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6 articles
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

The Recurring Revenue Engine: Why Intuitive Surgical's 580% Surge Masks Its True Strength

Intuitive Surgical's decade-long 580% rally stems from recurring revenue—75% of total—from instruments and services, not robot sales alone.
ISRGmedical devicesrecurring revenue
BenzingaBenzinga··Adam Eckert

Apple Smashes Q2 Targets as Active Install Base Hits Record High

Apple beats Q2 expectations with $111.18B revenue, record installed base, and authorizes $100B buyback despite modest after-hours stock decline.
AAPLrevenue growthdividend increase
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Beauty Health Rebrands as SkinHealth Systems, Pivoting to Clinical Medical Aesthetics

Beauty Health rebrands to SkinHealth Systems Inc., pivoting toward clinical medical aesthetics with 36,000+ global devices and Hydrafacial flagship.
SKINHydrafacialmedical aesthetics
The Motley FoolThe Motley Fool··Daniel Sparks

Intuitive Surgical Faces Valuation Crossroads After Strong Q4 Results

Intuitive Surgical posted strong Q4 results with 19% revenue growth, but 2026 guidance signals meaningful deceleration. At 63x earnings, stock appears fairly valued for current shareholders but overvalued for new investors.
ISRGmedical devicesvaluation risk
The Motley FoolThe Motley Fool··Prosper Junior Bakiny

Apple and Meta Emerge as Consensus Long-Term Holds Through 2031

Apple and Meta positioned as strong five-year holds through 2031, leveraging AI integration, massive user bases, and high-margin services growth.
METAAAPLartificial intelligencetech stocks
The Motley FoolThe Motley Fool··Bryan White

TransDigm's Superior Margins Coexist With Premium GE Valuation in Aerospace Sector

TransDigm boasts superior 47.2% operating margins versus GE's 21.4%, yet GE commands higher valuation due to recurring revenue streams and stronger balance sheet offsetting profitability differences.
BABApAGETDGvaluationcash flow