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ISRGNASDAQ/health care

Intuitive Surgical, Inc.

$407.12Up+0,34 (+0,08%)
Research reviewed: 12 июл. 2026 г., 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Intuitive Surgical, Inc. operates in Health Care Equipment within the health care sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Ouverture
407,26
Haut
414,58
Bas
406,85
Capitalisation
144,19 Md
Ratio C/B
49.53
Plus haut sur 52 semaines
--
Dividende
--
Dividende trimestriel
--

3-month price context

График показывает недавний 3-месячный тренд, чтобы пользователи могли понять краткосрочную структуру перед открытием полного рабочего кабинета.

Investment thesis

Base case
Continued da Vinci and Ion procedure growth increases utilization and expands recurring instruments, accessories, and service demand. The base case remains conditional on tariff pressure staying manageable.
Bull case
Continued da Vinci and Ion procedure growth increases utilization and expands recurring instruments, accessories, and service demand. Growing da Vinci 5 placements can refresh the installed base, deepen customer adoption, and support higher system and recurring revenue over time. Expansion of the da Vinci and Ion installed bases increases the platform available for future procedures, services, and instruments and accessories revenue.
Bear case
Tariffs are expected to reduce gross margin, and additional measures beyond those assumed in guidance could have a material financial effect. New systems and indications require regulatory clearances, while expanding robotic-surgery competition could pressure placements, pricing, or utilization. A large share of systems placed under operating leases increases exposure to customer utilization and can delay revenue recognition relative to outright sales.
Thesis invalidation
Reassess the thesis if tariffs are expected to reduce gross margin, and additional measures beyond those assumed in guidance could have a material financial effect.

Key catalysts

  • Procedure growth

    Continued da Vinci and Ion procedure growth increases utilization and expands recurring instruments, accessories, and service demand.

  • da Vinci 5 adoption

    Growing da Vinci 5 placements can refresh the installed base, deepen customer adoption, and support higher system and recurring revenue over time.

  • Installed-base expansion

    Expansion of the da Vinci and Ion installed bases increases the platform available for future procedures, services, and instruments and accessories revenue.

Principal risks

  • Tariff pressure

    Tariffs are expected to reduce gross margin, and additional measures beyond those assumed in guidance could have a material financial effect.

  • Regulatory and competitive risk

    New systems and indications require regulatory clearances, while expanding robotic-surgery competition could pressure placements, pricing, or utilization.

  • Lease and capital-spending exposure

    A large share of systems placed under operating leases increases exposure to customer utilization and can delay revenue recognition relative to outright sales.

Latest earnings research

2026 Q1

For the quarter ended March 31, 2026, Intuitive reported strong revenue and earnings growth driven by higher procedure volumes, system placements, and installed bases across da Vinci and Ion, while its outlook incorporated a material tariff impact on gross margin.

Valuation interpretation

  • A durable premium depends on procedure growth converting into recurring revenue across a larger da Vinci and Ion installed base.
  • Tariff pressure, regulatory execution, and emerging competition warrant a discount if they weaken margins or slow platform adoption.

Peer research

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Recent news

24/7 Wall St. · il y a 14 heures

Intuitive Surgical Has +35% Upside: A Compelling Buy Story Before July 16

Simply Wall St. · il y a 3 jours

Intuitive Surgical (ISRG) Stock Looks Close To Fair Value Today

Simply Wall St. · il y a 3 jours

Is Intuitive Surgical (ISRG) Fairly Valued On Its Recall News?

Zacks · il y a 3 jours

Intuitive Surgical, Inc. (ISRG) Stock Sinks As Market Gains: What You Should Know

Zacks · il y a 3 jours

ISRG to Report Q2 Results Next Week: Should You Buy the Stock Now?

Insider Monkey · il y a 4 jours

Is Intuitive Surgical (ISRG) One Of MedTech’s Best AI Stock To Buy?

Data and research sources

Research updated: 12 июл. 2026 г., 00:00 UTC
3 verified sources
Intuitive Announces First Quarter EarningsIntuitive Surgical, Inc. · earningsVerified

Fetched: 12.07.2026, 0:00:00 UTC

Published: 21.04.2026, 00:00:00

Open original source
Intuitive Surgical Investor RelationsIntuitive Surgical, Inc. · companyVerified

Fetched: 12.07.2026, 0:00:00 UTC

Open original source
Intuitive Surgical Form 10-Q for the Quarter Ended March 31, 2026U.S. Securities and Exchange Commission · filingVerified

Fetched: 12.07.2026, 0:00:00 UTC

Open original source

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