
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
Intuitive Surgical Inc (ISRG)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
10/28/2025: ISRG (3-star) is a STRONG-BUY. BUY since 3 days. Simulated Profits (-0.20%). Updated daily EoD!
1 Year Target Price $594.29
1 Year Target Price $594.29
| 14 | Strong Buy |
| 8 | Buy |
| 10 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 83.03% | Avg. Invested days 67 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 195.42B USD | Price to earnings Ratio 72.44 | 1Y Target Price 594.29 |
Price to earnings Ratio 72.44 | 1Y Target Price 594.29 | ||
Volume (30-day avg) 33 | Beta 1.61 | 52 Weeks Range 425.00 - 616.00 | Updated Date 10/28/2025 |
52 Weeks Range 425.00 - 616.00 | Updated Date 10/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 7.61 |
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 72.44 | Forward PE 47.85 | Enterprise Value 153482176923 | Price to Sales(TTM) 20.33 |
Enterprise Value 153482176923 | Price to Sales(TTM) 20.33 | ||
Enterprise Value to Revenue 16.78 | Enterprise Value to EBITDA 48.4 | Shares Outstanding 354496073 | Shares Floating 352326557 |
Shares Outstanding 354496073 | Shares Floating 352326557 | ||
Percent Insiders 0.53 | Percent Institutions 89.68 |
Upturn AI SWOT
Intuitive Surgical Inc

Company Overview
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.
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 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
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
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 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.
Similar Stocks
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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 | Website https://www.intuitive.com |
Full time employees 15638 | Website https://www.intuitive.com | ||
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

