Professional
Added to YB: 2026-04-29
Pitch date: 2026-04-21
ISRG [bullish]
Intuitive Surgical, Inc.
+1.14%
current return
Author Info
No bio for this author
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
$166.8B
Pitch Price
$461.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.36
P/E
57.24
EV/Sales
15.35
Sector
Health Care Equipment and Supplies
Category
growth
The Ithaka Group New Position: Intuitive Surgical, Inc.
ISRG (new position): Robotic surgery leader w/ 3.2M procedures in 2025 of 20M TAM. Razor/blade model: $2M system + $3.5K instruments (10-20 use lifespan) = high-margin recurring rev. $8B R&D moat, mid-teens procedure growth >10yrs, consistent EPS expansion. 29yr CEO stability. Secular shift from open to minimally invasive surgery ongoing.
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