Intuitive Surgical Stock Is Up Over 400%. Here's Why It's Still a No-Brainer Buy.

Intuitive Surgical (NASDAQ: ISRG) makes the da Vinci surgical robot. It is simply a person successful the surgical robotics niche of the broader healthcare sector. The institution has been increasing rapidly, with its installed basal of robots expanding 12% successful 2025, to 11,106 systems. The installed basal grew to 11,395 successful the archetypal 4th of 2026.

Wall Street has rewarded the aesculapian instrumentality institution for its growth, with the banal up implicit 400% implicit the past decade. However, it goes done predominant and heavy drawdowns, which could beryllium an accidental for investors close now.

Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »

Intuitive Surgical is gathering a cash-flow instrumentality

The large communicative with Intuitive Surgical isn't really da Vinci robot sales. That conception of the concern lone accounts for astir 25% of the apical line. The large communicative is the merchantability of services, instruments, and accessories. Those are annuity-like gross streams that turn with each caller robot that gets installed. The flywheel present is precise powerful, fixed the beardown request for robotic surgery. In the archetypal 4th of 2026, determination were 12% much da Vinci systems successful place, but 17% much surgeries performed with da Vinci systems.

Investors are intelligibly alert of the semipermanent opportunity, fixed the stock's terms beforehand implicit the past decade. But, arsenic an assertive maturation stock, it goes done swings. Right now, the shares are experiencing a heavy drawdown, with the banal disconnected much than 30% from its all-time highs. That said, this is the 3rd drawdown of astatine slightest that magnitude since 2020. It has experienced 8 drawdowns of this magnitude since its IPO. Each clip it has recovered and gone connected to scope caller highs.

Notably, the mean price-to-earnings ratio implicit the past 5 years is astir 69x portion the existent P/E ratio is astir 49x. It is an costly banal and won't apt involvement worth investors. However, it is inexpensive comparative to its ain history. And each clip the banal has pulled backmost arsenic it has conscionable done, it has yet gone connected to caller highs. If you are an assertive maturation investor, it could inactive beryllium a no-brainer buying opportunity.

Intuitive Surgical isn't for the faint of bosom

To beryllium fair, the deepest drawdown successful Intuitive Surgical's past was a punishing 82%. So there's nary crushed this drawdown couldn't continue. However, that diminution was aboriginal successful the company's history. Its concern is acold much developed now, and it is generating beardown recurring gross from the merchantability of services, instruments, and accessories. Given the past here, much assertive investors whitethorn privation to hazard buying Intuitive Surgical, expecting that Wall Street volition again spot the semipermanent accidental successful the reliable currency travel instrumentality this highly focused and growth-oriented healthcare institution is building.