Intuitive Surgical delivered robust Q3 results, with 23% revenue growth and a significant double beat on EPS and revenue. ISRG's valuation remains lofty, trading near fair value despite strong growth and a bullish golden cross technical setup. I maintain a "Hold" rating on ISRG, citing premium multiples, fair value, and technical resistance near $600.
Vinci (VCISY) remains a 'BUY' for me, offering 15-19% annual upside and a 4%+ dividend yield. VCISY's diversified concession and construction portfolio, strong order book, and inflation-linked revenues provide defensive stability amid political and market volatility. Risks include French political decisions, taxation, and sector-specific threats, but these are manageable versus Vinci's robust fundamentals and long-term contracts.
Vinci Compass Investments reported good 3Q25 results, highlighted by cost reductions, margin expansion, and moderate improvements in AUM inflows. VINP's strategy focuses on GIP&S and Credit for future growth, with private equity and real assets expected to expand more slowly amid high real rate environments. The acquisition of Verde Asset Management is expensive but positions the company to benefit from a cyclical recovery in Latin American markets and higher fee-related earnings.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Vinci Compass Investments Ltd.'s Q2 results remain stagnant post-merger, with flat revenues, pressured margins, and muted fundraising, though some headwinds are non-recurring. Credit and GIP&S segments showed relative strength, but FX appreciation and integration costs weighed on AUM growth and fee-related earnings margins. Future distributable earnings may be pressured as capital is called to closed-end vehicles, potentially impacting dividends until late 2027/28.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Vinci SA (OTCPK:VCISF) Q2 2025 Earnings Conference Call July 31, 2025 4:30 AM ET Company Participants Arnaud Grison - Chairman & CEO of VINCI Energies Christian Labeyrie - CFO & Executive VP Nicolas Dominique Notebaert - Chief Executive Officer of VINCI Concessions Pierre Anjolras - COO & CEO Conference Call Participants Ami Galla - Citigroup Inc., Research Division Dario Maglione - BNP Paribas Exane, Research Division Eric A. Lemarie - CIC Market Solutions (ESN), Research Division Nicolas J.
Here is how Vinci SA (VCISY) and Weir Group (WEGRY) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
ISRG secures CE mark for its da Vinci 5 system, unlocking European access to its most advanced surgical platform yet.
Vinci (VCISY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Trading near 52-week highs, Balfour Beatty (BLFBY) and Vinci (VCISY) stock appear to have more upside and offer generous dividends.