Yahoo · Sep 4, 2026
Are Robots the New Normal? Bet on these ETFs to Invest in the Future
Robotics is entering a new era as AI fuels humanoid adoption, with four ETFs offering diversified exposure to the sector's growth.

NASDAQ · ISRG
Healthcare · Medical - Instruments & Supplies
$369.83
Down-$5.35 (-1.45%)
Updated Sep 4, 2026, 4:53 PM
SID Score
4.8/10
Composite research score
Smart Money
42/100
Neutral
Price performance
1M range · 21 trading sessions · Daily adjusted prices
ISRG closed at $369.83 after 21 trading sessions, down 1.04% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 3, 2026 | $374.79 | $378.99 | $365.42 | $369.83 | 1.75M |
| Sep 2, 2026 | $369.00 | $382.41 | $368.25 | $371.88 | 2.05M |
| Sep 1, 2026 | $375.00 | $375.40 | $366.35 | $369.25 | 1.85M |
| Aug 31, 2026 | $369.00 | $377.37 | $365.3215 | $376.86 | 1.92M |
| Aug 28, 2026 | $368.00 | $373.395 | $366.735 | $372.60 | 1.8M |
| Aug 27, 2026 | $369.61 | $372.305 | $366.90 | $367.07 | 1.79M |
| Aug 26, 2026 | $368.49 | $372.372 | $366.73 | $370.42 | 1.67M |
| Aug 25, 2026 | $375.25 | $378.23 | $367.0701 | $371.84 | 1.77M |
| Aug 24, 2026 | $379.25 | $384.06 | $373.48 | $373.57 | 1.52M |
| Aug 21, 2026 | $375.125 | $382.04 | $367.24 | $378.81 | 2.01M |
| Aug 20, 2026 | $397.225 | $398.99 | $372.60 | $374.48 | 3.97M |
| Aug 19, 2026 | $394.55 | $405.34 | $394.00 | $397.72 | 2.13M |
| Aug 18, 2026 | $394.00 | $399.8745 | $390.84 | $391.18 | 2.38M |
| Aug 17, 2026 | $392.10 | $396.99 | $389.67 | $390.33 | 2.16M |
| Aug 14, 2026 | $401.02 | $402.46 | $394.06 | $394.51 | 1.99M |
| Aug 13, 2026 | $403.72 | $404.69 | $398.00 | $401.27 | 2.36M |
| Aug 12, 2026 | $403.81 | $404.98 | $397.17 | $401.27 | 3.14M |
| Aug 11, 2026 | $392.22 | $402.14 | $392.22 | $401.23 | 4.12M |
| Aug 10, 2026 | $379.24 | $393.63 | $378.00 | $393.38 | 3.22M |
| Aug 7, 2026 | $374.55 | $379.90 | $372.6325 | $378.81 | 2.47M |
| Aug 6, 2026 | $374.39 | $378.6399 | $371.68 | $373.71 | 2.59M |
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ISRG research
Company profile and research snapshot.
Intuitive develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed more than 10,000 da Vinci systems in hospitals worldwide, with more than 6,000 installations in the US and a growing number in emerging markets.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 12, 2026 | Oppenheimer | Outperform | — |
| Jul 30, 2026 | HSBC | Hold | — |
| Jul 17, 2026 | Mizuho | Neutral | — |
| Jul 17, 2026 | TD Cowen | Buy | — |
| Jul 17, 2026 | Wells Fargo | Overweight | — |
Generated Sep 4, 2026, 3:14 PM
Intuitive Surgical shares declined 1.11% today in a market showing mixed signals across the healthcare sector. While no company-specific news directly impacted ISRG, broader healthcare trends and competitive pressures in medical device and surgical robotics segments appear to be weighing on investor sentiment.
Bottom line: ISRG's modest 1.11% decline appears driven by sector-wide headwinds and margin concerns rather than company-specific deterioration, with no direct negative news about the company itself. Investors should watch for upcoming quarterly earnings, procedure volume trends, and management guidance updates to assess whether the current pullback represents a buying opportunity or signals deeper challenges ahead.
Yahoo · Sep 4, 2026
Robotics is entering a new era as AI fuels humanoid adoption, with four ETFs offering diversified exposure to the sector's growth.
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Interpretive context generated from the platform’s current data sources.
