Intuitive Surgical, Inc.

NasdaqGS:ISRG 株式レポート

時価総額:US$155.2b

Intuitive Surgical 将来の成長

Future 基準チェック /16

Intuitive Surgical利益と収益がそれぞれ年間12.6%と11.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.2% 13.2%なると予測されています。

主要情報

12.6%

収益成長率

13.23%

EPS成長率

Medical Equipment 収益成長16.1%
収益成長率11.2%
将来の株主資本利益率15.22%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 25

ISRG: Medtech Reset And Recalls Will Shape Future Risk Reward Balance

Intuitive Surgical's updated analyst price target edges down by about $3 to $430.05, as analysts factor in a slightly lower P/E multiple and modest tweaks to growth and margin assumptions in light of recent sector wide medtech valuation resets. Analyst Commentary Recent Street research around Intuitive Surgical has tilted more cautious, with several bearish analysts cutting price targets to reflect what they describe as a reset in medtech valuations, a slower year for product launches, and broader worries about healthcare utilization.
ナラティブの更新 May 04

ISRG: Policy Shifts And Platform Adoption Will Shape Balanced Risk Reward Profile

Analysts have trimmed the fair value estimate for Intuitive Surgical by about $8 to $433. This reflects a mix of reduced revenue growth assumptions, slightly different discounting and modestly lower future P/E expectations after a series of both price target cuts and upgrades across the Street.
Seeking Alpha Apr 22

Intuitive Surgical Q1 Earnings Review: Don't Overpay For Quality

Summary Intuitive Surgical delivered strong Q1-2026 results, beating EPS and revenue estimates and slightly raising 2026 guidance. ISRG's robust moat is underpinned by its large installed base, high R&D spending, and dominant position in the fast-growing robotic surgery market. Despite a lower-than-average 47x TTM P/E, ISRG's valuation remains high relative to its expected low-to-mid-teens EPS growth. I maintain a Hold rating, preferring a greater margin of safety before considering a position at current valuation levels. Read the full article on Seeking Alpha
新しいナラティブ Apr 20

Intuitive Surgical (ISRG): The Digital Surgeon and the "Da Vinci 5" Dominance

Intuitive Surgical (ISRG) , the undisputed pioneer of robotic-assisted surgery, enters Tuesday, April 21, 2026 , following a massive Q1 earnings blowout that reinforces its status as the "Gold Standard" of the operating room. Trading at approximately $482.50 USD —surging nearly 9% in after-hours action —the stock has shattered its previous resistance levels.
ナラティブの更新 Apr 20

ISRG: Future Policy Shifts And Platform Adoption Will Shape Premium Multiple

Analysts have trimmed the price target for Intuitive Surgical by about $16 to reflect a slightly higher discount rate and lower assumed future P/E multiple, while maintaining expectations for double digit revenue growth and resilient profit margins supported by a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research on Intuitive Surgical shows a mix of trimmed price targets and a few upgrades, with most of the action centered on valuation reset rather than drastic changes to fundamental views.
ナラティブの更新 Apr 05

ISRG: Procedure Expansion And Sector Recovery Will Drive 2026 Upside

Analysts have adjusted Intuitive Surgical's price targets in a mixed but generally constructive way, with revisions ranging from cuts at UBS to $550 and $570 to higher targets at firms like Goldman Sachs at $714 and Bernstein at $740. These changes reflect updated views on growth, margins, and the valuation framework around a future P/E near 65.5x.
ナラティブの更新 Mar 22

ISRG: Future Platform Adoption And Policy Shifts Will Shape Premium Multiple Sustainability

Intuitive Surgical's updated analyst price target edges lower to $457.50 from $464.58, as analysts balance slightly firmer revenue growth and profit margin assumptions with a modestly lower forward P/E multiple after a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent research updates on Intuitive Surgical show a mixed backdrop, with several firms trimming price targets even as others reiterate or lift their views.
ナラティブの更新 Mar 08

ISRG: Future Platform Adoption And Policy Shifts Will Test Premium Multiple Assumptions

