$ISRG

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

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

Recent theses

Prices as of Sep 11, 4:30 PM ET

$ISRGr/ValueInvestingStock Analysisbullish

u/Lanky_Tax_7003 · 8d 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 $369.15+0.7% since postedas of Sep 11, 4:30 PM ET

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1w+0.7%

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original post →

$ISRGr/ValueInvestingStock Analysisbullish

u/dat1976 · 47d ago4 prior · awaiting results

Need suggestion on buying US stocks

Intuitive Surgical has a powerful EPS engine driven by a massive installed base, razor-and-blade recurring instrument revenue model, high switching costs, and very high margins with a long international runway.

At post $356.83Now $369.15+3.5% since postedas of Sep 11, 4:30 PM ET

1d+1.4%

3d-1.1%

1w+5.2%

1m+3.8%

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$ISRGr/ValueInvestingIndustry/Sectorbullish

u/raytoei · 49d ago12 prior · awaiting results

Medical-Device Stocks Are in the Bargain Bin. 6 to Buy - Barron’s

Intuitive Surgical's stock decline is a buying opportunity despite slowing procedure growth guidance; the company grew earnings 24% and has 20%+ upside potential. Lower-cost product launches will defend its surgical-robot monopoly against new competition.

At post $356.83Now $369.15+3.5% since postedas of Sep 11, 4:30 PM ET

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3d+1.4%

1w-1.0%

1m+4.7%

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End of results.