Intuitive Surgical (ISRG): Assessing Valuation as New Telesurgery Advances and Global Regulatory Wins Drive Growth

Intuitive Surgical (ISRG) is ramping up innovation with the introduction of new software for its da Vinci 5 system and a successful long-distance telesurgery demonstration. Recent regulatory approvals also show the company’s momentum in global markets.

See our latest analysis for Intuitive Surgical.

These latest launches and regulatory wins come after a volatile stretch, with Intuitive Surgical’s share price seeing little change over the last year. However, recent breakthroughs in telesurgery and rising international adoption suggest growing momentum beneath the surface, even as tariff headwinds persist. Over the long term, total shareholder returns remain positive, highlighting the company's resilience and growth potential.

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With strong revenue growth and innovation powering its outlook, but shares still trailing their all-time highs and trading below analyst targets, the key question is whether Intuitive Surgical is primed for upside or if expectations already reflect future gains.

Most Popular Narrative: 10.5% Overvalued

According to Tokyo, the narrative sets fair value well below the last close price. The stage is set by a strong recurring-revenue business, but the price premium may leave even bulls waiting for a bigger dip.

No doubt, ISRG is an outstanding company and will continue to perform well in the future. I am happy that I invested early in ISRG, but I am far away from buying more, even though the stock price has dropped from $606 (20.02.24) to $484 (14.03.25). Currently, ISRG trades at 37% above fair value (SWS FV: $352, 14.03.25).

Read the complete narrative.

Want the full story behind this provocative price call? Tokyo’s narrative hints at bold profit forecasts and a recurring revenue engine most companies envy. But what underlying growth expectations drive such a specific fair value target? Discover which numbers make or break this high-stakes valuation.

Result: Fair Value of $400.91 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, strong international growth or unexpected regulatory wins could quickly lift sentiment and challenge current valuation concerns for Intuitive Surgical’s stock.

Find out about the key risks to this Intuitive Surgical narrative.

Build Your Own Intuitive Surgical Narrative

If you see things differently or want to dig into the data and craft your own perspective, you can put together your own narrative in just a few minutes. Do it your way

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Intuitive Surgical.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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