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ISRG logo

Intuitive Surgical, Inc. Stock Price

NasdaqGS:ISRG Community·US$135.5b Market Cap
  • 6 Narratives written by author
  • 7 Comments on narratives written by author
  • 597 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ISRG Share Price Performance

US$393.33
-45.39 (-10.35%)
​
US$478.01
Fair Value
US$393.33
-45.39 (-10.35%)
17.7% undervalued intrinsic discount
US$478.01
Fair Value
Price US$393.33
AnalystConsensusTarget US$478.01
Tokyo US$532.46
pbco US$630.48
Thu, 3 Sep 26
Fair ValueUS$478.01
Share Pricen/a

ISRG Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$478.01 17.7% undervalued intrinsic discount

Rising Demand And Cost Pressures Will Shape Robotic Surgery Outlook

2users have liked this narrative
5users have commented on this narrative
233users have followed this narrative
TO
Tokyo
Tokyo's
Fair Value
·
Fair Value US$532.46 26.1% undervalued intrinsic discount

From Battle Field to Robotic Surgery

10users have liked this narrative
6users have commented on this narrative
66users have followed this narrative
PB
pbco's
Fair Value
·
Fair Value US$630.48 37.6% undervalued intrinsic discount

ISRG Riding the Lightning

2users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
ISRG logo
Intuitive Surgical
37.6% undervalued intrinsic discount

ISRG Riding the Lightning

View narrative
PB
pbco
Published 28 Feb
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ISRG logo
Intuitive Surgical
26.1% undervalued intrinsic discount

From Battle Field to Robotic Surgery

View narrative
TO
Tokyo
Recommended Voice
Tokyo
Updated 18 Jan
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ISRG logo
Intuitive Surgical
20.8% overvalued intrinsic discount

Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth

View narrative
UN
Unike
Published 10 Mar 2025
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ISRG logo
Intuitive Surgical
17.7% undervalued intrinsic discount

Rising Demand And Cost Pressures Will Shape Robotic Surgery Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
ISRG logo
Intuitive Surgical
37.6% undervalued intrinsic discount

Da Vinci 5 Rollout Will Leverage Aging And Digital Trends

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AN
AnalystHighTarget
AnalystHighTarget
Updated 18 Aug
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ISRG logo
Intuitive Surgical
21.4% overvalued intrinsic discount

Global Healthcare Cost Pressures And Tariffs Will Depress Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 4 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

PB
ISRG logo

ISRG Riding the Lightning

Fair Value: US$630.48 37.6% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
TO
Tokyo
ISRG logo

ISRG at FV

Fair Value: US$532.46 26.1% undervalued intrinsic discount
66 fair values setusers have set this as their fair value
6 commentsusers have commented on this narrative
0 likesusers have liked this narrative
UN
ISRG logo

Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth

Fair Value: US$325.55 20.8% overvalued intrinsic discount
21 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with acceptable track record.

0 Risks
3 Rewards
View Full Analysis

Intuitive Surgical, Inc. Key Details

US$11.0b

Revenue

US$3.7b

Cost of Revenue

US$7.4b

Gross Profit

US$4.2b

Other Expenses

US$3.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
8.88
66.68%
28.45%
0%
View Full Analysis

About ISRG

Founded
1995
Employees
17021
CEO
David Rosa
WebsiteView website
www.intuitive.com

Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. It offers the da Vinci Surgical System that enables surgical procedures using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic endoluminal procedures enabling minimally invasive biopsies in the lung. The company also provides a suite of stapling, energy, and core instrumentation for its multi-port da Vinci surgical systems; progressive learning pathways to support the use of its technology; infrastructure of customer service and support specialists, a complement of services to its customers, including installation, repair, maintenance, 24/7 technical support, and proactive system health monitoring; and integrated digital capabilities providing connected offerings, streamlining performance for hospitals with program-enhancing insights. It sells its products through direct sales organizations, such as capital and clinical sales teams. Intuitive Surgical, Inc. was incorporated in 1995 and is headquartered in Sunnyvale, California.

Recent ISRG News & Updates

Seeking Alpha • Sep 15

Intuitive Surgical: My Sell Case Is Losing Ground (Rating Upgrade)

Summary Intuitive Surgical remains a compelling long-term investment, though current valuation still demands strong execution. ISRG's Q2 saw revenue growth moderate to 18.5%, but operating income surged 30.7%, and margins expanded, even after adjusting for tariff refunds. Recurring revenue from instruments, services, and leases drove 86% of incremental sales, while system adoption and installed base growth support future procedures. I move to Hold as lower multiples and resilient earnings offer a better risk-return balance, but procedure growth and demand require close monitoring. Read the full article on Seeking Alpha

Recent updates

No updates

Intuitive Surgical, Inc. Competitors

UNH logo

UnitedHealth Group

Symbol: NYSE:UNH
Market cap: US$336.8b
ABT logo

Abbott Laboratories

Symbol: NYSE:ABT
Market cap: US$176.9b
MDT logo

Medtronic

Symbol: NYSE:MDT
Market cap: US$118.7b
View more competitors

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