Added to YB: 2026-04-13
Pitch date: 2026-04-09
ISRG [neutral]
Intuitive Surgical, Inc.
+0.72%
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
$160.0B
Pitch Price
$455.69
Price Target
750.00 (+66%)
Dividend
N/A
EV/EBITDA
42.90
P/E
57.26
EV/Sales
15.34
Sector
Health Care Equipment and Supplies
Category
growth
Intuitive Surgical (ISRG) Executive Summary: Is the Robotic Surgery King Finally on Sale?
ISRG (overview): Robotic surgery leader w/ da Vinci system, 20M+ procedures done. 75% recurring rev via instruments/service. Q4'25 rev +19-25% YoY, every Q since Q4'23 beat EPS/rev. FCF surged -$212M (Q1'24) to +$830M (Q4'25). 66% gross margin, 30% op margin. Stock -25% from $616 ATH to ~$462 on FDA stapler issue (4 injuries, 1 death), cyber breach, macro selloff, death cross. Trades 74x P/E, rich valuation. Analyst PTs $480-$750. Critical support $450-460 (Oct'25 earnings gap). Risks: rising competition (Medtronic, J&J), China exposure, regulatory overhang. Late Apr'26 earnings key catalyst.
Read full article (4 min)