Intuitive Surgical (ISRG) — What Changed

Material changes in the AI committee's view · 24 events tracked · Detected nightly

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2026-07-31 MATERIAL
▲ Agreement Shift

ISRG's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-31 MINOR
▼ Score Change

ISRG's Committee score moved from 58.36 to 57.28 (-1.08, 1 day(s) apart).

58.36 → 57.28 (-1.1)

2026-07-31 MATERIAL
— Conviction Change

ISRG's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▲ Agreement Shift

ISRG's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 1 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-30 MINOR
▲ Score Change

ISRG's Committee score moved from 57.18 to 58.36 (+1.18, 1 day(s) apart).

57.18 → 58.36 (+1.2)

2026-07-28 MINOR
▼ Agreement Shift

ISRG's Committee agreement moved from 57.10% to 50.00% (-7.10pp, 1 day(s) apart).

57.10 → 50.00 (-7.1)

2026-07-28 MINOR
▼ Score Change

ISRG's Committee score moved from 60.05 to 57.18 (-2.87, 1 day(s) apart).

60.05 → 57.18 (-2.9)

2026-07-24 MINOR
▼ Score Change

ISRG's Committee score moved from 59.34 to 58.62 (-0.72, 1 day(s) apart).

59.34 → 58.62 (-0.7)

2026-07-19 MINOR
▲ Score Change

ISRG's Committee score moved from 56.36 to 56.67 (+0.31, 1 day(s) apart).

56.36 → 56.67 (+0.3)

2026-07-18 MATERIAL
▲ Agreement Shift

ISRG's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-18 MATERIAL
▼ Score Change

ISRG's Committee score moved from 62.38 to 56.36 (-6.02, 1 day(s) apart).

62.38 → 56.36 (-6.0)

2026-07-18 MATERIAL
— Conviction Change

ISRG's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-18 MAJOR
— Rating Change

ISRG moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-17 MINOR
▲ Score Change

ISRG's Committee score moved from 60.00 to 62.38 (+2.38, 1 day(s) apart).

60.00 → 62.38 (+2.4)

2026-07-16 MINOR
▲ Score Change

ISRG's Committee score moved from 58.93 to 60.00 (+1.07, 1 day(s) apart).

58.93 → 60.00 (+1.1)

2026-07-16 MAJOR
— Rating Change

ISRG moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-15 MINOR
▼ Agreement Shift

ISRG's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-15 MINOR
▼ Score Change

ISRG's Committee score moved from 60.55 to 58.93 (-1.62, 1 day(s) apart).

60.55 → 58.93 (-1.6)

2026-07-15 MATERIAL
— Conviction Change

ISRG's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-15 MAJOR
— Rating Change

ISRG moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-14 MATERIAL
▼ Agreement Shift

ISRG's Committee agreement moved from 71.40% to 60.00% (-11.40pp, 1 day(s) apart).

71.40 → 60.00 (-11.4)

2026-07-14 MINOR
▼ Score Change

ISRG's Committee score moved from 65.17 to 60.55 (-4.62, 1 day(s) apart).

65.17 → 60.55 (-4.6)

2026-07-13 MATERIAL
▼ Agreement Shift

ISRG's Committee agreement moved from 71.40% to 60.00% (-11.40pp, 1 day(s) apart).

71.40 → 60.00 (-11.4)

2026-07-13 MINOR
▼ Score Change

ISRG's Committee score moved from 64.86 to 64.55 (-0.31, 1 day(s) apart).

64.86 → 64.55 (-0.3)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →