Added to YB: 2026-01-27
Pitch date: 2026-01-24
ISRG [neutral]
Intuitive Surgical, Inc.
-4.66%
current return
Author Info
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Company Info
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.
Market Cap
$177.8B
Pitch Price
$523.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.84
P/E
63.63
EV/Sales
17.11
Sector
Health Care Equipment and Supplies
Category
growth
Intuitive Q4 2025
ISRG (earnings): Q4 delivered 15% US procedure growth, 22% intl growth, with 81% recurring revenue. Da Vinci 5 upgrade cycle strong (146 trade-ins vs 62). New cardiac/ASC expansion opportunities. 2026 guidance 13-15% growth modest vs historical. China competition intensifying, tariff pressure 120bps. At 43x EV/EBITDA, quality compounding but slower growth.
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