Intuitive Surgical shares closed at $369.83, declining 0.85% in the most recent session, per SID market data. The stock has experienced significant downward pressure over the trailing twelve months, falling 35.36% year-over-year, while the three-month return stands at negative 8.69%. The one-month change of positive 0.98% suggests a modest near-term stabilization attempt. Technically, ISRG trades below both its 50-day moving average of $382.31 and its 200-day moving average of $452.36, confirming a sustained bearish trend structure. The 14-day relative strength index reads 31.1, placing the stock near oversold territory according to Massive/Polygon technical data. Average daily trading volume stands at approximately 2.26 million shares. With a beta of 1.686, ISRG exhibits considerably higher volatility than the broader market, amplifying both upside and downside moves relative to benchmark indices. The current market capitalization is approximately $195.5 billion.
Intuitive Surgical currently trades at a price-to-earnings ratio of 71.05, reflecting a substantial premium relative to the broader Healthcare sector, per SID market data. The PEG ratio stands at 13.30, indicating that even when adjusting for expected earnings growth, the valuation remains elevated. The price-to-book ratio registers at 11.53, underscoring the significant premium investors place on the company's intangible assets, brand dominance, and installed base of da Vinci surgical systems. According to SEC filings, the company pays no dividend, directing capital instead toward research and development and expansion of its robotic-assisted surgery platform. Despite the trailing twelve-month price decline of over 35%, the stock's valuation multiples remain among the highest in the medical device industry. The current $195.5 billion market capitalization positions Intuitive Surgical as one of the largest pure-play surgical robotics companies globally, with valuation metrics reflecting long-term growth expectations rather than near-term earnings.
Intuitive Surgical's composite smart money score stands at 42 out of 100, registering a neutral signal per SID market data. The institutional component scores a perfect 25 out of 25, reflecting robust ownership and sustained interest from major fund managers according to 13F institutional filings. In contrast, the insider score registers at 0 out of 25, the lowest possible reading. SEC Form 4 filings reveal 14 insider transactions over the past 90 days, comprising just 2 purchases against 12 sales, indicating a pronounced net selling pattern among company executives and directors. The dark pool activity score is 5 out of 25, suggesting limited off-exchange accumulation by large block traders. Congressional trading activity scores 12 out of 25, reflecting moderate interest from lawmakers disclosed under the STOCK Act. The divergence between strong institutional conviction and persistent insider selling creates a mixed positioning picture, with institutional holders maintaining exposure while insiders reduce personal stakes in the company at current price levels.
Intuitive Surgical has delivered a consistent pattern of earnings beats across recent quarters, according to company earnings reports. In the most recent reported quarter, the company posted earnings per share of $2.80 against a consensus estimate of $2.41, representing a positive surprise of $0.39. The prior quarter showed an even larger beat, with actual EPS of $2.50 versus the $1.92 estimate, yielding a $0.58 upside surprise. The quarter before that produced EPS of $2.53 against a $2.09 estimate, a $0.44 positive surprise. Across these three consecutive quarters, Intuitive Surgical exceeded analyst expectations by an average of approximately $0.47 per share. Looking ahead, the next earnings report is scheduled for July 21, with analyst estimates currently projecting EPS of $2.41. The sustained pattern of outperformance suggests consensus forecasts have consistently underestimated the company's procedure volume growth and operational leverage across its installed base.
Wall Street analyst sentiment on Intuitive Surgical reflects a mixed but generally constructive outlook, per SID consensus data. The most recent rating change came from Oppenheimer on August 12, upgrading the stock to Outperform from Perform, signaling renewed confidence in the growth trajectory. Conversely, HSBC downgraded ISRG to Hold from Buy on July 30, citing valuation considerations according to Wall Street analyst reports. Mizuho maintained its Neutral rating on July 17, while TD Cowen reiterated a Buy rating on the same date. Wells Fargo also maintained its Overweight position on July 17, reflecting continued bullish conviction. Among the five most recent analyst actions, two maintain positive ratings (Buy and Overweight), one represents a fresh upgrade to Outperform, one holds a neutral stance, and one constitutes a downgrade to Hold. The divergence in views highlights an ongoing debate around whether ISRG's premium valuation at a 71.05 P/E ratio is justified by its dominant market position in robotic-assisted surgery.


The latest Smart Investors Daily articles mentioning ISRG.