Intuitive Surgical (ISRG) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for ISRG from our risk checks.
ISRG Community Fair Values
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Analyst Price Targets
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Intuitive Surgical, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$453.83 |
| 52 Week High | US$603.88 |
| 52 Week Low | US$427.84 |
| Beta | 1.68 |
| 1 Month Change | -1.55% |
| 3 Month Change | -9.99% |
| 1 Year Change | -12.25% |
| 3 Year Change | 49.68% |
| 5 Year Change | 61.61% |
| Change since IPO | 22,512.99% |
Recent News & Updates
Intuitive Surgical Q1 Earnings Review: Don't Overpay For Quality
Apr 22
Intuitive Surgical (ISRG): The Digital Surgeon and the "Da Vinci 5" Dominance
Intuitive Surgical (ISRG) , the undisputed pioneer of robotic-assisted surgery, enters Tuesday, April 21, 2026 , following a massive Q1 earnings blowout that reinforces its status as the "Gold Standard" of the operating room. Trading at approximately $482.50 USD —surging nearly 9% in after-hours action —the stock has shattered its previous resistance levels.
ISRG: Future Policy Shifts And Platform Adoption Will Shape Premium Multiple
Analysts have trimmed the price target for Intuitive Surgical by about $16 to reflect a slightly higher discount rate and lower assumed future P/E multiple, while maintaining expectations for double digit revenue growth and resilient profit margins supported by a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research on Intuitive Surgical shows a mix of trimmed price targets and a few upgrades, with most of the action centered on valuation reset rather than drastic changes to fundamental views.
ISRG: Procedure Expansion And Sector Recovery Will Drive 2026 Upside
Analysts have adjusted Intuitive Surgical's price targets in a mixed but generally constructive way, with revisions ranging from cuts at UBS to $550 and $570 to higher targets at firms like Goldman Sachs at $714 and Bernstein at $740. These changes reflect updated views on growth, margins, and the valuation framework around a future P/E near 65.5x.Recent updates
Intuitive Surgical Q1 Earnings Review: Don't Overpay For Quality
Apr 22Intuitive Surgical (ISRG): The Digital Surgeon and the "Da Vinci 5" Dominance
Intuitive Surgical (ISRG) , the undisputed pioneer of robotic-assisted surgery, enters Tuesday, April 21, 2026 , following a massive Q1 earnings blowout that reinforces its status as the "Gold Standard" of the operating room. Trading at approximately $482.50 USD —surging nearly 9% in after-hours action —the stock has shattered its previous resistance levels.ISRG: Future Policy Shifts And Platform Adoption Will Shape Premium Multiple
Analysts have trimmed the price target for Intuitive Surgical by about $16 to reflect a slightly higher discount rate and lower assumed future P/E multiple, while maintaining expectations for double digit revenue growth and resilient profit margins supported by a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research on Intuitive Surgical shows a mix of trimmed price targets and a few upgrades, with most of the action centered on valuation reset rather than drastic changes to fundamental views.ISRG: Procedure Expansion And Sector Recovery Will Drive 2026 Upside
Analysts have adjusted Intuitive Surgical's price targets in a mixed but generally constructive way, with revisions ranging from cuts at UBS to $550 and $570 to higher targets at firms like Goldman Sachs at $714 and Bernstein at $740. These changes reflect updated views on growth, margins, and the valuation framework around a future P/E near 65.5x.ISRG: Future Platform Adoption And Policy Shifts Will Shape Premium Multiple Sustainability
Intuitive Surgical's updated analyst price target edges lower to $457.50 from $464.58, as analysts balance slightly firmer revenue growth and profit margin assumptions with a modestly lower forward P/E multiple after a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent research updates on Intuitive Surgical show a mixed backdrop, with several firms trimming price targets even as others reiterate or lift their views.ISRG: Future Platform Adoption And Policy Shifts Will Test Premium Multiple Assumptions
The analyst price target for Intuitive Surgical has been trimmed slightly, with modest shifts in fair value and discount rate inputs as analysts balance lower targets from firms like UBS and Citi against higher targets tied to Dv5 driven growth assumptions and sector recovery themes cited by other firms. Analyst Commentary Recent research on Intuitive Surgical shows a split tape, with some firms lifting targets on the back of Dv5 related growth assumptions and sector recovery themes, while others trim targets and stress execution and valuation risks.