The analyst price target for Intuitive Surgical has been trimmed slightly, with modest shifts in fair value and discount rate inputs as analysts balance lower targets from firms like UBS and Citi against higher targets tied to Dv5 driven growth assumptions and sector recovery themes cited by other firms. Analyst Commentary Recent research on Intuitive Surgical shows a split tape, with some firms lifting targets on the back of Dv5 related growth assumptions and sector recovery themes, while others trim targets and stress execution and valuation risks.
新しいナラティブ Feb 28

ISRG Riding the Lightning

I have followed ISRG since 2003 when it was brought to the investing club I had just joined. I tried to analyze ISRG with the BetterInvesting SSG methodology that I had been introduced to and I could not get it in the buy zone.
ナラティブの更新 Feb 22

ISRG: Future Returns Will Hinge On Procedure Utilization Versus Sector Rotation Risk

We have raised our Intuitive Surgical fair value estimate by about $15 to $611.82 per share, as analysts factor in slightly higher revenue growth expectations tied to the Dv5 rollout and sector recovery, partly offset by modestly lower margin assumptions. Analyst Commentary Recent Street research around Intuitive Surgical reflects a mix of optimism about growth drivers such as the Dv5 rollout and capital spending trends, alongside more cautious views on valuation and policy risk.
ナラティブの更新 Feb 07

ISRG: Future Procedure And Platform Execution Will Test Premium Multiple Assumptions

Analysts nudged their price targets higher on Intuitive Surgical, with a modest fair value move to about $468 per share. They recalibrated assumptions around slightly lower revenue growth, higher profit margins, and a somewhat lower future P/E multiple, following a mix of recent target hikes and trims across the Street.
ナラティブの更新 Jan 24

ISRG: Procedure Expansion And Sector Rebound Will Support 2026 Upside

Our Intuitive Surgical fair value estimate edges up to $750 from $740 as analysts recalibrate their price targets around updated growth, margin, and P/E assumptions informed by recent research on procedure trends, Dv5 contributions, and sector re-rating. Analyst Commentary Bullish analysts have been revisiting their models around procedure volumes, adoption of the Dv5 platform, and sector valuation resets.
ナラティブの更新 Jan 18

ISRG at FV

Update on Valuation (18.10.26) Over the next 5 years I calculate with (actual values from 18.01.26 , price/shr at 533 USD ): Revenue Growth p.a.: 12% (Currently at 14,7%) – we saw the peak of revenue growth with nearly 15%, now even 12% is sporty, but with the „abo like“ revenues from spare parts and software licences, based on a still growing bases of installed systems, realisitc. Profit Margin: 30% (currently at 28,6%) - because spare parts in general have more margin then system sales, and the sales out of spare parts is still growing.
ナラティブの更新 Jan 10

ISRG: Dv5 Platform Rollout And Rising Procedure Volumes Will Drive 2026 Upside

Analysts have lifted their fair value estimate for Intuitive Surgical to US$740 from US$675, reflecting higher expected profit margins and a somewhat lower future P/E multiple. This change is supported by recent target increases tied to the da Vinci 5 rollout, stronger procedure trends and a more constructive view on healthcare into 2026.
ナラティブの更新 Dec 24

ISRG: Elevated Expectations Will Expose Premium Pricing To Utilization And Margin Disappointments

Analysts have raised their price targets on Intuitive Surgical by roughly $50-$60 per share, citing stronger than expected Q3 revenue and EPS growth, improving profitability despite tariff and mix headwinds, and encouraging trends in system utilization that support a higher fair value of about $468 per share, even as valuation remains a key consideration. Analyst Commentary Recent Street research on Intuitive Surgical reflects a mix of optimism on the company’s operational momentum and caution around valuation and risk-reward.
ナラティブの更新 Dec 10

ISRG: Future Returns Will Depend On Utilization Strength Versus Sector Volatility

Analysts nudged their average price target on Intuitive Surgical higher by about $3 to roughly $596, citing stronger than expected Q3 profitability, robust demand, and encouraging utilization trends that more than offset lingering concerns about valuation and sector volatility. Analyst Commentary Analyst reactions to the quarter highlight a mix of optimism around execution and utilization trends alongside lingering concerns about valuation and sector sentiment.
ナラティブの更新 Nov 26

