u/Lanky_Tax_7003 · 7d agono track record yet
Isrg stock
Intuitive Surgical has compressed from 60x to mid-30s valuation despite stable high-teens placement and procedure growth, 86% recurring revenue, and an entrenched moat. The market appears to have priced in competitive share losses from Hugo and Ottava that haven't materialized in the numbers, offering a value opportunity.
At post $366.70Now $360.46-1.7% since postedas of Sep 10, 4:30 PM ET