u/Lanky_Tax_7003

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d000———
1w111100%+0.7%+0.7%
1m111100%+6.9%+6.9%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$ISRGr/ValueInvestingStock Analysisbullish
u/Lanky_Tax_7003 · 52d agono track record yet

Isrg stock

ISRG is trading at a compressed 35x forward multiple after falling one-third from January highs, despite still-strong high-teens procedure growth, 86% recurring revenue, and an enduring moat from surgeon training and installed base. The market appears to have priced in competitive losses from Hugo and Ottava that have not materialized in the actual numbers, creating a potential value entry.

At post $366.70Now $452.29+23.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d—
1w+0.7%
1m+6.9%
3m—
6m—
1y—
original post →

End of results.