Latest news with #ISRG
Globe and Mail
6 days ago
- Business
- Globe and Mail
ISRG's Ion Platform Sees Uptick in Utilization, Eyes Efficiency
Intuitive Surgical 's ISRG Ion platform continues to build momentum, posting a robust 52% year-over-year improvement in procedures (to approximately 35,000) for second-quarter 2025. However, the real story lies beneath the headline growth — system utilization for Ion increased 8% year over year, a critical metric that underscores the company's sharpened focus on workflow optimization and operational efficiency. While system placements dipped to 54 units from 74 a year ago, management remains committed to scaling Ion's usage within its existing installed base. The emphasis is now on enhancing procedural workflows, streamlining clinical adoption and optimizing product costs — all aimed at accelerating Ion's path to profitability. Intuitive Surgical's near-term priorities for Ion include bolstering utilization growth in the United States, while strategically expanding into international markets, notably with first commercial procedures completed in Australia and Korea. As competition intensifies in the robotic-assisted bronchoscopy space, Ion's growing procedural throughput offers a key competitive edge. Higher utilization not only improves return on investment for hospitals but also enhances recurring revenue streams through instrument and accessory sales. Moreover, as ISRG navigates macroeconomic challenges and tariff pressures, workflow efficiency gains and product cost optimizations in Ion could serve as vital levers to protect margins. Given the growing demand for minimally invasive lung biopsy solutions, Ion's capacity to improve procedural throughput and drive operational excellence will be pivotal. The platform's 8% utilization growth may seem incremental, but in a high-mix capital equipment business, such gains could compound significantly over time, enhancing both customer stickiness and long-term value proposition. Investors should closely watch how workflow enhancements translate into higher adoption rates, especially as Intuitive Surgical scales Ion across new geographies and care settings. Competitive Snapshot Stryker 's SYK Mako platform continues to gain traction, with management highlighting strong global utilization growth alongside record installations in second-quarter 2025. As hospitals maximize their existing Mako systems, the surge in procedure volumes is driving higher recurring revenues through consumables and software services. This utilization-driven growth is increasingly important as Stryker navigates tariff pressures and cost headwinds. With expanded applications like hip revision, spine, and soon shoulder procedures, Mako's procedural throughput is poised to accelerate further, enhancing the platform's long-term revenue visibility and margin resilience. Mako is quietly becoming Stryker's high-value recurring revenue engine. Zimmer Biomet 's ZBH ROSA robotics platform saw ongoing adoption in knee procedures, but results were more muted. While ROSA volume-based placements contributed to a mix shift versus outright sales, ROSA was mentioned as central to ZBH's robotic strategy in 2025. The company emphasized the growing uptake of cementless knee and hip implants, including the Oxford Partial Cementless Knee, which complements robotic workflows. Though specific ROSA installation figures weren't disclosed, the system remains integral to ZBH's ASC and digitization strategy. Management cited increased commercial focus and expanded surgical capabilities as key growth drivers, but acknowledged tariffs and ongoing pressure on operating margins as near-term headwinds. ISRG's Price Performance, Valuation and Estimates Shares of ISRG have lost 7.4% in the year-to-date period compared with the industry 's decline of 10.7%. Image Source: Zacks Investment Research From a valuation standpoint, Intuitive Surgical trades at a forward price-to-earnings ratio of 55.05, above the industry average. But, it is still lower than its five-year median of 72.26. ISRG carries a Value Score of D. The Zacks Consensus Estimate for Intuitive Surgical's 2025 earnings implies an 11.3% rise from the year-ago period's level. The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Stryker Corporation (SYK): Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG): Free Stock Analysis Report Zimmer Biomet Holdings, Inc. (ZBH): Free Stock Analysis Report
Yahoo
31-07-2025
- Business
- Yahoo
Intuitive Surgical (ISRG) Soared on Solid Financial Results
