Jim Cramer on Intuitive Surgical: “It’s Just Gotten Too Expensive Per Share”

It’s infirmary utilization, and what gets maine down present is that the stock, the net are good, but the aggregate is excessively high. And erstwhile I accidental that, you person to spell backmost to How to Make Money successful Any Market. My publication spends a batch of clip astir the thought that, you cognize what, if the multiple’s excessively high, it doesn’t substance what the income are and the net [are], it’s conscionable not going to beryllium capable to spell higher. And that’s going connected with Intuitive. It’s conscionable gotten excessively costly per share.

A laptop and a machine show show a elaborate banal marketplace method investigation chart. Photo by Jakub Zerdzicki connected Pexels

Intuitive Surgical, Inc. (NASDAQ:ISRG) designs and manufactures robotic systems and instruments that alteration minimally invasive surgical and diagnostic procedures. Polen Capital Management Llc stated the pursuing regarding Intuitive Surgical, Inc. (NASDAQ:ISRG) successful its Polen Focus Growth Strategy’s Q4 2025 capitalist letter:

In Q4 2025, we initiated a caller presumption successful Intuitive Surgical, Inc. (NASDAQ:ISRG) and sold our positions successful Netflix and Workday. We initiated a 2.25% presumption successful Intuitive Surgical who support a de facto monopoly successful brushed insubstantial robotic country globally. They person go the modular of attraction successful galore surgical modalities portion determination are galore much unfastened and laparoscopic surgeries that tin beryllium converted to robotic implicit time. The barriers to entering their marketplace are ample based connected decades of proven efficacy and safety, arsenic good arsenic the information astir surgeons are trained connected the company’s Da Vinci robots either successful aesculapian schoolhouse oregon connected the job, and they proceed to innovate and region themselves from imaginable entrants. The institution precocious afloat launched its adjacent procreation level that should pb to accelerating process maturation and gross maturation for years. Current results amusement this acceleration, and we spot wide concern momentum and a tenable valuation considering this is an accelerating monopoly.

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