Intuitive Surgical's valuation has become much more reasonable but is still a little too expensive with growth slowing. At its highs it traded at about 18x next-twelve-month revenue, which was nonsense. x.com 

Intuitive Surgical is worth 30 times earnings at most, below where it trades. Judged purely on its financials, without knowing what the company does, even 30 times would be too high. x.com 

Intuitive Surgical's share repurchases add capital return to its case as one of the highest-quality compounders in medical robotics. It bought back $4.45B of shares in the first nine months of 2026, including $2.94B in Q3, while kicking off an early Stage 2 uptrend after reclaiming its 200-day SMA. x.com 

Intuitive Surgical does not look cheap at the current price, contrary to the view that it is very tempting, though something could be missing. x.com 

Intuitive Surgical is still expensive, even at a 31x forward P/E that marks its lowest forward multiple in a decade. x.com 

Intuitive Surgical has fallen about 34% from its high and trades at 35x forward earnings, a drawdown that puts it on a list of names alongside Kinsale Capital. x.com 

Stryker's 10% post-earnings drop is unwarranted because the numbers were fine. Organic revenue was in line, margins beat, full-year guidance was reiterated and MedSurg is tracking to the high end of its range. Keeping guidance after a cyber incident, despite end-market callouts from Intuitive Surgical and HCA, should be positive. The stock is at its lowest multiple since 2015, derated from over 30x to 18x, with Mako and neurovascular strong; a collapse in hospital buying is the risk. x.com  x.com 

Demographics should offset the risks to procedure growth at surgery-related device makers such as Boston Scientific, CONMED, Edwards Lifesciences and AtriCure for the next five years, though those risks eventually bite. @Borlaug_ argues that falling obesity rates could cut a couple hundred basis points from long-term growth in many procedure categories, with policy the near-term negative. Intuitive Surgical flagged the ACA-sensitive areas well. Within devices, S-curve stories are preferable. … Show more

Intuitive Surgical ranks eighth on a list of stocks, following Microsoft. x.com 

Costco, Apple, Intuitive Surgical, Alphabet and MSCI are amazing companies priced too high for their growth. Costco trades at 46x earnings on high-single-digit growth, Apple at 32x forward on low-double-digit EPS growth, and Intuitive Surgical at 38x forward on low-teens growth. Alphabet, the most attractive, is 33x operating income excluding investment gains. MSCI is 34x trailing on low-double-digit growth; S&P Global is better, cheaper and extremely high quality with similar growth. x.com  … Show more