Added to YB: 2025-10-21
Pitch date: 2025-10-18
ISRG [neutral]
Intuitive Surgical, Inc.
+19.85%
current return
Author Info
No bio for this author
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
$197.1B
Pitch Price
$452.50
Price Target
493.00 (-9%)
Dividend
N/A
EV/EBITDA
55.80
P/E
73.55
EV/Sales
20.00
Sector
Health Care Equipment and Supplies
Category
growth
Intuitive Surgical - A 60%+ Market Share That Comes with 85% Recurring Revenue (A Deep Dive)
ISRG (deep dive): Robotic surgery leader w/ 11K+ installed systems, 60%+ market share. 85% recurring revenue from consumables/service contracts drives 15% revenue CAGR. Strong Q2: +21% revenue, +17% procedures despite China/Europe headwinds. Guide 15.5-17% procedure growth 2025. Rich at 54x P/E but near 5yr low. Target $493 (4% IRR). Hold, accumulate <$380.
Read full article (19 min)