Nama Insights

Intuitive Surgical (ISRG)

Healthcare · Medical Instruments Supplies · NASDAQ

S&P 500Nasdaq-100
Intuitive Surgical (ISRG) is a Healthcare company in the Medical Instruments Supplies industry. It has a market capitalization of $159.96B, a trailing price-to-earnings ratio of 41.8 and a free-cash-flow yield of 1.5%. Over the most recent reported fiscal year, revenue grew 20.5% and free cash flow per share grew 90.7%. Nama's AI scorecard rates it Strong Buy, 8.9 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Strong Buy · 8.9/10
The top band of the Fundamental Verdict (8.6–10). As of Nov 7, 2026.
Momentum
Trailing · -24.3% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-26.5%
How far the last close sits under the highest price of the past five years.
Market cap$159.96B
Trailing P/E41.8
Price / book10.0
Price / sales13.8
FCF yield1.5%
Dividend yield—
Gross margin67.2%
Operating margin32.2%
Net margin25.5%
Revenue growth (YoY)+20.5%
Revenue growth (3-yr annual)+17.4%
EPS growth (YoY)+21.8%
FCF/share growth (YoY)+90.7%
Beta1.5
ExchangeNASDAQ
SectorHealthcare
IndustryMedical Instruments Supplies

ISRG earnings

Next report: Jan 21, 2027 (Q4 2026, EPS estimate $2.95). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 20, 2026 $3.00 $2.64 +13.6% $3.05B
Q2 2026 Jul 16, 2026 $2.80 $2.50 +12.0% $2.89B
Q1 2026 Apr 21, 2026 $2.50 $2.11 +18.5% $2.77B
Q4 2025 Jan 22, 2026 $2.53 $2.27 +11.4% $2.87B

ISRG analyst price target

Median target $488.00 from 30 analysts, ranging $324.00 – $685.00.

Medical Instruments Supplies peers

TickerCompanyMarket capP/E
BDX Becton, Dickinson $57.71B 16.1
MDLN Medline $52.17B 25.1
ALC Alcon $36.23B 23.0
RMD ResMed $33.10B 20.4
WST West Pharmaceutical Services $27.85B 43.5
SOLV Solventum $15.38B 12.8
BAX Baxter International $13.34B 13.3
COO Cooper Companies $11.86B 13.5
Explore live ISRG data on Nama Insights →

Recent Congressional trades

Intuitive Surgical trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Feb 13, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jan 12, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025
Josh Gottheimer House Sell $1,001 - $15,000 Oct 15, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Jefferson Shreve House Sell $15,001 - $50,000 Jun 22, 2025
Jefferson Shreve House Buy $15,001 - $50,000 Jun 22, 2025
Josh Gottheimer House Sell $1,001 - $15,000 May 14, 2025

ISRG FAQ

Is ISRG a buy?
Nama's AI scorecard currently rates Intuitive Surgical Strong Buy (8.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ISRG's P/E ratio?
Intuitive Surgical trades at a trailing price-to-earnings ratio of 41.8.
When does ISRG report earnings?
Intuitive Surgical's next scheduled report is on Jan 21, 2027. Analysts expect EPS of $2.95.
What is the ISRG price target?
The median analyst price target from 30 analysts is $488.00, with a range of $324.00 – $685.00.
Is ISRG Shariah compliant?
Nama's AAOIFI-style screen reads Intuitive Surgical as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.