Intuitive Surgical, Inc. (ISRG)

Intuitive Surgical's stock has experienced significant movement, influenced by strong financial performance and product developments. The stock was up 2.36% over the past 30 days and 6.11% for the past 12 months as of January 12, 2026. In Q3 2025, Intuitive Surgical reported robust earnings, surpassing expectations with $2.40 EPS and $2.51 billion in revenue. The company received FDA clearance for da Vinci 5 software enhancements and announced expanded indications for its da Vinci SP system. EVP Myriam Curet sold 7,562 shares of the company's stock for over $4.1 million.

Demand for Intuitive Surgical's products and services is generally robust, driven by the increasing adoption of robotic-assisted minimally invasive surgery. The company's business model generates recurring revenue from the sales of instruments and accessories, which are replaced regularly, and from service contracts. Procedure volume growth, system placements and upgrades, expanding indications, and international expansion influence demand. Overall, the demand for Intuitive Surgical's products is characterized by strong, accelerating growth, driven by the benefits of minimally invasive surgery and continuous innovation.

Intuitive Surgical, Inc. specializes in developing, manufacturing, and marketing robotic products for minimally invasive surgery. Its primary product is the da Vinci Surgical System, a robotic-assisted platform used in over 16 million procedures as of 2024. The company also offers the Ion endoluminal system, InSite and Firefly Fluorescence imaging systems, and various instruments and accessories. These are applied across numerous surgical specialties, and the company generates recurring revenue from the sales of instruments, accessories, and service contracts.

Intuitive Surgical, Inc. is headquartered in Sunnyvale, California, and markets its products globally through direct sales organizations and distributors. Its geographic reach extends to North America, South America, Europe, Asia-Pacific, the Middle East, and Africa. As of recent quarterly results, the installed base of da Vinci systems has reached almost 10,800, with over 6,200 in the U.S., indicating significant international growth potential. The da Vinci 5 Surgical System received CE mark approval for use in Europe.

Intuitive Surgical has a strong brand reputation as a pioneer and global technology leader in robotic-assisted minimally invasive surgery. The launch and adoption of da Vinci 5 and strong financial performance have reinforced the company's reputation. The company has continued to receive FDA clearances for its systems for various surgical procedures, expanding the utility and reach of its technology. However, in 2021, Intuitive Surgical faced lawsuits alleging abuse of its monopolist position and anticompetitive behavior in the aftermarket business for its robots.

Intuitive Surgical, Inc. is heavily dominated by institutional owners, who hold approximately 85% of the shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors hold approximately a 14% stake, while insiders own under 1% of the company's shares.