-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Intuitive Surgical公布了强劲的2026年第一季度业绩，非GAAP每股收益为2.50美元，超出市场普遍预期的2.11美元（同比增长38%）。营收飙升至27.7亿美元（同比增长23%），高于市场普遍预期的26亿美元，主要得益于全球手术量同比增长17%，其中达芬奇手术量增长16%，Ion手术量加速增长39%。达芬奇手术系统安装量达到431台，高于2025年第一季度的367台；达芬奇5手术系统安装量也从147台激增至232台，表明新一代平台得到了广泛应用。管理层预计全球达芬奇手术量将增长13.5%-15.5%，非GAAP毛利率预计为67.5%-68.5%，其中已计入当前收费标准带来的约1.0%的收入影响。达芬奇手术系统装机量达到11,395台（同比增长12%），非GAAP毛利率从66.4%提升至67.8%，营业收入同比增长40%，展现出强劲的运营杠杆效应，并拥有79.8亿美元的稳健现金储备。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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