 
Zacks Says Buy: How Banzai International (BNZI) is Emerging as a High-Growth AI Marketing Leader in a $1.5 Trillion Industry. Banzai International (NASDAQ: BNZI) is rapidly carving out a powerful position in the AI-driven marketing technology boom, and Wall Street is starting to take notice. The company was recently upgraded to a Zacks Rank #2 (Buy), placing it in the top 20% of all Zacks-covered stocks based on rising earnings estimates—one of the strongest predictors of near-term stock performance. This upgrade reflects growing confidence in BNZI’s improving fundamentals as analysts raised consensus estimates by more than 50% over the past three months, signaling momentum that often attracts institutional investors. That confidence is backed by explosive operating results. In Q3 2025, BNZI delivered 163% year-over-year revenue growth, reaching $2.8 million, while annual recurring revenue surged 168% to $11 million. Gross margins expanded to an impressive 81.7%, and net losses narrowed sharply, highlighting a credible path toward profitability. With more than 140,000 customers—including Cisco, Hewlett Packard, and New York Life—and a growing suite of AI-powered tools like Demio, OpenReel, Reach, Curate, and Superblocks, BNZI is proving it can scale efficiently while delivering real value to modern marketers. Discover why BNZI is becoming one of the most compelling small-cap AI growth stories to watch in 2026.
Tuesday's Exclusive Content Intuitive Surgical Just Proved the Growth Engine Still RunsAuthor: Leo Miller. Article Published: 1/23/2026. 
Key Points- Intuitive Surgical’s Q4 2025 results beat on both revenue and EPS, reinforcing confidence in its robotics‑assisted surgery leadership despite a deceleration in procedure growth.
- Guidance for 2026 shows steady procedural demand and gross margins, with investment in R&D and new platforms (Ion, da Vinci SP) supporting long‑term growth prospects.
- Tariff headwinds and a high valuation present near‑term risks, but investor resilience and market trust underpin sustained growth expectations.
Robotic-assisted surgery stalwart Intuitive Surgical (NASDAQ: ISRG) blew investors away with its Q3 2025 earnings report back in October 2025. Shares closed up nearly 14% in reaction to the results, marking the healthcare stock’s largest single-day post-earnings gain in recent memory. On Jan. 22, the company reported its Q4 2025 results. Although they did not elicit as much fanfare as the prior report, markets received the release positively: the stock was up approximately 1.4% in after-hours trading. Despite its lofty valuation, Intuitive maintains a constructive long-term outlook and appears able to keep its growth engine running. Intuitive Beats on Revenue and EPS By a Solid MarginIn Q4, Intuitive posted revenue of $2.87 billion, up 19%. This surpassed consensus estimates of $2.72 billion (roughly 13% growth). The company’s adjusted earnings per share (EPS) beat was arguably even more impressive: adjusted EPS came in at $2.53, up just over 14%, versus analysts’ expectations of $2.25 (implying under 2% growth). da Vinci procedure growth is a key performance indicator for the company: physicians performing more procedures drives purchases of the company’s disposable instruments. These disposables are an important source of recurring revenue and typically account for the majority of Intuitive’s overall sales. Procedure growth in the quarter came in at a solid 17%, which is within the company’s historical range over the past two years. However, it represented a deceleration from the 19% growth reported the prior quarter — a standout figure the firm hadn’t exceeded since 2023. For the full year, da Vinci procedures increased by 18%. Intuitive Provides Solid Guidance, But Growth May DecelerateLooking into 2026, Intuitive expects da Vinci procedure growth of 14% at the midpoint. Note that the company does not provide an explicit revenue growth guide, but revenue often trends with procedure growth. Management sees gross margin of 67%–68% for 2026, essentially in line with the company’s 2025 gross margin of 67.7%. Intuitive also expects operating expenses to increase at a slightly faster pace in 2026 than in 2025. That suggests operating margin could compress if revenue growth slows in step with procedure growth. Management attributes the potential acceleration in expense growth largely to early-stage research and development efforts. While this could be dilutive in the near term, it supports the stock’s long-term outlook: sustaining current growth depends on developing new devices and platforms and securing approvals to expand existing indications. The company’s Ion and da Vinci SP platforms illustrate its ability to find new growth drivers — procedures for those devices rose 78% and 51%, respectively, in the quarter. Markets Look Past Intuitive’s Tariff Guidance, Mitigating a Key HeadwindImportantly, investors appeared untroubled by Intuitive’s tariff-related guidance. For 2026, the firm expects tariffs to negatively impact gross margins by 1.2%, noticeably higher than the roughly 65-basis-point impact in 2025. That shares held up despite the larger headwind is encouraging: tariff fears weighed on the stock for much of 2025, but investors now have a clearer view of Intuitive’s exposure, reducing uncertainty around the name. Intuitive Surgical is not a cheap stock, trading at a forward price-to-earnings (P/E) ratio near 56x. Having established itself as the leader in robot-assisted surgery, the company has built substantial trust across the healthcare ecosystem. That reputation should help as Intuitive pursues new markets and fend off aspiring competitors, making continued strong growth a realistic possibility. Still, it must keep innovating to sustain growth rates that justify its current valuation and support further gains in the share price.
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