Here’s What Hit Intuitive Surgical (ISRG) in Q3

In its third-quarter 2025 capitalist letter, Sands Capital Global Growth Fund highlighted stocks specified arsenic Intuitive Surgical, Inc. (NASDAQ:ISRG). Intuitive Surgical, Inc. (NASDAQ:ISRG) manufactures and markets products that assistance physicians and healthcare providers amended the prime of and entree to minimally invasive care. The one-month instrumentality of Intuitive Surgical, Inc. (NASDAQ:ISRG) was 3.49%, and its shares gained 3.23% of their worth implicit the past 52 weeks. On December 16, 2025, Intuitive Surgical, Inc. (NASDAQ:ISRG) banal closed astatine $554.58 per share, with a marketplace capitalization of $198.804 billion.

Sands Capital Global Growth Fund stated the pursuing regarding Intuitive Surgical, Inc. (NASDAQ:ISRG) successful its 3rd 4th 2025 capitalist letter:

"Intuitive Surgical, Inc. (NASDAQ:ISRG) is simply a quasi-monolopolistic supplier of soft-tissue robotic surgical systems. Shares declined successful the 3rd 4th of 2025, owed to fears astir U.S. infirmary budgets and money flows retired of aesculapian instrumentality and wellness attraction much broadly. The wellness attraction assemblage underperformed the MSCI ACWI successful the quarter, with aesculapian instrumentality the worst-performing manufacture group. This masked beardown cardinal results. Intuitive exceeded statement expectations connected each metrics, with notably beardown operating margins. Da Vinci 5 placements roseate 22 percent quarter-over-quarter, adjacent anterior to measured launches opening successful the European Union and Japan. Management besides repurchased $180 cardinal successful stock, reinforcing assurance based connected past buying patterns. The institution appears good positioned arsenic it enters the adjacent signifier of its robot upgrade cycle. We besides noted increasing enthusiasm for robotic cardiothoracic procedures astatine July’s Society of Robotic Surgery meeting. These developments could grow Intuitive’s U.S. addressable marketplace by an estimated 5 to 10 percent."

Intuitive Surgical, Inc. (NASDAQ:ISRG) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 99 hedge money portfolios held Intuitive Surgical, Inc. (NASDAQ:ISRG) astatine the extremity of the 3rd quarter, which was 107 successful the erstwhile quarter. While we admit the imaginable of Intuitive Surgical, Inc. (NASDAQ:ISRG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.