Intuitive Surgical Reports Continued Growth Amid Rising Competition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Should l Buy ISRG?
Source: NASDAQ.COM
- Revenue and Earnings Growth: Intuitive Surgical reported $10.1 billion in revenue for 2025, marking a 21% increase, with earnings per share (EPS) of $7.87, up 22.5%, reflecting strong performance and sustained market demand in the medical device sector.
- Surgical System Usage: The da Vinci robotic platform has performed over 20 million surgeries, with the da Vinci Xi system alone used in over 3 million procedures last year, solidifying its leadership in the global multiport robotic surgery market.
- Increased Market Competition: Despite holding a dominant position in robotic surgery, the entry of competitors like Johnson & Johnson and Medtronic, along with Restore Robotics' alternative tools, may pressure its market share, although revenue and procedure volumes continue to rise.
- Technological Innovation and Investment: Intuitive Surgical invested $1.3 billion in R&D last year, and the rollout of the da Vinci 5 system, featuring force feedback technology, is expected to be a major growth catalyst for 2026, further strengthening its market position.
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Analyst Views on ISRG
Wall Street analysts forecast ISRG stock price to rise
20 Analyst Rating
16 Buy
4 Hold
0 Sell
Strong Buy
Current: 458.080
Low
575.00
Averages
637.32
High
740.00
Current: 458.080
Low
575.00
Averages
637.32
High
740.00
About ISRG
Intuitive Surgical, Inc. develops, manufactures, and markets da Vinci surgical systems and the Ion endoluminal system. The Company specializes in invasive care and robotic-assisted surgery. Its technologies include the da Vinci surgical systems and the Ion endoluminal system. The da Vinci surgical system is designed to enable surgeons to perform a range of surgical procedures within its targeted general surgery, urologic, gynecologic, cardiothoracic, and head and neck specialties and consists of a surgeon's console or consoles, a patient-side cart, and a high-performance vision system. The Ion endoluminal system is a flexible, robotic-assisted, catheter-based platform for which the cleared indication is minimally invasive biopsies in the lung and consists of a system cart, a controller, a catheter, and a vision probe. Its Ion system extends its commercial offering beyond surgery into diagnostic and endoluminal procedures.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Intuitive Surgical Reports Continued Growth Amid Rising Competition
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- Surgical System Usage: The da Vinci robotic platform has performed over 20 million surgeries, with the da Vinci Xi system alone used in over 3 million procedures last year, solidifying its leadership in the global multiport robotic surgery market.
- Increased Market Competition: Despite holding a dominant position in robotic surgery, the entry of competitors like Johnson & Johnson and Medtronic, along with Restore Robotics' alternative tools, may pressure its market share, although revenue and procedure volumes continue to rise.
- Technological Innovation and Investment: Intuitive Surgical invested $1.3 billion in R&D last year, and the rollout of the da Vinci 5 system, featuring force feedback technology, is expected to be a major growth catalyst for 2026, further strengthening its market position.
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- Training Barrier: Most surgeons trained on the da Vinci platform during residency face significant retraining to switch to competitors' systems, making hospitals reluctant to disrupt established workflows in high-stakes surgery, thereby solidifying Intuitive's market position.
- Economic Cycle Advantage: With over 12,100 systems installed globally, 81% of Intuitive's revenue comes from recurring sales of instruments, accessories, and services, making it unlikely for hospitals to replace existing da Vinci systems even if they purchase a competitor's robot due to substantial capital already invested.
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- Capital One Performance Focus: Capital One is scheduled to report earnings on Tuesday, with market attention on its consumer health metrics and the progress of its acquisitions of Discover and Brex, particularly amid rising economic uncertainties.
- Boeing Earnings Outlook: Boeing is expected to release its earnings report on Wednesday, with market focus on order volumes in both its commercial and defense sectors, as well as free cash flow performance, especially after previous unexpected losses.
- GE Vernova Order Growth: GE Vernova will report alongside Boeing, with first-quarter new orders anticipated to reach $14.4 billion, reflecting a 65% year-over-year increase, indicating strong market performance amid rising electricity demand.
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- Revenue and Earnings Growth: Intuitive Surgical reported $10.1 billion in revenue for 2025, marking a 21% increase, with earnings per share (EPS) of $7.87, up 22.5%, reflecting strong performance and sustained market demand in the medical device sector.
- Surgical System Usage: The da Vinci robotic platform has performed over 20 million surgeries, with the da Vinci Xi system alone used in over 3 million procedures last year, solidifying its leadership in the global multiport robotic surgery market.
- Increased Market Competition: Despite holding a dominant position in robotic surgery, the entry of competitors like Johnson & Johnson and Medtronic, along with Restore Robotics' alternative tools, may pressure its market share, although revenue and procedure volumes continue to rise.
- Technological Innovation and Investment: Intuitive Surgical invested $1.3 billion in R&D last year, and the rollout of the da Vinci 5 system, featuring force feedback technology, is expected to be a major growth catalyst for 2026, further strengthening its market position.
See More
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- Market Dominance: Intuitive Surgical's da Vinci Xi system is the most widely used multiport robotic surgery system globally, utilized in over 3 million surgeries last year; despite a more than 17% drop in stock price this year, its market share remains robust.
- Training Barrier: Most surgeons trained on the da Vinci platform during residency face significant retraining to switch to competitors' systems, making hospitals reluctant to disrupt established workflows in high-stakes surgery, thereby solidifying Intuitive's market position.
- Economic Cycle Advantage: With over 12,100 systems installed globally, 81% of Intuitive's revenue comes from recurring sales of instruments, accessories, and services, making it unlikely for hospitals to replace existing da Vinci systems even if they purchase a competitor's robot due to substantial capital already invested.
- Innovation Drive: The company invested $1.3 billion in R&D last year, with the rollout of the da Vinci 5 expected to be a major catalyst for 2026; its force feedback technology can reduce applied force by up to 43%, improving surgical outcomes and enhancing competitive strength.
See More
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- Earnings Expectations: According to FactSet, the S&P 500 is projected to have a blended growth rate of 12.5% in Q1, with 78% of reporting companies exceeding expectations, providing a positive backdrop for the upcoming earnings season that could further bolster market confidence.
- Oil Price Volatility: While oil prices have fallen to around $80 per barrel, significantly below the $110 peak during the conflict, the market must remain vigilant regarding the potential impacts of U.S.-Iran tensions on global supply chains, particularly concerning the safety of transit through the Strait of Hormuz.
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- New Partnership: VentriPoint Diagnostics has secured a new partnership with the Montecristo Group to deploy its AI cardiac imaging platform across Costa Rica, which is expected to enhance the efficiency and accuracy of cardiac disease screening in the region, further expanding market share.
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See More
