Quick Read – ISRG beat Q2 estimates for the fifth straight quarter, posting 19% revenue growth, yet shares still fell 11% after management cut full-year procedure growth guidance. – MDT fell just 11% and SYK dropped 4% YTD, making ISRG’s 37% decline a single-name reset with the…
dest analyst-implied upside in the peer group. – Management repurchased $379 million of ISRG stock at an average $439 in Q2, above current price, while sitting on $8.6 billion in cash. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Intuitive Surgical didn’t make the cut. Grab the names FREE today
Intuitive Surgical (NASDAQ:ISRG) trades at $356.83, while the average Wall Street price target sits at $484.40. That leaves roughly a 36% gap between current price and Street consensus. Intuitive builds the da Vinci robotic surgery platform and the Ion lung biopsy system, dominating soft tissue surgical robotics.
Wall Street has debated whether that moat holds amid tariffs, softer U.S. procedure growth, and da Vinci 5 margin questions. Bernstein, the most bullish analyst on the name, targets $685, implying almost 92% upside from here. The Selloff That Broke a Compounder ISRG has fallen 37% year to date, from $566.36 at the end of 2025 to today’s level.