ISRG

MathematicianThin240

Whats up with ISRG?

OptimalInflation

ISRG

OptionsHuduga

ISRG? hmmmmm??

Successful_Rabbit907

VOO - 50% VXUS - 25% ISRG - 10% NVDA - 5% USAR - 5% CEG - 5% I'm 24 studying mechanical engineering & I want to start investing long term. How much should I put in roth ira vs taxable accounts? Any advice on the port is welcome I'm going for a basic core-satellite structure.

OptionsHuduga

Anyone here been bagholding ISRG? Think this is the quarter they finally turn it around and the stock starts an upward trend?

visionarymind

ISRG for starters, tho the move is already underway

Reasonable-Load3326

Yes, ISRG, NOW, Lam Research, and GEV are among stocks I own that could be expensive but I don't care. If they go down I'll happily buy more of any of those 4 companies. Mixing in low beta stocks can help if your worried about volitility.

SpecialGrapefruit208

ISRG

MostlyNothingInvests

For me personally, I like to keep my high conviction bets between 4-7%, mid like 2-5, small like 1-3. I also work in the tech space, I have really high conviction on sk and mu over the next 3 years (think conservatively 20%+ cagr for next 3 years), as well as anet. No thoughts on APLD or Oracle, I think oracle is running a lot more deb than I personally like, but I also haven't researched them enough. If I was buying tomorrow, the following are all at good valutaions: ISRG, MELI, MU, SKHY, ANET, MCO/SPGI, NFLX

MostlyNothingInvests

I think you need a tad more diversification. Sure, you have multiple ticker names, but let's be real, a large percentage of the movement is going to mirror one another. I would recommend diversifying into non tech names, see what has a strong cagr over the next 5 years. Top of list names are: \- ISRG: basically the Costco setup in scrubs \- MCO/SPGI: ratings tollbooths and a recurring analytics/data businesses \- NFLX: needs no explanation, people aren't going to stop watching shows, sticky business Just my two cents

BerryExpress

goddammit i really want to pull the trigger on ISRG while its below 400 holy shit

Lopsided_Process5141

Can I get one more $8-$9 run day on ISRG ?

OptimalInflation

Let's see. What would AAPL, MSFT, AMZN, WFC, ISRG, V, NFLX have gained if that were my portfolio? Because if I were to have picked individual stocks way back in 2016, these would have been the likely names.

dvdmovie1

"People sell stock for a dozen reasons, but they generally buy it for one." Jeff Green bought $150M of TTD around $24 in March. It got down to the $12's and is now $14. "What actually happened to BSX this year? " What happened to a lot of medtech. It's been a lousy year for a lot of names - look at ISRG, GEHC, etc. BSX cut guidance twice already this year, you've had rising competition and other issues. A lot of these names were also not exactly cheap to begin with and the series of concerns caused a considerable re-rating lower. IMHO, selectively buying a little of this sort of thing is certainly fine, but the problem IMO becomes people pile into stuff like this that's down a lot and then it doesn't turn around right away while all the stuff that is popular continues to be popular and they quickly lose patience. There was someone recently who has piled into NKE because "well, it's Nike and it's got to turn around right?" "NKE can't go below 40" becomes "NKE can't go below 35." Meanwhile, they're not looking at the fact that much of the industry is struggling, which doesn't exactly help matters.

_Mikak

ISRG long anybody?

tired_ani

Decided to trim my trio of FTNT, PANW and CRWD 1/3rd each and start a position in SYK. Tempted to sell of out ISRG (starter position only) and put the proceeds in SYK too. Add to SNPS, BN, SPGI.

No_Current3675

i bought NXPI RMBS SYK ISRG WM

Hour_Wall_5633

Nvda , Goog , nbis , ISRG , oust

Ry-Ry44

Took some off the table. Bought some ISRG stock with the rest. Seems beaten down for such a large moat. Thank you sir

Lopsided_Process5141

Are my November ISRG calls safe?

