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Intuitive Surgical, Inc. (0R29.L)

LSE - LSE Delayed price. Currency in USD
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223.09+3.47 (+1.58%)
At close: 04:49PM BST
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  • D
    They are selling or leasing over 3 new machines every day, including weekends and holidays. Each of those machines will have millions in residual revenue. They are the only gig in town. Every surgeon is being, or will be, trained to use these machines. They will have tens of billions of dollars in revenue per year within a decade. I get it that the whole NASDAQ is cratering, but my God, if there is any stock you should buy right now and you have the funds to do so, or you are thinking of selling other stocks, sell those other stocks and buy this one.
  • p
    In Sept 2018, ISRG was in the 190's.

    Nearly 4 years later, shares are up only 15% from where it was.

    Maybe it was overpriced before, but they are a dominant provider in a space that is highly defensible and is valuable to societies around the world. It is a growth business with next to zero chance of becoming obsolete in the next 50 years (and probably more).

    I took a dip into this yesterday and I'm down 5%. PE in the 30's is pricey by market standards, but this deserves a meaningful premium. Longer term, I think this works. Short term, who knows.
  • d
    People often ask me why the PE is high. Folks the PE is high because there has not been competition for the 25 years and we see no competition for the next 20 years. Eventually this company will end up with a market cap of 300 billion 5 times the present value. Medical students, residents are being trained at ISRG systems almost exclusively. Hospitals spend 2 million dollars to buy their systems. Do you think they will switch to an unproven competitor? Imagine the amount of surgical cases that will be performed now that the pandemic is over!
  • d
    When I first started my career in surgery only the urologists were using the davinci robot in 1998. Now all the specialties are using it for myriad of cases
  • S
    The good news is this was a good every point for me. Starting off with 50 shares at 255. The earnings report was solid with a small beat on revenue and EPS. The only reason the stock collapsed (outside of the general market collapse) is because the CEO didn’t raise guidance for the year and indicated that covid “could” continue to impact earnings. I know sales people in this industry, and they have full access to hospitals now. They spend 60 hrs a week training new doctors on these devices. Covid is not a limiting factor. This retreat is only temporary.
  • d
    At this price, this company is a gift. I only see the surgical cases increasing. We see it every day
  • T
    95 percent of stocks are dead....Ill stay with ISRG because they are in a monster growth area...They are the leader with a 20 year head start...Huge Moat....If you can buy more do so...Long term Monster winner
  • J
    Big drop and still a 50 PE for a mature company in a rising rate environment.....I will wait for lower price.
  • J
    While the share price keeps dropping hospitals keep adding..
  • F
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  • d
    I work in the operating rooms for the past 25 years. We use the davinci robot in 6 locations in the hospital. Every day there are at least 15 robotic surgeries being performed. We have a huge backlog of cases that need to be done. No other competitor exists
  • T
    Sorry to say, whoever sold this stock today will deeply regret in very near future. This is one of the best stock in the world.
  • j
    I am betting it will go below 100 before august of this year.
  • d
    As a physician using their products, we do t have enough hours in the day to operate. We hqve at least one year backlog of cases that were not done due to the pandemic. 7,000 systems in place. The best is there is no competition and 20 year head start. Nobody has been able to build a competitor.
  • P
    First quarter 2022 revenue of $1.49 billion increased 15% compared with
    $1.29 billion in the first quarter of 2021. First quarter 2022 GAAP net income attributable to Intuitive was $366 million, or $1.00 per diluted share.
  • J
    Just a guy
    J and J reported earnings today. They saw an increase in elective surgeries due to easing COVID pressure on hospitals. ISRG primarily lives in the elective surgery space so the street is taking J and J’s report as good news for ISRG.
  • J
    I came here to learn how to trade after listening to a guy on radio talk about the importance of investing and how he made $460,000 in 4 months from $160k. Somehow this platform has helped shed light on some things, but I'm confused, I'm a newbie and I'm open to ideas.
  • T
    Just bought more at 208.88.....
  • a
    I was thinking of starting my position last week but when I look at the valuation, I have stalled. Good that I have waited. I like the stock but valuation still matters. I can see that there are further downside but I will probably start cost average in next week.
  • E
    Great company BUT still way overpriced in this market! 50 times for 18 % GROWTH !!!!!! ( with est. being trimmed !) Wake me up when ISRG hits $125-150 !!!