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What smart money is saying about Intuitive Surgical, Inc.United States flag

ISRG · Healthcare · Medical - Instruments & Supplies · Market cap $160.64B

3 funds in our archive have pitched Intuitive Surgical, Inc. — most recently Polen Focus Growth in December 2025.

Company profile

Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System to enable complex surgery using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic procedures enabling minimally invasive biopsies in the lung. It also provides a suite of stapling, energy, and core instrumentation for its surgical systems; progressive learning pathways to support the use of its technology; a complement of services to its customers, including support, installation, repair, and maintenance; and integrated digital capabilities providing unified and connected offerings, streamlining performance for hospitals with program-enhancing insights. The company was incorporated in 1995 and is headquartered in Sunnyvale, California.

Fund coverage · 3 theses

  • Polen Focus Growth
    December 2025

    Intuitive Surgical is the dominant soft tissue robotic surgery platform with high barriers to entry, accelerating procedure growth, and a reasonable valuation.

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  • Sands Capital Global Leaders
    September 2025

    Intuitive Surgical is the leading provider of robotic surgical systems, poised for strong growth as it expands its monopoly from niche to broader surgical procedures.

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  • Baron Health Care Fund
    June 2025

    Intuitive Surgical, Inc. is a competitively advantaged company with strong financials and growth potential driven by its da Vinci Surgical System and the expanding adoption of robotic surgery.

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