Intuitive Surgical, Inc. vs TransMedics Group Inc — how do they compare? Intuitive Surgical, Inc. trades at $423.96 (market cap $146.76B), while TransMedics Group Inc trades at $77.87 (market cap $2.74B). The key difference: Intuitive Surgical, Inc. is far larger — about 53.6× TransMedics Group Inc's market cap, and Intuitive Surgical, Inc. is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Intuitive Surgical, Inc. for 84 Days and TransMedics Group Inc for 24 Days on average.
| ISRG | TMDX | |
|---|---|---|
Market Cap | $146.76B | $2.74B |
Volume | 2,529,814 | 949,331 |
Sector | Health | Health |
52-Week High | $592.85 | $150.42 |
52-Week Low | $332.02 | $61.99 |
Typical Hold Time | 84 Days | 24 Days |
Enterprise Value | $141.54B | $3.13B |
Signals from Pluang's Aura AI — not financial advice
Intuitive Surgical (ISRG) trades at $415.41, up 0.21% today, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong Q2 2026 earnings, beating estimates with EPS of $2.80, and has shown consistent revenue growth, reaching $10.06B in 2025. Analyst consensus is strongly bullish with a $480.78 price target, though the stock faces headwinds from slower procedure growth in some markets.
The outlook for ISRG remains positive due to its dominant position in robotic surgery, expanding international presence, and high recurring revenue. Key risks include competitive pressures, regulatory hurdles, and economic sensitivity affecting procedure volumes. With solid fundamentals and analyst support, the stock offers growth potential, but investors should monitor execution against these risks.
TMDX trades at $79.00, down 2.55% amid bearish technical signals. The stock shows strong profitability with 22.69% net margin and 36.28% ROE, though recent earnings misses and margin compression from 2025 to 2026 raise concerns. Analyst consensus remains bullish with a $99.75 price target, but multiple legal investigations into fiduciary duties create uncertainty. Revenue growth continues with 2026 guidance at $668M.
The stock presents a growth opportunity with analyst upside potential, but faces near-term headwinds from earnings volatility and legal scrutiny. Execution on 2026 guidance and resolution of governance concerns will be critical for sustained momentum. Current valuation at 20.47 P/E appears reasonable given growth prospects if operational targets are met.
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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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →