Feed / ISRG

Intuitive Surgical, Inc.

ISRG

Healthcare · 378.85 +1.2% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Intuitive Surgical, Inc.'s move is being confirmed by its market group.

ISRG accounts for 11.9% of the group's measured movement across 9.8 effective names. raw member direction is mixed; 10 of 12 session-normalized paths align to the upside. Capital-flow agreement is 21%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveAligned contributor#4 of 12 by movement share
Group movement share11.9%Absolute path energy—not portfolio weight
Relative path+2.29%aligned
Effective breadth9.8 / 12broad
Relative alignment10/12upside path · 1 counter-moving
Capital-flow agreement21%not yet clean
SEQUENCE READ

DXCM, BDX, ABT moved materially before ISRG. ISRG crossed its material path threshold at 10:15 ET. IDXX, LFST, MDT followed.

What changed
  • Revenue increased 23.0% versus the comparable filing period.
  • Net margin fell 1.3 percentage points.
EVIDENCE COVERAGE

9 of 18 members in Medical Devices & Supplies are active. 0 of 6 disclosed connections are confirming.

What would change this read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as AVNS begins moving with the group.

Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.

Watch this read

Who this business touches

The relationships behind ISRG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MDTMedtronic plc.competitorFeb 3, 2026 ▾

“Moreover, as we add new robotically controlled products (e.g., da Vinci stapling and da Vinci energy products) that compete with product offerings traditionally within the domains of open surgery and/or conventional MIS, we face greater competition from large…”

NOAHFiling-linked namecompetitorOct 22, 2025 ▾

“KG; Medicaroid Corporation; Medtronic plc; meerecompany Inc.; Noah Medical Corporation; Shandong Weigao Group Medical Polymer Company Ltd.; Shanghai Microport Medbot (Group) Co., Ltd.; Shenzhen Edge Medical Co., Ltd.; and SS Innovations International, Inc.”

Depended on by

UFPT29.2% of UFPTcustomerFeb 27, 2026 ▾

“Net sales from our largest two customers, Intuitive Surgical SARL and Stryker Corporation, were 24.3% and 21.5%, respectively, of our total net sales for the year ended December 31, 2025.”

Filing peers

PENPMI

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ISRG is currently a Early Follower in the organic co-movement group Medical Devices & Supplies. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.