Lunarisation

P&G, McDonald’s, Unilever, BSX, ISRG

wayfarer8888

Entered ISRG at $400. It's clearly a buy now but not the new Apple or Google of robotics.

Only-Professor7360

ISRG

patticus88

ISRG, COST, JPM. You won’t go wrong with those three holding long.

MitchCurry

I disagree on the momentum loss argument. Utilization is still climbing at the same rate it was a year ago and recurring revenue is 85% of the total and growing 19%, instruments & accessories revenue per procedure rose in Q2, FCF is up 75% YTD y/y. They placed 468 systems in Q2 (18% growth y/y) with 53% of those placements being the next-gen dV5 system (which has accelerating placement growth) along with meaningful margin improvements. ISRG has close to 12,000 da Vinci's deployed. Seems like a lot until you realize a hospital with enough beds and surgeries to financially justify having a da Vinci is close to 25,000 worldwide and many hospitals that have a robot are extremely willing to upgrade to next-gen versions. ISRG is in the early innings of their European, Asian (ex. Japan) LatAm, and Middle East expansion. They only just signed a direct distribution deal in Italy, Spain, and Portugal.

CanYouPleaseChill

ISRG will likely see a lot more multiple compression.

tired_ani

I am buying BSX , HONA again. ISRG if it falls more.

MitchCurry

I can't bring myself to sell PRCT but I want to be put out of my misery. I wish ISRG would just buy them up. Feels like the AquaBeam and HYDROS robotic systems would fit so well in ISRG's house and they could actually succeed where PRCT is failing (making the razor-and-blade model actually work).

rcmtt

This week: SPGI DAVE ISRG

kokachimoola

Please review my portfolio 📊 My Current Investment Portfolio Amphenol (APH) 5 shares Buy in at €148.52/share Intuitive Surgical (ISRG) 1 share Buy in at €349.95 Siemens Energy (ENR) 2 shares Buy in at €163.54 SpaceX 2 shares Buy in at €94.60 NVIDIA (NVDA) 1 share Buy in at €175.52 Marvell Technology (MRVL) 1 share Buy in at €167.18 Palantir (PLTR) 1 share Buy in at €108.44 Below are for long term investments, (Set and forget) Vanguard FTSE All-World (Acc) - monthly 300 Euros Xtrackers MSCI World Small Cap (Acc) - Monthly 100 Euros

CosmosMasterMan

I think ISRG just had their big pullback, long term forecast is bullish.

TreGet234

ISRG

CosmosMasterMan

Yeah for Pharma/Medtech I run ISRG, DSNKY and LLY, with a small bet on CNTX because of valuable IP.

CosmosMasterMan

Gotcha, yeah they're an incredible company, the future is bright. I had a target weight of 4% for my entire portfolio but they're up to like 6% at the moment so causing some drag but not a ton. I structured my brokerage to have multiple bets within each sector, so while ISRG goes down DSNKY goes up, etc

CosmosMasterMan

ISRG is starting to recover, hooray for Dr. Clanker :')

East_Pool1603

PRCT growing faster at this stage but ISRG had whole robotic surgery market to itself basically, now there is lot more competition for urology robots

Krusty_Double_Deluxe

META has no value to extract anymore, you should be thinking about investing in a tech company with a tangible product. ISRG is incredibly undervalued right now, and the surgical robotics space is likely to explode in the next few years

care_dont

Why do you just constrain yourself to forward PE in isolation. First test what revenue growth assumption does it undergo. Then assess if this growth is viable. Then assess their marketcap + addressable marketcap. Test what part of addressable marketcap will be taken by NVDIA at this YoY growth. Test against peers share. Then confirm that this split makes sense. Finally if you are feeling brave, assess what would happen if growth were to stall or to slowdown. Take a look at ISRG as an example. Its revenue and FCF is growing annually, while stock price is dropping. Why? Because growth within its market is slowing down and competition enters.

grumpyterrier

ISRG

xclord

Moment of silence for ISRG over the past 6 months.

