ISRG official logo ISRG
ISRG 3-star rating from Upturn Advisory
Intuitive Surgical Inc (ISRG) company logo

Intuitive Surgical Inc (ISRG)

Intuitive Surgical Inc (ISRG) 3-star rating from Upturn Advisory
$572.17
Last Close (24-hour delay)
Profit since last BUY4.7%
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Strong Buy
BUY since 13 days
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Upturn Advisory Summary

11/11/2025: ISRG (3-star) is a STRONG-BUY. BUY since 13 days. Simulated Profits (4.70%). Updated daily EoD!

Upturn Star Rating

Upturn 3 star rating for performance

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

5 star rating from financial analysts

33 Analysts rated it

Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.

1 Year Target Price $592.96

1 Year Target Price $592.96

Analysts Price Target For last 52 week
$592.96 Target price
52w Low $425
Current$572.17
52w High $616

Analysis of Past Performance

Type Stock
Historic Profit 92.02%
Avg. Invested days 69
Today’s Advisory Strong Buy
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/11/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 204.26B USD
Price to earnings Ratio 76.32
1Y Target Price 592.96
Price to earnings Ratio 76.32
1Y Target Price 592.96
Volume (30-day avg) 33
Beta 1.69
52 Weeks Range 425.00 - 616.00
Updated Date 11/11/2025
52 Weeks Range 425.00 - 616.00
Updated Date 11/11/2025
Dividends yield (FY) -
Basic EPS (TTM) 7.55

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-10-16
When After Market
Estimate 1.99
Actual 2.4

Profitability

Profit Margin 28.58%
Operating Margin (TTM) 30.33%

Management Effectiveness

Return on Assets (TTM) 9.56%
Return on Equity (TTM) 16.9%

Valuation

Trailing PE 76.32
Forward PE 60.24
Enterprise Value 199351837262
Price to Sales(TTM) 21.25
Enterprise Value 199351837262
Price to Sales(TTM) 21.25
Enterprise Value to Revenue 20.74
Enterprise Value to EBITDA 58.68
Shares Outstanding 354496073
Shares Floating 352319467
Shares Outstanding 354496073
Shares Floating 352319467
Percent Insiders 0.53
Percent Institutions 87.92

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Intuitive Surgical Inc

Intuitive Surgical Inc(ISRG) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Intuitive Surgical Inc. was founded in 1995 and pioneered robotic-assisted minimally invasive surgery with the da Vinci Surgical System. Initially named Intuitive Surgical Devices, Inc., the company evolved to become a leading provider of surgical robots and related instruments and accessories.

Company business area logo Core Business Areas

  • Surgical Systems: Develops, manufactures, and markets the da Vinci surgical systems, which provide surgeons with enhanced capabilities, including 3D visualization, high magnification, and robotic precision.
  • Instruments and Accessories: Offers a comprehensive range of instruments and accessories specifically designed for use with the da Vinci systems. These include disposable instruments, staplers, and energy devices.
  • Services: Provides a suite of services to support da Vinci system users, including installation, training, maintenance, and repair services. They also provide digital products such as My Intuitive app.

leadership logo Leadership and Structure

Gary S. Guthart is the Chief Executive Officer. The company has a typical corporate structure with functional departments such as research and development, manufacturing, sales, marketing, and finance.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • da Vinci Surgical System: The da Vinci Surgical System is a robotic surgical platform that allows surgeons to perform minimally invasive procedures with enhanced precision, dexterity, and control. Estimated Market Share is around 70%. Competitors include Medtronic (MDT) with Hugo RAS system, Stryker (SYK) with Mako robot, and Johnson & Johnson (JNJ) with Ottava (currently in development).
  • da Vinci Instruments and Accessories: A wide array of specialized instruments, staplers, and energy devices used with the da Vinci system. Revenue is directly related to the number of da Vinci procedures performed. Competitors are largely the same as the da Vinci System, as they also provide instruments.

