Intuitive Surgical Has +35% Upside: A Compelling Buy Story Before July 16

Quick Read

• ISRG has beaten net 4 consecutive quarters and trades 27% beneath its $560 target, implying 35% upside up of its July 16 report.

• ISRG's 11,395-system installed basal and 25% operating income maturation enactment it successful a antithetic competitory tier than MDT's Hugo platform.

• Polymarket assigns 97% likelihood Q2 da Vinci process maturation lands in-guidance, and Q3 2025 net triggered a 14% single-session gain.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Intuitive Surgical didn't marque the cut. Grab the names FREE today.

Intuitive Surgical (NASDAQ:ISRG) looks compelling up of its July 16 net report, and the setup seldom gets this cleanable for a class person trading good beneath just value. Shares beryllium astatine $413.58, down 26.71% YTD, portion the 247 base-case people of $559.79 implies 35.35% upside. Wall Street sits higher inactive astatine $563.35, with 22 bargain ratings against 2 sell.

Three Reasons the Decision Is Easy

Operating momentum is accelerating: Q1 2026 delivered non-GAAP EPS of $2.50 versus a $2.11 statement (an 18.66% beat) connected gross of $2.77 billion, up 23% twelvemonth implicit year. That is the 4th consecutive beat, pursuing surprises of 13.22%, 20.65%, and 11.95%. Operating income jumped 47.95%. Da Vinci procedures grew ~16% and Ion procedures grew ~39%.

The moat is measurable: The installed basal sits astatine 11,395 da Vinci systems and 1,041 Ion systems, generating $1.69 cardinal successful Q1 instruments and accessories revenue. That is the recurring razor-and-blade annuity status portfolios want, connected a concern that crossed $10 cardinal successful full-year gross for the archetypal clip successful FY2025.

Capital instrumentality with a fortress equilibrium sheet: ISRG holds $7.98 cardinal successful currency (up 210% YoY) and repurchased 2.3 cardinal shares for $1.1 cardinal successful Q1 alone.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Intuitive Surgical didn't marque the cut. Grab the names FREE today.

Better Than the Obvious Alternative

Medtronic (NYSE:MDT) is the sanction investors scope for erstwhile they privation robotic-surgery vulnerability with a dividend. ISRG wins the head-to-head decisively. Medtronic's Hugo level has constricted traction against ISRG's 11,395-system installed base, and ISRG's 23% gross maturation operates successful a antithetic tier than MDT's mature medtech mix. For a status relationship that wants compounding, ISRG's FY2025 operating income maturation of 25.4% settles it.

The Catalyst Is Days Away

Polymarket assigns a 97% combined probability that Q2 da Vinci process maturation prints betwixt 12.5% and 17.5%, sitting wrong management's 13.5% to 15.5% full-year guide. Composite sentiment reads 68.39, bullish. Q3 2025's net time produced a 13.89% single-session summation aft a 20.65% surprise. History has favored shares heading into the report.

ISRG shares look well-positioned heading into the July 16 report.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Intuitive Surgical didn't marque the cut. Grab the names FREE today.

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