Intuitive Surgical Maintains Market Share with 8% Growth in 2025 Amid Competition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 03 2026
0mins
Should l Buy ISRG?
Source: NASDAQ.COM
- Market Share Protection: Despite increasing competition, Intuitive Surgical achieved an 8% growth in 2025, demonstrating its strong moat and innovative capabilities in the robotic-assisted surgery sector, thereby securing its market position.
- Product Iteration: The company launched its fifth-generation da Vinci system, continuously updating device features, which further solidifies its leadership in minimally invasive surgery applications.
- Installed Base Expansion: As of Q3, Intuitive Surgical's installed base reached 10,763 systems, reflecting a 13% year-over-year increase, which not only enhances its market penetration but also lays a foundation for future revenue growth.
- Long-Term Growth Potential: With the aging global population, the robotic-assisted surgery market is expected to grow consistently, and Intuitive Surgical ensures stable revenue streams and long-term financial health through the introduction of new indications and high-margin accessory sales.
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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: 464.450
Low
575.00
Averages
637.32
High
740.00
Current: 464.450
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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See More
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- Strong Financial Performance: In Q4, Intuitive Surgical's revenue rose 19% year-over-year to $2.87 billion, while adjusted earnings per share increased 14.5% to $2.53, indicating the company's sustained growth potential in the medical device sector despite tariff pressures.
- Increased Market Competition: With competitors like Medtronic and Johnson & Johnson entering the robotic-assisted surgery market, Intuitive Surgical's market share may be threatened, particularly as its valuation stands at 47.6 times earnings, raising investor concerns about future performance.
- Long-Term Growth Potential: Despite short-term challenges, the robotic-assisted surgery market presents expansion opportunities for Intuitive Surgical over the next decade, especially as its da Vinci system has established a strong competitive moat through extensive usage data and proven surgical outcomes.
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- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs experiencing significant inflows (new units created) or outflows (old units destroyed), which can influence the performance of the underlying stocks held within the ETFs.
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- Collaborative Advantages: By collaborating with Mayo Clinic and Sutter Health, Sonder Capital can leverage insights from frontline care delivery to help portfolio companies ensure that innovations translate directly into better patient care, thereby strengthening its market competitiveness.
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- Technological Innovation and Impact: The introduction of medical robotics has already transformed operating room procedures, and the addition of AI is set to unlock new levels of performance and automation across care pathways, accelerating a revolution in healthcare systems worldwide that will benefit patients and clinicians alike.
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