Intuitive Surgical, Inc. vs STMicroelectronics NV — how do they compare? Intuitive Surgical, Inc. trades at $401.27 (market cap $141.75B), while STMicroelectronics NV trades at $54.44 (market cap $49.21B). The key difference: Intuitive Surgical, Inc. is far larger — about 2.9× STMicroelectronics NV's market cap, and STMicroelectronics NV pays a 0.65% dividend while Intuitive Surgical, Inc. pays none. Which is the better fit depends on your goals.
| ISRG | STM | |
|---|---|---|
Market Cap | $141.75B | $49.21B |
Sector | Health | Financials |
52-Week High | $592.85 | $79.91 |
52-Week Low | $332.02 | $21.20 |
Enterprise Value | $136.53B | $47.21B |
Dividend Yield | — | 0.65% |
Signals from Pluang's Aura AI — not financial advice
Intuitive Surgical (ISRG) trades at $401.46, up 2.05% today, with strong quarterly earnings beats and bullish analyst consensus. The stock shows robust revenue growth, expanding margins, and solid cash flow, supported by the da Vinci 5 system adoption. Technical indicators are mixed, with RSI signaling overbought conditions but moving averages bullish.
Outlook remains positive due to durable demand and innovation, though high valuation and competition pose risks. Upside to the $518.10 consensus target offers potential, but investors should weigh premium multiples against growth sustainability.
STM trades at $54.51, up 0.29% today, with a neutral technical signal and mixed earnings history. The stock shows a high P/E of 107.92 but benefits from strong cash flow and a solid balance sheet with $6.18B in cash. Recent news highlights AI data center growth potential, with management targeting over $2B in revenues by 2027, though Q3 2026 earnings expectations face scrutiny after past misses.
Outlook is cautiously optimistic with a consensus price target of $74.63, implying 37% upside, supported by 52% analyst buy ratings. Risks include execution challenges in AI initiatives, margin pressure from high capex, and sensitivity to semiconductor cycle downturns. Investor sentiment is balanced amid growth prospects and valuation concerns.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →