ISRG Tshuag Dives Raws li Cov Txheej Txheem Tshiab Flop; INMD Tshuag Tseem Skids

Kev paub qab hau phais mob (ISRG) poob siab rau hnub Wednesday nrog lub teeb pom kev tshaj tawm hauv lub quarter thib plaub, ua rau ISRG cov khoom lag luam poob. Lub caij no, HauvMode (INMD) yeej qhov kev cia siab, tab sis INMD Tshuag kuj poob.

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Cov xov xwm los ntawm Intuitive Surgical yog qhov nyuaj los ntawm kev cia siab rau lub tuam txhab tshaj tawm qhov kev tshaj tawm tshiab, Evercore ISI tus kws tshuaj ntsuam Vijay Kumar tau hais. Intuitive Surgical paub zoo rau nws da Vinci Robotic Surgery System. Lub tuam txhab tsis ntev los no tshaj tawm $ 2 nphom hauv kev sib koom ua lag luam nrawm dua cov ntawv cog lus, ua rau muaj kev cia siab.

Kumar tau hais hauv tsab ntawv ceeb toom tias "Kev cia siab tau siab rau qhov kev tshaj tawm tshiab," "Peb xav tias cov txiaj ntsig niaj hnub no tsis txaus vim qhov chaw ua lag luam tam sim no. Lwm cov lus nug tseem ceeb rau cov tub ua lag luam yuav yog seb Intuitive Surgical puas tuaj yeem qhia txog kev ua haujlwm ntawm kev siv nyiaj xyoo 2023 thiab thaum twg peb tuaj yeem pom lub peev xwm tshiab tau tsim tawm. "

InMode shares tanked tom qab thawj zaug kev muag khoom thib plaub hauv peb lub hlis twg qeeb los ntawm kev tshaj tawm lub quarter thib peb.

Ob qho khoom lag luam poob qis tuaj txawm hais tias qhov kev dhia feem ntau rau cov pab pawg kho mob-Systems / Khoom siv dav dav. Ntawm hnub no lub khw lag luam, ISRG Tshuag plunged 4.2% kaw ntawm 259.96 raws li INMD Tshuag skidded 9.6%, kaw ntawm 33.17.

ISRG Tshuag: Cov txheej txheem muaj zog loj hlob

Rau lub quarter thib plaub, Intuitive Surgical preannounced $ 1.66 nphom hauv kev muag khoom, nce 7% piv rau lub quarter piv rau xyoo 2021. Tab sis qhov ntawd yog nqaim qis dua cov kws tshuaj ntsuam kwv yees rau $ 1.69 billion, raws li FactSet.

Evercore's Kumar liam lub teeb da Vinci muag ntawm tus nqi muag qis tshaj li qhov xav tau ntawm $ 1.43 lab. Tsis ntev los no, cov tshuab tau raug nqi $ 1.5 lab, nws hais. Tag nrho cov kev tso npe nkag tau los saum toj saud los ntawm ISRG cov kws tshuaj ntsuam xyuas, thaum qhov chaw nyob hauv Asmeskas tau qis.

Tus naj npawb ntawm cov txheej txheem siv Intuitive Surgical tus neeg hlau tau nce 18% xyoo dhau los, ua rau kev kwv yees.

Intuitive Surgical kuj tau coj mus rau 12% -16% txoj kev loj hlob hauv 2023.

Kumar tau hais tias "Cov lus qhia kev saib xyuas yog ib txwm muaj ntawm Kev Kho Mob Zoo Tshaj Plaws los pib lub xyoo," Kumar hais. "Raws li qhov tsis ntev los no ntawm cov tub ntxhais hluas siab (feem pua) ntawm kev loj hlob, peb xav tias cov tub ua lag luam yuav tab tom nrhiav kev qhia txog qhov tshwm sim los nce rau cov hluas siab (feem pua)."

Kumar khaws nws qhov ntsuas hauv-kab thiab 250 tus nqi phiaj ntawm ISRG Tshuag.

InMode Beats INMD Stock Analysts hu

InMode, ntawm qhov tod tes, topped kev cia siab nyob rau hauv nws cov lus tshaj tawm plaub lub quarter thib plaub. Tab sis INMD Tshuag poob txawm li cas los xij.

Lub tuam txhab kho mob zoo nkauj cia siab tias $ 133.2 lab rau $ 133.4 lab hauv kev muag khoom thiab rau cov nyiaj tau los hloov kho ntawm 73-74 xees ib feem. Cov kws tshuaj ntsuam xyuas los ntawm FactSet tau hu rau $ 129.7 lab hauv kev muag khoom thiab 65 xees hauv ib qho nyiaj tau los. Needham tus kws tshuaj ntsuam Mike Matson tau sau tseg qhov kev qhia ua ntej plaub lub hlis twg qhia tias kev muag khoom tau nce 21% piv rau 29% kev muag khoom loj hlob hauv peb lub hlis twg.

"Kev loj hlob qeeb (ua rau cov tub ua lag luam) txhawj xeeb txog kev muaj peev xwm ua rau kev taw qhia xyoo tom ntej," Matson hais rau Investor's Business Daily hauv email.

InMode kuj tau muab nws qhov kev pom thawj zaug rau 2023. Lub tuam txhab cia siab tias $ 525 lab rau $ 530 lab hauv kev muag khoom, nce 16% -17%. Qhov ntawd tsuas yog topped INMD cov kws tshuaj ntsuam xyuas cov khoom hu rau $ 524 lab.

"Raws li cov nyiaj tau los zoo sib xws rau InMode txij li lub tuam txhab tau mus rau pej xeem, peb saib InMode's 2023 kev taw qhia raws li kev saib xyuas thiab pom muaj peev xwm rau cov khoom tshiab los txhawb kev txhawb nqa ntxiv thaum xyoo 2023," Matson tau hais hauv tsab ntawv rau cov neeg siv khoom.

Nws muaj qhov kev yuav khoom thiab 60 tus nqi phiaj ntawm InMode shares.

Ob qho ISRG Tshuag thiab INMD Tshuag poob qis hauv qab lawv 50-hnub txav nruab nrab ua raws li cov ntaub ntawv ua ntej lub quarter thib plaub, raws li MarketSmith.com.

Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.

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