ISRG: Future Direction Will Balance Demand Strength Against Persistent Sector Volatility

Analysts modestly raised their price targets for Intuitive Surgical, with recent updates clustering in the $525 to $603 range. They cited stronger-than-expected quarterly results and robust demand supporting profitability, despite ongoing sector volatility.
ナラティブの更新 Nov 12

ISRG: Future Performance Will Depend On Execution Amid Competitive Pressures

The consensus analyst price target for Intuitive Surgical saw a modest revision, decreasing slightly by $1 to $592.96. Analysts cited solid Q3 performance, ongoing profitability, and mixed expectations around future risks and valuation.
ナラティブの更新 Oct 29

Rising Demand And Cost Pressures Will Shape Robotic Surgery Outlook

The analyst price target for Intuitive Surgical has been raised from $573.55 to $594.29. Analysts cite strong third-quarter earnings, improving profit margins, and robust demand, despite ongoing pressures and competitive risks.
ナラティブの更新 Oct 14

Emerging Markets Will Expand Robotic-Assisted Surgery Adoption

Analysts have slightly lowered their fair value estimate for Intuitive Surgical to $573.55 from $582.10. They cite mixed views on sales momentum and margin sustainability, despite ongoing strength in fundamentals and recent earnings.
分析記事 Sep 09

The Returns At Intuitive Surgical (NASDAQ:ISRG) Aren't Growing

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 Jun 17

Weekly Picks: 💊 VLS' Solvable Headwinds, VOS' Multi-Year Growth, and ISRG's Valuation Concerns

Why Vita Life Science’s is a solid business with solvable headwinds, how 2 massive tailwinds will drive multi-year growth for Vossloh, and why Intuitive Surgical’s strengths don’t outweigh the valuation risks.
分析記事 Jun 16

Unpleasant Surprises Could Be In Store For Intuitive Surgical, Inc.'s (NASDAQ:ISRG) Shares

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha Apr 18

Intuitive Surgical: Too Many Rain Clouds Coming

Summary Intuitive Surgical dominates the growing robotic surgery market with a 60% share, but faces rising competition from Medtronic and Johnson & Johnson. Intuitive Surgical's high valuation (P/E ratio of 60x) makes it less attractive for new investors. The company boasts high margins, no debt, and strong revenue growth, but faces short-term challenges like import tariffs and competitive pressures. While ISRG is fundamentally strong, I recommend waiting for a more attractive entry point due to current high valuations and market risks. Read the full article on Seeking Alpha
Seeking Alpha Apr 11

Intuitive Surgical: Premium Valuation Meets Mounting Headwinds (Downgrade)

Summary Intuitive Surgical stock outperformed the S&P 500 since September 2024, with Q4 revenue growing 25% year-over-year to $2.41 billion. The installed base of da Vinci surgical systems grew 15% to 9,902 units, with recurring revenue constituting 84% of total revenue. Management forecasts procedure growth slowing from 17% to 13-16% in 2025, with margin pressure expected due to various factors. Despite strong market position and growth, ISRG trades at multiples over four times its peers and appears considerably overvalued on DCF analysis. Read the full article on Seeking Alpha
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新しいナラティブ Mar 30

From Battle Field to Robotic Surgery

Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making
新しいナラティブ Mar 18

Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth

Increased Adoption of Robotic Surgery:Hospitals and surgical centers continue to adopt Intuitive Surgical’s da Vinci systems as clinical evidence shows improved outcomes and reduced recovery times.Exp
Seeking Alpha Mar 09

Intuitive Surgical: Getting Closed To Its Fair Value

Summary Intuitive Surgical is going through a temporary decrease in margins and returns on capital, but as the investment cycle approaches its end, profitability will increase. The company has been heavily investing in expanding production, AI, machine learning, and augmented reality, but CapEx will decrease in 2025. The CEO owns ~70 times its total yearly compensation, so there is a strong alignment between management and shareholders. While the stock is slightly overvalued, there might be an opportunity soon to buy into this outstanding business. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

