Competitive Analysis of Surgical Robotics Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy ISRG?
Source: Fool
- Market Leadership: Intuitive Surgical's da Vinci surgical systems reached 11,106 installations by the end of 2025, reflecting a 12% year-over-year increase, with surgeries performed rising 18%, indicating strong demand in the medical community, although only 25% of revenue comes from new robot sales, with the remainder from parts and services, creating a stable income stream.
- Competitive Opportunity: While Intuitive Surgical has a high P/E ratio of 64, Medtronic's more attractive valuation at 26, coupled with its rapidly developing surgical robot Hugo, which received FDA approval for U.S. use in late 2025, suggests significant growth potential ahead.
- Diversification Advantage: As one of the world's largest medical device companies, Medtronic's diversified product line supports its expansion into surgical robotics, positioning it to share in the rapidly growing market alongside Intuitive Surgical.
- Dividend Appeal: Medtronic offers a 2.9% dividend yield and is nearing Dividend King status, suggesting that as its Hugo system gains market share over the next decade, investors could see stock price appreciation, providing both income and growth opportunities.
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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: 506.880
Low
575.00
Averages
637.32
High
740.00
Current: 506.880
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.
Competitive Analysis of Surgical Robotics Market
- Market Leadership: Intuitive Surgical's da Vinci surgical systems reached 11,106 installations by the end of 2025, reflecting a 12% year-over-year increase, with surgeries performed rising 18%, indicating strong demand in the medical community, although only 25% of revenue comes from new robot sales, with the remainder from parts and services, creating a stable income stream.
- Competitive Opportunity: While Intuitive Surgical has a high P/E ratio of 64, Medtronic's more attractive valuation at 26, coupled with its rapidly developing surgical robot Hugo, which received FDA approval for U.S. use in late 2025, suggests significant growth potential ahead.
- Diversification Advantage: As one of the world's largest medical device companies, Medtronic's diversified product line supports its expansion into surgical robotics, positioning it to share in the rapidly growing market alongside Intuitive Surgical.
- Dividend Appeal: Medtronic offers a 2.9% dividend yield and is nearing Dividend King status, suggesting that as its Hugo system gains market share over the next decade, investors could see stock price appreciation, providing both income and growth opportunities.
See More
Rockport Wealth LLC Establishes New Position in AIRR ETF
- New Position Established: On February 5, 2026, Rockport Wealth LLC disclosed a new position in the First Trust RBA American Industrial Renaissance ETF (AIRR) by purchasing 97,377 shares valued at $9.57 million, reflecting confidence in the industrial sector's recovery.
- Portfolio Diversification: AIRR now represents 1.9% of Rockport Wealth LLC's total reportable AUM, complementing major holdings like FDL ($71.4 million) and ISRG ($32.3 million), thereby enhancing the portfolio's growth potential and safety.
- Strong ETF Performance: As of February 5, 2026, AIRR shares were priced at $113.49, up 42.6% over the past year, outperforming the S&P 500 by 29 percentage points, indicating significant success in its investment strategy focused on small and mid-cap companies.
- Optimistic Industry Outlook: With the U.S. ISM Manufacturing PMI rising above 50, signaling economic expansion, the industrial sector is expected to benefit in 2026, and Rockport Wealth's investment in AIRR is viewed as a classic sector rotation bet that could yield higher returns.
See More
Rockport Wealth LLC Initiates Position in AIRR ETF
- New Position: Rockport Wealth LLC initiated a position of 97,377 shares in AIRR during Q4 2026, with a market value of $9.6 million, indicating a strategic interest in U.S. industrial and community banking sectors.
- Asset Allocation Shift: This transaction represents a 1.9% change in the fund's reportable U.S. equity assets under management, although AIRR does not rank among the top five holdings, it underscores the fund's commitment to a diversified investment strategy.
- Positive Market Outlook: With the U.S. ISM Manufacturing PMI rising above 50, signaling economic expansion, Rockport Wealth's investment in AIRR appears to be a classic sector rotation bet poised to benefit from a recovery in the industrial sector in 2026.
