Should You Hold Intuitive Surgical (ISRG)?

5 days ago 4

Soumya Eswaran

Tue, November 11, 2025 astatine 7:29 AM CST 3 min read

Fred Alger Management, an concern absorption company, released its “Alger Spectra Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. equity markets continued their upward trajectory successful the 3rd quarter, with the S&P 500 Index rising 8.12%. A operation of improving economical conditions, coagulated firm earnings, and increasing expectations for monetary easing drove the beardown performance. Against this backdrop, Class A shares of the Fund outperformed the Russell 3000 Growth Index during the 3rd 4th of 2025. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Alger Spectra 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 32.04%, and its shares gained 7.29% of their worth implicit the past 52 weeks. On November 10, 2025, Intuitive Surgical, Inc. (NASDAQ:ISRG) banal closed astatine $576.20 per share, with a marketplace capitalization of $204.261 billion.

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

"Intuitive Surgical, Inc. (NASDAQ:ISRG) develops precocious surgical systems that assistance physicians execute little invasive procedures crossed a scope of specialties. The institution complements its systems with instruments, services, and grooming that enactment accordant usage and outcomes implicit time. We judge Intuitive Surgical benefits from a beardown concern model, heavy objective expertise, and a ample installed basal that encourages ongoing adoption. Shares detracted during the 4th arsenic process maturation trends moderated and investors grew cautious astir spending by hospitals amid a much uncertain macro backdrop. Additional unit came from concerns astir competitory dynamics and the timing of caller strategy placements. While these factors weighed connected sentiment, we proceed to judge successful Intuitive Surgical’s beardown marketplace presumption and quality to payment from the ongoing displacement toward minimally invasive care."

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Intuitive Surgical, Inc. (NASDAQ:ISRG) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 107 hedge money portfolios held Intuitive Surgical, Inc. (NASDAQ:ISRG) astatine the extremity of the 2nd quarter, up from 106 successful the erstwhile quarter. In the 3rd 4th of 2025, Intuitive Surgical, Inc.’s (NASDAQ:ISRG) revenue grew 23% to $2.5 billion. 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.