Billionaire Ken Fisher’s 10 Healthcare Stock Picks with Massive Upside Potential

7. Intuitive Surgical, Inc. (NASDAQ:ISRG)

Upside Potential: 25.86%

Number of Hedge Fund Holders: 95

Intuitive Surgical, Inc. (NASDAQ:ISRG), headquartered in Sunnyvale, California, is a pioneer in robotic-assisted surgery and a notable healthcare technology company in Ken Fisher’s stock portfolio. The da Vinci and Ion platforms are commonly utilized in minimally invasive procedures in urology, gynecology, thoracic, and colorectal surgery. Its ecosystem consists of the da Vinci 5 and Xi multiport systems, the SP single-port platform, and innovative equipment, such as SureForm staplers with SmartFire technology.

With 17% procedure growth and significant system installs in 2024, Intuitive Surgical, Inc. (NASDAQ:ISRG) exceeded expectations and produced strong financial results. Revenue for the full year increased by 17% to $8.4 billion, and the pro forma gross profit margin was 69%. The company predicts gross margins between 67% and 68% for 2025 and expects procedure growth to be between 13% and 16%. A 10% to 15% increase in operating expenses is anticipated, mostly as a result of facility investments, R&D, and legal costs. Currency headwinds, increased depreciation, and a larger mix of lower-margin products like da Vinci 5, Ion, and SP are all likely to have some minor impact on pro forma EPS.

The strategic decision to go direct in Italy, Spain, and Portugal with a base acquisition of $330 million, which is anticipated to close in the first half of 2026, is one of the major milestones. The da Vinci SP platform’s capabilities were further enhanced when the FDA approved the SP SureForm 45 stapler for use in thoracic, colorectal, and urologic operations.

Compared to laparoscopic and open surgery, da Vinci procedures considerably enhance clinical outcomes, according to a significant meta-analysis. Additionally, even among experienced surgeons, the da Vinci 5’s innovative force feedback technology showed less tissue injury.

Intuitive Surgical, Inc. (NASDAQ:ISRG) is still a well-known brand in robotic surgery and a significant holding in Ken Fisher’s stock portfolio, thanks to its sustained innovation, international growth, and sound financial standing.