Intuitive Surgical

ISRG

Market cap $138B

ISRG is countering rising global robotic surgery competition with tiered platforms, AI features and a broad ecosystem focused on value over price.

Intuitive Surgical had double-digit revenue and earnings growth in the first quarter. The stock is down more than 30% so far this year.

AMD stock price exploded higher in the quarter as the evolution of the LLM market has led us to agentic AI workloads. CrowdStrike's strong performance in the quarter was due to a narrative shift in the AI trade. Intuitive Surgical stock's second quarter underperformance was due to multiple contraction, which dinged the stock for 21%, slightly offset by strong forward earnings growth.

Despite Intuitive Surgical's near-term headwinds, one analyst thinks the stock could soar from current levels. The company's ongoing efforts could pay off eventually as it rides the underpenetrated robotic surgery market.

Intuitive Surgical's stock has fallen by more than 25% so far in 2026. The stock is off by more than 30% from its 52-week high.

Intuitive Surgical stock tumbled Tuesday after HCA Healthcare trimmed its full-year earnings outlook, noting a drop in surgeries.

Intuitive Surgical heads into Q2 earnings with strong procedure momentum, da Vinci 5 adoption and expectations for another earnings beat despite margin pressures.

ISRG, IDXX and ALC are three AI-driven medical device laggards with strong business momentum and improving earnings estimates for a potential 2H rebound.

Buy 5 large-cap robotics stocks, ISRG, TER, CDNS, MCHP and FTV for 2H 2026 supported by AI, automation and expanding robotics applications.

Intuitive Surgical (NASDAQ:ISRG | ISRG Price Prediction) looks compelling ahead of its July 16 earnings report, and the setup rarely gets this clean for a category leader trading well below fair value.