Intuitive Surgical (ISRG), What Is Behind The Fresh Attention?

Simply Wall St.09:36

Intuitive Surgical (ISRG) has drawn fresh attention after announcing a new manufacturing facility in Penang, Malaysia, along with updates on its My Intuitive+ renewals and software centric da Vinci 5 ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2660477780?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/30239-main-header/1756218484982","is_english":true,"pubTime":"2026-08-20 09:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2660477780","market":"us","top_or_hot":-1,"title":"Intuitive Surgical (ISRG), What Is Behind The Fresh Attention?","media":"Simply Wall St.","content":"<div>\n<p>Intuitive Surgical (ISRG) has drawn fresh attention after announcing a new manufacturing facility in Penang, Malaysia, along with updates on its My Intuitive+ renewals and software centric da Vinci 5 ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nasdaq-isrg/intuitive-surgical/news/intuitive-surgical-isrg-what-is-behind-the-fresh-attention\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intuitive Surgical (ISRG), What Is Behind The Fresh Attention?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntuitive Surgical (ISRG), What Is Behind The Fresh Attention?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-20 09:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/healthcare/nasdaq-isrg/intuitive-surgical/news/intuitive-surgical-isrg-what-is-behind-the-fresh-attention><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intuitive Surgical (ISRG) has drawn fresh attention after announcing a new manufacturing facility in Penang, Malaysia, along with updates on its My Intuitive+ renewals and software centric da Vinci 5 ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nasdaq-isrg/intuitive-surgical/news/intuitive-surgical-isrg-what-is-behind-the-fresh-attention\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EKG","symbol_name":"First Trust Nasdaq Lux Digital Health Solutions ETF","start_time":0,"source_url":"https://simplywall.st/stocks/us/healthcare/nasdaq-isrg/intuitive-surgical/news/intuitive-surgical-isrg-what-is-behind-the-fresh-attention","article_id":"2660477780","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/30239-main-header/1756218484982"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/healthcare/nasdaq-isrg/intuitive-surgical/news/intuitive-surgical-isrg-what-is-behind-the-fresh-attention","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2660477780","pubTimestamp":1787189802,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Intuitive Surgical (ISRG) has drawn fresh attention after announcing a new manufacturing facility in Penang, Malaysia, along with updates on its My Intuitive+ renewals and software centric da Vinci 5 platform.\nSee our latest analysis for Intuitive Surgical.\nRecent news around the Penang facility and the software centric da Vinci 5 platform comes after a mixed stretch for Intuitive Surgical, with the share price at US$397.72 and a 30 day share price return of 12.61% contrasting with a year to...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"EKG":"First Trust Nasdaq Lux Digital Health Solutions ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","ISUL":"2倍做多ISRG ETF-GraniteShares","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0432979614.USD":"JPM GLOBAL HEALTHCARE \"A\" ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4082":"医疗保健设备","IHI":"iShares Dow Jones U.S. Medical D","LU2112291526.USD":"BGF WORLD HEALTHSCIENCE \"A4\" (USD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4504":"桥水持仓","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0079474960.USD":"联博美国增长基金A","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","BK4588":"碎股","LGHT":"LANGAR GLOBAL HEALTHTECH ETF","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0882574055.USD":"富达全球健康医疗A ACC","LU1983299246.USD":"SCHRODER ISF HEALTHCARE INNOVATION \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0823416689.USD":"BNP PARIBAS HEALTH CARE INNOVATORS \"C\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","ISRG":"直觉外科公司","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2063271972.USD":"富兰克林创新领域基金","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H"},"translate_title":"直觉外科（ISRG），新关注的背后是什么？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ISUL":0.6,"ISRG":1.5,"LGHT":0.6,"EKG":0.6,"IHI":0.6},"content_text":"Intuitive Surgical (ISRG) has drawn fresh attention after announcing a new manufacturing facility in Penang, Malaysia, along with updates on its My Intuitive+ renewals and software centric da Vinci 5 platform. See our latest analysis for Intuitive Surgical. Recent news around the Penang facility and the software centric da Vinci 5 platform comes after a mixed stretch for Intuitive Surgical, with the share price at US$397.72 and a 30 day share price return of 12.61% contrasting with a year to date share price decline of 29.23%. The 3 year total shareholder return of 36.96% points to momentum that has been built over a longer horizon, despite a 17.22% total shareholder return decline over the past year. If you are interested in how robotics and automation themes extend beyond Intuitive Surgical, this is a good moment to scan the market using the 37 robotics and automation stocks For Intuitive Surgical, a sharp 30 day rebound and a weak year to date result pull investors in opposite directions. Does the recent move justify stepping in now, or does patience offer a better entry as the valuation section shows? AdvertisementMost Popular Narrative: 36.9% Undervalued The most followed narrative on Intuitive Surgical places fair value at $630.48 per share, well above the last close of $397.72. This frames a sizable implied discount before looking at the details behind that figure.  I have followed ISRG since 2003 when it was brought to the investing club I had just joined. I tried to analyze ISRG with the BetterInvesting SSG methodology that I had been introduced to and I could not get it in the buy zone. Wiser heads in the club prevailed and we started a position at around $48 a share and continued to add to the position. In 2005 ISRG was trading at over $200 a share and I was getting nervous. I convinced the club to place a trailing stop on ISRG. The price continued to increase and reached $393 a share. Then ISRG stock price started to drop it got as low as $200 a share. Our trailing stop worked like a charm we were sold out of the club position at just above $360 a share. I tried to convince the club to reinvest in ISRG at $200 a share they decided not to, but I did. I describe it as riding the lightning. I have bought and sold ISRG at least twice since then and watched the share price increase to over $1000 a share twice before doing a 3 for 1 stock split. First in 2017 and then again in 2021. Did I mention no debt?  Read the complete narrative. Want to see what kind of revenue trajectory and margin profile sits behind that $630.48 figure? The narrative also builds in a premium profit multiple that might surprise you. Result: Fair Value of $630.48 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Intuitive Surgical’s story can change quickly if procedure volumes slow or if new robotic systems pressure pricing and erode its current margin profile. Find out about the key risks to this Intuitive Surgical narrative. Another View: Intuitive Surgical Through Market Multiples The user narrative sees Intuitive Surgical as 36.9% undervalued at $630.48 per share. The market is assigning a different message. At a P/E of 44.8x versus an industry average of 27.2x and a peer average of 29.3x, the stock trades at a clear premium. The fair ratio estimate of 35.1x also sits meaningfully below the current P/E. That kind of gap can signal that expectations are already demanding, which raises the risk that any stumble in earnings or sentiment could weigh on the share price. How comfortable are you paying well above both peers and the fair ratio for Intuitive Surgical? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:ISRG P/E Ratio as at Aug 2026Next Steps With mixed signals around Intuitive Surgical in this article, it helps to review the underlying drivers for yourself and weigh the potential upside against the risks highlighted in the 3 key rewards. Looking For More Investment Ideas Beyond Intuitive Surgical? If you stop with Intuitive Surgical, you risk missing other opportunities. Use the Simply Wall St Screener to compare potential ideas and sharpen your watchlist.  Target potential value opportunities by reviewing companies highlighted in the 52 high quality undervalued stocks Strengthen your income focus by scanning for higher yielding options using the 12 dividend fortresses Prioritise resilience by checking companies flagged in the 78 resilient stocks with low risk scores   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2660477780","isCrawlerRequest":true}