Market Dynamics

industry overview logo Industry Overview

The surgical robotics market is growing rapidly, driven by increasing demand for minimally invasive procedures, technological advancements, and an aging population. Adoption is still relatively low, so there is room to grow.

Positioning

Intuitive Surgical is the dominant player in the surgical robotics market, with a significant first-mover advantage and a strong brand reputation. They maintain their lead by continuously upgrading their system and adding AI functionality.

Total Addressable Market (TAM)

The total addressable market for robotic surgery is estimated at over $40 billion. Intuitive Surgical is well-positioned to capture a significant share of this market due to its established presence and technological leadership.

Upturn SWOT Analysis

Strengths

  • Dominant market share
  • Strong brand recognition
  • Extensive installed base of da Vinci systems
  • Continuous innovation and development
  • Recurring revenue stream from instruments and services

Weaknesses

  • High system cost
  • Reliance on disposable instruments
  • Potential for increased competition
  • Limited evidence of superior clinical outcomes in some procedures compared to conventional methods.

Opportunities

  • Expanding into new surgical specialties
  • Developing new robotic platforms and instruments
  • Increasing adoption in emerging markets
  • Integrating artificial intelligence and machine learning into surgical procedures
  • Partnerships with hospitals

Threats

  • Increasing competition from established medical device companies
  • Regulatory hurdles and reimbursement challenges
  • Technological disruptions
  • Economic downturns impacting hospital capital spending
  • Product liability lawsuits

Competitors and Market Share

Key competitor logo Key Competitors

  • MDT
  • SYK
  • JNJ

Competitive Landscape

Intuitive Surgical has a significant first-mover advantage and a large installed base, making it difficult for competitors to gain significant market share. However, competitors are developing innovative robotic systems and instruments that could challenge Intuitive Surgical's dominance.

Major Acquisitions

Schu00f6lly Fiberoptic GmbH

  • Year: 2019
  • Acquisition Price (USD millions): 110
  • Strategic Rationale: Vertical integration to secure supply chain of key components for da Vinci systems.

Growth Trajectory and Initiatives

Historical Growth: Intuitive Surgical has experienced strong growth in revenue and earnings over the past decade, driven by increased adoption of the da Vinci system and expansion into new markets.

Future Projections: Analyst estimates project continued growth for Intuitive Surgical, driven by the increasing demand for minimally invasive surgery and the company's continued innovation.

Recent Initiatives: Recent initiatives include the launch of new da Vinci surgical system models, the development of new instruments and accessories, and expansion into new surgical specialties.

Summary

Intuitive Surgical is a strong company, dominating the robotic surgery market due to its innovative da Vinci system. Its recurring revenue model through instruments and services is working well. However, they face increasing competition and must continue to innovate to maintain their market leadership. Legal liability for patient complications from robotic assisted surgery may also impact the company.

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Sources and Disclaimers

Data Sources:

  • Company filings
  • Analyst reports
  • Market research reports
  • Industry publications

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.

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Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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About Intuitive Surgical Inc

Exchange NASDAQ
Headquaters Sunnyvale, CA, United States
IPO Launch date 2000-06-13
CEO & Director Mr. David J. Rosa
Sector Healthcare
Industry Medical Instruments & Supplies
Full time employees 15638
Full time employees 15638

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. The company offers the da Vinci Surgical System that enables surgical procedures using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic endoluminal procedures enabling minimally invasive biopsies in the lung. It also provides a suite of stapling, energy, and core instrumentation for its multi-port da Vinci surgical systems; progressive learning pathways to support the use of its technology; infrastructure of service and support specialists, a complement of services to its customers, including installation, repair, maintenance, 24/7 technical support, and proactive system health monitoring; and integrated digital capabilities providing connected offerings, streamlining performance for hospitals with program-enhancing insights. The company sells its products through direct sales organizations, such as capital and clinical sales teams. Intuitive Surgical, Inc. was incorporated in 1995 and is headquartered in Sunnyvale, California.