Intuitive Surgical Stock: Can the FDA Cardiac Clearance Unlock 85% Upside?

Intuitive Surgical (ISRG) reported strong 2025 revenues of $10.1 billion, a 21% increase, driven by its da Vinci system. The company’s recent FDA cardiac clearance for the da Vinci 5 is expected to open a significant annual opportunity of 160,000 procedures in the U.S. and Korea. Despite some market concerns, TIKR’s valuation model suggests an 85% total return and a 13.6% annualized IRR by December 2030, largely due to expanding procedure volumes and strategic initiatives like direct European operations.