Cramer Advises Against Intuitive Surgical Citing Johnson & Johnson Competition
- Reports
- 2
- Developments
- 1
- Repetition
- 50%
New informationRepeats or wire copies
What happened
Jim Cramer advised against Intuitive Surgical stock on October 6, 2026. He stated that the objection was not the company itself, but the presence of competitors, specifically naming Johnson & Johnson. Cramer noted that Johnson & Johnson possesses a larger balance sheet and greater financial capacity to develop rival systems.
From insidermonkey.com
Why it matters
The commentary highlights the competitive risk within the medical device sector. Johnson & Johnson generated $22.23 billion in free cash flow over the past year, compared to Intuitive Surgical's $11.03 billion in revenue, suggesting the rival has greater financial resources for research and development.
Analyst targets are being lowered as new companies challenge the market dominance of medical technology firms.
From insidermonkey.com
Who's involved
- Intuitive SurgicalRobotic surgery company facing competitive pressure from larger rivals.
- Johnson & JohnsonMultinational medical devices manufacturer cited as a major financial and operational rival.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- Johnson & JohnsonSpeculative
Johnson & Johnson might strengthen its competitive position against Intuitive Surgical, potentially increasing market share in surgical robotics.
- Bank of AmericaSpeculative
Bank of America might adjust its market price analysis due to the increased competitive risk in the medical device sector.
- Royal Bank of CanadaSpeculative
Royal Bank of Canada might adjust its market price analysis due to the increased competitive risk in the medical device sector.
- S&P GlobalSpeculative
S&P Global might adjust its market price analysis due to the increased competitive risk in the medical device sector.
Keep exploring
The entities involved
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Intuitive Surgical
American corporation
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Johnson & Johnson
U.S multinational medical devices, pharmaceutical and consumer packaged goods manufacturer