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.
免责声明
这些信息和出版物并不意味着也不构成TradingView提供或认可的金融、投资、交易或其它类型的建议或背书。请在使用条款阅读更多信息。
免责声明
这些信息和出版物并不意味着也不构成TradingView提供或认可的金融、投资、交易或其它类型的建议或背书。请在使用条款阅读更多信息。