1Mês·

Competition from J+J and Why Intuitive Is Still Well-Positioned

$ISRG (+1,93%) The week went down quite well. One reason could be the online contest by $JNJ (-0,9%) , which is launching Ottava, a direct competitor, onto the market. Another reason is the slightly lower growth, as the quarterly growth rate has dropped from 14% to 12%.

The following article sums it up quite well:

https://www.tikr.com/de/blog/intuitive-surgical-fell-30-in-2026-as-a-rival-arrived-heres-where-the-stock-could-go

However, the moat and recurring SaaS revenue remain intact. I don’t see a bear case here and remain invested; if the price drops below €300 again, I’ll gladly buy more.

What do you think $ISRG (+1,93%) ?

www.tikr.comIntuitive Surgical Fell 30% in 2026 as a Rival Arrived. Here’s Where the Stock Could Go

4 Comentários

jkb92@jkb92

1Mês

I went for another round today :)

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FinanzMechaNik@FinanzMechaNikk

1Mês

I'm absolutely bullish on $ISRG 😁 There's so much more to it than that. Before a system transition, surgeons need to be retrained, the system has to prove itself on the market first, and so on... And that's up against decades of experience that $JNJ simply doesn't have yet.

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jkb92@jkb92

1Mês

@FinanzMechaNikk That's how I see it, too. $ISRG is trading at the price of its last low, and even now it's still almost a no-brainer buy. 😁

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Pelo@pelo

1Mês

I wasn't familiar with $ISRG, but the healthcare sector is very interesting. For comparison, I'm keeping a closer eye on $NOVO B because diabetes is going to be a major issue in the coming years for me, and the stock is entering a bear market that interests me 👨‍💻

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