Intuitive Surgical's da Vinci Robot Sales Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 31 2026
0mins
Should l Buy ISRG?
Source: NASDAQ.COM
- Significant Sales Growth: In Q4 2025, Intuitive Surgical placed 532 da Vinci surgical robots, a 7.9% increase from 493 in Q4 2024, indicating sustained demand in the surgical robotics market and reinforcing its leadership position.
- Revenue Structure Analysis: While da Vinci robot sales accounted for about 25% of total revenue in 2025, instruments and accessories made up 60%, showcasing the company's diversified revenue streams in the medical device sector, enhancing financial stability.
- Recurring Revenue Model: Approximately 75% of revenue comes from ongoing services and accessory sales, creating an annuity-like income stream that grows with each new da Vinci unit installed, ensuring future revenue sustainability and growth potential.
- AI Integration Prospects: The FDA-approved AI tool received in late 2025 will provide real-time visual enhancements for lung biopsy surgeries, representing a small yet significant step towards greater precision in surgical operations, indicating the vast potential for AI applications in surgery in the future.
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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: 439.920
Low
575.00
Averages
637.32
High
740.00
Current: 439.920
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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- Profitability Improvement: Adjusted EBITDA more than doubled year-over-year to $77.75 million, with gross margin expanding from 20.2% to 22.2%, indicating a significant shift in profitability, while management projects Q3 revenue between $700 million and $720 million.
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See More
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- Wall Street Analyst Support: Among the 33 analysts covering Intuitive Surgical, 66% have rated it as a buy or strong buy, with an average price target 33% above the current stock price, indicating optimistic expectations for its future growth potential in the market.
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- Investor Caution Advised: While the company continues to grow rapidly, Intuitive Surgical is currently experiencing a 20% drawdown, having faced multiple similar volatility events in its history, which necessitates that investors possess the ability to endure high volatility to make informed investment decisions in the current market environment.
See More
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- Investor Sentiment Divergence: While the S&P 500 and Nasdaq Composite reached record highs, Cramer warns of a pronounced market bifurcation where investors flock to a narrow group of AI winners while aggressively selling off other companies.
- Healthcare Sector Struggles: Cramer notes that companies like Danaher have seen stock declines of 27% due to poor performance, with Boston Scientific and Intuitive Surgical also hitting new lows, reflecting a lack of confidence in the healthcare sector.
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See More
