Intuitive Surgical, Inc. (ISRG): one to watch?

Business is fine — beat Q2 estimates — but the stock fell because growth is slowing and it's still not statistically cheap.

👀 WATCH Fundamentals70/100

Fell 20% in 10 trading day(s) — now $345.42

Why ISRG dropped

ISRG beat Q2 2026 revenue and EPS estimates, but management's 2026 procedure growth guidance of 13.5%-15.5% disappointed a market that had priced in faster growth; a Class II product recall and softening surgery volumes (tied partly to ACA subsidy expiration reducing insured patients) added to the worry.

Fwd P/E 28.8Op margin 33.7%Rev growth 18.5%Debt/equity —Analyst upside 46.0%

How this scored 70/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 28.4%

✅ Generates cash Free cash flow unknown

✅ Not drowning in debt Debt/equity unknown (limit 200%)

✅ Can pay its bills Current ratio 6.4 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 22/25

Operating margin 33.7% 9/9

Net profit margin 28.4% 8/8

Return on equity 17.4% 5/8

Growth Is it getting bigger, or dying? 22/25

Revenue growth 18.5% 7/9

Earnings growth 26.5% 7/8

Expected profit change 38.0% 8/8

Value Is it cheap right now? 13/25

Forward P/E 28.8 4/10

PEG ratio 1.8 4/8

Analyst target upside 46.0% 5/7

Balance sheet Will it survive? 13/25

Debt / equity unknown 3/10

Current ratio 6.4 8/8

Free cash flow unknown 2/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-20. Research only — not financial advice.