ISRG Riding the Lightning
I have followed ISRG since 2003 when it was brought to the investing club I had just joined. I tried to analyze ISRG with the BetterInvesting SSG methodology that I had been introduced to and I could not get it in the buy zone.
ISRG: Future Returns Will Hinge On Procedure Utilization Versus Sector Rotation Risk
We have raised our Intuitive Surgical fair value estimate by about $15 to $611.82 per share, as analysts factor in slightly higher revenue growth expectations tied to the Dv5 rollout and sector recovery, partly offset by modestly lower margin assumptions. Analyst Commentary Recent Street research around Intuitive Surgical reflects a mix of optimism about growth drivers such as the Dv5 rollout and capital spending trends, alongside more cautious views on valuation and policy risk.ISRG: Future Procedure And Platform Execution Will Test Premium Multiple Assumptions
Analysts nudged their price targets higher on Intuitive Surgical, with a modest fair value move to about $468 per share. They recalibrated assumptions around slightly lower revenue growth, higher profit margins, and a somewhat lower future P/E multiple, following a mix of recent target hikes and trims across the Street.ISRG: Procedure Expansion And Sector Rebound Will Support 2026 Upside
Our Intuitive Surgical fair value estimate edges up to $750 from $740 as analysts recalibrate their price targets around updated growth, margin, and P/E assumptions informed by recent research on procedure trends, Dv5 contributions, and sector re-rating. Analyst Commentary Bullish analysts have been revisiting their models around procedure volumes, adoption of the Dv5 platform, and sector valuation resets.
ISRG at FV
Update on Valuation (18.10.26) Over the next 5 years I calculate with (actual values from 18.01.26 , price/shr at 533 USD ): Revenue Growth p.a.: 12% (Currently at 14,7%) – we saw the peak of revenue growth with nearly 15%, now even 12% is sporty, but with the „abo like“ revenues from spare parts and software licences, based on a still growing bases of installed systems, realisitc. Profit Margin: 30% (currently at 28,6%) - because spare parts in general have more margin then system sales, and the sales out of spare parts is still growing.ISRG: Dv5 Platform Rollout And Rising Procedure Volumes Will Drive 2026 Upside
Analysts have lifted their fair value estimate for Intuitive Surgical to US$740 from US$675, reflecting higher expected profit margins and a somewhat lower future P/E multiple. This change is supported by recent target increases tied to the da Vinci 5 rollout, stronger procedure trends and a more constructive view on healthcare into 2026.ISRG: Elevated Expectations Will Expose Premium Pricing To Utilization And Margin Disappointments
Analysts have raised their price targets on Intuitive Surgical by roughly $50-$60 per share, citing stronger than expected Q3 revenue and EPS growth, improving profitability despite tariff and mix headwinds, and encouraging trends in system utilization that support a higher fair value of about $468 per share, even as valuation remains a key consideration. Analyst Commentary Recent Street research on Intuitive Surgical reflects a mix of optimism on the company’s operational momentum and caution around valuation and risk-reward.ISRG: Future Returns Will Depend On Utilization Strength Versus Sector Volatility
Analysts nudged their average price target on Intuitive Surgical higher by about $3 to roughly $596, citing stronger than expected Q3 profitability, robust demand, and encouraging utilization trends that more than offset lingering concerns about valuation and sector volatility. Analyst Commentary Analyst reactions to the quarter highlight a mix of optimism around execution and utilization trends alongside lingering concerns about valuation and sector sentiment.ISRG: Future Direction Will Balance Demand Strength Against Persistent Sector Volatility
Analysts modestly raised their price targets for Intuitive Surgical, with recent updates clustering in the $525 to $603 range. They cited stronger-than-expected quarterly results and robust demand supporting profitability, despite ongoing sector volatility.ISRG: Future Performance Will Depend On Execution Amid Competitive Pressures
The consensus analyst price target for Intuitive Surgical saw a modest revision, decreasing slightly by $1 to $592.96. Analysts cited solid Q3 performance, ongoing profitability, and mixed expectations around future risks and valuation.Rising Demand And Cost Pressures Will Shape Robotic Surgery Outlook
