Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$130.4B
353M shares
52-week range
$328.57 – $603.88
17% from low
Sector
ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES
Exchange
NASDAQ
CS
P/S (TTM)
12.2
EV / FCF (TTM)
40.8
Intuitive develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed more than 11,000 da Vinci systems in hospitals worldwide, with more than 6,600 installations in the US and a growing number in emerging markets.
www.intuitive.comNo one on the platform currently holds ISRG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 139,402 | $64.3M |
| Bridgewater Associatesas of 2026-03-31 | 17,294 | $8.0M |
| Execution date | Ratio |
|---|---|
| 2021-10-05 | 3-for-1 |
| 2017-10-06 | 3-for-1 |
| 2003-07-01 | 1-for-2reverse |
No one on the platform has traded ISRG yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 17.3% | 15.3% | 27.1% | — | — | — |
| Rev. Growth % | 20.5% | 18.2% | ||||
| Profit Margin % | 28.4% | 26.5% | 26.6% | |||
| Free Cash Flow Margin % | 24.7% | 19.3% | 24.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.7% on the P/E track.
At today's price, your expected annual return is +9.4% on the P/E track.
At today's price, your expected annual return is +14.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $11.8B | +18.2% | $10.80 | $10.44–$10.95 | 34.7× | 17 |
| 2027 | $13.3B | +12.9% | $12.08 | $11.82–$12.67 | 31.0× | 17 |
| 2028 | $15.0B | +13.2% | $13.60 | $12.02–$15.01 | 27.5× | 8 |
| 2029 | $16.8B | +12.0% | $15.60 | $14.82–$16.42 | 24.0× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-16 | $2.48 | $2.80 | +12.9% |
| 2026-04-21 | $2.51 | $2.80 | +11.6% |
| 2026-01-22 | $2.27 | $2.53 | +11.5% |
| 2025-10-21 | $1.99 | $2.40 | +20.6% |
| 2025-07-22 | $1.93 | $2.19 | +13.5% |
| 2025-04-22 | $1.74 | $1.81 | +4.0% |
| 2025-01-23 | $1.76 | $2.21 | +25.6% |
| 2024-10-17 | $1.63 |
| $1.84 |
| +12.9% |
| $10.6B |
| — |
| EMBCEmbecta Corp. | $5.24 | +6.07% | $311M | — |
| HOLXHologic, Inc. | $76.01 | +0.00% | $17.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ISRG expanded its da Vinci SP portfolio with CE-mark approval for transvaginal gynecologic procedures in Europe. https://www.rapidticker.com/news/isrg-intuitive-announces-expanded-indication-for-212739
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$QQQ Big pivot to beaten down value names ahead. Quality compounders trading at deep discounts like $ISRG $ZTS $NFLX $ROL and the like.
View on StockTwits ↗$ZTS Big rotation into beaten down value names ahead. The likes of this and $ISRG $NFLX $ROL
View on StockTwits ↗
$ISRG Medtronic is challenging Intuitive Surgical (ISRG) by seeking expanded U.S. regulatory approvals for its Hugo robotic surgery system in general and gynecologic procedures.The Hugo Robotic SystemCurrent status: The U.S. Food and Drug Administration cleared Hugo for urologic procedures.Next steps: Medtronic is requesting clearance for more common soft-tissue operations like hernia repair.Goal: Medtronic wants to take market share from Intuitive Surgical's dominant da Vinci system.
View on StockTwits ↗$ISRG I have been in the OR for 15 years. I use the XI twice a week. I have never seen a medtronic robot……
View on StockTwits ↗$ISRG decelerating US growth per CEO; GLP use cutting into surgical procedure volume; Medtronic aggressively coming after ISRG's market share; tariff risk; P/E premium to competitors increasingly unwarranted what's not to love?
View on StockTwits ↗
$ISRG potential for double top to have bottomed out down here.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.