Intuitive Surgical Inc ISRG

What the company does

Intuitive Surgical Inc is a large-cap company in the Healthcare sector (Medical Instruments & Supplies), with a market value of $159.8B, based in the USA.

It employs about 17,021 people and has been listed since Jun 13, 2000.

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. It 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.

Cheap or expensive? relatively expensive

Its price-to-earnings (P/E) is 54.7 versus 36.9 for the median of the Healthcare sector in our universe (25 companies) — relatively expensive.

Revenue is growing 22% a year — the market is paying ahead for that growth. If it slows, the high multiple becomes the risk.

On analysts' next-year forecasts the multiple drops to 33.3 — they expect higher earnings.

The average analyst price target is 478.30, 6% above the current price (their view, not ours).

The stock sits at 45% of its one-year range (0% = the low, 100% = the high).

The risks

• No risk flags were detected from the data we have.

Strengths

• ✅ Profitable — 17 of every 100 dollars of revenue stays as profit.
• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Buys back its shares (3% fewer shares in a year).
• ✅ Most analysts rate it buy (26 vs 1).
• ✅ Revenue is growing 22% a year.

What changed this week

Over the past week the stock rose 6.0% (for comparison: S&P 500 -0.4%, sector ETF XLV +1.4%).

The company published its quarterly report this week — see the plain-language summary above.

This week's news

• Gemini Latest Stock Portfolio: Top 4 Stock Picks finance.yahoo.com · 2026-10-23
  What the article says

  In just two to three years, the debate around AI and stock picking has shifted drastically. Not long ago, many said there was no point in letting AI chatbots pick stocks, and that you could only use them for research. Today, many firms and companies are handing portfolios over to AI agents amid a fast rise in AI… source ↗

• FMS Launches multiFiltratePRO System for U.S. Patients With Acute AKI finance.yahoo.com · 2026-10-23
  What the article says

  Fresenius Medical Care AG & Co. FMS recently announced the U.S. launch of its multiFiltratePRO System for critically ill patients with acute kidney injury (AKI). The launch follows the recent FDA clearance of the system and approval of Cienby (sodium citrate solution) and Calrezdy (calcium chloride solution) in… source ↗

• New Strong Buy Stocks for October 23rd finance.yahoo.com · 2026-10-23
  What the article says

  Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Universal Insurance Holdings UVE: This vertically integrated insurance holding company, which is principally engaged in the property and casualty insurance business, has seen the Zacks Consensus Estimate for its current year earnings increasing… source ↗

• Revvity Launches Signals LabGistics to Coordinate Scientific Workflows finance.yahoo.com · 2026-10-22
  What the article says

  Revvity, Inc. RVTY recently announced that its Revvity Signals Software business is launching Signals LabGistics, an AI-first solution designed to connect and orchestrate scientific workflows from early discovery through development and manufacturing. The offering aims to help pharmaceutical, biotechnology and… source ↗

• Intuitive Surgical (ISRG) Stock Faces A Q3 Earnings Valuation Reality Check finance.yahoo.com · 2026-10-22
  What the article says

  Intuitive Surgical stock came into Thursday with strong recent momentum, then slipped about 2% after the market had its first clean look at Q3 2026 numbers. The initial reaction focused on the headline gap between rich expectations and reality. The company delivered roughly US$3.0b in quarterly revenue and about… source ↗

• 2 Healthcare Stocks to Buy After Crushing Q3 Earnings Expectations: ELV & ISRG finance.yahoo.com · 2026-10-21
  What the article says

  Healthcare stocks Intuitive Surgical ISRG) and Elevance Health ELV) are worth considering after both companies delivered better-than-expected third-quarter results this week, highlighting encouraging growth across the medical instruments and services industries. With strong earnings momentum and favorable outlooks,… source ↗

What changed since last week

• Valuation moved from "priced in line with its group" to "relatively expensive".

• Risk flag cleared: earnings report coming up.

• The price rose 6.0% since the last summary.

• A new quarterly report was published (quarter ended Sep 30, 2026).