Companies /Healthcare

Intuitive Surgical Inc

NASDAQ: ISRG Medical Instruments & Supplies
$442.49
▲ $5.62 (+1.29%) today
Markets open · 1:54pm ET

24/7 Wall St. View

Price Prediction $524.03 +18.4% Our analysts’ 12-month view: target, optimistic case, and floor. ISRG price prediction → Earnings Beat +13.6% EPS vs. the estimate, revenue, and how the market reacted. ISRG earnings history →

ISRG at a Glance

Valuation
Market cap
$154.3B
P/E ratio
52.8
Profitability
Revenue (TTM)
$11.6B
Profit margin
25.5%
EPS (TTM)
$8.27
Price
52-week range
$329 – $604
24/7 target
$524.03
Street target
$482.63
Earnings
Next report
Jan 20, 2027
Q3 2026 EPS
$3.00
vs. $2.64 est.
+13.6%

Headquartered in Sunnyvale, CA Fiscal year ends December NASDAQ: ISRG intuitive.com

About Intuitive Surgical

Intuitive Surgical is a global technology company specializing in minimally invasive care and the pioneer of robotic-assisted surgery. Its core products include the da Vinci surgical systems, which enable surgeons to perform complex procedures through tiny incisions using robotic-assisted technology, and the Ion endoluminal system for minimally invasive lung biopsy. The company operates across three revenue streams: instruments and accessories (consumable products used during procedures), systems (capital equipment placements including sales and operating leases), and services (maintenance, training, and support). As of September 30, 2026, Intuitive had an installed base of 12,094 da Vinci systems and 1,152 Ion systems worldwide, with customers performing over 10,000 procedures per day. The company has a joint venture with Shanghai Fosun Pharmaceutical in China and recently acquired distribution businesses in Italy, Spain, and Portugal to transition to a direct sales model. A significant portion of instruments and accessories are manufactured in Mexico, while endoscopes are primarily manufactured in Germany, exposing the company to tariff risks. The company also offers usage-based operating lease arrangements, enabling hospitals to pay based on procedure volume rather than upfront capital expenditures. Updated

Revenue by Segment · Q3 2026
  1. Instruments and Accessories59%
  2. Systems25%
  3. Services16%

Latest Activity

Jim Cramer
PodcastMad Money w/ Jim CramerJim Cramer · 44 min

Mad Money w/ Jim Cramer 11/2/26

  • Oil's drop pulled long rates down, lifting Amazon, Capital One, JP Morgan, Costco and Walmart on no company news
  • Non-tech growth is where the money went: medical devices like Medtronic and Intuitive Surgical, plus staples Pepsi and P&G
  • Apple's record September quarter beat on iPhone and Mac, but Cramer expects the stock lower short term on guidance
  • Oracle filed to raise $20 billion days after saying it would limit raises; Intel seen losing PC share to AMD

The call is that falling long rates are repricing everything outside tech right now rather than earnings, and Cramer says growth stocks away from semis are the clean way to play it. He is warning Apple holders that guidance will disappoint even after a record quarter, and he is openly annoyed at Oracle for raising capital immediately after promising restraint.

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ISRGIntuitive Surgical
Regular session
$434.73
-4.16%open $453.60

A 4.16% slide to $434.73 takes roughly $6.7 billion off a $153.6 billion market cap in a single session, a big daily swing for a megacap medtech name. Watch whether the $453.60 open gets recovered.

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ISRGIntuitive Surgical
Regular session
$428.93
+7.17%open $400.22

A 7.17% jump to $428.93 is a rare one-day move for a $151.5 billion medtech name, and it lands the session after the Q3 earnings filing hit EDGAR. Whether the robotic surgery leader holds this level is the next question.

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Biggest movers · On the open
Gainers
  • SMCISuper Micro Computer$36.81+13.4%
  • SPCXSpaceX$160.38+8.5%
  • DELLDell Technologies$498+7.9%
  • VRTVertiv$217.68+6.9%
  • BEBloom Energy$235.4+5.7%
Losers
  • NFLXNetflix$65.38-4.8%
  • TAT&T$22.31-4.7%
  • ISRGIntuitive Surgical$421.49-3.8%
  • MCOMoody's$461.46-2.9%
  • TMUST-Mobile$153.27-2.8%

Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.

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ISRGIntuitive Surgical
Q3 2026
EPS
$3.00
est $2.64+13.6%
Revenue
$3.05B
est $2.91B+4.9%

Hospital capital budgets are still opening: 546 da Vinci placements last quarter, up from 427, with surgeons running more than 10,000 procedures a day on Intuitive's systems. A $450 million litigation settlement charge pulled GAAP earnings to $1.49 a share, and management flagged tariff exposure on Mexico and Germany manufacturing as a material risk.

Quarterly EPS — reported vs estimate
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Jim Cramer
PodcastMad Money w/ Jim CramerJim Cramer · 44 min

Mad Money w/ Jim Cramer 10/5/26

  • Cramer flags a broken pattern: oil fell while the 30-year yield climbed to 5.66%, near 6%
  • Nasdaq's record close carried by Microsoft on Copilot, Meta's small-business ad shift, and Nvidia's all-time high
  • Saudis discounting crude $5 below the Oman/Dubai benchmark is market share defense, not a fading war premium
  • Caller questions on Intuitive Surgical as a broken stock, plus KLA, Domino's and SoFi

Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.

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ISRGIntuitive Surgical
Regular session
$406.18
+4.20%open $389.80

A 4.2% intraday run to $406.18 adds roughly $6 billion to a $145 billion medtech name that rarely moves this hard in a single session. Whether it holds into the close is the tell.

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ISRG Coverage

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Frequently Asked Questions

What does Intuitive Surgical do?

Intuitive Surgical is a global technology company specializing in minimally invasive care and the pioneer of robotic-assisted surgery.

What is the ISRG stock price target?

24/7 Wall St.'s 12-month price target for ISRG is $524.03, rated Buy. The Wall Street consensus target is $482.63. ISRG price prediction →