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Stock Ratings / Health Care / ISRG
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Intuitive Surgical Inc. (ISRG) — RQD Stock Rating Cockpit

$436.87 +1.13% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $438.81

Intuitive Surgical Inc. (ISRG) earns a Roarable Rating of B (Buy) with 72/100 RQD Confidence. High-quality cash engine (66.0% gross margin, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B • BUY Cap $149.75B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on ISRG Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is ISRG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Intuitive Surgical Inc. (NASDAQ: ISRG) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $436.87 (+1.13% 1D, market cap $149.75B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 12/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 12/20. Across 1015 tracked Health Care issuers, ISRG ranks #51 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does ISRG compare to EW and STE in the Health Care sector?
▼

Within the Health Care sector (Industrial Specialties), ISRG carries a Roarable B (72/100 RQD), trailing P/E of 54.5x, gross margin of 66.0%, and ROIC of 15.0%. By comparison, EW (Edwards Lifesciences Corporation) holds a B+ grade (78/100 RQD, P/E 50.7x, ROIC 12.5%, cap $53.03B) and STE (STERIS plc (Ireland)) posts a B- grade (71/100 RQD, P/E 28.9x, ROIC 10.1%, cap $22.14B). Among the 5-stock peer group, ZBH leads on earnings multiple (26.4x) while ISRG leads on capital efficiency (15.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for ISRG?
▼

Per ISRG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001035267), Intuitive Surgical Inc. generated $10.06B in revenue (+20.5% YoY), $2.86B in net income, and $2.58B in free cash flow against $20.46B in total assets and $1.13B in total debt. Key quantitative strengths: Strong cash generator (66.0% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 55x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $438.79 (+0.44%)🧬 Disciplined Float (-0.04% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 25.6% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 72/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.0% avg 90D alpha vs SPY • 68.7% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B
025507510072
2-of-3 Quant Analysts Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw C+ · Rk B+
Cash (16)Whales (12)SEC (18)Macro (14)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+6.3% Base Target
$634 Bull$464 Base$358 Bear
📬 FREE ISRG RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ISRG)Realized 20D OHLCV Swing Band: ±6.2%
Deterministic 5-Pillar Attribution (72/100 Composite)
🔍 WHY ISRG SCORES 72/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (25% of score)

Altman Z-Score 26.00 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▲ #2 Bullish Driver: Cash Engine Quality+16/20 pts (22% of score)

SEC XBRL FY 2025 (10-K): 25.6% FCF Margin ($2.58B FCF) & 66% Gross Margin

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution12/20 pts (-8 pt drag)

Disciplined Float (-0.04% YoY Shares) & executive Form 4 sales trim 8 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
64
Grade C+$420.24+1.9% Next Q
Q2 (-2Q)
67
Grade B-$428.12+3.8% Next Q
Q3 (-1Q)
69
Grade B-$444.18-1.6% Next Q
Current
72
Grade B$436.87+7% Hist 90D α
Trajectory: C+ (64) → B (72)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ISRG Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 72/100 (B) score, ISRG faces multiple-compression risk if 54.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 55x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Disciplined Float (-0.04% YoY Shares) — any gross margin slip below 63.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($405.65) or 200D SMA ($431.69) invalidates the momentum regime and cuts Target Base ($464.39) toward Bear Floor ($358.23).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ISRG• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “ISRG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 72%NO 28%Trade / Inspect Odds →
RSI-14 MOMENTUMNEUTRAL RANGE
51.830 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
26.00>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
9 / 99-Pt Accounting
52-WEEK LASER RANGE39% OF RANGE
L: $329$436.87H: $604
1. Money & Cash Health● HEALTHY
Are profits real cash in the bank?

Real cash coming in backs up reported profits (66.0% gross margin and healthy balance-sheet cushion).

Factor Grade: B+RQD 16 / 20
2. Big Money & Insiders● NEUTRAL
Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: C-RQD 24 / 40
3. Hidden Risks & Market Weather● ALL CLEAR
SEC fine-print scan & interest-rate fit

Clean SEC fine-print check with low hidden accounting risk and favorable interest-rate weather.

Factor Grade: B+RQD 32 / 40
MULTI-MODEL QUANT PANEL DELIBERATION

2-of-3 Quant Analysts Bullish on ISRG

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BULLISH (80)

15.0% ROIC with 66.0% gross margin and 1.66% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BULLISH (90)

Altman-Z 26.00 and Piotroski 9/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
NEUTRAL (63)

24/40 institutional & smart-money positioning score with 14/20 macro alignment.