Reasonable-Load3326

I own a few stocks that roughly fit this description. BSX, ISRG, NOW, & ORCL I've purchased all at recent lows after major dips and still hold. Adobe is another one I bought just under 200/share but have since taken profit.

trenusingtreebeard

Goog, ISRG, MElI

urfaselol

I bought ISRG

Spac55

Can $WDAY $ISRG $IBM make revenue like $MU $42 Billion per quarter?

CD274

ISRG. Surgical robotics

MitchCurry

Just added to QXO (7% more shares), PRCT (13%), ISRG (6%), and NTDOY (13%). Nintendo is now my 2nd largest position (trailing MELI) by total cost basis (ex. ETFs which are \~1/2 of my total cost basis overall). My bull case on Nintendo: * Memory costs are cyclical and the JPY 100B FY27 guidance headwind from memory is transient * NTDOY guidance is legendarily conversative (some may even say outright sandbagging) * IP monetization is early (just 3% or total revenue) and will be a huge driver over the next decade * Install base of 100MM annual playing users drivers huge revenue regardless of future hardware sales * $14.3B is cash with zero debt. They can weather cyclical downturns, fund acquisitions, accelerate IP development, or just increase dividends Plenty can go wrong. I'm betting over the next 10+ years, they go right.

Good_Ride_2508

SNPS , CDNS and ISRG hit the lowest last Friday , they are rebounding now .

visionarymind

Hah, ISRG🪦ER already happened for me, too slow

visionarymind

…if I didn’t lose everything with ISRG🪦, I’d probably be out today instead of watching this boring AF final

Ok-Entrepreneur-8195

ISRG calls might save me this week

visionarymind

Unless you YOLO’d ISRG 😎 Now I’ve nothing to look forward to @ all

Spac55

$ISRG look last 6 quarters earnings, this earnings and revenue still all time high. AI-Algo swing stocks and index $SPY $QQQ big up and down, media feed some scam news, then Algo move big to stocks & index nowadays. https://preview.redd.it/qa9gnu5lnvdh1.png?width=755&format=png&auto=webp&s=aa3c7f47bd747a5a0fc673a344aa2870dc90ec0f

Paceys_Ghost

ISRG is the only one that I like, or have ever invested in for medical robotics. I don't get into med stuff too often. I own LLY and had a position in EW years ago. The moat for ISRG is what I've always found attractive. Surgical residents train on the equipment. Switching over once your an attending is time that they don't want to spend when they're already familiar with existing infrastructure. As others have discussed in this thread there is a premium to be paid for this stock. I think the moat is secure and the premium is still worth paying for now. The big pile of cash ISRG has also doesn't hurt.

Blue7810

What is your opinion on BSX? I was considering it as an alternative to ISRG, then decided that the company has less potential long-term growth as well as weaker financials.

Spac55

$ISRG Earning not bad. Look trend last 5-6 years, time to load it at red days. As baby boomers get old, more health care needs for robotics surgery. https://preview.redd.it/7e0v70kj2vdh1.png?width=1676&format=png&auto=webp&s=bf8ba0153eca29c3a9e31e4a466deae9954e3c7c

Spac55

More AI use in Robotic surgery, good for $ISRG $UNH $ISRG too many baby boomers spending big at old days, no one going China for health safety and treatment. $ISRG earnings not bad. $MU $SNDK $STX recover with $SOXX

Spac55

$UNH $ISRG too many baby boomers spending big at old days

Spac55

$ISRG no one going China for Robotic surgery

SummitSloth

ISRG leaps IV is 38%. Loaded up

_hiddenscout

Yeah, I was going back and forth with AMKR and ISRG this morning. Still hoping for ISRG to sell off a bit more, but just like the fundamentals a bit more on AMKR. I'm there with you though!

