Dec 31, 2025 • Finviz
NEUTRAL
Here's Why You Should Retain CONMED Stock in Your Portfolio Now
CONMED Corporation (CNMD) is positioned for growth due to the increasing adoption of its high-margin platforms like AirSeal and BioBrace, along with rising robotic procedure volumes and expanding penetration of Ambulatory Surgery Centers. Despite facing tariff headwinds and challenges from Intuitive Surgical's new da Vinci 5 system, the company shows promising long-term prospects. Supply-chain improvements are expected to drive both top and bottom-line growth, although margin pressure from tariffs and a longer-than-expected supply-chain recovery remain concerns.
Dec 31, 2025 • MarketBeat
NEUTRAL
Intuitive Surgical, Inc. $ISRG Shares Sold by Oak Asset Management LLC
Oak Asset Management LLC significantly reduced its stake in Intuitive Surgical (NASDAQ:ISRG) by 23.8% in Q3, now holding 5,685 shares valued at $2.543 million. This comes amid substantial insider selling, with company executives disposing of shares worth $63.53 million in the last 90 days. Despite the selling activity, Intuitive Surgical exceeded Q3 earnings expectations with $2.40 EPS and $2.51 billion in revenue, though the stock trades at a high P/E ratio of 75.7 and holds a "Moderate Buy" consensus rating from analysts.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Generate Investment Management Ltd Invests $5.59 Million in Intuitive Surgical, Inc. $ISRG
Generate Investment Management Ltd initiated a new stake in Intuitive Surgical (NASDAQ:ISRG) during Q3, acquiring 12,500 shares valued at approximately $5.59 million. Intuitive Surgical reported strong Q3 earnings, beating analyst estimates with an EPS of $2.40 and revenue of $2.51 billion, a 22.9% year-over-year increase. Despite heavy institutional ownership, there have been recent insider dispositions, with insiders selling 114,007 shares worth about $63.53 million in the last 90 days.
Dec 31, 2025 • MarketBeat
NEUTRAL
Calamos Advisors LLC Reduces Stock Holdings in Intuitive Surgical, Inc. $ISRG
Calamos Advisors LLC reduced its stake in Intuitive Surgical, Inc. by 10.4% in the third quarter of 2025, selling 13,162 shares but still retaining 113,140 shares valued at approximately $50.6 million. Despite insider selling by corporate executives, Intuitive Surgical beat Q3 earnings estimates with $2.40 EPS and $2.51 billion in revenue, leading to a "Moderate Buy" consensus rating from analysts with an average target price of $611.08.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Cwm LLC Grows Stock Holdings in Becton, Dickinson and Company $BDX
Cwm LLC significantly increased its holdings in Becton, Dickinson and Company (NYSE:BDX) by 69.1% in the third quarter, bringing their total to 38,205 shares valued at $7.15 million. This move is part of a broader trend of institutional investors adjusting their stakes in the medical instruments supplier. The article also provides a financial overview of Becton, Dickinson and Company, including recent stock performance, dividend increases, and analyst ratings.
Dec 31, 2025 • 富途牛牛
BULLISH
Those Who Invested in Intuitive Surgical (NASDAQ:ISRG) Three Years Ago Are up 117%
Investors who bought shares in Intuitive Surgical (NASDAQ:ISRG) three years ago have seen a substantial return of 117%. This performance is closely aligned with the company's 26% compound earnings per share growth over the same period, suggesting consistent market sentiment. The article also notes a 29% increase in the last quarter and a five-year annual TSR of 17%, indicating a strong long-term track record.