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Intuitive Surgical, Inc.
ISRG
NASDAQ·Healthcare·Medical - Devices·Mkt cap $142.5B
$426.01
▲ +5.87%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$396.68 - $603.88
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 25.6% 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
Moderate growth ahead
Expanding global adoption of minimally invasive surgery across geographies and procedure types
Value
Undervalued - trading well below Robotics & Automation peers
Momentum
Weak
-11.0% over 3m
Quality
Excellent
Excellent business quality
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: Jul 16, 2026
APR 21, 2026
Reported EPS of $2.50 vs $2.12 consensus (+17.9% surprise). Revenue of $2.8B vs $2.6B expected (+5.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+17.9%
Next: Jul 16, 2026
Revenue trend · last 8Q
—
—
+25%
+19%
+21%
+23%
+19%
+23%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$2.0B
$2.0B
$2.4B
$2.3B
$2.4B
$2.5B
$2.9B
$2.8B
Margins · last 8Q
Gross
66.1%
Operating
30.9%
Profit
29.6%
Wall Street consensus
14 analysts · 79% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
79%
Hold
21%
Sell
0%
Median Price Target
$580.00
▲ +36.1% vs $426.01
Latest: Piper Sandler · $580.00 · Jun 2, 2026
5 analysts covering
vs Industry
How ISRG stacks vs Medical - Devices
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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