ISRG Share Price Performance
US$374.48
-95.40 (-20.30%)
29.7% undervalued intrinsic discount
US$532.46
Fair Value
Price US$374.48
Tokyo US$532.46
AnalystConsensusTarget US$501.73
pbco US$630.48
Fair ValueUS$532.46
Share Pricen/a
Seeking Alpha • 10h
Intuitive Surgical, Inc. Stock Price
- 6 Narratives written by author
- 7 Comments on narratives written by author
- 558 Fair Values set on narratives written by author
ISRG Community Narratives
TO
Fair Value
·Fair Value US$532.46 29.7% undervalued intrinsic discount
From Battle Field to Robotic Surgery
10users have liked this narrative
6users have commented on this narrative
64users have followed this narrative
AN
Fair Value
·Fair Value US$501.73 25.4% undervalued intrinsic discount
Rising Demand And Cost Pressures Will Shape Robotic Surgery Outlook
1users have liked this narrative
5users have commented on this narrative
215users have followed this narrative
PB
Fair Value
·Fair Value US$630.48 40.6% undervalued intrinsic discount
ISRG Riding the Lightning
1users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
From Battle Field to Robotic Surgery
Intuitive Surgical keeps hospitals coming back for tools, service, and software tied to its surgical robots, turning each installation into long-lasting repeat business. But even with new systems and a growing base of surgeons, the shares still look too pricey for adding more right now.Read more
Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth
Hospitals keep turning to Intuitive Surgical’s da Vinci robots because they can help patients recover faster, and the company also makes steady money from the tools and servicing those systems. But the machines are expensive and competition is heating up, so the big question is whether its lead can keep up with the high expectations already baked in.Read more
Da Vinci 5 Rollout Will Leverage Aging And Digital Trends
Intuitive Surgical’s next-generation da Vinci system could push hospitals to upgrade sooner, while its growing digital tools aim to make its robots a sticky part of everyday surgery. But tighter hospital budgets, regulatory delays, and tougher competition could squeeze pricing power and slow the company’s momentum.Read more
AN
US$630.41
40.6% undervalued intrinsic discount
Fair Value
Revenue
15.9% p.a.
Profit Margin
28.75%
Future PE
55.3x
Price in 2029
US$781.07
Global Healthcare Cost Pressures And Tariffs Will Depress Margins
Intuitive Surgical’s robot-assisted surgery business faces a tougher world as hospitals, insurers, and governments push harder on costs and pricing, while trade frictions add extra expenses. At the same time, shifting patient needs and growing competition could slow new system demand—even as new product upgrades and recurring service income may help it hold up better than bears expect.Read more
AN
US$324
15.6% overvalued intrinsic discount
Fair Value
Revenue
8.62% p.a.
Profit Margin
29.23%
Future PE
32.77x
Price in 2029
US$400.58
Rising Demand And Cost Pressures Will Shape Robotic Surgery Outlook
Robot-assisted surgery keeps spreading into more hospitals and more types of operations, and Intuitive Surgical aims to turn that momentum into steady repeat sales from the tools used in each procedure. But tighter hospital budgets overseas, trade costs, and new rivals offering cheaper replacement parts could slow growth and squeeze profits.Read more
AN
US$501.73
25.4% undervalued intrinsic discount
Fair Value
Revenue
12.14% p.a.
Profit Margin
29.91%
Future PE
45.5x
Price in 2029
US$620.49
Trending Discussion
No trending discussion available.
Recently Updated Narratives
PB
ISRG Riding the Lightning
Fair Value: US$630.48 40.6% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
TO
ISRG at FV
Fair Value: US$532.46 29.7% undervalued intrinsic discount
64 fair values setusers have set this as their fair value
6 commentsusers have commented on this narrative
0 likesusers have liked this narrative
UN
Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth
Fair Value: US$325.55 15.0% 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
Intuitive Surgical, Inc. Key Details
About ISRG
- Founded
- 1995
- Employees
- 17021
- CEO
- WebsiteView website
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
Narrative Update • Aug 18