- Risk Management Strategy: By investing in AIRR, a large diversified ETF, Rockport Wealth can engage in the growth of small and mid-cap U.S. companies in infrastructure-related sectors without taking on single-stock risk, enhancing its overall portfolio stability.
See More
Intuitive Surgical's da Vinci Systems Drive Market Demand
- Growing Market Demand: By the end of 2025, Intuitive Surgical had installed 11,106 da Vinci surgical systems, reflecting a 12% year-over-year increase, indicating a significant rise in demand from the medical community and patients, thereby reinforcing its market leadership.
- Surgery Volume Increase: The number of surgeries performed using da Vinci systems rose by 18% year-over-year, showcasing the company's strong growth potential in surgical robotics, which may attract more investors looking for long-term value.
- Diversified Revenue Streams: While only 25% of the company's revenue comes from new robot sales, the ongoing income from parts and services provides a stable financial foundation, enhancing the sustainability and resilience of its business model.
- Competitive Landscape Shift: Medtronic's Hugo surgical robot, approved by the FDA at the end of 2025, may pose competitive pressure on Intuitive Surgical; although Hugo is not yet as advanced as da Vinci, its market potential could present significant growth opportunities for Medtronic.
See More
Nvidia and the Future of Robotics
- Management Insight: Nvidia's CEO Jensen Huang has successfully transformed the company from a graphics processor manufacturer to the world's largest by market cap, leveraging keen market insights to drive rapid advancements in AI applications, showcasing strong market leadership.
- Robotics Breakthrough: At the CES 2026 conference, Huang highlighted breakthroughs in physical AI that will unlock new applications, with Nvidia's Jetson robotics processors and open physical AI models empowering global partners to transform industries with AI-driven robotics.
- Tesla's Transformation: Tesla is shifting its production focus from electric vehicles to robotics, planning to launch the Optimus robots priced between $20,000 and $30,000 by the end of 2027, which is expected to revolutionize future work environments and solidify its market position in robotics.
- Intuitive Surgical's Innovation: Intuitive Surgical has deployed over 12,000 da Vinci surgical robots in hospitals worldwide, completing 3.1 million procedures in 2025 alone, with the latest generation recently approved by U.S. regulators, demonstrating widespread acceptance and application in the medical field.
See More
INTUITIVE SURGICAL INC: UBS LOWERS TARGET PRICE FROM $600 TO $570
- Price Adjustment: Intuitive Surgical has reduced the target price for its stock from $600 to $570.
- Market Impact: This adjustment may reflect changes in market conditions or company performance expectations.
See More
Competitive Analysis of Surgical Robotics Market
- Market Leadership: Intuitive Surgical's da Vinci surgical systems reached 11,106 installations by the end of 2025, reflecting a 12% year-over-year increase, with surgeries performed rising 18%, indicating strong demand in the medical community, although only 25% of revenue comes from new robot sales, with the remainder from parts and services, creating a stable income stream.
- Competitive Opportunity: While Intuitive Surgical has a high P/E ratio of 64, Medtronic's more attractive valuation at 26, coupled with its rapidly developing surgical robot Hugo, which received FDA approval for U.S. use in late 2025, suggests significant growth potential ahead.
- Diversification Advantage: As one of the world's largest medical device companies, Medtronic's diversified product line supports its expansion into surgical robotics, positioning it to share in the rapidly growing market alongside Intuitive Surgical.
- Dividend Appeal: Medtronic offers a 2.9% dividend yield and is nearing Dividend King status, suggesting that as its Hugo system gains market share over the next decade, investors could see stock price appreciation, providing both income and growth opportunities.
See More
Rockport Wealth LLC Establishes New Position in AIRR ETF
- New Position Established: On February 5, 2026, Rockport Wealth LLC disclosed a new position in the First Trust RBA American Industrial Renaissance ETF (AIRR) by purchasing 97,377 shares valued at $9.57 million, reflecting confidence in the industrial sector's recovery.
