Intuitive Surgical/$ISRG

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About Intuitive Surgical

Intuitive Surgical develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed more than 10,000 da Vinci systems in hospitals worldwide, with more than 6,000 installations in the US and a growing number in emerging markets.

Ticker

$ISRG
Sector
Primary listing

Employees

15,638

ISRG Metrics

BasicAdvanced
$156B
60.76
$7.17
1.61
-

What the Analysts think about ISRG

Analyst ratings (Buy, Hold, Sell) for Intuitive Surgical stock.

Bulls say / Bears say

Intuitive’s second-quarter 2025 revenue rose 21% year-over-year to $2.44 billion, fueled by growth in da Vinci procedure volume and increased system placements, showing clear acceleration from previous quarters.
The company’s installed base rose 14% year-over-year to 10,488 da Vinci systems as of June 30, 2025—a sign of strong customer adoption—driven by 395 system placements in Q2 2025 with 180 being da Vinci 5.
Intuitive hit major regulatory milestones in mid-2025, earning EU MDR certification for da Vinci 5 in July and Japanese clearance in June for expanded procedure indications, expanding its potential market in both regions.
Intuitive expects its non-GAAP gross profit margin to drop to 66–67% of revenue in 2025 from 69.1% in 2024, highlighting about a 1% tariff impact, which could put pressure on margins.
The company forecasts non-GAAP operating expense growth of 10–14% for 2025, up from 10% in 2024, indicating that higher spending may limit operating leverage and affect profitability.
Competition is growing; CMR Surgical’s Versius system, which has raised nearly $1 billion and installed over 200 units globally, is starting to challenge Intuitive’s established leadership in robotic surgery.
Data summarised monthly by Lightyear AI. Last updated on 1 Oct 2025.

ISRG Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

ISRG Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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