Reddit Posts
MedTech Companies I’m Excited to Watch in 2024: $SHLT $BFLY $ME $ISRG
I think ISRG Intuitive Surgical, will start tanking and so buying puts is my play. Please read. There are only 2 FDA apprvd Surgical Robots
Please analyze ISRG's market cap & ASXC's Market cap, it will give an idea of where ASXC is headin
Please analyze ISRG's market cap and ASXC's Market cap, it will give an idea of where ASXC is heading towards.$ASXC Only Two FDA General Surgical Robots approved for the Market.
Please analyze ISRG's market cap and ASXC's Market cap, it will give an idea of where ASXC is heading towards.$ASXC Only Two FDA General Surgical Robots approved for the Market.
Please analyze ISRG's market cap and ASXC's Market cap, it will give an idea of where ASXC is heading towards.
Insider Trading Weekly Update #036: 6 Insiders at Intuitive Surgical Sell Combined ~$35M, Regional Banks Catch a Bid - Insider Trading Recap
Hot Stocks: NDAQ, ISRG fall on earnings news; SHOP raises prices; NWS climbs
Diversified Portfolio with Individual US stocks - 2023
SNAP thunders again! ISRG rose 12% after the financial report!
CNBC's Jim Cramer recommends to Buy Intuitive Surgical, Inc. (ISRG). Currently, ISRG is down 43.18% so far this year and is currently $204.57. Has it found its bottom or is this recommendation going to flop?
robot assisted surgery - Intuitive / Asensus - I don't get it, but where to look?
Companies known for making excellent products in industries where excellence is critical
I think metaverse has enormous potential, and Fb has the best chance of executing it
Should I liquidate my stocks to pay for credit card debts?
Piper Jaffray puts $16 price target on Vicarious Surgical (RBOT) - former D8 Holdings - link to report included
Why did price of Intuitive Surgical (ISRG) fall crazy?
High potential $ASXC 1.88$ per share vs $ISRG 1000$ per share. And lawsuits against Intuitive.
MOST PESSIMISTIC TICKERS/CRYPTOS of this past week (8/30 - 9/3)
Thoughts on broader SPAC market conditions and three names to consider (GENI, DEH, JBI)
ISRG, Intuitive Surgical, acquisition letter because robots plus lasers = pretty fucking cool! 😎
TMDI finally seeing movement prior to earnings on May 17
Asensus Surgical (ASXC), a penny stock without short term risk!
close to 4% gains today. great day. ISRG was awesome. Waited for the 888.88 SP. LOL. can't lose. Moon shot soon!!
ISRG. Earnings big beat. Nice spike AH. let's see if it carries through tomorrow. Stock split eventually once stock hovers around 900$ if history is any indication. To The MOON!!
NrdRage's Friday DD: A robot may not injure a human being, sure, but is it injury if the robot just makes you go broke? Today we answer that question and dividing by 0 ($ISRG)
What’s going on w/ ASXC? Should be killin ISRG soon eh? What u guys think? Don’t kill me if I shouldn’t post a legit question
Mentions
ISRG is a great company, but at the moment, a lousy stock. In this roaring bull market, it’s hard to justify buying laggards. When the pullback comes (could start next week) this stock might sink further and offer long-term investors a better opportunity. Honestly I think GOOG is one of the most discounted stocks in the market right now. It has a lot of catching up to do.
…ISRG is trading at 18x sales and a 48x forward P/E ratio. Thats the opposite of a discount.
Can't quite answer your question, but I looked up ISRG, and you are right that it has amazing financials but you will pay a huge premium for it. Its PE ratio is 63, and that's a lot of risk. If something doesn't go right, the stock will slide. Just be mindful of that.
