NASDAQ:ISRG

Intuitive Surgical Inc. (ISRG)

350.62
-2.35 (0.67%)
as of Jul 31, 2026, 2:30:07 pm Market Open.
129 watching
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Investor Insights
star iconJul 30, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Intuitive Surgical Inc. (ISRG-Q) has captured attention from several experts, highlighting its role in the robotics space, particularly in robotic-assisted surgeries. While one expert acknowledges the growth potential and innovation in the sector, they emphasize the need for a better entry point. Another review points out the stock's recent struggles alongside the med-tech sector but maintains that it remains a solid long-term investment due to its high growth prospects. Concerns about competition, particularly from companies like Medtronic, have been raised, especially as ISRG prepares to report earnings. Additionally, discussions around margins and tariff challenges mention a projected increase in margins over the next few years but suggest a cautious approach to buying amidst recent performance. Overall, the sentiment reflects a blend of cautious optimism tempered by the realities of market competition and economic factors.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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Similar
MAKO, MDLZ
HOLD
ISRG vs. SYK Reported last night, market not too happy, but this is short term. At 50x PE, expensive on any traditional valuation. Has no real competition in robotic surgery market. Great franchise and platform. Will grow earnings over next decade 200-300%. Because SYK is in hips and knees, it's not in direct competition. SYK's space is more competitive, but also has much lower valuation. With Covid shortages ending, SYK could see some upside next 3-4 months.
DON'T BUY
He's looked at it for 20 years. Their technological, Da Vinci, is a successful robotic surgical tool. But their PE is very high; people pay up for this technology, which has gone up and down (down during Covid when there were few surgeries). But shares have bounced back. PE remains too high. Pass.
WATCH
They make surgical robots. Their install base is growing, but their PE always been too high. They might change because shares have come off. Don't buy, but watch.
HOLD
He likes it and will stick by it, but the market isn't fond of this sector.
TOP PICK
Leader in robotic surgery. Relatively early days in this space, and ISRG has a massive head start. Both JNJ and MDT are trying to enter this market and having trouble. Recurring revenue model drives financial performance. Less invasive, new product for diagnosing lung tumours. Expensive PE, but highly profitable. He expects 10-15% growth of topline revenue for next decade. No dividend. (Analysts’ price target is $250.34)
PARTIAL BUY
Leader in robotic surgeries. More volatility due to concentration in that area. Still trades at 36x earnings. Solid growth franchise. Could be subject to M&A. He prefers a more diversified company. You could ladder into it.
BUY
Add to position? Yes, as Covid peaks, this stock will go back up though not much beyond its highs. This was hurt by lockdowns which halted surgeries.
STRONG BUY
Very well positioned in robotics surgery, the leader by far. Go-to name. More and more procedures will be performed by robots. Very bullish.
BUY
Great management and growth. He's a big fan.
PAST TOP PICK
(A Top Pick Aug 24/20, Up 18%) Leader in robotic surgery. Penetration is only about 5% right now, so lots of room to grow. Expensive, but very sure growth. Can hold it forever.
PAST TOP PICK
(A Top Pick Apr 17/20, Up 65%) Doctors are trained to use their system so competitors find it hard to get into the market. They are starting to reduce prices on some of their tools ahead of the coming competition. He will hold it for the foreseeable future.
BUY
Allan Tong’s Discover Picks I recommended this last August. As we face the reopening and eventual recovery, elective surgeries will bounce back and there will be a huge backlog to process. This backlog spells a boom for any company directly tied to surgeries. That’s short term. A longer-term tailwind for ISRG stock is the continued adoption of robotic surgery and this is where the automation stock shines bright. Robotic surgeries increased from 1.8% of all operations in 2012 to 15.1% in 2018. Read 3 Underestimated Automation Stocks for our full analysis.
PAST TOP PICK
(A Top Pick Jan 02/20, Up 27%) A great long-term play on robotically assisted surgery, a leader in this area. It's an expensive growth stock, but the outlook is so strong it's worth it. There's lots of room globally for surgery to adopt this technology.
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. They make precision surgical machines which amazes him. Promising.
PAST TOP PICK
(A Top Pick Aug 19/19, Up 49%) A leader in robotic surgery. It provides a better surgical experience with more precise surgeries. The long-term story is that right now, robotic surgery accounts for 4% of surgeries right now. They have a huge head start in this domain and have great cashflow.
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