ISRG
Intuitive Surgic (ISRG)
NASDAQ
$412.49-$2.03 (-0.49%)
Price as of Oct 08, 2026 7:37 AM EDT
  • $146.4B
    Market Cap
  • -7.49%
    1-Year Change
  • Medical Instruments & Supplies
    Industry

Key Performance

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  • Earnings Score: 35
  • Momentum Score: 21
  • True Yield: N/A
  • Financial Health Score: 98
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Latest Research & News

2 Beaten-Down Stocks to Buy Before They Bounce Back

Shopify and Intuitive Surgical, despite significant year-to-date declines of 19% and 29% respectively, present attractive buying opportunities. Shopify's strong Q2 results and AI-powered initiatives position it well in e-commerce, while Intuitive Surgical's market leadership in robotic-assisted surgery and high switching costs provide competitive advantages despite increased competition from Medtronic.

09/22/2026, 6:33 PM • The Motley Fool

Should You Buy Medtronic Stock as Its Hugo Surgical Robot Gains Ground?

Medtronic's stock is down 3% this year despite strong fundamentals, presenting a buying opportunity for growth-oriented investors. The company's Hugo robotic-assisted surgery system is gaining traction and eroding competitor Intuitive Surgical's market dominance. With Q1 FY2027 revenue up 13.7% YoY, raised full-year guidance, a near-Dividend King status (49 consecutive years of dividend increases), and attractive valuation metrics, analysts view the stock as undervalued compared to peers.

09/17/2026, 3:23 PM • The Motley Fool

Intuitive Surgical's Growth Has Cooled From Its Post-Pandemic Highs. Is That a Buying Opportunity or a Warning?

Intuitive Surgical's stock has declined 40% from recent highs amid slowing da Vinci robot sales growth due to increased competition from Medtronic and Johnson & Johnson. However, the company's core business model relies on recurring revenue from parts and services (75% of revenue), which provides stable annuity-like income streams. With valuation metrics below five-year averages and continued AI opportunities, the stock may represent a buying opportunity for aggressive growth investors despite its historical volatility.

09/05/2026, 3:15 PM • The Motley Fool

2 Stocks Down 8% or More That Are Screaming Buys Right Now

The article highlights two beaten-down stocks as potential buying opportunities: Intuitive Surgical, down 34% year-to-date, is positioned to benefit from its da Vinci 5 surgical system's advanced features and expanding market; Novo Nordisk, down 8% this year, has promising GLP-1 pipeline candidates like amycretin and UBT251 that could help it regain market share in the weight-loss drug sector.

09/04/2026, 10:30 AM • The Motley Fool

3 Stocks Whose Competitive Walls Tower Over Nvidia's

While Nvidia has built a strong competitive moat in AI chips, three healthcare stocks—Moderna, Intuitive Surgical, and Vertex Pharmaceuticals—possess even more formidable competitive advantages. Moderna leverages its mRNA expertise across vaccines and oncology; Intuitive Surgical dominates robotic surgery with high switching costs; and Vertex leads in cystic fibrosis treatment with a patent-protected pipeline extending to the late 2030s.

09/03/2026, 11:10 AM • The Motley Fool

Competition Is Heating Up, but Here's Why Intuitive Surgical Might Still Be the Smartest Bet in MedTech

Intuitive Surgical faces new competition from Medtronic and Johnson & Johnson in the surgical robotics space, but maintains a strong market position with 11,710 da Vinci systems in use globally. The company's real strength lies in its recurring revenue from instruments, accessories, and services (75% of revenue), rather than system sales alone. Despite a 40% stock decline and a 42x P/E ratio, the company's large installed base and annuity-like income streams provide a competitive moat that positions it favorably for growth-oriented investors.

08/08/2026, 12:15 PM • The Motley Fool

Here's Exactly Why Wall Street Thinks Intuitive Surgical Stock Could Soar 102% Over the Next 12 Months

Intuitive Surgical stock has declined 44% from its highs, but 71% of Wall Street analysts rate it as a buy with price targets suggesting up to 103% upside. The stock's valuation has fallen to 38-39x earnings, well below its historical 64-65x average, while the company's da Vinci 5 robotics platform continues gaining momentum with strong hospital adoption and recurring revenue from parts and services.

07/28/2026, 7:30 AM • The Motley Fool

2 Top Growth Stocks to Buy Right Now Without Any Hesitation

The article recommends Eli Lilly and Intuitive Surgical as outstanding healthcare stocks to buy. Eli Lilly is positioned as a leader in the rapidly growing weight management medicine market with approved drugs like Zepbound and Foundayo, plus promising pipeline candidates like retatrutide. Intuitive Surgical, despite recent underperformance and headwinds, is viewed as a buying opportunity due to the successful launch of its da Vinci 5 surgical system and strong long-term prospects driven by innovation and high switching costs.

