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Is Intuitive Surgical Inc. (ISRG) the best pure-play robotics stock to buy now?

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.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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