NASDAQ:ISRG

Intuitive Surgical Inc. (ISRG)

352.29
-0.69 (0.19%)
as of Jul 31, 2026, 1:33:39 pm Market Open.
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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.

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Consensus
Cautious
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Valuation
Fair Value
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MAKO, MDLZ
BUY

JNJ JNJ is trying to respond to the rise of robotic surgery by Intuitive Surgical, which he prefers. This take time and research for JNJ, which means Intuitive will still be ahead of JNJ.

BUY

Allan Tong’s Discover Picks Both Jamie Murray and Bruce Murray (unrelated) see strong long-term growth ahead for the company as more surgeons adapt robotic devices. ISRG's market share is currently only 4%, but Bruce Murray expects the company to grow 50% next year and 20% after that. However, investors have already caught onto this stock and ISRG stock has almost doubled from the March 23 bottom; it has passed its $655 price target and is flirting with $700. Read BDX, BSX, ISRG and Stryker Stock: Top 4 Medical Supply Stocks for our full analysis.

TOP PICK
The leader in robotic surgery. They have only a 3-5% market share, but will grow as doctors grow more comfortable with robotic surgery. The PE is high, but the growth rate will catch up. He sees 50% growth next year and 20% after. This is a high-growth stock. (Analysts’ price target is $655.19)
PAST TOP PICK
(A Top Pick Aug 19/19, Up 15%) They lead in robotic-assisted surgery, though ISRG has only 4% market penetration. They generate tons of cash with lots of recurring revenue. As more surgeries go robotic in the next 20 years, ISRG will lead the way. Buy and put this away for 20 years.
TOP PICK
The maker of surgical robots. They are the leader in the sector and there is no real competition. With only 5% of surgeries being done robotically there is enormous growth ahead. Yield 0% (Analysts’ price target is $546.67)
TOP PICK
The leader in robotic surgery. They sold about 900 units. He thinks they will continue to grow world-wide. (Analysts’ price target is $612.34)
TOP PICK
It is the largest company that you have never heard of. Their business is robots for surgery. It has been under a bit of pressure from a competitor but that competitor only has 4% penetration globally. (Analysts’ price target is $572.35)
COMMENT

Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

COMMENT
Own it through an ETF called BOTZ. That is the way he likes to play into the robotics / machine learning space.
TOP PICK

A disruptor in medtech. ISRG builds robotic-assisted surgical devices that are sold to hospitals. Enjoys 85% recurring revenues. Growing steadily for 20 years with good intenational exposure. Their commerical shows a robot sewing the skin on a grape. Stock rose 8% today alone. Again demographics are another tailwind. (Also look at the IHI ETF in the medtech sector.) (Analysts' price target $460.80)

DON'T BUY

Have the robotic methodology for surgical procedures, which has been very successful but it is priced in. Great company. Trading at 35X earnings which is too expensive.

DON'T BUY
Surgical tool for surgeons to use like a robot. He is worried about it getting well ahead of itself. If anything goes wrong there is a lot of air under that stock price.
DON'T BUY
A high-growth story but too expensive for him now. High beta of 1.3.
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