INTUITIVE SURGICAL (ISRG)
Health Care/ Health Care Equipment
Company announced 2Q earnings last week which exceeded expectations -it managed to increase gross margin by eliminating distributors and sell more directly.
In 2019 Expected revenue +16.5%, EPS + 14.3%, EBITDA margin +3.4 p.p. (38.5%)
In 2020 Expected revenue +23.1%, EPS + 13.7%, EBITDA margin -0.5 p.p. (38.0%)
12M Tgt Px is USD 571.88 (Bloomberg). Since last Friday analyst increased Target Px above USD 600
Company doesn't pay dividend.
We are looking to enter long position at current levels - 2.0% portfolio exposure.
Company announced 2Q earnings last week which exceeded expectations -it managed to increase gross margin by eliminating distributors and sell more directly.
In 2019 Expected revenue +16.5%, EPS + 14.3%, EBITDA margin +3.4 p.p. (38.5%)
In 2020 Expected revenue +23.1%, EPS + 13.7%, EBITDA margin -0.5 p.p. (38.0%)
12M Tgt Px is USD 571.88 (Bloomberg). Since last Friday analyst increased Target Px above USD 600
Company doesn't pay dividend.
We are looking to enter long position at current levels - 2.0% portfolio exposure.
Exención de responsabilidad
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Exención de responsabilidad
La información y las publicaciones que ofrecemos, no implican ni constituyen un asesoramiento financiero, ni de inversión, trading o cualquier otro tipo de consejo o recomendación emitida o respaldada por TradingView. Puede obtener información adicional en las Condiciones de uso.