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Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July. Both beat what Wall Street expected. One stock jumped as much as 8%. The other fell as much as 13%. The difference between them shows what actually moves a healthcare stock right now. UnitedHealth Group […]

Health policy has quietly become a stock-moving variable in 2026, and the figures are significant enough to matter. Approximately 2.6 million Americans discontinued ACA marketplace coverage this year after increased pandemic-era subsidies ended at the end of 2025, with health policy experts predicting that total enrollment would decrease to between 16.5 million and 17.5 million […]

Intuitive Surgical revealed a five layer AI framework for its surgical platforms. The company showed a live real time telesurgical collaboration across distant facilities as part of the rollout. The news outlines how Intuitive plans to weave AI into clinical workflows rather than treat it as a standalone add on. For investors tracking Intuitive Surgical, ticker NasdaqGS:ISRG, this AI reveal comes at a time when the stock has faced pressure, with the share price at $332.02 and down 40.9%...

The robotic surgery leader's shares have pulled back, forcing investors to weigh a solid recovery record against new questions in its most important market.

Device makers with cash flow yields of 5% to 6% now trade at a 20% to 30% discount to the S&P 500 index.

AIM, HAS, FOX, COR and ISRG make the list of stocks with rising P/E ratios, a screen highlighting companies investors may view as having stronger earnings potential.

Device makers with cash flow yields of 5% to 6% now trade at a 20% to 30% discount to the S&P 500 index.

There are plenty of reasons to love these companies.

J&J’s Ottava clearance knocked Intuitive's shares lower, but recurring revenue and surgeon switching costs suggest the market overreacted.

ISRG's expanding robotic surgery ecosystem and innovation pipeline give it an edge over Abbott for investors seeking stronger long-term MedTech growth.

CNMD's FDA-expanded AirSeal indication adds da Vinci 5 hex cannula compatibility, supporting broader use across Intuitive Surgical's robotic systems.

Qualcomm, Intuitive Surgical and Stryker lead today's top analyst reports, spotlighting growth drivers, strategic initiatives and ongoing challenges.

According to the average brokerage recommendation (ABR), one should invest in Intuitive Surgical (ISRG). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Investors reacted to enterprise spending delays, healthcare competition, and weakening consumer demand.

QUALCOMM is expanding beyond smartphones with growth in automotive, edge AI and data centers, but competition and weak China demand remain key challenges.

Intuitive Surgical stock sinks as FDA announces marketing authorization for Johnson & Johnson’s Ottava platform. Here’s why the news is largely bearish for ISRG shares.

For Intuitive Surgical, fair value estimates have been reset from US$565.25 to US$501.73, pointing to a more measured view of potential upside versus earlier assumptions. Recent analyst commentary frames this shift as an expectations reset, with most firms keeping positive or neutral ratings while trimming price targets to account for slower procedure growth, Affordable Care Act related volume uncertainty, and tighter MedTech valuation multiples. Read on to see how to track these evolving...

Intuitive Surgical's growth rests on da Vinci 5, Ion, SP and digital tools as recurring revenue rises and procedure risks persist.

ISRG's growth is fueled by robotic surgery, Ion lung biopsy and AI tools, while tariffs, product mix and softer demand pressure margins.

ISRG's strong procedure growth, recurring revenue and cash position support its case, but tariffs, mix shifts and placement risks cloud the outlook.

Intuitive Surgical's valuation has eased as U.S. procedure growth slows, but margin gains, AI software expansion and global growth could support its premium.

By Puyaan Singh July 22 (Reuters) - Johnson & Johnson said on Wednesday the U.S.

At first glance, its numbers were impressive.

At $353, Intuitive Surgical (ISRG) is being priced to deliver 14.1% revenue growth annually for the next 4 years simply to defend today's 42.1x multiple. That sits below the 21% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]

Shares of Intuitive Surgical are down nearly 40% this year.

NZS shifts capital toward AI infrastructure and healthcare leaders

You can be forgiven for doing a double-take on Intuitive Surgical (ISRG) on Friday. The company posted second-quarter revenue of $2.89 billion, up 19% from a year ago and comfortably ahead of Wall Street estimates. Yet the stock ended the day down 14.1%, closing at a new 52-week low.

The surgical robotics giant beat estimates, but a moderation in its core US market has investors questioning the whole story.

Intuitive Surgical (ISRG) possesses solid growth attributes, which could help it handily outperform the market.