The Motley Fool
17 Jul 2026, 02:15 UTC · 2h ago
Should You Buy Intuitive Surgical With the Stock Down 35%? Here's What History Says.
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
17 Jul 2026, 02:15 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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4 claims · each scored for market impact
Intuitive Surgical's stock has declined approximately 35% from its early 2025 all-time high, reducing its P/E ratio from 95x to 47x. — A significant drawdown and valuation compression indicate a shift in investor sentiment and risk appetite for the stock.
-0.60The company expects the number of surgeries performed with da Vinci robots to grow by 13% to 15% in 2026, a deceleration from 18% in 2025. — Slowing growth projections for core usage typically lead to downward pressure on high-valuation growth stocks.
-0.40Intuitive Surgical's installed base of da Vinci systems grew 12% year-over-year to 11,395 units by the end of Q1 2026, while procedures grew by 17%. — Stronger growth in procedures relative to installations suggests increased utilization and higher recurring revenue from consumables.
+0.30Continue reading
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Approximately 75% of the company's revenue is derived from recurring sales of services, instruments, and accessories rather than robot sales. — High recurring revenue provides a stable earnings floor and reduces the impact of slowing new hardware sales.
+0.20Which stocks this story touches
Despite a recent stock drawdown, the company shows strong growth in surgeries, a robust recurring revenue model, and a valuation that is cheap relative to its historical average.
Mentioned as a competitor that could potentially contribute to a slowdown in Intuitive Surgical's growth.
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