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ISRG Robotics & Physical AI

Intuitive Surgical

Surgical robotics leader

Detail page

Intuitive is the dominant public surgical robotics franchise and belongs in any serious robotics basket.

Price $402.95
1D change -0.94%
Market cap $142.71B
Sector Healthcare

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ISRG
Price $402.95
1D Change -0.94%
Market Cap $142.71B
Enterprise Value $138.32B
Trailing P/E 49.0
Forward P/E 34.2
PEG Ratio 2.13x
Price / Sales 13.5
EV / Revenue 13.1
Revenue Growth 23.0%
Earnings Growth 18.8%
Gross Margin 66.3%
Operating Margin 30.9%
Net Margin 28.2%
ROE 17.2%
Free Cash Flow $2.25B
FCF Margin 21.3%
Debt / Equity —
Current Ratio 4.61x
Dividend Yield —
Next Earnings Jul 16, 2026
Quarterly Revenue $2.77B
Revenue QoQ -3.3%
Quarterly Net Income $821.5M
Net Income QoQ +3.4%

ISRG thesis lens

Surgical robotics leader

Why it could benefit

  • Intuitive is the dominant public surgical robotics franchise and belongs in any serious robotics basket.
  • Its installed base, procedure growth, and recurring instruments model create a stronger moat than most robotics names.
  • This adds a high-quality medical robotics angle that is less tied to data-center spending or industrial cycles.

Moat / edge

  • Large installed base and deep surgeon training ecosystem.
  • Recurring revenue from instruments, accessories, and service.
  • Years of lead time and brand strength in robotic-assisted surgery.

What to watch

  • Procedure growth and system placements.
  • Adoption of newer da Vinci platforms and adjacent products.
  • Gross-margin resilience as the business scales.

Key risks

  • Premium valuation can leave less room for execution misses.
  • Hospital capital-spending cycles still matter.