07/24/2026, 12:30 AM • The Motley Fool

Global Robotic Endoscopy Devices Market is Predicted to Exhibit Remarkable Growth at a CAGR of ~10% by 2034 | DelveInsight

The global robotic endoscopy devices market is projected to grow from USD 2.8 billion in 2025 to USD 6.5 billion by 2034, driven by increasing demand for minimally invasive procedures, technological advancements in AI-enabled navigation and imaging, and rising prevalence of gastrointestinal disorders. North America leads the market with 42% share, while Asia-Pacific is expected to witness the highest growth. Key players include Intuitive Surgical, Medtronic, Johnson & Johnson MedTech, and others.

07/22/2026, 1:00 PM • GlobeNewswire

Urology Devices Market Size to Reach USD 80.0 Billion by 2035 | SNS Insider

The global urology devices market is valued at USD 39.23 billion in 2025 and is projected to reach USD 80.0 billion by 2035, growing at a CAGR of 7.35%. Growth is driven by rising demand for robotic-assisted surgery, kidney disease treatment, and minimally invasive procedures. North America leads the market while Asia Pacific records the fastest growth.

07/20/2026, 7:53 AM • GlobeNewswire

Why Intuitive Surgical Stock Dropped This Week

Intuitive Surgical's stock fell this week despite beating Q2 earnings expectations with 19% revenue growth and 25% adjusted net income growth. The decline was triggered by management's decision not to raise full-year guidance, signaling slower growth ahead. Wall Street responded with multiple price target cuts as investors sold shares.

07/18/2026, 5:21 PM • The Motley Fool

Why Johnson & Johnson’s Earnings Dip Looks Like a Buying Opportunity

Johnson & Johnson experienced a mid-July stock pullback of approximately 2% following earnings results, but analysts view this as a buying opportunity. The company reported strong Q2 results with $25.31B in revenue (up 6.8% YOY), beat EPS expectations at $2.90, and raised full-year guidance. With a diversified portfolio, robust pipeline, upcoming orthopedics spin-off, and Dividend King status, the company is positioned for sustained growth despite talc litigation risks.

07/16/2026, 12:47 AM • Investing

Goldman Sachs Says the Crowd Is Wrong on This Beaten-Down Medical Robotics Giant

Intuitive Surgical's stock has declined 26% over the past 12 months due to lower-than-expected margins from its da Vinci 5 launch and tariff-related cost increases. However, Goldman Sachs analyst David Roman maintains a 'buy' rating with a $558 price target (47% upside), arguing the company's long-term prospects remain strong. The da Vinci 5's advanced features like Force Feedback Technology could expand the market and drive higher-margin recurring revenue, while the robotic surgery market remains underpenetrated with significant growth potential.

07/15/2026, 12:15 AM • The Motley Fool

Explosive Growth in AI for Orthopedic Surgery Market: $0.87 Billion by 2030 at 27.2% CAGR

The AI in orthopedic surgery market is experiencing remarkable growth with a projected CAGR of 27.2% through 2030. Key drivers include rising musculoskeletal disorders, AI-assisted surgical planning, robotic surgical systems integration, and enhanced implant placement precision. North America leads the market, while Asia-Pacific and Europe show growing segments despite tariff-related challenges.

07/10/2026, 10:56 AM • GlobeNewswire

Intuitive Surgical's Moat Is Getting Stronger. Is This the Closest Thing to a 'Forever' Stock?

Intuitive Surgical maintains a dominant position in the robotic surgery market with its Da Vinci system, which benefits from strong competitive moats including surgeon training, high switching costs, and deep operating room integration. The company's recurring revenue model—driven primarily by accessories, instruments, and service contracts rather than system sales—supports steady earnings growth. Despite new competition from Medtronic's Hugo system, Intuitive Surgical's broad market presence and established leadership position its moat as increasingly stronger.

07/01/2026, 5:10 AM • The Motley Fool

Peers

Statistics

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Day Range
$404.20
$416.81
$414.52
1-Year Range
$332.02
$592.85
$414.52
Latest Close$414.52
Change
+$9.76 (+2.35%)
Volume1,896,442
Market Cap$146.4B
Shares Outstanding353.3M
P/E (TTM)47.52
Diluted EPS (TTM)$8.72
Enterprise Value$143.7B

Information as of 10/07/2026

Company Profile

INTUITIVE SURGICAL INC
INTUITIVE SURGICAL INC
https://www.intuitive.com
$146.4B
Market Cap
$3.1B
Net Income
Sector: Healthcare
Industry: Medical Instruments & Supplies
1020 Kifer Road, Sunnyvale, CA, United States, 94086-5304
408 523 2100

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.

Key Executives

  • David J. Rosa
  • Gary S. Guthart
  • Jamie E. Samath
  • Henry L. Charlton
  • Gary Loeb

Current Ownership Distribution

  • Institutions5.5B (80.97%)
  • Mutual Funds1.3B (18.99%)
  • Insiders2.9M (0.04%)
  • Other0 (0.00%)