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Intuitive Surgical (ISRG) Stock Has Plunged 33% in 2026. Here's Why One Fund Manager Remains Bullish -- and Why I Do, Too.

The stock may be down sharply, but don't count it out -- and the lower price makes it more attractive.

Intuitive Surgical (ISRG) Stock Has Plunged 33% in 2026. Here's Why One Fund Manager Remains Bullish -- and Why I Do, Too.

Published August 12, 2026 · Category: Finance

Overview

If you're not familiar with Intuitive Surgical (NASDAQ: ISRG), know this: It's a massive robotic surgical systems specialist, with a recent market value topping $135 billion. That market value was quite a bit higher not so long ago, though -- because while the stock has averaged annual gains of 17% over the past decade, it's down 33% so far in 2026.

Two key concerns about the company are competition from China and also, potentially, from OpenAI and artificial intelligence (AI). That might have caused some to sell the stock or simply to steer clear. But the new, lower price should still entice long-term believers: Intuitive Surgical's forward price-to-earnings (P/E) ratio was recently 35, well below its five-year average of nearly 54.

Image source: The Motley Fool.

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Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.