ISRG is a very good investment
I think Google should be considered a foundation investment, though I hate how they are relentlessly trying to grow income for shareholders via more ads more data selling and YouTube being unwatchable without an ad blocker. ISRG is a robotic surgery company that I think is well posed for AI integration and I think they will continue to grow market share. RXRX is my long term bet but I'm not sure if they'll make it. It's another AI play
Insane I saw it a 2$ on tradeleaks.ai I bought huge amount. The tech is insane.similar to ISRG but cheaper. This will be a 1 billion dollar company. Watch , congrats to holder
Why didn’t you buy KLAC at $832 or ISRG at $432 yesterday? Sizable pops today
If you didn’t buy KLAC and ISRG at bottom prices then sorry I’m not sorry. Throw in META AMAT yesterday and DHR today
Looking forward!!!!! They have the same technology of ISRG but way cheaper !!! This should blast
You underestimate tariffs influence. ISRG just mentioned that they underestimated impact of the tariff on some random Wells Fargo conference and stock dropped 10%, it then bounced back but seems like any mention about tariffs impact gives stock participants chills. Could drop further, I’m all in on short puts at ~10% OTM but am still afraid, worst I will own 700k worth of lulu 😁
I've been looking at isrg for a looooong time waiting to get in. I missed my entry during the tariff scare but it's back to those levels now. I plan to buy a lot more shares if it goes below 400 and I don't mind holding 5 figures worth. Really solid company. Apparently there was a conference today and management was saying tariff impacts on business + other companies want to break into the industry... but I believe in ISRG. I'll message you about it in 10 years 😉
I work in surgery and have 12 shares of ISRG. Solid company and there's a constant need for DaVinci robotic surgical systems. I feel the value will come up again. 🤞
I’m hoping it will be ISRG. I bought just over 100 shares in 2006 and keep coming back to the well. It’s a very cool company.
Because it invests mainly in actual robotics companies, that haven't increased significantly in value as of recently, not actual AI companies. Its main positions are the following: > NVIDIA (NVDA) — 11,88% > > ABB Ltd (ABBN SW) — 9,04% > > FANUC (6954 JP) — 7,67% > > Keyence (6861 JP) — 7,05% > > Intuitive Surgical (ISRG) — 6,68% > > Daifuku (6383 JP) — 4,77% > > Dynatrace (DT) — 3,82% > > Pegasystems (PEGA) — 3,57% > > SMC (6273 JP) — 3,51% > > Cognex (CGNX) — 2,91%
you're choosing the wrong healthcare stocks! medical tech is where it's at medtech is carrying my portfolio - TMDX, GH, ISRG, PODD, etc
AMD, COST, WMT, ISRG - My amateur experience leads me to believe that if they discount bigly with any pullback, I think they either would be a good value stock or have staying power that could withstand a recession.
Just loaded up on Nancy’s port. Replaced TEM with ISRG but nonetheless, excited to join the winning team
In a sea of 10x PE stocks, my healthcare play is ISRG lol. I’m such a degenerate man
Funny, because the report was basically right. ISRG growth stopped and the company is turning to acquisition to grow. Fortunately, management pivoted well, apparently.
Frontier tech stuff $RKLB, $ASTS, $ARCH, $RCAT, $BBAI, $ISRG, $TSLA
I use to swing and day trade NVDA via NVDL in 2023 and 2024 and did VERY VERY well but those hard corrections in 2024 spooked me and went else where. Did well with ZETA GLOBAL on a run up ISRG MSTX and PANW but nothing EVER will compare to NVDA via NVDL (Made more with NVDL than my business) NVDA will correct and come down and I WILL be waiting ,,,,,,,,,, NVDA will be a 010 TRILLION dollar company but a forced break up down the road is the only real hurdle.
IHI is mainly Abbot, hardly a medical device only company. Try ISRG or other high tech names to get higher quality med dev exposure.
Made $527 today, thank you ISRG🤖🔪 & I’m done until Thursday, GUHd luck out there & best regards 🫡
MBOT about to EXPLODE with MASSIVE upside!!! Listen... I was right about PDYN, SAGT, BITF, and I have another one here that I think is going to pop within the next WEEK!!!!Imagine getting in early on $ISRG back when it was still trading under $5. That’s exactly the kind of upside potential MBOT is sitting on... Im talking about a skyrocket beyond 1,000%+ gains if catalysts align MBOT captures just 0.5% of the robotic surgical market over time, you’re looking at a 10x–20x return on today’s price!!!! That's $30 to $60+ per share if commercial success follows FDA approval and adoption ramps.. Miss this, and you might be reading about it later wishing you got in when it was still under $5. LOOK INTO IT.. thank me later 😉
this sub is so boring these days, basically bogleheads v2 put a significant port of your money into GH i posted about TNDM in wsb and other subreddits when it was $4 in 2017 and told everyone to hold into a price target of $60. it reached $120. i 30xed my net worth on that one play and have since then consistently outperformed the market by investing solely in confident medtech plays (DXCM, ALGN, ABMD, ISRG, PEN) etc my most recent play i posted about on reddit was TMDX at 60 and it short squeezed all the way to $150 on stellar earnings. happy to provide proof if you want. i have an edge because i used to work for a hedge fund so i know how to build a thesis and act on it. my next double bagger is GH, PT of $100 within a year, could 4x within 3 years. they will have a near monopoly in cancer screening 5 years from now enjoy it if you trust the process
This is my "one that got away" that I wish I had purchased a decade ago and just held. If the market stays strong and ISRG can stay above 500, disaster may have been averted, even though technical set-up is quite bearish.