The analyst price target for Intuitive Surgical has been raised from $573.55 to $594.29. Analysts cite strong third-quarter earnings, improving profit margins, and robust demand, despite ongoing pressures and competitive risks.Emerging Markets Will Expand Robotic-Assisted Surgery Adoption
Analysts have slightly lowered their fair value estimate for Intuitive Surgical to $573.55 from $582.10. They cite mixed views on sales momentum and margin sustainability, despite ongoing strength in fundamentals and recent earnings.The Returns At Intuitive Surgical (NASDAQ:ISRG) Aren't Growing
Sep 09
Weekly Picks: 💊 VLS' Solvable Headwinds, VOS' Multi-Year Growth, and ISRG's Valuation Concerns
Jun 17
Unpleasant Surprises Could Be In Store For Intuitive Surgical, Inc.'s (NASDAQ:ISRG) Shares
Jun 16Intuitive Surgical: Too Many Rain Clouds Coming
Apr 18Intuitive Surgical: Premium Valuation Meets Mounting Headwinds (Downgrade)
Apr 11From Battle Field to Robotic Surgery
Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, makingIntuitive Surgical Will Transform Healthcare with 12% Revenue Growth
Increased Adoption of Robotic Surgery:Hospitals and surgical centers continue to adopt Intuitive Surgical’s da Vinci systems as clinical evidence shows improved outcomes and reduced recovery times.ExpIntuitive Surgical: Getting Closed To Its Fair Value
Mar 09Intuitive Surgical: The Robot Is Well-Oiled
Jan 28Intuitive Surgical: Second Half 2025 Guidance Is Critical To Maintaining Current Euphoria
Jan 20Intuitive Surgical: Growing Impressively, But It Appears Overvalued
Dec 27Intuitive Surgical: One Of The Best Business Models In The World, But Not At This Price
Nov 14Intuitive Surgical Q3: Da Vinci 5 Robot Set For 2025, But Overvalued
Oct 18Intuitive Surgical Offers Low Risk, High Return Despite Valuation Concerns
Sep 24Intuitive Surgical: Detached From Fundamentals
Aug 26
Da Vinci 5 Launch And Digital Expansion Set To Revolutionize Surgical Efficiency And Drive Growth
Launch of da Vinci 5 systems and expansion in digital services like My Intuitive app show promise for revenue growth and operational efficiency.Intuitive Surgical: A Lofty Price To Pay For Innovation, Wait For A Better Entry Point
Aug 20Intuitive Surgical: Shares Surge, But Now Near Fair Value (Rating Downgrade)
Jul 12Shareholder Returns
| ISRG | US Medical Equipment | US Market | |
|---|---|---|---|
| 7D | -5.2% | -5.3% | -0.2% |
| 1Y | -12.2% | -18.1% | 27.6% |
Return vs Industry: ISRG exceeded the US Medical Equipment industry which returned -18.1% over the past year.
Return vs Market: ISRG underperformed the US Market which returned 27.6% over the past year.
Price Volatility
| ISRG volatility | |
|---|---|
| ISRG Average Weekly Movement | 4.2% |
| Medical Equipment Industry Average Movement | 8.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: ISRG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ISRG's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 17,021 | Dave Rosa | www.intuitive.com |
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. It offers the da Vinci Surgical System that enables surgical procedures using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic endoluminal procedures enabling minimally invasive biopsies in the lung. The company also provides a suite of stapling, energy, and core instrumentation for its multi-port da Vinci surgical systems; progressive learning pathways to support the use of its technology; infrastructure of customer service and support specialists, a complement of services to its customers, including installation, repair, maintenance, 24/7 technical support, and proactive system health monitoring; and integrated digital capabilities providing connected offerings, streamlining performance for hospitals with program-enhancing insights.
Intuitive Surgical, Inc. Fundamentals Summary
| ISRG fundamental statistics | |
|---|---|
| Market cap | US$160.74b |
| Earnings (TTM) | US$2.98b |
| Revenue (TTM) | US$10.58b |
54.0x
P/E Ratio15.2x
P/S RatioIs ISRG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ISRG income statement (TTM) | |
|---|---|
| Revenue | US$10.58b |
| Cost of Revenue | US$3.57b |
| Gross Profit | US$7.02b |
| Other Expenses | US$4.04b |
| Earnings | US$2.98b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 8.41 |
| Gross Margin | 66.29% |
| Net Profit Margin | 28.15% |
| Debt/Equity Ratio | 0% |
How did ISRG perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/30 08:49 |
| End of Day Share Price | 2026/04/29 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Intuitive Surgical, Inc. is covered by 56 analysts. 32 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Toung | Argus Research Company |
| null null | Argus Research Company |
| David Rescott | Baird |