ISRG · Intuitive Surgical, Inc.

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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. It offers the da Vinci Surgical System that enables surgical procedures using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic endoluminal procedures enabling minimally invasive biopsies in the lung.

Close · 3M

-23.31%

Held by 1 AI ETF

PQUS0.610%

as of Sep 1

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals3

Win rate33% (1/3)

Avg buy return-4.92%

PQUSnow 0.610% of fund17 signals

PQUS · Weight decrease · 2d

weight 1.100% → 0.620% (-0.480 pp)·stock up 14.1% in the 30 days before

Aug 22·entry $373.57·now $369.83

-1.00%

since Aug 22

PQUS · Sudden change · 1d

weight 1.100% → 0.650% (-0.450 pp)·stock up 14.1% in the 30 days before

Aug 21·entry $378.81·now $369.83

-2.37%

since Aug 21

PQUS · Weight decrease · 3d

weight 1.290% → 1.100% (-0.190 pp)·stock down 1.9% in the 30 days before

Aug 16·entry $390.33·now $369.83

-5.25%

since Aug 16

PQUS · Weight decrease · 2d

weight 1.290% → 1.120% (-0.170 pp)·stock down 1.9% in the 30 days before

Aug 15·entry $390.33·now $369.83

-5.25%

since Aug 15

PQUS · Weight increase · 2d

weight 1.210% → 1.290% (+0.080 pp)·stock up 3.2% in the 30 days before

Aug 13·entry $401.27·now $369.83Fresh

-7.84%

since Aug 13

PQUS · Weight decrease · 3d

weight 1.260% → 1.170% (-0.090 pp)·stock down 12.2% in the 30 days before

Aug 2·entry $375.41·now $369.83

-1.49%

since Aug 2

PQUS · Weight decrease · 2d

weight 1.260% → 1.180% (-0.080 pp)·stock down 12.2% in the 30 days before

Aug 1·entry $375.41·now $369.83

-1.49%

since Aug 1

PQUS · Weight decrease · 3d

weight 1.100% → 1.040% (-0.060 pp)·stock down 16.0% in the 30 days before

Jul 25·entry $356.83·now $369.83

+3.64%

since Jul 25

PQUS · Weight decrease · 2d

weight 1.100% → 1.050% (-0.050 pp)·stock down 16.0% in the 30 days before

Jul 24·entry $337.50·now $369.83

+9.58%

since Jul 24

PQUS · Weight increase · 2d

weight 0.710% → 1.240% (+0.530 pp)·stock down 17.2% in the 30 days before

Jul 18·entry $353.17·now $369.83Drifting

+4.72%

since Jul 18

PQUS · Sudden change · 1d

weight 0.710% → 1.190% (+0.480 pp)·stock down 17.2% in the 30 days before

Jul 17·entry $345.42·now $369.83

+7.07%

since Jul 17

PQUS · Weight decrease · 3d

weight 0.800% → 0.760% (-0.040 pp)·stock down 4.6% in the 30 days before

Jul 12·entry $407.12·now $369.83

-9.16%

since Jul 12

PQUS · Weight decrease · 2d

weight 0.800% → 0.770% (-0.030 pp)·stock down 4.6% in the 30 days before

Jul 11·entry $407.12·now $369.83

-9.16%

since Jul 11

PQUS · Weight decrease · 3d

weight 0.820% → 0.790% (-0.030 pp)·stock down 4.9% in the 30 days before

Jun 14·entry $416.55·now $369.83

-11.22%

since Jun 14

PQUS · Weight decrease · 2d

weight 0.820% → 0.800% (-0.020 pp)·stock down 4.9% in the 30 days before

Jun 13·entry $416.55·now $369.83

-11.22%

since Jun 13

PQUS · Weight increase · 2d

weight 0.770% → 0.820% (+0.050 pp)·stock down 6.6% in the 30 days before

Jun 7·entry $418.61·now $369.83Fresh

-11.65%

since Jun 7

PQUS · Sudden change · 1d

weight 0.300% → 0.620% (+0.320 pp)·stock down 6.4% in the 30 days before

May 29·entry $424.64·now $369.83

-12.91%

since May 29

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Aug 16

The recent trend of AI ETFs, specifically PQUS, decreasing their weight in Intuitive Surgical aligns with the value-investing framework's 'Fail' verdict, primarily due to the current lack of a margin of safety. This suggests that even sophisticated algorithms may be cautious about the company's valuation, despite its strong underlying business.

Circle of CompetenceThe razor-and-blades model, based on system sales and recurring consumables/services, provides stable and predictable unit economics allowing for reasonable long-term cash flow projections.
Economic MoatIntuitive Surgical possesses a strong moat derived from high switching costs for hospitals, regulatory barriers to entry, and a dominant brand in robotic-assisted surgery.
ManagementThe provided data is insufficient to assess management's candor, capital allocation discipline, or skin in the game.
Financial HealthWhile current ROE is strong at 17.81%, the provided data is insufficient to confirm the 10-year average ROE, operating margin stability, debt levels, or consistent owner earnings as required by the framework.
Margin of SafetyCurrent valuation multiples such as a PER of 45.16 and EV/EBITDA of 43.13 indicate the stock is priced at a significant premium, offering no discernible margin of safety.

Intuitive Surgical demonstrates a predictable business model within the circle of competence and possesses a strong economic moat. However, a full assessment of management and multi-year financial health is constrained by limited data, and its current valuation significantly fails the margin of safety criterion. Despite its quality, the high price makes it an unsuitable investment under a conservative value framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.