Added to YB: 2026-07-21
Pitch date: 2026-07-17
ISRG [neutral]
Intuitive Surgical, Inc.
+0.88%
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
$122.3B
Pitch Price
$347.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.01
P/E
39.61
EV/Sales
10.30
Sector
Health Care Equipment and Supplies
Category
growth
Intuitive Surgical Q2 2026
ISRG (earnings): Q2'26 rev $2.89B (+19% YoY), non-GAAP EPS $2.80 (+28%), procedures +16%. GM 70% (+200bps) even during dV5 ramp; FY GM guide raised to 68-69%. dV5 upgrade cycle strong via trade-ins; XiR land-and-expand into ASCs; GI 510k optionality. Risks: neg FCF from leasing (54% of placements), China pricing, GLP-1 bariatric drag, Ion decel to 36%. Debate is valuation/premium, not quality.
Read full article (7 min)