Intuitive Surgical Inc. (NASDAQ:ISRG) is one of the best pure-play robotics stocks to buy now.
Intuitive Surgical Inc. (NASDAQ:ISRG) is among the best pure-play robotics stocks to buy now. The company is a leader in robotic-assisted, minimally invasive surgery with an installed base of over 12,000 Intuitive systems.
Intuitive Surgical Inc.’s (NASDAQ:ISRG) share price has been weak throughout this year and has declined nearly 16% year to date. Such a selloff drew attention from Citi analysts, who upgraded the stock from Neutral to Buy, according to a March 11 report. They, however, maintained their price target at $590, implying a 25% upside as of March 23.
Citi analysts believe that the U.S. medical technology sector still commands healthy fundamentals. Despite volatility and the share price decline, the firm believes ISRG could see double-digit sales growth, which should support strong earnings growth.
Underpinning the investment case for the stock, Polen Capital Management LLC initiated a 2.25% position in Intuitive Surgical as per its Q4 2025 “Polen Focus Growth Strategy” investor letter. The fund cited ISRG’s strong competitive position, business momentum, and valuation as the basis for the inclusion. They argued:
We initiated a 2.25% position in Intuitive Surgical who maintain a de facto monopoly in soft tissue robotic surgery globally. They have become the standard of care in many surgical modalities, while there are many more open and laparoscopic surgeries that can be converted to robotic over time. The barriers to entering their market are large based on decades of proven efficacy and safety, as well as the fact that most surgeons are trained on the company’s Da Vinci robots either in medical school or on the job, and they continue to innovate and distance themselves from potential entrants. The company recently fully launched its next-generation platform that should lead to accelerating procedure growth and revenue growth for years. Current results show this acceleration, and we see clear business momentum and a reasonable valuation considering this is an accelerating monopoly.
Intuitive Surgical Inc. (NASDAQ:ISRG) is the pioneer and a global technology leader in robotic-assisted, minimally invasive surgery. The company develops, manufactures, and markets the da Vinci surgical system and the Ion endoluminal system.
While we acknowledge the risk and potential of ISRG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ISRG and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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