Bull Case: Why Buyers Like ISRG
  • ✓Strong cash generator (66.0% gross margin)—profits are backed by real money, not accounting tricks.
  • ✓Clean SEC annual filing review with no major hidden accounting time-bombs.
Bear Case: What Could Go Wrong
  • !Priced at 55x earnings—high expectations leave less room for a lukewarm quarter.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (ISRG Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
ISRG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -3.42%▲ ASCENDING CHANNEL
2026-11-03O $448.8H $448.8L $432.0C $436.9VOL 3.48M
RES: $466.9SUP: $364.4SMA50: $405.7SMA200: $431.7
$511.8$462.2$412.5$362.8$313.2RES $466.9SUP $364.4$436.92026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ISRG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ISRG Butterfly Map → + Track ISRG →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
38.7%/yr Implied 5Y Growth

vs. +20.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on ISRG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →
NVO → ISRG Confirmed Filing
Intuitive Surgical explicitly disclosed in its Form 10-K that US bariatric surgery procedure volumes on da Vinci robotic systems slowed as patients trialed GLP-1 weight-loss drugs prior to surgery.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for ISRG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ISRG)

Health Care Rank #51 of 1015 ⚔️ EW vs ISRG Full Matrix →

1. Head-to-Head Health Care Peer Comparison (ISRG vs. EW, STE, ZBH, SNN)

Industry: Industrial Specialties (55 Tracked Issuers)

Across 1015 tracked Health Care securities in the Roarable RQD universe, Intuitive Surgical Inc. (ISRG) ranks #51 by composite RQD confidence (72/100, grade B) and #14 by equity capitalization ($149.75B). Within this direct 5-issuer industry benchmark cohort, ZBH leads on earnings valuation at 26.4x trailing P/E, while ISRG leads on capital efficiency and profitability with 15.0% ROIC and 66.0% gross margin. EW currently holds the highest overall quantitative score in the immediate peer group at 78/100 (B+) compared with ISRG at 72/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
ISRG ACTIVE
Intuitive Surgical Inc.
B 72/100 54.5x 66.0% 15.0% +1.13% $149.75B Benchmark Subject
EW
Edwards Lifesciences Corporation
B+ 78/100 50.7x 78.0% 12.5% +1.36% $53.03B /ew-vs-isrg →
STE
STERIS plc (Ireland)
B- 71/100 28.9x 44.2% 10.1% +2.74% $22.14B /ste-vs-isrg →
ZBH
Zimmer Biomet Holdings Inc.
C+ 68/100 26.4x 69.7% 4.6% +2.99% $18.03B /zbh-vs-isrg →
SNN
Smith & Nephew SNATS Inc.
D+ 58/100 32.8x — 9.9% +1.82% $12.44B /snn-vs-isrg →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001035267 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Intuitive Surgical Inc. (ISRG) reported GAAP revenue of $10.06B (+20.5% vs. FY2024 revenue of $8.35B , and +41.3% cumulative change since FY2023) , GAAP net income of $2.86B, operating cash flow of $3.03B, and free cash flow of $2.58B (+26.4% YoY). On the balance sheet, ISRG closed FY2025 with $20.46B in total assets against $1.13B in total debt (Altman Z-Score: 26.00, Piotroski F-Score: 9/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $10.06B $2.86B $3.03B $2.58B $20.46B $1.13B
FY2024 (FY) 2024-12-31 $8.35B $2.32B $2.42B $2.04B $18.74B $996.1M
FY2023 (FY) 2023-12-31 $7.12B $1.80B $1.81B $1.49B $85.56B $20.02B

3. ISRG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ISRG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Intuitive Surgical Inc. (NASDAQ: ISRG) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $436.87 (+1.13% 1D, market cap $149.75B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 12/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 12/20. Across 1015 tracked Health Care issuers, ISRG ranks #51 in composite RQD confidence.

How does ISRG compare to EW and STE in the Health Care sector?

Within the Health Care sector (Industrial Specialties), ISRG carries a Roarable B (72/100 RQD), trailing P/E of 54.5x, gross margin of 66.0%, and ROIC of 15.0%. By comparison, EW (Edwards Lifesciences Corporation) holds a B+ grade (78/100 RQD, P/E 50.7x, ROIC 12.5%, cap $53.03B) and STE (STERIS plc (Ireland)) posts a B- grade (71/100 RQD, P/E 28.9x, ROIC 10.1%, cap $22.14B). Among the 5-stock peer group, ZBH leads on earnings multiple (26.4x) while ISRG leads on capital efficiency (15.0% ROIC).

What are the biggest fundamental strengths and SEC risk factors for ISRG?

Per ISRG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001035267), Intuitive Surgical Inc. generated $10.06B in revenue (+20.5% YoY), $2.86B in net income, and $2.58B in free cash flow against $20.46B in total assets and $1.13B in total debt. Key quantitative strengths: Strong cash generator (66.0% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 55x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.

Where is ISRG trading relative to its 50-day, 200-day, and 52-week technical levels?

ISRG last traded at $436.87 (+1.13% on volume of 3,813,594 shares), positioning the stock +7.70% above its 50-day simple moving average ($405.65) and +1.20% above its 200-day simple moving average ($431.69). Across its 52-week range of $328.57 to $603.88, ISRG sits at the 39.3% percentile with a 14-day RSI of 51.8 (NEUTRAL RANGE) and an implied next-earnings move of ±6.2% ($409.78 to $463.96).