Can I get a black swan event so I can invest in ISRG? During the peak of Mangomania, the stock was only down 10% from it's current levels. I've been tracking this one for a couple of years now, and the valuation is always a little too rosy for me to buy into.
Am i the only one long $ISRG 515C Aug'15?? Looks no brain, beat on every single number, raised guidance
That’s so fucking dumb. Lost 500$ on ISRG but making money on some shit like IOVA
I think (pray) that ISRG has finally stopped dumping.
ISRG report looked pretty decent, I think some IV-crushed calls on the opening dip are a decent bet
$CRWV - good price to start or average down. $RKLB, I would start adding positions if it sees 30. $SAP & $ISRG went down today, watch for some more bleeding and then buy it and you may catch some upward movement, good stocks for a quarter or 2, IMO
ISRG has un-noticed regard strength. It is un fucking believable. Everytime it reports earnings it dumps because people realize how overvalued it is and then it instantly recovers. Every fucking time.
ISRG plz hold this. You will pay for my OPEN greed
ISRG with the pump for the insiders to close out and dump it. Classic
ISRG will report pretty lackluster earnings imo. Unfortunatley I don’t really know what the market will do with that info. Probably green as fuck.
ISRG is going to smash earnings, because the alternative is I lose money and that is too dreadful to contemplate
Anyone else in ISRG? Intuitive Surgical, they do robot assisted surgery and such. My fiancee is a doctor and she says they're the best in the field, and analysts seem to say they're a good buy (a little overpriced, but what isn't). I don't know what I should expect holding into earnings this week though. I guess I will average down if it dumps.
Anyone else in ISRG? Intuitive Surgical, they do robot assisted surgery and such. My fiancee is a doctor and she says they're the best in the field, and analysts seem to say they're a good buy (a little overpriced, but what isn't). I don't know what I should expect holding into earnings this week though. I guess I will average down if it dumps.
I got greedy and lost money on ISRG when I could've made a decent profit. I think they have room to grow
You just described the market more or less for the past decade. The reason is the transition from "old industry" where most companies are producing physical products or services that need to be in some way assembled, shipped, or handed to consumer, to digital "new industry". In old industry most succssful businesses can only focus and specialize in one veritcal; you can't really scale as producing more usually requires proportional input to output ratio. You past conglomerates are just a bunch of veriticals glued together and we see the likes of GE and DOW and DD and MDLZ just be split up, reconsolidate and split up again. I would agree some synergies are found, but mostly limited. Now in the digital age, a company can create a product or service in 1's and 0's, deploy it faster than a blink of an eye, and distribute globally within minutes. This is true scale and efficiency. These solutions can touch each and every industry, so it's tech applied to every veritcal in existence. AI is being hyped because it has the potential to take efficiency to the next level. >Because when the top 5 names are dragging the other 495 up the mountain, one of two things will happen This statement is not accurate at all. While it's true the top 7 or so carry some 33-40% of SP500 weight, there are plenty of other growth stories in in that bottom 493-495. Many of those would be digital age, but others as well. Let's see non-tech AXON ISRG LLY FIX TSCO TYL - just to name a few.
ISRG needs to do a stonk split
Missing out on ISRG and MDT wave is a more obvious miss than all the RKLB PLTR and ASTS FOMO’s combined- nobody knows if they’ll take off but healthcare stock? Obviously not going down with all the shit you all eat this weekend
I took two separate actions for my kids education - both have graduated but the job market is really bad even for engineering grads. I opened education ira with vanguard - extended market fund. 10+years and about 5 years of annual contribution. This helped. Later on, I thought i did not save enough and opened a UGMA account - concentrated 3 stocks. monthly DCA. 3 years. GOOGL, ISRG, SAP. Doubled in value. Pleasantly surprised. Just good timing. I will confess I was an idiot to do 3 years of investing for school fees which I think is not enough time. TLDR: Do the 5K per child. Do it as monthly DCA.12*400 = 4800. I know this is a good chunk of money to put away for kids monthly ( I have better than the middle class income level, whatever that is, so I can put away savings. this is only for those who have disposable income and can save now tax efficiently. for those who already struggling, please vote for a revolution). my accountant told me the only inheritance that the kids should get from you is education, and the ability to think for themselves. I believe this is true. rant - I have political views about Trump that I will not share here - but even from evil, some good things comes - so use this opportunity even if you share my views
ISRG with AI boom. Maybe not a trillion but they will be the king of their market.
