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Intuitive Surgical, Inc.NasdaqGS:ISRG Stock Report

Market Cap US$156.4b
Share Price
US$436.39
My Fair Value
US$573.55
23.9% undervalued intrinsic discount
1Y-8.4%
7D-2.6%
Portfolio Value
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Intuitive Surgical, Inc.

NasdaqGS:ISRG Stock Report

Market Cap: US$156.4b

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

ISRG fundamental analysis
Snowflake Score
Valuation1/6
Future Growth2/6
Past Performance5/6
Financial Health6/6
Dividends0/6

Rewards

Earnings are forecast to grow 13.28% per year

Earnings grew by 24.5% over the past year

Analysts in good agreement that stock price will rise by 31.4%

Risk Analysis

No risks detected for ISRG from our risk checks.

ISRG Community Fair Values

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See what 340 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Intuitive Surgical

Emerging Markets Will Expand Robotic-Assisted Surgery Adoption

Key Takeaways Expanding global adoption and procedure diversity, coupled with innovative products and digital tools, are fueling recurring revenues, margin stability, and long-term competitive advantage. Increasing regulatory and payer support, driven by strong clinical outcomes, is reducing adoption barriers and supporting durable growth across multiple healthcare markets.
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US$573.55
FV
23.9% undervalued intrinsic discount
13.50%
Revenue growth p.a.
0users have liked this narrative
5users have commented on this narrative
162users have followed this narrative
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Intuitive Surgical

Global Healthcare Cost Pressures And Tariffs Will Depress Margins

Key Takeaways Heightened pricing pressures, regulatory scrutiny, and strengthening competition threaten to erode margins and limit long-term revenue and earnings growth. Shifting demographics, industry consolidation, and preference for alternative surgical options will likely reduce demand for robotic systems and challenge market expansion.
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US$447.47
FV
2.5% undervalued intrinsic discount
12.64%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
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Intuitive Surgical

Da Vinci 5 Rollout Will Leverage Aging And Digital Trends

Key Takeaways Accelerated adoption of da Vinci 5 and digital ecosystem could drive earlier-than-expected system upgrades, higher margins, and strong recurring revenue streams. Expansion into new markets and specialties, supported by manufacturing scale-up, positions the company for outsized, sustainable long-term growth.
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US$675
FV
35.3% undervalued intrinsic discount
18.63%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
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Intuitive Surgical

From 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, making minimally invasive surgery more precise and efficient.
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US$400.91
FV
8.8% overvalued intrinsic discount
12.02%
Revenue growth p.a.
9users have liked this narrative
13users have commented on this narrative
45users have followed this narrative
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Intuitive Surgical, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Intuitive Surgical
Historical stock prices
Current Share PriceUS$436.39
52 Week HighUS$616.00
52 Week LowUS$425.00
Beta1.61
1 Month Change0.55%
3 Month Change-15.45%
1 Year Change-8.43%
3 Year Change106.68%
5 Year Change79.71%
Change since IPO21,644.00%

Recent News & Updates

Intuitive Surgical: The Gold Standard In Robotic Surgery

Sep 18

The Returns At Intuitive Surgical (NASDAQ:ISRG) Aren't Growing

Sep 09
The Returns At Intuitive Surgical (NASDAQ:ISRG) Aren't Growing

Recent updates

Intuitive Surgical: The Gold Standard In Robotic Surgery

Sep 18

The Returns At Intuitive Surgical (NASDAQ:ISRG) Aren't Growing

Sep 09
The Returns At Intuitive Surgical (NASDAQ:ISRG) Aren't Growing

Weekly Picks: 💊 VLS' Solvable Headwinds, VOS' Multi-Year Growth, and ISRG's Valuation Concerns

Jun 17
Weekly Picks: 💊 VLS' Solvable Headwinds, VOS' Multi-Year Growth, and ISRG's Valuation Concerns

Unpleasant Surprises Could Be In Store For Intuitive Surgical, Inc.'s (NASDAQ:ISRG) Shares

Jun 16
Unpleasant Surprises Could Be In Store For Intuitive Surgical, Inc.'s (NASDAQ:ISRG) Shares