- Portfolio Diversification: AIRR now represents 1.9% of Rockport Wealth LLC's total reportable AUM, complementing major holdings like FDL ($71.4 million) and ISRG ($32.3 million), thereby enhancing the portfolio's growth potential and safety.
- Strong ETF Performance: As of February 5, 2026, AIRR shares were priced at $113.49, up 42.6% over the past year, outperforming the S&P 500 by 29 percentage points, indicating significant success in its investment strategy focused on small and mid-cap companies.
- Optimistic Industry Outlook: With the U.S. ISM Manufacturing PMI rising above 50, signaling economic expansion, the industrial sector is expected to benefit in 2026, and Rockport Wealth's investment in AIRR is viewed as a classic sector rotation bet that could yield higher returns.
See More
Rockport Wealth LLC Initiates Position in AIRR ETF
- New Position: Rockport Wealth LLC initiated a position of 97,377 shares in AIRR during Q4 2026, with a market value of $9.6 million, indicating a strategic interest in U.S. industrial and community banking sectors.
- Asset Allocation Shift: This transaction represents a 1.9% change in the fund's reportable U.S. equity assets under management, although AIRR does not rank among the top five holdings, it underscores the fund's commitment to a diversified investment strategy.
- Positive Market Outlook: With the U.S. ISM Manufacturing PMI rising above 50, signaling economic expansion, Rockport Wealth's investment in AIRR appears to be a classic sector rotation bet poised to benefit from a recovery in the industrial sector in 2026.
- Risk Management Strategy: By investing in AIRR, a large diversified ETF, Rockport Wealth can engage in the growth of small and mid-cap U.S. companies in infrastructure-related sectors without taking on single-stock risk, enhancing its overall portfolio stability.
See More
Intuitive Surgical's da Vinci Systems Drive Market Demand
- Growing Market Demand: By the end of 2025, Intuitive Surgical had installed 11,106 da Vinci surgical systems, reflecting a 12% year-over-year increase, indicating a significant rise in demand from the medical community and patients, thereby reinforcing its market leadership.
- Surgery Volume Increase: The number of surgeries performed using da Vinci systems rose by 18% year-over-year, showcasing the company's strong growth potential in surgical robotics, which may attract more investors looking for long-term value.
- Diversified Revenue Streams: While only 25% of the company's revenue comes from new robot sales, the ongoing income from parts and services provides a stable financial foundation, enhancing the sustainability and resilience of its business model.
- Competitive Landscape Shift: Medtronic's Hugo surgical robot, approved by the FDA at the end of 2025, may pose competitive pressure on Intuitive Surgical; although Hugo is not yet as advanced as da Vinci, its market potential could present significant growth opportunities for Medtronic.
See More
Nvidia and the Future of Robotics
- Management Insight: Nvidia's CEO Jensen Huang has successfully transformed the company from a graphics processor manufacturer to the world's largest by market cap, leveraging keen market insights to drive rapid advancements in AI applications, showcasing strong market leadership.
- Robotics Breakthrough: At the CES 2026 conference, Huang highlighted breakthroughs in physical AI that will unlock new applications, with Nvidia's Jetson robotics processors and open physical AI models empowering global partners to transform industries with AI-driven robotics.
- Tesla's Transformation: Tesla is shifting its production focus from electric vehicles to robotics, planning to launch the Optimus robots priced between $20,000 and $30,000 by the end of 2027, which is expected to revolutionize future work environments and solidify its market position in robotics.
- Intuitive Surgical's Innovation: Intuitive Surgical has deployed over 12,000 da Vinci surgical robots in hospitals worldwide, completing 3.1 million procedures in 2025 alone, with the latest generation recently approved by U.S. regulators, demonstrating widespread acceptance and application in the medical field.
See More
INTUITIVE SURGICAL INC: UBS LOWERS TARGET PRICE FROM $600 TO $570
- Price Adjustment: Intuitive Surgical has reduced the target price for its stock from $600 to $570.
- Market Impact: This adjustment may reflect changes in market conditions or company performance expectations.
See More
