements in the quarter, which was ahead of expectations, especially when factoring in management's comments about a slow launch and "choppy" placements in 2024.
威廉·布萊爾指出,美國市場的達芬奇5是季度裏的47%,超出了預期,特別是考慮到管理層關於緩慢啓動和2024年“不穩定”的放置的評論。
The analyst maintains the Outperform rating as it expects the positives will continue to outweigh the near-term headwinds and sees a solid base for five-plus years of mid-teens-plus EPS growth.
分析師維持Outperform評級,因爲他認爲正面因素將繼續大於近期的壓力,預計有一個可靠的基礎,可以在五年以上的中青年EPS增長中保持兩位數以上。
Goldman Sachs notes that growth stocks have been under pressure over the past week due to macro sector rotation and concerns about performance sustainability.
高盛指出,成長型股票在過去一週受到宏觀板塊輪換和對績效可持續性的擔憂的壓力。
However, Intuitive's strong second-quarter results and the likelihood of positive consensus EPS revisions should encourage investors.
然而,直覺外科公司強勁的第二季度業績和可能出現的正向共識EPS修正應該會鼓勵投資者。
Intuitive's second-quarter results highlight significant potential for expanding robotic-assisted surgery. The company is in the early stages of developing a comprehensive care delivery model to establish robotic-assisted surgery as the standard of care.
直覺外科公司的第二季度業績突顯了擴大機器人輔助手術的巨大潛力。該公司正在初步階段制定全面的護理交付模式,以確立機器人輔助手術作爲標準的護理。
Following a dip in gross margins next year, positive financial momentum is expected in 2026 and beyond.
預計在2022年毛利率下降之後,2026年及以後將出現積極的財務動能。
Goldman Sachs adds that further robotic surgery adoption and new product launches should drive 17.0%/18.8% sales and EPS growth through 2028.
高盛補充說,進一步推廣機器人手術和新產品推出將推動2028年17.0%/18.8%的銷售和EPS增長。
The analyst reaffirms the Buy rating, with a price target from $500 to $513.
分析師重申買入評級,目標價從500美元上調至513美元。
Other analyst reactions:
其他分析師反應如下:
Piper Sandler maintains Intuitive Surgical with an Overweight, raising the price target from $490 to $495.
Stifel maintains Intuitive with a Buy rating, raising the price target from $430 to $475.
Evercore ISI keeps the In-Line rating, lowering the price target from $425 to $410.
Baird also maintains Intuitive Surgical, increasing the price target from $487 to $503.
BTIG reaffirms the Buy rating, raising the price target from $459 to $469.
Truist Securities maintains the Buy rating, increasing the price target from $515 to $520.
Morgan Stanley maintains an Equal-Weight rating, raising the price target from $460 to $475.
JP Morgan reaffirms the Overweight rating, with a price target up from $475 to $495.
派傑投資保持超配,將目標價從490美元上調至495美元。
史蒂費爾維持買入評級,將目標價從430美元上調至475美元。
Evercore ISI保持持有評級,將目標價從425美元下調至410美元。
Baird也維持了對直覺外科公司的看好,將目標價從487美元上調至503美元。
BTIG重申買入評級,將目標價從459美元上調至469美元。
Truist Securities維持買入評級,將目標價從515美元上調至520美元。
大摩資源lof維持等額權重評級,將目標價從460美元上調至475美元。
JP Morgan重申超配評級,將目標價從475美元上調至495美元。
Price Action: ISRG stock is up 8.63% at $452.06 at the last check on Friday.
股票價格:在上週五最後一次檢查時,ISRG股票漲8.63%,爲452.06美元。
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