Baron Funds, an investment management company, released its 'Baron Health Care Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund declined 5.06% (Institutional Shares) in the quarter, against a challenging backdrop for the broader Health Care sector, compared to a 6.19% decline for the Russell 3000 Health Care Index (benchmark) and a 10.99% gain for the Russell 3000 Index (the Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Baron Health Care Fund highlighted stocks such as Intuitive Surgical, Inc. (NASDAQ:ISRG). Intuitive Surgical, Inc. (NASDAQ:ISRG) manufactures and markets products that help physicians and healthcare providers improve the quality of and access to minimally invasive care. The one-month return of Intuitive Surgical, Inc. (NASDAQ:ISRG) was -8.07%, and its shares gained 10.99% of their value over the last 52 weeks. On July 30, 2025, Intuitive Surgical, Inc. (NASDAQ:ISRG) stock closed at $500.51 per share, with a market capitalization of $179.421 billion. Baron Health Care Fund stated the following regarding Intuitive Surgical, Inc. (NASDAQ:ISRG) in its second quarter 2025 investor letter: "Intuitive Surgical, Inc. (NASDAQ:ISRG) manufactures the da Vinci Surgical System, a robotic surgical system used for minimally invasive surgical procedures. The stock contributed to performance on solid financial results. Intuitive continues to generate strong procedure growth and is in the early stages of a new product cycle with its da Vinci 5 system. We continue to view Intuitive as a competitively advantaged business with durable moats, including proprietary technology, a strong portfolio of patents, regulatory approvals, a large installed base of robotic systems, a growing base of customers trained on its platform, and a robust balance sheet. We believe the company has a long runway for growth driven by the continued adoption and expansion of robotic surgery." A medical team performing minimally invasive surgery with a da Vinci Surgical System. Intuitive Surgical, Inc. (NASDAQ:ISRG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 106 hedge fund portfolios held Intuitive Surgical, Inc. (NASDAQ:ISRG) at the end of the first quarter, which was 95 in the previous quarter. Intuitive Surgical, Inc.'s (NASDAQ:ISRG) reported total revenue of $2.44 billion in the second quarter of 2025, representing 21% growth over the prior year. While we acknowledge the potential of Intuitive Surgical, Inc. (NASDAQ:ISRG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Intuitive Surgical, Inc. (NASDAQ:ISRG) and shared the list of stocks Jim Cramer weighed in. In the previous quarter, Baron Health Care Fund noted that Intuitive Surgical, Inc. (NASDAQ:ISRG) faced a stock decline due to investor rotation and tariff concerns. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
26-07-2025
- Business
- Yahoo
Intuitive Surgical, Inc. (ISRG): 'I Really Like' It, Says Jim Cramer
We recently published . Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the stocks Jim Cramer recently discussed. Intuitive Surgical, Inc. (NASDAQ:ISRG) is a market leader in the hot global medical robotics industry. Its shares have lost 5.5% year-to-date primarily due to weaker margin forecasts, the firm's warning that US trade tensions could lower global sales of its Da Vinci medical robots, and bearish analyst sentiments. Cramer's previous remarks about Intuitive Surgical, Inc. (NASDAQ:ISRG) have expressed optimism about the firm and its business prospects. He believes that the company has a global presence and continues to expand its product expertise by adding more procedures. This time, he continued to have faith in Intuitive Surgical, Inc. (NASDAQ:ISRG): 'ISRG I really like Intuitive.' Cramer discussed Intuitive Surgical, Inc. (NASDAQ:ISRG) in detail in April. Here's what he said: 'Eighth best performer of the Mad Money era is Intuitive Surgical, ISRG, the creator of the minimally invasive Da Vinci Robotic Surgical System. This is another name that we found early on. I first interviewed someone from the company back in July of 2005 when the stock was trading at a split-adjusted price of $5 and change. Copyright: nimon / 123RF Stock Photo Since then, we've watched this Intuitive Robotic Surgical system… spread across the globe, constantly improving along the way and adding more types of procedures that it could do. The company's now [a] $184 billion behemoth, and this stock has given you more than 10,000% gain since the show got started. I think this is as relevant as ever. Company just reported an excellent set of numbers last Tuesday. I'm proud to be a huge supporter of this.' While we acknowledge the potential of ISRG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
23-07-2025
- Business
- Yahoo
ISRG: Solid Numbers, Tariff Concerns
