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

Intuitive Surgical Stock Is Up Over 400%. Here's Why It's Still a No-Brainer Buy.

Intuitive Surgical, maker of the da Vinci surgical robot, has surged over 400% in the past decade despite currently trading 30% below all-time highs. The company's real growth driver is recurring revenue from services, instruments, and accessories rather than robot sales. With a current P/E of 49x (below its 5-year average of 69x), aggressive growth investors may view the pullback as a buying opportunity, though the stock remains volatile.

06/27/2026, 1:15 PM • The Motley Fool

This Healthcare Stock Trades at a Richer Valuation Than Nvidia. Could It Also Deliver Bigger Long-Term Returns?

While Nvidia leads the AI revolution with a 31x P/E ratio, Intuitive Surgical trades at 50x P/E but appears cheaper relative to its historical 70x average. The surgical robotics leader generates recurring revenue from parts and services (75% of revenue) supporting its da Vinci robots, offering more stable long-term growth than Nvidia's competitive chip market. With expanding FDA approvals for new applications, Intuitive Surgical presents a compelling growth opportunity for aggressive investors.

06/21/2026, 10:15 AM • The Motley Fool

Billionaire Ken Griffin Sold Amazon and Nvidia but Quietly Loaded Up on This Healthcare Giant

Ken Griffin's Citadel Advisors reduced positions in Nvidia and Amazon during Q1 while increasing its stake in Intuitive Surgical by 30.3%. Despite the medical device company facing headwinds from competition, lower margins on new products, and tariffs, analysts believe its strong competitive moat, large addressable market, and AI integration potential make it an attractive long-term investment at current valuations.

06/16/2026, 4:30 PM • The Motley Fool

3 Dividend Stocks to Hold for the Long Haul

The article recommends three healthcare dividend stocks for long-term investors: Bristol Myers Squibb, Merck, and Medtronic. Despite facing recent challenges like patent cliffs and competitive pressures, all three companies have strong dividend track records with consistent payout increases and promising pipelines to drive future growth.

06/16/2026, 6:15 AM • The Motley Fool

Antag Therapeutics Elects Keith Leonard as Chairman of its Board of Directors

Antag Therapeutics announced the election of Keith Leonard as Chairman of its Board of Directors. Leonard brings 30 years of biopharmaceutical industry experience, including previous roles as Chairman and CEO of Unity Biotechnology and co-founder/CEO of Kythera Biopharmaceuticals. The appointment comes as Antag prepares to initiate Phase 2a trials of AT7687, its lead GIPR antagonist candidate for obesity treatment.

06/09/2026, 7:00 AM • GlobeNewswire

Can Medtronic Finally Challenge Intuitive Surgical's Robotic Surgical Systems Dominance?

Medtronic received FDA approval for its Hugo robotic-assisted surgery platform for urologic procedures in December 2025, marking its entry into a market dominated by Intuitive Surgical's da Vinci system. While Medtronic faces significant competitive headwinds due to Intuitive's 26-year head start, massive installed base of 11,395 systems, and broader procedure approvals, the robotic surgery market is projected to grow from $13.8 billion to $63.7 billion by 2035. Medtronic's Hugo is already approved in 35+ countries with procedure volumes growing 2-3x faster than the market, suggesting the company can grow alongside the expanding market without necessarily overtaking the leader.

06/08/2026, 7:21 AM • The Motley Fool