Temporary-Thanks8279

Been watching this one for a bit. Going 50/50 on this and ISRG. 350 was my target price 

MitchCurry

I added more today as well. I'm not in the medical field but my spouse is and regularly uses a da Vinci. As you mentioned and she says, hospitals won't change once they have one in the door. Too much capex re-training physicians. ISRG is one of the best razor-and-blade companies out there.

elgrandorado

Only real argument towards long term tailwinds is Chinese competition but that still gives them ROTW growth to play for, where what really matters is physician training and lock in. Exciting times and I bought more ISRG today. I worked in Medical Robotics, and it was always shocking to me how much untapped growth there is in this space. ISRG is one of those firms where the terminal growth rate is usually understated and it affects how people model the company.

MitchCurry

Meh, disagree. Bariatric surgeries are a small slice of ISRG's procedure mix. GLP-1s have essentially no impact on prostatectomy, hysterectomy, colorectal resection, hernia repair, oncology procedures, etc. etc. and those are the real volume drivers. I'd like to see someone Ozempic their way out of prostate cancer or a uterine fibroid.

MitchCurry

The saturation argument has been made since 2015 and continues to ignore actual data. A market approaching saturation 468 systems placed (18% growth y/y) with 53% of those placements being the next-gen dV5 system (which has accelerating placement growth) along with meaningful margin improvements. ISRG has close to 12,000 da Vinci's deployed. Seems like a lot until you realize a hospital with enough beds and surgeries to financially justify having a da Vinci is close to 25,000 worldwide. ISRG is in the early innings of their European, Asian (ex. Japan) LatAm, and Middle East expansion. They only just signed a direct distribution deal in Italy, Spain, and Portugal. And that doesn't even touch on Ion system and procedure growth and the optionality both systems have as their tech gets better and expands into other surgery types. If you want to argue against ISRG, stick with the overvalued argument. Heck, you could even throw in tariff exposure and potential hospital capex pullbacks when the next recession finally arrives but those are short-term obstacles. Arguing saturation just makes it feel like you don't actually have any knowledge of ISRG outside of their valuation.

urfaselol

ISRG getting absolutely wrecked. I think investors are seeing that it's very overvalued and their market is heading towards saturation

SummitSloth

ISRG calls are sexy

NoMorning5015

ISRG starting to look reasonable

visionarymind

Welp, headed to WEN👩‍🦰 to supplement these ISRG🪦 losses

OptionsHuduga

Yeah? How did that work out for ASML, TSM, Netflix and ISRG so far? They all tanked before earnings and tanked more after

fLukeozade

Invested 25% of my newer portfolio of it in 2006 and haven't sold a share to date. Latest sentiment also driven by potential condition from Medtronic, plus reports of robotic surgery from bipedal robots. $ISRG still has a curve 10 year lead in most fields of this highly regulated industry, plus a strong moat around trained surgeons. Valuation will do whatever it does, company fundamentals are going in the right direction, and that's what I'm tracking.

MarthaJulietta

Definitely finding some stuff I want to get into. NFLX is looking kinda juicy after solid earnings and a big dip. ISRG still very expensive but just cool as fuck. I dont know if I want to even sell a OOTM put on this but its definitely something to watch. If it flounders down to around 300 maybe.

mrmrmrj

The stock is down because some hospital companies have commented in their earnings that procedures are below expectations. If you like ISRG, look at PRCT. It is like ISRG 20 years ago.

vermilli21

Careful, people over in r/Valueinvesting are bullish on ORCL IBM ISRG NFLX [https://www.reddit.com/r/ValueInvesting/comments/1uyl1m7/blue\_chip\_stocks\_on\_sale\_right\_now/](https://www.reddit.com/r/ValueInvesting/comments/1uyl1m7/blue_chip_stocks_on_sale_right_now/)

