Added to YB: 2025-10-24
Pitch date: 2025-10-22
ISRG [neutral]
Intuitive Surgical, Inc.
+3.23%
current return
Author Info
Expanse Stocks is a research-driven newsletter on equities & long-term investing. Sign up for the newsletter.
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
$525.37
Price Target
N/A
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: Q3 2025
ISRG (earnings): Q3 'beat & raise' w/ 23% revenue growth, 30% EPS growth to $2.4. Procedure growth accelerated to 20% YoY from 18%. da Vinci V driving multi-year upgrade cycle (141 US hospitals vs 38 last year) & higher utilization. International +25% growth despite budget headwinds. Rich valuation but 20+ yr runway.
Read full article (4 min)