--- title: "ISRG Intuitive Surgical" canonical: "https://supercyclehq.com/stock/intuitive-surgical" type: "stock" dataAsOf: "2026-11-06" ticker: "ISRG" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Intuitive Surgical (ISRG) Intuitive Surgical pioneered robotic-assisted surgery. ## AI Exposure Score **70/100, Core.** Sells da Vinci surgical robots, instruments, and services to hospitals, the dominant franchise in robotic-assisted surgery. It is a robotics pure play whose thesis rests on procedure growth, with AI features enhancing rather than driving the platform. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $452.80 | | Change 1d | -3.36% | | Change 7d | +4.81% | | Change 30d | +9.00% | | Change 1y | -19.14% | | 52-week high | $592.85 | | 52-week low | $332.02 | | Market cap | $160.0B | | P/E | 54.75 | | EPS | $8.27 | | Next earnings | 2027-01-21 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Healthcare | | Headquarters | Sunnyvale, California | | CEO | David J. Rosa | | Employees | 17,021 | | Website | https://www.intuitive.com | | Buildout layers | [Robotics & Automation](https://supercyclehq.com/category/robotics), [AI Healthcare](https://supercyclehq.com/category/ai-healthcare) | ## What the company does Intuitive Surgical pioneered robotic-assisted surgery. It makes money selling da Vinci surgical robots to hospitals, then earns recurring revenue from the instruments, accessories, and services each system consumes with every procedure. Its platform keeps advancing. The da Vinci 5 is its latest surgical robot, the Ion robot handles lung biopsies, AI-assisted surgical planning supports procedure preparation, and My Intuitive AI gives surgeons data and insights from their cases. Founded in 1995 and headquartered in Sunnyvale, California, Intuitive Surgical trades on the NASDAQ and employs about 17,000 people. ## Role in the AI buildout Intuitive Surgical anchors the Robotics & Automation and AI Healthcare layers of the AI buildout. It is the dominant franchise in robotic-assisted surgery, and its razor-and-blade model means every procedure on a da Vinci system generates recurring revenue. As a robotics pure play its exposure runs high, though the thesis rests on procedure growth and hospital adoption rather than AI itself: AI features enhance the platform with planning and insights, but the robot franchise is the engine. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $315.6M | 0.65% | trimmed | 2026-06-30 | | [Daniel Sundheim](https://supercyclehq.com/investors/daniel-sundheim) | D1 Capital Partners | $228.3M | 0.66% | new | 2026-06-30 | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $28.0M | 0.18% | increased | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $7.7M | 0.03% | increased | 2026-06-30 | ## Recent news - [What Should Investors Watch After Intuitive Surgical (ISRG) Added Aaron Martin To Its Board?](https://finance.yahoo.com/healthcare/articles/investors-watch-intuitive-surgical-isrg-221413112.html?.tsrc=rss) (source, 2026-11-06) - [Intuitive Surgical, Inc. (ISRG) is Attracting Investor Attention: Here is What You Should Know](https://finance.yahoo.com/markets/stocks/articles/intuitive-surgical-inc-isrg-attracting-130003242.html?.tsrc=rss) (source, 2026-11-06) - [ISRG System Placements Rise 28%: Is Capital Equipment Demand Rising?](https://finance.yahoo.com/healthcare/articles/isrg-system-placements-rise-28-180000831.html?.tsrc=rss) (source, 2026-11-05) - [2 Growth Stocks to Buy in November Without Any Hesitation](https://www.fool.com/investing/2026/11/05/2-growth-stocks-to-buy-in-november-without-any-hes/?.tsrc=rss) (source, 2026-11-05) - [Should You Buy Intuitive Surgical Stock Now Or Wait?](https://www.trefis.com/stock/isrg/articles/622974/should-you-buy-intuitive-surgical-stock-now-or-wait/2026-11-05?.tsrc=rss) (source, 2026-11-05) ## FAQ ### What does Intuitive Surgical do? Intuitive Surgical sells da Vinci surgical robots to hospitals for minimally invasive procedures, earning recurring revenue from instruments, accessories, and services. It is the dominant company in robotic-assisted surgery. ### How is Intuitive Surgical exposed to AI? As a robotics pure play with AI enhancement. The da Vinci franchise drives the thesis through procedure growth, with AI adding planning and insights. Supercycle rates it an AI Exposure Score of 70 out of 100. ### What are Intuitive Surgical's main products? The da Vinci 5 surgical robot, the Ion robot for lung procedures, AI-assisted surgical planning tools, and My Intuitive AI, which gives surgeons data from their own cases. ### What sector and categories is ISRG in? Intuitive Surgical is in the Healthcare sector. On Supercycle it is categorized under Robotics & Automation and AI Healthcare, reflecting its surgical robotics platform. ### Where is Intuitive Surgical based and who leads it? Intuitive Surgical is headquartered in Sunnyvale, California, and is led by CEO David J. Rosa. The company was founded in 1995 and employs about 17,000 people. --- Source: https://supercyclehq.com/stock/intuitive-surgical. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.