Intuitive Surgical, Inc. vs KLA Corp. — how do they compare? Intuitive Surgical, Inc. trades at $426.38 (market cap $146.76B), while KLA Corp. trades at $196.44 (market cap $256.72B). The key difference: KLA Corp. is the larger of the two by market cap, and KLA Corp. pays a 0.47% dividend while Intuitive Surgical, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Intuitive Surgical, Inc. for 84 Days and KLA Corp. for 60 Days on average.
| ISRG | KLAC | |
|---|---|---|
Market Cap | $146.76B | $256.72B |
Volume | 2,529,814 | 9,970,753 |
Sector | Health | Technology |
52-Week High | $592.85 | $301.71 |
52-Week Low | $332.02 | $98.28 |
Typical Hold Time | 84 Days | 60 Days |
Enterprise Value | $141.54B | $257.97B |
Dividend Yield | — | 0.47% |
Signals from Pluang's Aura AI — not financial advice
Intuitive Surgical (ISRG) trades at $424.58, up 2.43% with strong bullish momentum. The stock shows robust fundamentals with revenue growing from $6.2B in 2022 to $10.1B in 2025 and net profit margins exceeding 28%. Recent earnings consistently beat expectations, with Q2 2026 EPS of $2.80 surpassing the $2.48 forecast. Technical indicators show bullish moving averages with support at $410 and resistance at $419. Analyst consensus remains strongly positive with 70% buy ratings and a $480.78 price target.
ISRG maintains a dominant position in robotic surgery with expanding international growth offsetting China headwinds. The primary investment opportunity lies in continued procedure growth and da Vinci 5 adoption, though risks include competitive pressures and affordability concerns. With strong cash flow generation and institutional support, the stock presents upside potential despite premium valuations.
KLA Corporation (KLAC) trades at $195.89, down 0.48% on the day, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $223.88. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $1.05 exceeding the $1.00 estimate, and maintains robust profitability with a net income margin of 35.57%. Revenue growth is supported by a $12.57 billion backlog driven by AI and advanced packaging demand, as highlighted in recent news.
The stock presents a compelling growth opportunity given its leadership in semiconductor process control and positive analyst sentiment, but elevated valuation ratios like a P/E of 53.75 pose risks if growth slows. Competition with Applied Materials and ASML, along with cyclical semiconductor industry exposure, requires monitoring. Institutional ownership trends and insider sales, such as CEO Richard Wallace's September 2026 transaction, add layers to the investment case.
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Latest headlines on both assets
Intuitive Surgical develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed nearly 7,000 da Vinci systems in hospitals worldwide, with more than 4,000 installations in the United States and a growing number in emerging markets.
Read more on ISRG →KLA designs and manufactures yield-management and process-monitoring diagnostic and control systems for the semiconductor manufacturing industry. The systems are used to analyze the manufacturing process at various steps in a semiconductor's development. The firm's laser-scanning products are used for wafer qualification, process monitoring, and equipment monitoring. KLA also provides inspection tools and systems for optical metrology and e-beam metrology.
Read more on KLAC →