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Zacks Investment Ideas feature highlights: Intuitive Surgical, SharkNinja and DaVita

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For Immediate Release

Chicago, IL – September 16, 2024 – Today, Zacks Investment Ideas feature highlights Intuitive Surgical (ISRG - Free Report) , SharkNinja (SN - Free Report) and DaVita (DVA - Free Report) .

3 Red-Hot Stocks Flashing "Buy" Signals: DVA, ISRG, SN

When stocks are cruising at or nearing all-time highs, it reflects considerable bullishness with trends where buyers are in control. Stocks making new highs tend to make even higher highs, particularly when analysts' positive earnings estimate revisions are rolling in.

That’s been precisely the case for Intuitive Surgical, SharkNinja and DaVita, all of which presently sport a favorable Zacks Rank and are trading near 52-week highs. Let’s take a closer look at what’s been driving the bullish behavior.

SharkNinja Shares Soar

SharkNinja, a current Zacks Rank #1 (Strong Buy), is a diversified product design and technology company that creates lifestyle solutions through products for consumers. The company’s outlook has shifted bullishly across the board.

The stock’s performance has been quietly remarkable in 2024, gaining nearly 100% and widely outperforming relative to the S&P 500. Share performance has been driven by robust quarterly results that have led to positive earnings estimate revisions.

Concerning the latest quarterly print, SN posted 34% EPS Growth on 31% higher sales, continuing its high-growth nature. Impressively, the company has posted double-digit percentage year-over-year growth rates in five consecutive periods.

And the growth is expected to continue nicely, with consensus expectations for its current fiscal year alluding to 31% EPS growth on 21% higher sales. Peeking a bit ahead, expectations for FY25 suggest an additional 14% pop in EPS paired with a 9% sales increase.

The stock sports a Style Score of ‘B’ for Growth.

The company raised its FY24 outlook on Key Metrics, helping explain the pop in shares post-earnings.

ISRG's Demand Remains Robust

Intuitive Surgical designs, manufactures, and markets the da Vinci surgical system (an advanced robot-assisted surgical system) and related instruments and accessories. The stock sports the highly-coveted Zacks Rank #1 (Strong Buy), with analysts raising their earnings expectations across the board.

Like SN, Intuitive Surgical shares have been quietly strong in 2024, gaining nearly 50%. In fact, shares have provided an annualized return of a staggering 25% across the last decade, making it one of the top-performing stocks overall.

Strong sales growth driven by continued demand has been behind the share performance, with 2024 Q2 sales of $2 billion reflecting a 15% change year-over-year.

Shares trade at elevated valuation multiples, reflective of investors' growth expectations. The current forward 12-month earnings multiple presently sits at 66.7X, though its current PEG ratio of 3.8X is well below the 4.4X five-year median.

The stock has historically traded at rich multiples. The stock carries a Value Style Score of ‘F.’

DaVita Enjoys Margin Expansion

DaVita is a leading provider of dialysis services in the U.S. to patients suffering from chronic kidney failure, also known as end-stage renal disease (ESRD). The stock is currently a Zacks Rank #1 (Strong Buy), with expectations moving higher across all timeframes.

The valuation picture here for DVA is decently enticing, with the current forward 12-month earnings multiple of 14.0X primarily in line with historical levels. In addition, the current PEG ratio works out to 0.8X, reflecting a bargain relative to the growth expected.

Typically, a PEG ratio beneath 1.0 indicates both growth and value. The stock sports a Style Score of ‘A’ for Value.

The company has also enjoyed margin expansion over recent quarters, unlocking higher profitability.

Bottom Line

Stocks making new highs tend to make even higher highs, particularly when positive earnings estimate revisions hit the tape.

That’s precisely what all three stocks above ­ have enjoyed, with each sporting a favorable Zacks Rank and seeing their shares trade near 52-week highs.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


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Intuitive Surgical, Inc. (ISRG) - free report >>

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SharkNinja, Inc. (SN) - free report >>

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