C2theC

I owned a large number of shares of this ticker years (a decade?) ago, and I have to say that I am so glad I dumped everything and bought AAPL. I say this as people looking to buy ISRG should buy AAPL instead, even today.

visionarymind

Phew, just finished a 16 hour shift, exhausted 🥵 But good thing I put my entire IRA into ISRG @ $401.50 before close, I’m definitely rich now because they’ll beat their ER tomorrow 😁🤑

Annabellpeaksxx

Why did ISRG shut the bed, they had better than estimated earnings and good outlook for year…? Analyst estimates like 100 above where it’s trading. Nuts

TheSeeker331

Wow. $ISRG with a $50 drop on beat and raise lmao. Had a call and almost bought a put to hedge but decided against it last minute. Smh.

geckill

ISRG wtf are you doing down there??

Existential_Entropy

Decided to be unique and not play NFLX like everyone else, so I bought ISRG calls. 🤡 Jokes on me, turns out they're both just ways to destroy money

OptionsHuduga

ISRG - great earnings. Files bankruptcy and about to be delisted.

Curious_Proof_5882

ISRG just keeps getting hammered. Guess I’m a community member now

_hiddenscout

**Intuitive (Nasdaq: ISRG)** reported second quarter 2026 revenue of **$2.89 billion**, up **19%** from $2.44 billion a year earlier, driven by approximately **16%** growth in combined da Vinci and Ion procedures and higher system leasing revenue. GAAP net income attributable to Intuitive was **$818 million** or **$2.29** per diluted share, while non-GAAP net income was **$1.00 billion** or **$2.80** per diluted share, both including a **$28 million** net tariff refund benefit. Intuitive placed **468** da Vinci systems and **55** Ion systems, expanding the da Vinci installed base to **11,710** and Ion to **1,096**. Cash, cash equivalents, and investments rose to **$8.63 billion**. For full-year 2026, the company projects worldwide da Vinci procedure growth of **13.5%–15.5%**, non-GAAP gross margin of **68%–69%** of revenue, and non-GAAP operating expense growth of **11%–13%**.

vermilli21

I almost bought calls on ISRG. Thank god I didn’t 💀💀💀💀

Xzlk

ISRG pretty good numbers. Send it to hell

Status-Net2947

ISRG wow

LateNightTemptations

Anyone playing ISRG? This thing is a big mover on earnings. Got a call.

HelpILiveInPennridge

ISRG to the moon.

jcpopm

Well that's kind of the issue right? The whole software thing. Don't get me wrong, I think the risk / reward is pretty good at this price but it's not like I'm gonna full port into a falling knife. That's what I have NFLX for. And MSFT. And ISRG. And and and and

SteinyBoy

ISRG buy the dip?

breadlover96

Jesus Christ, ISRG. You're equipment is supposed to save lives not make your stock bleed to death.

Xzlk

ISRG fucking stop

elgrandorado

ISRG looking very interesting at these levels. I might have to take profits to DUOL to double down on them.

breadlover96

ISRG the money printer when they’re not doing recalls

advan24r

QCOM and DIS, was too boring after owning it for almost 11 years barely did anything. ISRG, yet another boring stock. MELI, needs more volatility. Alot of opportunity cost else where, would rather now just throw it into dividend income funds if i knew these companies were this boring....

conrad_or_benjamin

Robotics. Next phase of ai is automation. SYM, SERV, PDYN, TER, ISRG, AVAV

RicoSuave1962

I’ve been posting that right now it’s IBM and ISRG going into their earnings. Looking for IBM to reach ATH and ISRG to top $500/share

Whattheyeballsdid

Rotation, quality growth was all up big. V MA ISRG SPGI RACE and suchlike

Status-Net2947

Pls tell me if my port is good: AMD, ORCL, META, MSFT, ANET, ISRG, SPCX, GOOG, AMZN, AVGO, PLTR

HelpILiveInPennridge

Robotics. SERV, KDK, ISRG. Might as well hold these bags.