Standing Order
All companies

AI & Robotics

Intuitive Surgical, Inc.

ISRGNASDAQpure-play
Market cap$121B
Conviction5/ 5
HQSunnyvale, CA
Employees14,500
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$337.50

-39.0%

Thesis

Intuitive is the proven, profitable face of applied robotics. The da Vinci installed base and recurring instrument revenue show what a mature robotics economic model looks like — razors and blades, not one-time hardware sales.

Why it matters

It anchors the directory with a robotics business that already compounds, a useful counterweight to the speculative end of the embodied-intelligence thesis.

Catalysts

  • Installed-base and procedure growth
  • New platform adoption (Ion)
  • Software and data-driven surgical assistance

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Jul 16
    Financial resultsSEC

    8-K (items 2.02, 9.01) disclosing financial results filed 2026-07-16.

Not financial advice — research and opinion only. Disclosures