Added to YB: 2025-10-08
Pitch date: 2025-10-06
ISRG [bullish]
Intuitive Surgical, Inc.
+20.72%
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
$192.3B
Pitch Price
$449.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
54.40
P/E
71.75
EV/Sales
19.50
Sector
Health Care Equipment and Supplies
Category
growth
SustainableGrowth | September ‘25 Portfolio Review - New Position: Intuitive Surgical, Inc.
ISRG (new position): Pioneer in robotic surgery w/ razor/blade model - expensive consumables for each operation. High switching costs due to surgeon training. Growing systems 20%+ & consumables ~20% despite being 20+ yr old biz. Down to $430 on tariff/competition concerns from highs. Strong moat in expanding surgical markets.
Read full article (1 min)