Direct Sub-Reports: ISRG RQD Cockpit ISRG 12M Forecast ISRG Earnings & Move ISRG Dividends & DRIP ISRG Insiders & 13F ISRG Whale Options ISRG Profit Sankey ISRG News & Why
ROARABLE RATING BRIEF • RQD 72/100 (B) ✓ SEC XBRL & RQD VERIFIED

ISRG — Intuitive Surgical Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Intuitive Surgical Inc. (ISRG) earns a live Roarable RQD composite score of 72/100, corresponding to a B letter grade (Roarable Buy) at a spot price of $436.87 (+1.13% 1D, market capitalization $149.75B).

  • Fundamental Cash Engine (16/20): Anchored by return on invested capital (ROIC) of 15.0%, gross margin of 66.0%, operating margin of 29.3%, and free cash flow yield of 1.66%.
  • Whale 13F & Options Flow (12/20) + Insider Conviction (12/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (14/20) + Forensic Balance Sheet (18/20): Incorporates a 0.97x equity beta, Altman Z-Score of 26.00, Piotroski F-Score of 9/9, and Debt/Equity of 0.06x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Intuitive Surgical Inc. Is a NASDAQ-listed issuer in the Health Care sector, classified under Industrial Specialties. The source data references a da Vinci robotic systems franchise, with procedures (including general surgery, thoracic, and bariatric categories) performed using these systems.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Intuitive Surgical Inc. (ISRG) reported $10.06B in annual revenue (up from $8.35B in FY2024, +20.5% YoY) and $2.86B in GAAP net income. Over the multi-year SEC filing window from FY2023 ($7.12B revenue, $1.80B net income) through FY2025, ISRG scaled operating cash flow to $3.03B and free cash flow to $2.58B, backed by $20.46B in total assets against $1.13B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (B • RQD 72/100): Strong cash generator (66.0% gross margin)—profits are backed by real money, not accounting tricks. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 16/20 and Institutional Whale Flow at 12/20, sustained execution supports upside toward the upper end of the $328.57 – $603.88 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Priced at 55x earnings—high expectations leave less room for a lukewarm quarter. Investors must weigh 54.5x trailing P/E and 46.0x EV/EBITDA against 29.3% operating margins and a 0.97x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The supply_chain field is NONE and the sector/industry is Health Care / Industrial Specialties. The one documented link runs from NVO (Novo Nordisk, the GLP-1 drug source) to ISRG, typed POTENTIAL_LOSER with a CONFIRMED_FILING evidence tier. The mechanism is 2nd-order demand: GLP-1 weight-loss treatment reduces the bariatric surgery pipeline feeding da Vinci procedures. The source states bariatrics is under 5% of total global da Vinci procedures, limiting the magnitude. The competing explanation is that patients who plateau or lose coverage on GLP-1 therapy may re-enter the robotic bariatric funnel 12–24 months later. Watch item: the next catalyst named is Intuitive's quarterly worldwide procedure growth and bariatric sub-trend commentary.

  • Key Question #1: Can ISRG sustain or expand its 29.3% operating margin and 15.0% ROIC against Industrial Specialties peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $10.06B and free cash flow of $2.58B, how will capital allocation balance growth reinvestment against $1.13B in total debt?
  • Key Question #3: How sensitive is ISRG's 45.8x forward P/E multiple to Health Care capital spending cycles and macro interest-rate shifts (Beta 0.97x)?

ISRG Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Intuitive Surgical Inc. (ISRG) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to ISRG Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

ISRG Bull vs. Bear Conversation Board — What's Your Call at $436.87?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON ISRG 🐻 33% BEARISH CONVICTION
1. Pick Your Side on ISRG:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
DE DeltaGamma_99 RQD DEBATE OPENER • Options Flow Specialist 🐂 BULLISH 🎯 Target: $552.97 (+28.0%)
📌 Pinned Debate

Forensic balance sheet scores 18/20 with Altman Z 26, Piotroski F 9/9, and Debt/Equity 0.06, alongside FY 2025 revenue of $10.06B and

Picked up a starter position in ISRG in my $100K Virtual Cash book at $432.01. Forensic balance sheet scores 18/20 with Altman Z 26, Piotroski F 9/9, and Debt/Equity 0.06, alongside FY 2025 revenue of $10.06B and FCF of $2.58B.. Trading inside a $328.57–$603.88 52-week range with 1.66% FCF yield gives solid downside support if Industrial Specialties multiples expand this quarter.

VolSurface_Trader 🐂 BULL

Both sides have a point here — ISRG's 18/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

BE BearTrap_Alert RQD DEBATE OPENER • Cycle Peak Watcher 🐻 BEARISH 🎯 Target: $349.93 (-19.0%)
Spot @ $432.01

Trailing P/E of 54.5 and forward P/E of 45.8 against an FCF yield of 1.66%, with a disclosed GLP-1 bariatric procedure headwind.

Careful chasing ISRG at $432.01. Trailing P/E of 54.5 and forward P/E of 45.8 against an FCF yield of 1.66%, with a disclosed GLP-1 bariatric procedure headwind.. Gross margin is 66.0%, but operating margin is 29.3%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $349.93 on multiple compression.

LIVE TAPE