Intuitive Surgical (ISRG)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
$366.70-0.85%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
QuarterlyIQ Insights · ISRG
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $367 the market pays 36× p/e — above the 28× p/e peer median but in line with its own 45× history. That premium reflects a durable franchise our peer-anchored $354 fair value understates; treat the 'expensive vs peers' read with medium confidence. Analysts target $357–$670. Note: our $354 fair value sits below the entire analyst range ($357–$670). Even valued only for durable growth at sustainable margins, it's worth about $410 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $500.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $361.76 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $369.48 | — | — | Hist. CAGR | high |
| graham number | 12M | $108.57 | — | — | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$357.44 – $670.00 (median $500.00) · 20 analysts · as of 2026-07-30
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 266% over what the business is worth with no growth; closing that gap needs roughly 15.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $6.19/sh owner earnings.
Looks more expensive than peers.
Cheaper than its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $222.28 |
| 24.6 |
| 9.02 |
| TTM |
| high |
| Peer P/E | 12M | $218.31 | 18.7 | 11.67 | ntm analyst | high |
| Peer P/S | 12M | $90.91 | 2.9 | 30.88 | TTM | high |
| PEG | 12M | $640.12 | 62.6 | 10.23 | TTM | high |
| residual income | 12M | $73.15 | — | — | TTM | high |
| Own P/E history | 12M | $456.78 | 44.7 | 10.23 | TTM | high |
| triangulated | 12M | $316.70 | 28.3 | 11.20 | Triangulated | high |
| Peer P/FCF | 3Y | $338.06 | 24.6 | 13.72 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $192.30 | 18.7 | 10.28 | Analyst | medium |
| Peer P/S | 3Y | $93.02 | 2.9 | 31.60 | guidance | medium |
| PEG | 3Y | $643.01 | 62.6 | 10.28 | Analyst | medium |
| Own P/E history | 3Y | $458.85 | 44.7 | 10.28 | Analyst | medium |
| Peer P/FCF | 5Y | $447.09 | 24.6 | 18.14 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $159.84 | 18.7 | 8.54 | Analyst | high |
| Peer P/S | 5Y | $77.32 | 2.9 | 26.27 | guidance | high |
| PEG | 5Y | $534.46 | 62.6 | 8.54 | Analyst | high |
| Own P/E history | 5Y | $381.39 | 44.7 | 8.54 | Analyst | high |