Intuitive Surgical, Inc.
ISRG
NASDAQ·Healthcare·Medical - Instruments & Supplies·Mkt cap $129.5B
$366.70
▼ -0.85%
P/E
41.86
Mkt Cap
$129.5B
52-Wk Range
$328.57–$603.88
52-Week Range
$328.57 - $603.88
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 22.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Market-leading robotic surgical platform with high switching costs and strong customer lock-in
- Extensive intellectual property portfolio and regulatory moats protecting da Vinci technology
- Integrated ecosystem combining hardware, software, instruments, and services creating network effects
- Strong brand recognition and surgeon preference built through decades of innovation and clinical outcomes
- Recurring revenue model from instrument sales and service contracts providing predictable cash flows
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Expanding global adoption of minimally invasive surgery across geographies and procedure types
Value
Attractively priced below Robotics & Automation peer average
Momentum
Weak
-12.4% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying ISRG right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 20, 2026
JUL 16, 2026
Reported EPS of $2.80 vs $2.48 consensus (+12.9% surprise). Revenue of $2.9B vs $2.8B expected (+2.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+12.9%
Revenue trend · last 8Q
—
+25%
+19%
+21%
+23%
+19%
+23%
+19%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$2.0B
$2.4B
$2.3B
$2.4B
$2.5B
$2.9B
$2.8B
$2.9B
Margins · last 8Q
Gross
67.8%
Operating
33.6%
Profit
28.3%
Wall Street consensus
25 analysts · 68% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
68%
Hold
32%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Aug 21, 2026
vs Industry
How ISRG stacks vs Medical - Instruments & Supplies
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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