Intuitive Surgical Q2: The Market Is Missing The Bigger Picture

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. In my last article on Intuitive Surgical, Inc. ( ISRG ), I upgraded the stock to a Buy. Now it has become clear that I was a bit too early. But I still think that the