Intuitive Surgical, Inc. vs NetApp Inc. — how do they compare? Intuitive Surgical, Inc. trades at $359.54 (market cap $125.08B), while NetApp Inc. trades at $164.93 (market cap $31.57B). The key difference: Intuitive Surgical, Inc. is far larger — about 4× NetApp Inc.'s market cap, and NetApp Inc. pays a 1.29% dividend while Intuitive Surgical, Inc. pays none. Which is the better fit depends on your goals.
| ISRG | NTAP | |
|---|---|---|
Market Cap | $125.08B | $31.57B |
Sector | Health | Technology |
52-Week High | $592.85 | $181.08 |
52-Week Low | $345.42 | $94.11 |
Enterprise Value | $116.45B | $30.72B |
Dividend Yield | — | 1.29% |
Signals from Pluang's Aura AI — not financial advice
Intuitive Surgical (ISRG) trades at $354.00, up 2.48% today, but remains near its 52-week low of $344.55. The stock faces technical bearish pressure despite strong Q2 2026 earnings beats, with revenue reaching $10.06B in 2025 and net income margin at 28.45%. Recent news highlights investor concerns over moderated U.S. procedure growth and a cautious 2026 outlook, driving the stock's recent decline.
The outlook balances robust fundamentals against near-term headwinds. Wall Street maintains a bullish consensus price target of $504.56, but risks include slowing procedure growth and insurance-related challenges. Long-term growth drivers like global da Vinci adoption and AI integration offer upside, though volatility may persist amid sentiment shifts.
NetApp (NTAP) trades at $161.16, down 1.66% on the day, near its pivot point of $164. The stock exhibits a bullish technical trend with strong moving average signals. Fundamentally, the company shows robust profitability with a net income margin of 18.43% and has beaten earnings estimates for three consecutive quarters. Recent strategic moves include the acquisition of DataPelago to bolster AI data infrastructure capabilities, signaling growth focus.
The outlook for NTAP is positive, driven by AI-driven demand and consistent earnings outperformance, though risks include competitive pressures and reliance on enterprise spending. Analyst consensus leans bullish with a price target of $167.45, offering modest upside from current levels.
Trailing returns across standard periods
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 →NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
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