Intuitive Surgical: The Robot Is Well-Oiled

Summary Intuitive Surgical, with its Da Vinci robots, enjoys a great competitive position in minimally invasive surgery, driven by $6 billion in R&D and first-mover advantage. The business model, with 84% recurring revenue from instruments, accessories, and services, ensures stable growth and high margins, despite occasional stock volatility. Financially, ISRG boasts zero debt and $8.8 billion in cash, but declining margins and high valuation multiples make current stock prices hard to justify. While ISRG's growth prospects are strong, the current valuation suggests limited returns; thus, I cannot rate it a buy but also not a sell. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

Intuitive Surgical: Second Half 2025 Guidance Is Critical To Maintaining Current Euphoria

Summary Intuitive Surgical's share price surged after the company reported 25% YoY revenue growth in the fourth quarter. Despite macro headwinds, robust procedure volumes, international expansion and new product rollouts continue to support growth. While investors probably should look through the current growth surge, particularly given Intuitive's extreme valuation, near term earnings beats could continue to drive the stock higher. Read the full article on Seeking Alpha
Seeking Alpha Dec 27

Intuitive Surgical: Growing Impressively, But It Appears Overvalued

Summary Intuitive Surgical's da Vinci system shows strong growth and innovation, but current valuation warrants a Hold rating due to potential overvaluation risks. The global robotics market is expanding, driven by aging populations and demand for minimally invasive procedures, benefiting Intuitive Surgical's recurring revenue model. Despite impressive financial metrics and growth, high P/E ratio and EV/Sales suggest caution, with intrinsic value calculations indicating potential overvaluation. Regulatory approvals and AI advancements promise future growth, but economic shocks and competitive threats could impact market share and investor confidence. Read the full article on Seeking Alpha
Seeking Alpha Nov 14

Intuitive Surgical: One Of The Best Business Models In The World, But Not At This Price

Summary Intuitive Surgical's da Vinci systems revolutionize minimally invasive surgery, offering superior precision, dexterity, and visualization, leading to better patient outcomes and efficiency. The business model thrives on recurring revenue from disposable instruments and maintenance, ensuring long-term cash flow predictability and resilience. Despite high valuations, Intuitive Surgical's technological superiority, lack of competition, and robust R&D investment justify its premium market position. Given the current overvaluation, I recommend holding shares and waiting for market corrections before buying, projecting a target price of $495 per share by 2030. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Intuitive Surgical Q3: Da Vinci 5 Robot Set For 2025, But Overvalued

Summary I reiterate a 'Sell' rating on Intuitive Surgical with a fair value of $350 per share due to its hefty valuation. The Da Vinci 5 robot rollout in mid-2025 is a major catalyst, with significant growth potential from innovative technology and positive surgeon feedback. Despite strong leadership and market position, ISRG's overvaluation and high WACC of 13% justify the 'Sell' rating. Key risks include potential stock repurchases and successful monetization of software, which could push the stock price higher in the future. Read the full article on Seeking Alpha
Seeking Alpha Sep 24

Intuitive Surgical Offers Low Risk, High Return Despite Valuation Concerns

Summary Intuitive Surgical remains a leader in robotic surgery despite intensifying competition from Medtronic and Johnson & Johnson. The company's da Vinci procedures grew 17% year-over-year, driving growth in system sales and recurring revenue. Intuitive Surgical reported strong Q2 2024 earnings, with $2.01 billion in revenue, surpassing analysts' estimates. The company's high valuation presents risk, though long-term prospects in the robotic surgery market remain favorable. I recommend a "buy" for ISRG due to its financial health, innovation in surgical robotics, and long-term growth outlook. Read the full article on Seeking Alpha
Seeking Alpha Aug 26

Intuitive Surgical: Detached From Fundamentals

Summary Against expectations of a growth slowdown, Intuitive Surgical's results have been strong in 2024, supported by robust procedure volumes and a solid da Vinci 5 launch. Intuitive Surgical's margins picked up in Q2 despite the scaling of da Vinci 5 sales. Margins will come under pressure in coming quarters though as additional costs begin to hit. Intuitive Surgical has a large competitive advantage and a long growth runway, but its valuation will make it difficult for the company to generate strong returns. Read the full article on Seeking Alpha
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新しいナラティブ Aug 20

