Intuitive Surgical, Inc. (ISRG): A Bull Case Theory
We came across a bullish thesis on Intuitive Surgical, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on ISRG.
Intuitive Surgical Inc (ISRG)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 3,784,970 | $2,143,656,405 | -3% | 0.73% |
| 2. | Millennium Management Israel Englander | 1,486,953 | $842,150,701 | +470% | 0.35% |
| 3. | D E Shaw D. E. Shaw | 1,306,121 | $739,734,689 | -36% | 0.41% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,078,069 | $610,575,159 | +60% | 0.36% |
| 5. | Two Sigma Advisors John Overdeck And David Siegel | 1,066,560 | $604,056,922 | -17% | 1.17% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $250.19 | 1,000 | $250,186.40 | 2,000 | 2010-11-19 | Filing | |
| $281.05 | 1,000 | $281,053.70 | 1,000 | 2010-09-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $494.96 | 421 | $208,378.16 | 409 | 2026-02-11 | Filing | |
| $494.65 | 105 | $51,938.25 | 830 | 2026-02-10 | Filing | |
| $494.96 | 133 | $65,829.68 | 660 | 2026-02-11 | Filing | |
| $520.02 | 126 | $65,522.52 | 0 | 2026-01-29 | Filing | |
| $532.61 | 125 | $66,576.25 | 0 | 2026-01-27 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 33,613,298 | $19,037,227,455 | 0.28% | |
| 2. | 30,516,153 | $17,283,128,751 | 0.29% | |
| 3. | 15,701,591 | $8,892,753,079 | 0.3% | |
| 4. | 8,225,691 | $4,638,187,491 | 0.29% | |
| 5. | 7,856,018 | $4,449,490,526 | 0.61% |
News See All
Intuitive Surgical Inc.'s (ISRG) Long-Run Growth Underestimated, Says TD Cowen
Intuitive Surgical, Inc. (NASDAQ:ISRG) is among the most profitable healthcare stocks to buy. On January 26, TD Cowen began coverage on Intuitive Surgical, Inc.
10 Most Profitable Healthcare Stocks to Buy
By far, the healthcare sector remains among the most resilient and profitable in global equity markets.
Analysts Split on Intuitive Surgical, Inc. (ISRG) Valuation Despite Strong Operating Momentum
TheFly reported on January 23 that Evercore ISI analyst Vijay Kumar lowered the price target on ISRG to $550 from $580 while maintaining an In Line rating.
20 Most Profitable Stocks of the Last 20 Years
Investing in the stock market could be both advantageous and difficult, especially for those seeking companies with robust long-term development and profitability.
Polen Capital Bets on Robotic Surgery Leader Intuitive Surgical (ISRG) for Future Growth
Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q4 2025 investor letter. A copy of the letter can be downloaded here.
Intuitive Surgical, Inc. (NASDAQ:ISRG) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to Intuitive Surgical, Inc.'s Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
14 Stocks on Jim Cramer’s Game Plan for This Week
This market is kind of just meandering. It's erratic. It hates the banks one day, likes the banks another. Despises big tech one day, favors small tech the other.
Baird Reaffirms Buy on Intuitive Surgical (ISRG) After New FDA Clearances
Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the best healthcare AI stocks to buy now. On December 16, David Rescott from Robert W. Baird reaffirmed a Buy rating on Intuitive Surgical, Inc.
11 Best Healthcare AI Stocks to Buy Now
On August 13, 2025, the World Economic Forum (WEF) published an analysis exploring how AI is transforming healthcare.
Hedge Fund Resource Center Billionaire Hedge Funds
