Added to YB: 2026-10-08
Pitch date: 2026-10-04
ISRG [neutral]
Intuitive Surgical, Inc.
+9.78%
current return
Author Info
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Company Info
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.
Market Cap
$149.8B
Pitch Price
$389.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.27
P/E
48.62
EV/Sales
13.11
Sector
Health Care Equipment and Supplies
Category
growth
Intuitive Surgical Is Not Cheap. It Is Finally Honest.
ISRG (overview): Intuitive Surgical’s installed-base model remains powerful — 85% recurring revenue, 15% da Vinci procedure growth and 36% Ion growth last quarter — but the stock at $392 still rests overwhelmingly on future compounding: a no-growth model yields only ~$51 per share, while valuation remains 46x trailing and ~32x next-year earnings. Da Vinci 5 upgrades and Ion offer runway, offset by slowing growth, emerging competition and China pricing pressure.
Read full article (4 min)