Added to YB: 2026-07-21
Pitch date: 2026-07-18
ISRG [neutral]
Intuitive Surgical, Inc.
+1.78%
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
190.71 (-46%)
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: Strong Execution, but One Trend Deserves Attention
ISRG (earnings): Q2'26 rev $2.89B (+19% YoY), non-GAAP EPS $2.80, 42% op margin, recurring rev 85%. US da Vinci procedure growth slowed to 12% (ACA/deferrals). Strong intl (+20%), dV5 upgrade cycle, Ion/SP growth. Blended FV $190.71 (-45% downside), DCF $128.69. Hold; buy on lower valuation.
Read full article (9 min)