ISRG Intuitive Surgical Inc
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Medical Instruments & Supplies · Sunnyvale, CA · 17,021 employees · intuitive.com
Intuitive Surgical develops and manufactures robotic platforms that allow healthcare professionals to perform minimally invasive operations and diagnostic procedures. The company makes money through direct sales of its robotic systems, alongside recurring revenue from specialized instruments, system accessories, maintenance services, and clinical training.
Why it is on our list: Makes surgical robots and earns most of its revenue from the instruments and services each procedure uses.
Bull case
The business effectively turns its revenue into free cash flow after accounting for stock-based pay. It also stands to gain if artificial intelligence continues to integrate into robotics, which offers an operational tailwind by enhancing equipment capabilities.
- Trades at the 16th percentile of its own valuation history.
- The price assumes about +23% a year cash-flow growth; it delivered +56% a year over three years.
- Turns 22% of revenue into free cash after stock pay.
Bear case
The supplied measurements do not currently make a case against the business.
- Recent evidence on “AI is moving into robots and machines” works against it.
AI impact
Sells AI to its customers Tailwind
Intuitive Surgical sells robotic surgical systems that use artificial intelligence for surgical navigation, planning, and diagnostic procedures. This software makes its medical devices more capable and precise, while the company's reports do not show any artificial intelligence risks to the business.
Where AI helps it
- AI makes the machines and sensors it sells more capable (minor)
In the company's words
Our current operations, products, and services use AI technologies, including proprietary machine learning and AI algorithms and models.
Assessed by AI from the company's own annual report filed 3 Feb 2026 and quarterly report filed 21 Jul 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
ISRG is at the 16th percentile of its own valuation history. Depending on how far back you look, it ranges from the 16th to the 19th percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
This ladder rests on the company's own valuation history alone: there are too few comparable companies to cross-check it, so treat its zones as less certain.
What the price assumes
The measured price implies roughly +22.8% annual cash-flow growth, between +15.1% and +28.6% under other reasonable assumptions. Over the last three years it delivered +56.4% a year.
An estimate that depends on its assumptions, not a forecast.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.