It Looks Like Shareholders Would Probably Approve Intuitive Surgical, Inc.'s (NASDAQ:ISRG) CEO Compensation Package

Apr 24
It Looks Like Shareholders Would Probably Approve Intuitive Surgical, Inc.'s (NASDAQ:ISRG) CEO Compensation Package

Intuitive Surgical: Too Many Rain Clouds Coming

Apr 18

Intuitive Surgical: Premium Valuation Meets Mounting Headwinds (Downgrade)

Apr 11
User avatar

From 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, making

Intuitive 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.Exp

Intuitive Surgical: Getting Closed To Its Fair Value

Mar 09

If EPS Growth Is Important To You, Intuitive Surgical (NASDAQ:ISRG) Presents An Opportunity

Mar 02
If EPS Growth Is Important To You, Intuitive Surgical (NASDAQ:ISRG) Presents An Opportunity

Intuitive Surgical: The Robot Is Well-Oiled

Jan 28

Intuitive Surgical: Second Half 2025 Guidance Is Critical To Maintaining Current Euphoria

Jan 20

Intuitive Surgical (NASDAQ:ISRG) Hasn't Managed To Accelerate Its Returns

Jan 17
Intuitive Surgical (NASDAQ:ISRG) Hasn't Managed To Accelerate Its Returns

Revenues Tell The Story For Intuitive Surgical, Inc. (NASDAQ:ISRG)

Dec 30
Revenues Tell The Story For Intuitive Surgical, Inc. (NASDAQ:ISRG)

Intuitive Surgical: Growing Impressively, But It Appears Overvalued

Dec 27

Intuitive Surgical: One Of The Best Business Models In The World, But Not At This Price

Nov 14

Intuitive Surgical Q3: Da Vinci 5 Robot Set For 2025, But Overvalued

Oct 18

Intuitive Surgical Offers Low Risk, High Return Despite Valuation Concerns

Sep 24

Intuitive Surgical: Detached From Fundamentals

Aug 26
User avatar

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 20

Intuitive Surgical: Shares Surge, But Now Near Fair Value (Rating Downgrade)

Jul 12

Intuitive Surgical: Sell Signals Abound

May 17

Intuitive Surgical: Growth And Margins Will Be Challenged In 2024

Apr 12

Intuitive Surgical: Buy A 'Little Slice' Of The Future

Jan 29

Intuitive Surgical: Strong Pre-Announced Q4 - Time To Harvest The Gain, Initiate With 'Sell'

Jan 13

Shareholder Returns

ISRGUS Medical EquipmentUS Market
7D-2.6%-0.9%-1.1%
1Y-8.4%-1.7%15.5%

Return vs Industry: ISRG underperformed the US Medical Equipment industry which returned -1.7% over the past year.

Return vs Market: ISRG underperformed the US Market which returned 15.5% over the past year.

Price Volatility

Is ISRG's price volatile compared to industry and market?
ISRG volatility
ISRG Average Weekly Movement3.7%
Medical Equipment Industry Average Movement8.5%
Market Average Movement6.5%
10% most volatile stocks in US Market17.5%
10% least volatile stocks in US Market3.0%

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

FoundedEmployeesCEOWebsite
199515,638Dave Rosawww.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. The company 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. It 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 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

How do Intuitive Surgical's earnings and revenue compare to its market cap?
ISRG fundamental statistics
Market capUS$156.44b
Earnings (TTM)US$2.61b
Revenue (TTM)US$9.15b
60.0x
P/E Ratio
17.1x
P/S Ratio

Is ISRG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ISRG income statement (TTM)
RevenueUS$9.15b
Cost of RevenueUS$3.05b
Gross ProfitUS$6.09b
Other ExpensesUS$3.48b
EarningsUS$2.61b

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Oct 21, 2025

Earnings per share (EPS)7.27
Gross Margin66.61%
Net Profit Margin28.51%
Debt/Equity Ratio0%

How did ISRG perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/15 14:02
End of Day Share Price 2025/10/14 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 54 analysts. 30 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
David ToungArgus Research Company
Michael PolarkBaird