LongISRGJun 2026
Intuitive Surgical, Inc.
Intuitive Surgical reported revenue and Da Vinci procedure growth above consensus while also raising 2026 guidance. TCW believes the company remains early in the Da Vinci 5…
ISRG
Which hedge funds are long ISRG?
3 published ideas on Intuitive Surgical, Inc. across 3 funds — 3 long and 0 short.
Intuitive Surgical hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Intuitive Surgical: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongISRGJun 2026
Intuitive Surgical
Intuitive Surgical is the leading robotic-surgery platform and delivered first-quarter results above consensus across revenue, earnings, margins, procedures, and robot…
LongISRGJun 2026
Intuitive Surgical, Inc.
The Fund believes the weakness in Intuitive Surgical shares reflects temporary concerns rather than deterioration in the company's long-term opportunity. Investors reacted…