Will Refurbished Xi Systems Expand ISRG's Presence from Hospitals to ASCs?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
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Source: NASDAQ.COM
Intuitive Surgical's Market Strategy: Intuitive Surgical is leveraging refurbished da Vinci Xi systems to penetrate cost-sensitive markets and ambulatory surgery centers, enhancing its market access without compromising the pricing of its flagship da Vinci 5 systems.
Robotics Adoption by Zimmer Biomet: Zimmer Biomet is focusing on its ROSA robotics strategy to boost growth, reporting significant adoption in knee implants and anticipating enhancements to deepen market penetration.
Stereotaxis' GenesisX Platform: Stereotaxis is advancing its GenesisX robotic surgery platform, which has received CE Mark approval in Europe and is set for U.S. launch in 2026, aiming to lower barriers to adoption in robotic electrophysiology procedures.
Stock Performance and Future Outlook: Intuitive Surgical's stock has outperformed the industry, with a projected earnings increase for 2025, while the AI sector is expected to see a new wave of growth, presenting investment opportunities in emerging companies.
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Analyst Views on ISRG
Wall Street analysts forecast ISRG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ISRG is 637.32 USD with a low forecast of 575.00 USD and a high forecast of 740.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
16 Buy
4 Hold
0 Sell
Strong Buy
Current: 507.550
Low
575.00
Averages
637.32
High
740.00
Current: 507.550
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.
Optimistic Outlook for AI Surgery Market
- Surgical Robot Growth: Intuitive Surgical installed 1,721 da Vinci surgical robots in 2025, marking a nearly 13% increase from 2024, indicating strong demand for surgical robots, with a projected 15% rise in surgeries for 2026, further solidifying its market leadership.
- AI Tool Approval: The FDA's approval of an AI tool to assist surgeons with real-time adjustments during lung surgeries signifies the gradual integration of AI in surgical procedures, potentially driving technological advancements and market share growth for Intuitive Surgical.
- Diversified Investment Option: Medtronic, as one of the world's largest medical device companies, offers a more attractive P/E ratio of 27 compared to Intuitive Surgical's 67, making it suitable for investors seeking diversification despite slower rollout of its surgical robots.
- Dividend Growth Potential: Medtronic boasts a 2.8% dividend yield and has increased its dividend for 48 consecutive years, significantly higher than the S&P 500's 1.1%, making it an ideal choice for income-seeking investors, while the upcoming spin-off of its diabetes division could enhance profitability.
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David Gardner Analyzes Risk Rating System
- Risk Rating System Overview: David Gardner introduces his 25-point risk rating system, used for over a decade, aimed at replacing vague risk labels with concrete, quantifiable numbers to help investors better understand investment risks.
- Case Studies: During the discussion of Etsy and Duolingo, analysts scored each company on profitability, cash flow, and brand recognition, noting that Etsy achieved $182 million in net income over the past 12 months, while Duolingo reached approximately $386 million.
- Market Competition Analysis: Etsy faces pressure from competitors like Amazon and Shopify, although it retains some brand influence in the crafts market; Duolingo, on the other hand, leads the language learning market with over 50% brand awareness.
- Future Outlook: Analysts believe that while Etsy's market performance has declined, its investments in AI and other technologies could serve as positive catalysts in the future, whereas Duolingo must be wary of potential threats from AI to its business model.
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