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ISRG

Intuitive Surgical Inc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 378.81 Healthcare - Medical - DevicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 378.81
Buy <=wait / entry
USD 346.67
Trim >=take some off
USD 420.00
Thesis breakProcedure growth decelerating to single digits for two consecutive quarters comb...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q1 2026 revenue of $2.77 billion increased 23% with worldwide da Vinci and Ion procedures growing 17%
  • 431 da Vinci surgical systems placed (including 232 da Vinci 5) versus 367 prior year, with installed base reaching 11,395
  • Ion procedures grew 39% and Ion installed base grew 22% to 1,041 systems
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.