Key Points Intuitive Surgical posted a strong quarter, topping expectations on 20%-plus revenue and earnings growth. The company's latest-generation systems are continuing to gain traction. Intuitive sounded a cautious outlook about the quarters ahead due to tariff uncertainty. 10 stocks we like better than Intuitive Surgical › Here's our initial take on Intuitive Surgical's (NASDAQ: ISRG) financial report. Key Metrics Metric Q2 2024 Q2 2025 Change vs. Expectations Revenue $2.01 billion $2.44 billion 20% Beat Adjusted EPS $1.78 $2.19 23% Beat Da Vinci systems placed 341 395 16% n/a Da Vinci total installed systems 9,203 10,488 14% n/a Intuitive Momentum Remains Strong Robotic surgery pioneer Intuitive Surgical posted another solid quarterly beat, growing revenue by 20% and earnings per share by 23% in the most recent quarter. The company continues to see strong demand for its machines and strong usage once they are installed, driving a beat. The company placed 395 of its da Vinci systems in the quarter, up 16% from a year ago, and the number of high-end da Vinci 5 systems more than doubled to 180. At the end of the quarter, Intuitive had an installed base of 10,488 systems, up from 9,203 a year ago. Worldwide procedures grew by 17%, a good sign for a company that sells not just the new systems but disposable equipment needed on a per-surgery basis. The company ended the second quarter of 2025 with $9.53 billion in cash, up $431 million during the quarter, driven by cash generated from operations. Immediate Market Reaction Though the quarter was strong, there are some questions about how tariffs would impact the company in the quarters ahead. Intuitive share prices were down about 4% in after-market trading following the release but ahead of the company's call with investors. What to Watch Intuitive does not expect that 17% procedure growth to sustain into the second half. For the full year, the company forecasts procedure growth of about 15.5% to 17%, compared to 17% in the quarter and all of last year. Operating expenses are also expected to climb by 10% to 14% for the year, compared to 10% in 2024. Intuitive said the updated expectation "reflects the company's estimates of the adverse impact from tariffs that are currently in effect as of the time of this press release and assumes such tariffs remain in place." The company continues to push the envelope, during the quarter conducting a telesurgery demonstration in which doctors in Georgia and France operated a dual-console da Vinci 5 system to simulate a procedure. Those sorts of innovations promise to both allow more patients to benefit from the systems and open up new potential markets for the company. Intuitive remains on the path for growth, but near-term tariff headwinds are likely to continue to cloud the picture in the quarters to come. Helpful Resources Full earnings report Investor relations page Additional coverage Should you invest $1,000 in Intuitive Surgical right now? Before you buy stock in Intuitive Surgical, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Intuitive Surgical wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $641,800!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,023,813!* Now, it's worth noting Stock Advisor's total average return is 1,034% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Lou Whiteman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intuitive Surgical. The Motley Fool has a disclosure policy. ISRG: Solid Numbers, Tariff Concerns was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-07-2025
- Business
- Yahoo
FDA Approves Intuitive Surgical (ISRG) Vessel Sealer Curved Surgical Instrument
Intuitive Surgical Inc. (NASDAQ:ISRG) is one of Goldman Sachs' top healthcare stock picks. On July 10, the company secured Food & Drug Administration approval for its new Vessel Sealer Curved. The electrosurgical instrument is designed for use with multiport da Vinci systems and represents a significant development in surgical technology. A doctor in a hospital operating room using advanced surgical instruments. Vessel Sealer Curved is an Intuitive Surgical's advanced energy instrument approved for lymphatic vessel transection. It stands out due to its curved jaw design, which allows surgeons to navigate tight anatomical spaces and work around critical structures effectively. It also combines multiple functions, including sealing, cutting, grasping, and dissecting tissue. 'We designed Vessel Sealer Curved to give surgeons greater precision in narrow anatomical spaces,' said Iman Jeddi, PhD, senior vice president and general manager, da Vinci platforms & product operations. 'By combining the trusted performance of Vessel Sealer Extend with a slimmer, curved jaw profile, we're helping surgeons work more efficiently and confidently across a wide range of procedures.' The new surgical tool aligns with the company's three-decade focus on improving minimally invasive procedures. Consequently, it should help the company maintain its leadership position in robotic surgery, having already reported over 17 million da Vinci procedures. Intuitive Surgical Inc. (NASDAQ:ISRG) is a healthcare company that develops, manufactures, and markets robotic-assisted surgical systems, primarily the da Vinci surgical system. Its primary goal is to make surgery more effective, less invasive, and easier for surgeons, patients, and their families. While we acknowledge the potential of ISRG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Best Green Energy Penny Stocks to Buy Right Now and 10 Most Popular AI Penny Stocks to Buy According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
