ISRG
Intuitive Surgical, Inc.Healthcare · $145.3B market cap
Verdict
Share price
$391.95
close of Oct 3, 2026
Fair value
$132.13
Sticker Price
Payback Price
$52.85
buy price
ISRG is Overpriced: at $391.95 it trades 197% above its fair value of $132.13. Its buy price (Payback Price) is $52.85, 87% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Justified P/B (Financials). It has earned a steady return on its equity for years, and its tangible assets are worth 12% of its share price. For a business like that, book value and the return on it are a sturdier guide than an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold ISRG. In Q2 2026, 1 added, 1 trimmed and 1 sold out. Who we track
Polen Capital Management
Polen Capital Management · as of Q2 2026
$178.1M
447,944 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$58.2M
146,459 shares
Moves in Q2 2026
Added: Mairs & Power Funds
Trimmed: Polen Capital Management
Sold out: Dodge & Cox Funds
Insider activity
Since Jul 10, 2026: no open-market purchases, 18 sales worth $4.6M and 2 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-09-11
Sold
$9K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-09-10
Sold
$8K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-09-09
Sold
$8K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-09-08
Sold
$17K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-08-21
Sold
$29K
Show all 18 salesShow fewer
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-08-20
Sold
$31K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-08-19
Sold
$30K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-08-18
Sold
$30K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-08-17
Sold
$30K
Ladd Amy L
director · 2026-08-11
Sold
$28K
GUTHART GARY S
director · 2026-08-11
Sold
$4.0M
LOEB GARY
EVP & Chief Legal and Complian · 2026-08-10
Sold
$152K
Ladd Amy L
director · 2026-08-10
Sold
$152K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-07-31
Sold
$10K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-07-30
Sold
$10K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-07-29
Sold
$10K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-07-28
Sold
$10K
Brosius Mark
EVP & Chief Mfg and Supply Cha · 2026-07-27
Sold
$10K
Other filings
About Intuitive Surgical, Inc.
Intuitive Surgical, Inc. is a leading medical technology firm dedicated to advancing patient care by developing, producing, and commercializing sophisticated tools. These innovations empower medical professionals to deliver superior, accessible, and less-invasive treatment options to patients both within the United States and across international markets. Its flagship offering, the da Vinci Surgical System…
Medical - Instruments & Supplies
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works