AMD and ISRG based on Gemini
Missing out on ISRG and MDT wave is a more obvious miss than all the RKLB PLTR and ASTS FOMO’s combined- nobody knows if they’ll take off but healthcare stock? Obviously not going down with all the shit you all wat
Idk but I'm buying ISRG like my life depends on it. Earnings in 11 days and it's going to crush. Massively down today on no bad news, I assume profit taking.
Shit, I'd be retired if I just had held onto my initial ISRG & PLTR buys. Now I'm just retarded 🤦
ISRG , MSFT, AAPL, GOLD, JNJ ISRG by far my largest holding for over 15 years.
I sold most of my ISRG a few weeks back. It got slammed from the prediction weight loss drugs will decrease the need for robotic surgeries, and now this bill will wipe out more surgeries. Those were all loss lots so I took the tax loss harvest. Now I can't sell the rest, all positive lots, for 2 more weeks, hopefully it'll still have some green in it.
I think medtech stocks like ISRG, BSX, and SYK are better than most biotech stocks. LLY has probably been the best long-term large cap biopharma. They will probably dominate oral obesity going forward too. Most small cap biotech will fail and only a few will get bought out or go up multiple fold. I wouldn’t bother trying to gamble on that as a 20 year old. VOO is fine, but would not have it as my only holding. Could use international and emerging market exposure via an ETF like VT or country specific.
I’ve made a ton of money on intuitive surgical. ISRG, best of the best for robotic surgery.
ISRG just had an against-consensus downgrade, last week. The first analyst to take it's fundamentals seriously, and cause correction in the share price.
A few weeks back I had to sell ISRG at 506 to buy CoreWeave. Today I got back in at 504.
Never seen an ISRG dip not get bought instantly
Sold PLTR too early, sold TTD and ISRG too early, won't do the same mistake with RKLB 🤦
MBOT (see ISRG). I was in SERV but I feel like them along with some other penny stocks in robotics are too gimmicky. Humans are going to own robots in the future even for nefarious purposes, however like quantum the real world application is too far off for me to invest right now.
ISRG? Have they moved past all the lawsuits?
# 1. Humanoid and advanced robots * **Tesla (TSLA)**: As you mentioned, they’re working on *Optimus*, a humanoid robot. Still early-stage, but backed by Tesla’s capital and vision. * **Hyundai** (via Boston Dynamics): Although Hyundai is listed in Korea, acquiring Boston Dynamics puts them in a strong position in advanced mobility robots. * **Figure AI**: Still private, but very promising in humanoid robotics. Backed by Amazon, Microsoft, and Nvidia. # 2. Industrial robotics This is currently the most mature and profitable segment: * **ABB Ltd (ABB)**: Swiss company with a global presence in automation and industrial robotics. * **Fanuc (FANUY)**: Japanese leader in industrial robotics, especially factory automation. * **Yaskawa Electric (YASKY)**: Another major Japanese player focused on automation and industrial robots. * **KUKA**: German robotics company now owned by China's Midea Group, so not directly listed. * **Rockwell Automation (ROK)**: More focused on automation but includes key robotics components for smart factories. # 3. Other related areas * **Intuitive Surgical (ISRG)**: Leader in medical robotics with its Da Vinci surgical system. * **iRobot (IRBT)**: Known for Roomba. Less cutting-edge, but still robotics-related. * **Nvidia (NVDA)**: Doesn’t build robots but provides critical AI and computer vision hardware/software (Jetson, CUDA, etc.). * **KEYENCE (KYCCF)**: Specializes in sensors and industrial automation—key for robotic systems. # 4. ETFs as an easy way to diversify If you prefer a diversified approach: * **BOTZ (Global X Robotics & Artificial Intelligence ETF)** * **ROBO (ROBO Global Robotics and Automation Index ETF)**
ISRG, intuitive Surgical, has great potential. The P/E ratio is high, but take a look at the earnings. If they scale, it won’t be that high.
According to finviz, 13% short float which could provide a really strong rally of the close. Slight margin compression (0.1%), but otherwise it looks like management keeps executing. Funny that they're announcing a big deal with their second largest customer (I believe that's Stryker) as opposed to their largest (ISRG). There's probably some truth to the theory that intuitive surgical is moving things around, but for now at least it looks like management is navigating things well. That's my initial thoughts at least. Probably read more into it later today. This is my second longest holding and I really root for the company.
