Added to YB: 2026-09-18
Pitch date: 2026-09-15
ISRG [bullish]
Intuitive Surgical, Inc.
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
$133.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.36
P/E
43.25
EV/Sales
11.61
Sector
Health Care Equipment and Supplies
Category
growth
Intuitive Surgical: Robotic Repair Of Humanity’s Body
ISRG (hold): Holding despite a premature $480 entry, with shares now around $377. Slowing procedure growth — the business’s North Star metric — could persist for quarters or years, while the 2.74% cash yield remains below the 5% 10-year Treasury yield. The long-term thesis rests on new robotic platforms and procedure types supporting 15-20% free-cash-flow-per-share growth, but the stock is not a generational buy even after its 30-40% decline.
Read full article (18 min)