Da Vinci 5 Launch And Digital Expansion Set To Revolutionize Surgical Efficiency And Drive Growth

Launch of da Vinci 5 systems and expansion in digital services like My Intuitive app show promise for revenue growth and operational efficiency.
Seeking Alpha Aug 20

Intuitive Surgical: A Lofty Price To Pay For Innovation, Wait For A Better Entry Point

Summary Intuitive Surgical dominates healthcare robotics with strong growth in its Da Vinci system, driving impressive procedure increases and recurring revenue. The company’s innovation, including the new Da Vinci 5, boosts sales, margins, and customer retention, solidifying its market position and long-term potential. Despite ISRG’s bright outlook, its high P/E ratio suggests the stock may be overpriced, making it prudent to wait for a better entry point before investing. Read the full article on Seeking Alpha
Seeking Alpha Jul 12

Intuitive Surgical: Shares Surge, But Now Near Fair Value (Rating Downgrade)

Summary ISRG has been outperforming medical device stocks and S&P 500 amid strong earnings growth and technical momentum. More EPS gains are expected over the coming quarters, but the valuation has become a concern. ISRG showing strong technical momentum, with shares breaking out above key resistance. Ahead of earnings next week, I highlight key price levels to watch. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:ISRG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202814,9944,2945,0775,81324
12/31/202713,2623,7334,4074,98932
12/31/202611,7073,2874,2704,89830
3/31/202610,5822,9792,8343,361N/A
12/31/202510,0652,8562,4913,031N/A
9/30/20259,6122,7472,2712,961N/A
6/30/20259,1452,6081,9942,826N/A
3/31/20258,7152,4761,7452,731N/A
12/31/20248,3522,3231,3042,415N/A
9/30/20247,8672,2435861,821N/A
6/30/20247,5732,0944201,663N/A
3/31/20247,3191,9885961,708N/A
12/31/20237,1241,7987501,814N/A
9/30/20236,8511,5171,2562,023N/A
6/30/20236,6651,4251,1781,858N/A
3/31/20236,4311,3121,0061,639N/A
12/31/20226,2221,3229581,491N/A
9/30/20226,1181,3781,0911,621N/A
6/30/20225,9641,4351,3101,739N/A
3/31/20225,9061,6441,4601,835N/A
12/31/20215,7101,7051,7502,089N/A
9/30/20215,4891,6891,8852,149N/A
6/30/20215,1631,6231,6621,922N/A
3/31/20214,5511,1731,3151,610N/A
12/31/20204,3581,0611,1431,485N/A
9/30/20204,3071,0539881,410N/A
6/30/20204,3581,1361,0881,532N/A
3/31/20204,6041,3861,2021,618N/A
12/31/20194,4791,379N/A1,598N/A
9/30/20194,2471,314N/A1,384N/A
6/30/20194,0401,210N/A1,307N/A
3/31/20193,8501,147N/A1,223N/A
12/31/20183,7241,128N/A1,170N/A
9/30/20183,570804N/A1,164N/A
6/30/20183,457810N/A1,198N/A
3/31/20183,306778N/A1,183N/A
12/31/20173,138671N/A1,144N/A
9/30/20173,003906N/A1,142N/A
6/30/20172,878819N/A1,057N/A
3/31/20172,790780N/A1,102N/A
12/31/20162,707738N/A1,087N/A
9/30/20162,619722N/A1,041N/A
6/30/20162,522678N/A952N/A
3/31/20162,434628N/A875N/A
12/31/20152,367589N/A806N/A
9/30/20152,285546N/A683N/A
6/30/20152,250502N/A654N/A

アナリストによる今後の成長予測

収入対貯蓄率: ISRGの予測収益成長率 (年間12.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ISRGの収益 ( 12.6% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: ISRGの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ISRGの収益 ( 11.2% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: ISRGの収益 ( 11.2% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: ISRGの 自己資本利益率 は、3年後には低くなると予測されています ( 15.2 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 01:54
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Intuitive Surgical, Inc. 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。55

アナリスト機関
David ToungArgus Research Company
null nullArgus Research Company
David RescottBaird