Intuitive Surgical, Inc. vs Zeta Global Holdings Corp — how do they compare? Intuitive Surgical, Inc. trades at $355.39 (market cap $125.08B), while Zeta Global Holdings Corp trades at $21.01 (market cap $5.32B). The key difference: Intuitive Surgical, Inc. is far larger — about 23.5× Zeta Global Holdings Corp's market cap, and Zeta Global Holdings Corp is trading nearer its 52-week high, Intuitive Surgical, Inc. nearer its low. Which is the better fit depends on your goals.
| ISRG | ZETA | |
|---|---|---|
Market Cap | $125.08B | $5.32B |
Sector | Health | Technology |
52-Week High | $592.85 | $25.24 |
52-Week Low | $345.42 | $14.55 |
Enterprise Value | $116.45B | $5.23B |
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.
ZETA trades at $21.34, down 1.57% on the day, with a bullish technical signal from moving averages and strong analyst support (73% buy ratings). The company reported Q1 2026 earnings of $0.14 per share, beating estimates, and is pivoting toward AI infrastructure through partnerships with Palantir and OpenAI. Revenue grew to $1.30 billion in 2025, though net income remained negative at -$31.51 million.
The outlook is positive due to AI-driven growth and strategic partnerships, but risks include margin pressure and integration challenges. The consensus price target of $27.50 suggests significant upside potential if execution aligns with bullish expectations, though negative profitability metrics warrant caution.
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →