Added to YB: 2026-04-28
Pitch date: 2026-04-26
ISRG [neutral]
Intuitive Surgical, Inc.
-2.08%
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
$170.8B
Pitch Price
$481.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.38
P/E
58.60
EV/Sales
15.72
Sector
Health Care Equipment and Supplies
Category
growth
Intuitive Surgical: Betting on the future of surgery
ISRG (overview): Robotic surgery leader w/ da Vinci systems (11,106 installed, +1,721 in 2025). 61% rev from instruments/accessories ($6B, +17.6% CAGR since 2016), 35% from leasing (up from 12% outright sales). Launching dV5 w/ sensor tech to block refurbishers like Restore Robotics (FDA-approved Xi scissors at 30-50% discount). Ion lung biopsy +52% procedure growth. 70%+ gross margins on consumables. Risks: third-party refurbishment threat, high capital costs, leasing shift pressures upfront cash.
Read full article (9 min)