Totally. I think there's a lot of new shorts trying to make a name for themselves. Many of them are using public data. ODD had one last year that was basically just from looking at their website. The reason UFPT is down so much on the last few months is the fear of the ISRG business going away. To come out with a short report when the stock is already down 30% seems late to the party.
Wolfpack Research (@WolfpackReports) issues SHORT report on $UFPT. Claims largest customer $ISRG (29% rev, 96.5% '24 org. growth driver) is "gutting" UFPT via insourcing & competitor buys. Report flags 38% vol drop, Q4 ISRG sales decline, weak contract & ~$50M insider sales. u/_hiddenscout
There are quality, elite companies like NOW and ISRG that priced for perfection, then there's stuff like PLTR and TSLA where there is no footing you can find in the fundamentals. The valuation is purely story driven, and honestly divorced from reality.
$ISRG is a great name in the space, but the stock tends to be more on the pricier side of things. However, is probably exactly what you are looking for and should be a good first jumping off point.
ISRG having a good print should also be good news for them. I own them. Also called out another interesting name in the medical space market, but LMAT is worth looking into.
One of the criteria of me buying a stock in a company, I actually have to like the business. ISRG is a really sick company in terms of what they are doing.
Intuitive Surgical (ISRG). Reported EPS is $1.81, expectations $1.74. That's the stock I'd like to own because of two reasons - it makes money, and it's cool. I'm not buying beucase of the situation we're in, but I hope to end up with some of this stock when the dust settles.
Worse than a shit coin. It is unpredictable, just like its driverless function lacking crucial RADAR and its absolutely hideous cybertruck! The price movements are attributed towards, many people knowing its shit but i**nstitutional investors and platforms like IBKR does counter-trading against the retail investors**. When you sign up to trade on platforms like IBKR you have the option to opt out of allow your shares to be used to counter trade against your own position. Many people just didn't read this and agree to their optional terms so they make use of this opportunity to countertrade against the majority to gain profits. Beware the shorters and countertrades, they are rife. These shares are highly likely to experience a dip when the markets open today: **TMO (Thermo Fisher)** – Facing strong downward pressure from short sellers, driving its price lower. **ISRG (Intuitive Surgical)** – Experiences significant after-hours declines due to platform traders, psst IBKR engaging in active counter-trading. Anyways these shares have outperform analyst expectation and are way better than the shit coin!
Wow man ISRG really went from going down 8% on conservative guidance to basically flat, the news of Trump dropping tariffs on China “substantially” was the culprit I guess
K, now that I lost on my ISRG puts, let's see what Intel puts bring. I am going to blow my portfolio up again 🫡
Tesla (TSLA). Its recent earnings were weak—EPS and revenue both missed expectations—but somehow, the stock rose. Why? Because platforms allow traders to short Tesla on margin, meaning instead of buying shares outright, they use short-sellers' money to manipulate price movements. Meanwhile, Intuitive Surgical (ISRG) had a fantastic quarter, beating both EPS and revenue estimates, yet its stock fell sharply after hours. The reason? Platforms like IBKR aren’t holding these shares for retail investors—they’re short-selling them for profit, pushing the price down artificially. Given ISRG’s strong fundamentals, this looks like a great buying opportunity, especially for long-term investors. Should you compare these two stocks, it seems like TSLA stocks are just overtly inflated, I would rather put my money in ISRG than TSLA, but then again who knows, Elong Must tweets something and investor simps goes crazy. Retail investors should always be aware of the hidden tactics that shape stock movements—because sometimes, it’s not the market that’s moving the stocks, but the platforms controlling the game.
TSLA is not even even, its rallying, meanwhile damn bloody strong earnings from ISRG is causing a stock demolition.
