Investor Outlook: Shopify climbs after forecast beat, agentic AI in focus [BNN Bloomberg (Canada)]
Intuitive Surgical, Inc. (ISRG)
Last intuitive surgical, inc. earnings: 4/16 04:05 pm
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US:NASDAQ Investor Relations:
phx.corporate-ir.net/phoenix.zhtml?c=122359&p=irol-irhome
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Source: BNN Bloomberg
Investors are now turning their attention to how automation and artificial intelligence could reshape the next phase of e-commerce growth. BNN Bloomberg spoke with Sri Iyer, lead portfolio manager and head of investments at Guardian Capital, who said the company's push into “agentic commerce” could automate large parts of the e-commerce supply chain and strengthen its competitive position despite valuation concerns. Key Takeaways Shopify is advancing “agentic commerce,” using AI agents to automate merchant and consumer workflows beyond traditional software-as-a-service tools. Automating elements of the e-commerce supply chain could create efficiency gains and deepen Shopify's competitive moat. While generative AI tools can assist with storefront creation and content, they do not replace the payments, logistics and merchant infrastructure underpinning digital commerce. After a strong revenue beat and solid cash flow, expectations remain high, with valuation sensitivity like
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- Impax Global Social Leaders Fund Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
- Assessing Intuitive Surgical (ISRG) Valuation After Recent Share Price Weakness [Yahoo! Finance]Yahoo! Finance
- Intuitive Surgical (NASDAQ:ISRG) had its price target lowered by analysts at Argus from $630.00 to $560.00. They now have a "buy" rating on the stock.MarketBeat
- Impax Global Opportunities Fund Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
- Intuitive Surgical: Buy The January Selloff [Seeking Alpha]Seeking Alpha
ISRG
Earnings
- 1/22/26 - Beat
ISRG
Sec Filings
- 2/11/26 - Form 4
- 2/11/26 - Form 4
- 2/11/26 - Form 144
- ISRG's page on the SEC website