Added to YB: 2026-04-21
Pitch date: 2026-04-18
ISRG [neutral]
Intuitive Surgical, Inc.
-21.1%
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
$140.5B
Pitch Price
$471.36
Price Target
619.00 (+66%)
Dividend
N/A
EV/EBITDA
32.08
P/E
45.61
EV/Sales
12.27
Sector
Health Care Equipment and Supplies
Category
growth
Intuitive Surgical – A Robotic Monopoly Built to Compound for Decades
ISRG (overview): Robotic surgery monopoly w/ 70-80% soft-tissue market share, 85% recurring rev from consumables/service. Q4 procedures +18% YoY, da Vinci 5 adoption strong, new cardiac indications expand TAM by 160k procedures. China headwinds from local competition impacting win rates. 2026 guide 13-15% procedure growth (conservative). Trading 46x 2026E earnings, down 17% YTD but still pricey. Fair value $400-420 (13% overvalued). Quality business needs better entry.
Read full article (18 min)