I doubt that! Platforms like **IBKR** are **actively manipulating prices**, especially in **after-hours trading**, where moves often set the tone for the next day. This isn’t just natural market behavior—it’s deliberate interference designed to shift momentum before regular trading begins. **Tesla (TSLA):** Despite **missing on earnings and revenue**, its stock **jumped** instead of falling. This suggests that **investor confidence remains strong**, and platforms **failed to push the price down** through short-selling. TSLA’s resilience makes it **a buy for those who trust its long-term potential**. **Intuitive Surgical (ISRG):** Strong earnings should have sent **ISRG higher**, yet the stock **dipped** spectacularly. **Platforms (IBKR) were likely short-selling aggressively**, manipulating prices downward rather than letting organic market forces play out. This **artificial suppression** makes ISRG **a strong buy right now** as fundamentals remain very solid despite external interference. Guess you have to **stay sharp**—after-hours trading is a **precursor for the next day’s market movements roughly 70% of the time**, often driven by manipulation rather than true price discovery. Platforms such as IBKR hold **bigger capital than you for manipulating these markets**, making it hard to counter their influence, but understanding their tactics is key to making smarter investment choices.
God damn I am retarded. ISRG just gaped me.
Some stocks are greatly distorted by platforms and instutional investors. Companies beating earnings drop, while those missing expectations hold strong. **Tesla (TSLA):** Despite **EPS and revenue misses**, its stock remains stable. This suggests platforms haven't pushed the price down via short-selling. **Investor demand is strong**, making TSLA **a buy**. **Intuitive Surgical (ISRG):** Earnings **exceeded expectations**, but the stock dropped sharply (after-hours). **Platforms are short-selling** instead of holding shares for retail investors. **Market manipulation** has created a **buying opportunity** for long-term investors. Retail investors should **stay alert**: 1. **Revoke short-selling consent**—Platforms may use your shares to **short against you**. 2. **Buy suppressed stocks**—Undervalued stocks like ISRG could bounce back. 3. **Watch price resilience**—TSLA holding steady despite weak earnings **signals strength**. **Platforms like IBKR hold bigger capital than you for manipulating these markets,** they are countertrading on your behalf.
your bear did it again boys...ISRG 
If you've been watching the market lately, you’ve probably noticed something odd: companies smashing earnings expectations are seeing their stock prices **drop**, while those missing expectations—like Tesla—are actually **rising**. So, what’s going on? Some retail investors may think this is just regular market sentiment, but there’s more beneath the surface. Platforms like **IBKR** are engaging in countertrading against retail investors, using short-selling strategies that favor them—not you. If you own stocks on a margin account, your shares could **be used for shorting without transparent disclosure**—meaning these platforms aren’t always acting in your best interest. Look at **Tesla (TSLA)**. Its recent earnings were weak—EPS and revenue both **missed expectations**—but somehow, the stock rose. Why? Because platforms allow traders to **short Tesla on margin**, meaning instead of buying shares outright, they use short-sellers' money to manipulate price movements. Tesla’s valuation now appears **inflated**, making it a **sell** for cautious investors. Meanwhile, **Intuitive Surgical (ISRG)** had a fantastic quarter, beating both **EPS and revenue estimates**, yet its stock **fell sharply after hours**. The reason? **Platforms like IBKR aren’t holding these shares for retail investors—they’re short-selling them for profit,** pushing the price down artificially. Given ISRG’s strong fundamentals, this looks like **a great buying opportunity**, especially for long-term investors.
ISRG 
ISRG posts Q1 beat, but gives cautious guidance consider the obvious shit show we are in and share price drops 7% TSLA misses Q1, stock price just chillin.
I am a noob. Can someone explain this: ISRG - all good, stock sinks. TSLA -nothing good, stock stands straight.
Waiting for ISRG to drop is like waiting for hell to freeze over.
where my ISRG put bois at!?!?!?!?!
after making 17k off 2 puts UNH and MEDP had to roll the dice for more hope others jumped on board with ISRG instead of TSLA and this drill holds up!
$ISRG Q1 EPS $1.81, consensus $1.73 Q1 revenue $2.25B, consensus $2.19B. Worldwide da Vinci procedures grew approximately 17% compared with the first quarter of 2024. The company placed 367 da Vinci surgical systems, compared with 313 in the first quarter of 2024. "Core measures of our business were healthy this quarter, and we are pleased by continued customer adoption of our platforms, including da Vinci 5," said Gary Guthart, Intuitive CEO. "As we look ahead, we remain focused on enabling our customers to deliver on their goals: better patient outcomes, improved patient and care team experiences, lower total cost to treat, and increased access to care."
There goes my ISRG 520 calls....
ISRG option flow is heavily bearish
I’m just holding shares I bought in 2023. Working in healthcare, ISRG has super interesting technology in my opinion and their reps I’ve worked with are more competent than the average. Anecdotally I’ve seen hospital leadership acquire their robots with no real plan just because it’s a flex to have one (although this could result in less revenue than projected as a robot sits in a closet for 4 months without being used for procedures)