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$ISRG

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (1y)
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Win rate (1y)
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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 10, 4:30 PM ET
$ISRGr/ValueInvestingStock Analysisbullish
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 $360.46-1.7% since postedas of Sep 10, 4:30 PM ET
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$ISRGr/ValueInvestingStock Analysisbullish
u/dat1976 · 46d 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.

Now $360.46as of Sep 10, 4:30 PM ET
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End of results.