Intuitive Surgical Q2: The Market Is Missing The Bigger Picture

Intuitive Surgical, Inc. Q2 beat: 20% da Vinci procedure growth and 70% gross margin. Click for this updated look at ISRG following the selloff.

Summary - Intuitive Surgical, Inc. remains a compelling long-term compounder, with operational improvements and robust growth prospects despite recent market headwinds. - ISRG delivered solid Q2 results: revenue and EPS beat estimates, da Vinci procedures grew 20%, and gross margin reached 70%, reinforcing ISRG's strong positioning. -

Current valuation near a 5-year low—~35x forward earnings—offers a more attractive entry point, with multiple compression creating a margin of safety. - I maintain my Buy rating on ISRG, as secular trends, international expansion, and R&D investment support continued high-teens growth and defend strong moats. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.

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