Intuitive Surgical Inc

Intuitive Surgical Inc (ISRG) Stock Analysis

$438.000

+4.862 (+1.11%)At close

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High
440.400
Open
433.502
VWAP
436.80
Volume
3.44M
Mkt Cap
157.88B
Low
432.000
Amount
1.50B
EV/EBITDA, TTM
28.54

Intuitive Surgical, Inc. develops, manufactures, and markets da Vinci surgical systems and the Ion endoluminal system. The Company specializes in invasive care and robotic-assisted surgery. Its technologies include the da Vinci surgical systems and the Ion endoluminal system. The da Vinci surgical system is designed to enable surgeons to perform a range of surgical procedures within its targeted general surgery, urologic, gynecologic, cardiothoracic, and head and neck specialties and consists of a surgeon's console or consoles, a patient-side cart, and a high-performance vision system. The Ion endoluminal system is a flexible, robotic-assisted, catheter-based platform for which the cleared indication is minimally invasive biopsies in the lung and consists of a system cart, a controller, a catheter, and a vision probe. Its Ion system extends its commercial offering beyond surgery into diagnostic and endoluminal procedures.

AI analysis of Intuitive Surgical Inc (ISRG)

Buy

Intuitive Surgical Inc is a good buy right now due to its strong revenue growth, with a 21% year-over-year increase in FY 2025, and a current price of $426.70, which is below several analyst price targets, including $454 from BTIG and $485 from Barclays. The RSI of 67.29 indicates strong momentum, while the forward P/E of 33.33 suggests growth potential despite current market volatility. However, the main risk is the intense competition in the surgical robotics market, particularly from Medtronic and Johnson & Johnson, which could impact future earnings.

Analyst Ratings (17)

+45.51% upside
Buy
11 Buy
5 Hold
1 Sell
Current: 438.00
Low
575.00
Average
637.32
High
740.00

BTIG

2026-10-12

Price Target

$454

Buy

Barclays

2026-10-06

Price Target

$485

Overweight

Oppenheimer

2026-08-12

Price Target

—

Outperform

HSBC

2026-07-30

Price Target

$391

Hold

UBS

2026-07-28

Price Target

$500

Buy

Valuation Metrics

The current forward P/E ratio for Intuitive Surgical Inc (ISRG) is 33.33, compared to its 5-year average forward P/E of 54.04.

Forward P/E

Undervalued
5Y Average P/E
54.04
Current P/E
33.33
Overvalued
64.68
Undervalued
43.39

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
37.05
Current EV/EBITDA
28.54
Overvalued
44.31
Undervalued
29.79

Forward P/S

Undervalued
5Y Average P/S
15.41
Current P/S
11.55
Overvalued
18.71
Undervalued
12.11

Alphio AI Price Scenarios for ISRG

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%ISRG

$605.58

Scenario price

B

Base

Base · 50%ISRG

$559.78

Scenario price

B

Bear

Bear · 25%ISRG

$542.00

Scenario price

Whales holding ISRG

B

Braidwell LP

+ HoldingISRG

+22.04%

3M Return

L

Loomis, Sayles & Company L.P.

+ HoldingISRG

+12.07%

3M Return

C

Cbus Industry Superannuation Fund

+ HoldingISRG

+11.78%

3M Return

F

Fayez Sarofim & Co., LLC

+ HoldingISRG

+10.54%

3M Return

L

LGT Fund Management Company AG

+ HoldingISRG

+10.08%

3M Return

C

Compass Capital Management Inc.

+ HoldingISRG

+9.88%

3M Return

Events Timeline

2026-10-21 (ET)

09:00:00

Stock Futures Rise as Brent Crude Surpasses $110

2026-10-20 (ET)

20:00:00

Treasury Yields Retreat as Netflix Falls Over 5%

17:30:00

Company Sees Continued Segmentation in Q3 Customer Base

17:00:00

da Vinci Surgical Robot Reaches $450M Settlement

16:30:00

Company Raises FY26 Gross Profit Margin Outlook to 68.7%-69.3%

News

ISRG FAQ — answered by Alphio AI

Intuitive Surgical, Inc. develops, manufactures, and markets da Vinci surgical systems and the Ion endoluminal system. The Company specializes in invasive care and robotic-assisted surgery. Its technologies include the da Vinci surgical systems and the Ion endoluminal system. The da Vinci surgical system is designed to enable surgeons to perform a range of surgical procedures within its targeted general surgery, urologic, gynecologic, cardiothoracic, and head and neck specialties and consists of a surgeon's console or consoles, a patient-side cart, and a high-performance vision system. The Ion endoluminal system is a flexible, robotic-assisted, catheter-based platform for which the cleared indication is minimally invasive biopsies in the lung and consists of a system cart, a controller, a catheter, and a vision probe. Its Ion system extends its commercial offering beyond surgery into diagnostic and endoluminal procedures. It operates in the Healthcare sector (ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUP industry).

Intuitive Surgical Inc is a good buy right now due to its strong revenue growth, with a 21% year-over-year increase in FY 2025, and a current price of $426.70, which is below several analyst price targets, including $454 from BTIG and $485 from Barclays. The RSI of 67.29 indicates strong momentum, while the forward P/E of 33.33 suggests growth potential despite current market volatility. However, the main risk is the intense competition in the surgical robotics market, particularly from Medtronic and Johnson & Johnson, which could impact future earnings.

17 analysts cover ISRG: 11 rate it Buy, 5 Hold and 1 Sell. The average price target is 637.32.

Community

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ShortOutpost15 hr. ago

$ISRG "Trade Idea 2: Buy the October 23 Expiry 437.50/452.50 Call Spread ($6.60) and sell the October 23 Expiry 410 Put for 30 cents." The call spread looks to be a bust; may need to roll puts down and out.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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