Added to YB: 2026-02-02
Pitch date: 2026-01-29
ISRG [neutral]
Intuitive Surgical, Inc.
-1.42%
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
$177.8B
Pitch Price
$506.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.84
P/E
63.63
EV/Sales
17.11
Sector
Health Care Equipment and Supplies
Category
growth
Earnings Review: $ISRG
ISRG (earnings): Dominant medical robotics player (>60% market share) trading at 65x earnings, priced to perfection. Mgmt gave conservative 2026 guidance: 13-15% procedure growth citing tariffs, China headwinds, Europe/Japan budget constraints. GLP-1 impact minimal as general surgery offsets bariatric decline. 55-60x forward P/E justified by market position, expect guidance beats.
Read full article (1 min)