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Impax Global Opportunities Fund Q4 2025 Commentary [Seeking Alpha]
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
Impax Global Opportunities Fund Institutional Class returned -0.69% over the quarter compared to the MSCI ACWI index return of 3.29%. Oracle suffered from investor concerns that the company is taking on too much debt to finance the AI data centre build-out. Intuitive Surgical rallied after Q3 2025 results exceeded expectations, driven by strong equipment placements and accelerating US procedure growth. The Impax investment team believes that this combination of strong or improving fundamentals and relatively attractive valuations creates some favourable entry points. BlackJack3D/iStock via Getty Images Performance The portfolio delivered flat absolute returns in US dollar terms and underperformed versus the MSCI ACWI index. Style factors and market concentration continued to create a challenging environment for the portfolio, which has a focus on This article was written by
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NEWS
NEWS
- 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]
- Intuitive Surgical: Buy The January Selloff [Seeking Alpha][Seeking Alpha]
- Envista (NVST) To Report Earnings Tomorrow: Here Is What To Expect [Yahoo! Finance][Yahoo! Finance]
- What To Expect From Haemonetics's (HAE) Q4 Earnings [Yahoo! Finance][Yahoo! Finance]
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ISRG
SEC Filings
SEC Filings
- 2/5/26 - Form 3
- 2/5/26 - Form 3
- 2/3/26 - Form 10-K
- ISRG's page on the SEC website
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