Intuitive Surgical Inc.
ISRGNASDAQAlpha Score of 37 reflects weak overall profile with poor value, strong quality. Based on 2 of 4 signals – score is capped at 75 until remaining data ingests.
Intuitive Surgical Maintains Strong Growth Metrics Amidst High Valuation Multiples
Apr 15, 2026Intuitive Surgical (ISRG) continues to exhibit robust operational performance, evidenced by a 20.5% year-over-year revenue growth rate and a 22.8% increase in earnings per share. These figures underscore the company's strong market position within the healthcare sector, supported by a healthy 28.4% net margin. Despite these solid fundamentals, the stock currently trades at a P/E ratio of 204.92, reflecting a significant premium that is corroborated by a value sub-score of 0 within the Alpha Score framework. The stock is currently trading within its 52-week range of $429.59 to $592.85, supported by a quality sub-score of 79.8, which highlights the underlying strength of the business model. While momentum remains moderate at 36.4, the overall Alpha Score of 34.8 suggests that market participants are balancing the company's high growth trajectory against its elevated valuation. Investors should continue to monitor how the company manages its high earnings multiple relative to sustained expansion in its core robotic surgery business throughout the remainder of the quarter.
Intuitive Surgical Completes Acquisition of European Distribution Business from ab medica and Affiliates
On March 2, 2026, Intuitive Surgical, Inc. filed an 8-K to announce the formal completion of its acquisition of the da Vinci and Ion distribution business previously operated by ab medica, Abex, Excelencia Robótica, and their respective affiliates. The transaction, which closed on March 1, 2026, marks a strategic shift for the company in its European operations. By acquiring these distribution channels, Intuitive Surgical transitions from a third-party distribution model to a direct-to-market approach for its robotic-assisted surgical systems in the affected regions. The filing serves as a formal notification of this material event under Item 8.01 of Form 8-K. The company provided a press release as an exhibit to the filing, which details the scope of the acquisition. No financial terms of the transaction were disclosed in the filing. The company's Chief Financial Officer, Jamie E. Samath, signed the report on behalf of the registrant.
- ›Completed acquisition of da Vinci and Ion distribution business from ab medica and affiliates.
- ›Effective date of the acquisition was March 1, 2026.
- ›Transition to direct distribution model for robotic surgical systems in relevant European markets.
| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Mar 10, 26 | Curet Myriam | EVP & Chief Medical Officer | SELL | 105 | $52K |
| Mar 9, 26 | Brosius Mark | SVP & Chief Mfg and Supply Cha | SELL | 645 | $313K |
| Mar 6, 26 | Brosius Mark | SVP & Chief Mfg and Supply Cha | SELL | 648 | $318K |
| Mar 5, 26 | Brosius Mark | SVP & Chief Mfg and Supply Cha | SELL | 648 | $321K |
| Mar 4, 26 | Brosius Mark | SVP & Chief Mfg and Supply Cha | SELL | 2.4K | $1.2M |
| Mar 3, 26 | Curet Myriam | EVP & Chief Medical Officer | SELL | 4.7K | $2.3M |
| Mar 3, 26 | Brosius Mark | SVP & Chief Mfg and Supply Cha | SELL | 648 | $316K |
| Mar 3, 26 | Widman Fredrik | VP Corporate Controller | SELL | 118 | $57K |
| Mar 2, 26 | Curet Myriam | EVP & Chief Medical Officer | SELL | 125 | $62K |
| Feb 27, 26 | Widman Fredrik | VP Corporate Controller | SELL | 249 | $124K |
| Fund | Shares Held | Position Value | Action (latest Q) |
|---|---|---|---|
| Citadel Ken Griffin | 2.05M | $1.16B | NEW |
| D.E. Shaw David Shaw | 1.31M | $740.81M | NEW |
| Coatue Management Philippe Laffont | 807K | $457.19M | NEW |
| Point72 Steve Cohen | 645K | $365.48M | NEW |
| Marshall Wace | 280K | $158.31M | NEW |
| Renaissance Technologies Jim Simons (founder) | 153K | $86.56M | NEW |
| ARK Invest Cathie Wood | 69K | $31.80M | +41% |
| Blackstone | 5K | $2.77M | NEW |
| Politician | Date | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros D-CA | 2026-01-30 | purchase | $1k – $15k |
| Gilbert Cisneros D-CA | 2025-11-18 | purchase | $1k – $15k |
| Lisa McClain R-MI | 2025-07-16 | sale | $1k – $15k |
| Jefferson Shreve R-IN | 2025-05-08 | purchase | $15k – $50k |
| Lisa McClain R-MI | 2024-12-11 | purchase | $1k – $15k |
| Greg Landsman D-OH | 2024-07-17 | sale | $1k – $15k |
| Greg Landsman D-OH | 2024-07-17 | sale | $15k – $50k |
| Josh Gottheimer D-NJ | 2024-06-25 | purchase | $1k – $15k |
Intuitive Surgical, Inc. is a global technology leader in minimally invasive care, specializing in robotic-assisted surgical systems. The company develops and provides advanced da Vinci surgical platforms that enable physicians to perform complex procedures with enhanced precision, control, and visualization, supporting specialties such as urology, gynecology, general surgery, colorectal, thoracic, cardiac, bariatric, head and neck. Its offerings extend to digital solutions, bronchoscopy systems, and data analytics tools that optimize care delivery, improve outcomes, enhance care team and patient experiences, and promote lower costs and broader access. Intuitive Surgical, Inc. collaborates closely with healthcare professionals worldwide to advance less invasive treatments across various procedures. Founded in 1995 and headquartered in Sunnyvale, California, the company plays a pivotal role in transforming surgical practices through innovative technology that prioritizes patient safety, product reliability, and expanded care accessibility.
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