Latest news with #daVinci5
Yahoo
4 days ago
- Business
- Yahoo
Intuitive Surgical Stock Gains 12.7% QTD: Is it Still a Buy Now?
Shares of Intuitive Surgical ISRG seem to gain momentum after declining between February to April. The stock has risen 12.7% in the quarter so far after declining more than 30% from its all-time high of $616 in January. The recent rally reflects Intuitive Surgical's strong fundamentals, even amid tariff-related concerns. A temporary U.S.-China trade agreement has eased tariffs for 90 days, likely reducing the projected 170 basis point impact on the cost of goods sold in 2025. Intuitive Surgical continues to lead the robotic-assisted surgery market, supported by robust revenue growth and rising procedure volumes. Looking ahead into the second half of 2025, the company remains focused on advancing its technology, expanding internationally and enhancing manufacturing efficiency. However, global macroeconomic headwinds remain, particularly with the resurgence of U.S. protectionism under President Trump, heightening the risk of renewed trade tensions. ISRG reported first-quarter 2025 revenues of $2.25 billion, marking a 19.2% year-over-year increase. This underscores the company's ability to generate consistent, recurring revenues, now 85% of total earnings. ISRG recorded strong earnings per share (EPS) growth of 20% (to $1.81) and an operating margin of 34.1%. It anticipates a declining operating margin for 2025 due to increased depreciation expenses and a higher mix of lower-margin products like da Vinci 5, Ion and SP. Despite the recent fall in share price, ISRG's shares are up 6.9%, outperforming the Zacks Medical - Instruments industry's decline of 8.6% year to date. The broader Zacks Medical sector has declined 4.5% and the S&P 500 Index has increased 0.9% in the same period. YTD Price Performance Image Source: Zacks Investment Research In the first quarter, Intuitive Surgical's revenue growth was primarily driven by continued strength in da Vinci procedure volumes, along with solid growth in Ion and SP procedures. The company's strategic price increases helped offset inflationary pressures, further supporting top-line gains. The growing adoption of the da Vinci 5 system also contributed to the top line, with a broader rollout planned for the second half of the year, which is expected to boost system sales. However, softer demand in Germany, the U.K., and Japan could affect the pace of adoption. International expansion efforts are gaining momentum, with Ion platform clearance in Australia and its launch in China expected to drive system placements and procedural volumes. Additionally, U.S. clearance of the da Vinci SP SureForm 45 stapler, which enables thoracic and colorectal applications, opens new clinical use cases. Further upside is expected from the recent FDA clearance of the da Vinci SP surgical system for transanal local excision/resection. This approval supports Intuitive's move into natural orifice surgery, particularly for minimally invasive colorectal procedures, and should drive future system demand. ISRG Stock Trades Above 200-Day Average Image Source: Zacks Investment Research To fuel further expansion, ISRG plans to market its da Vinci products directly in Italy, Spain, and Portugal, at a cost of EUR 290 million, thereby deepening its customer relationships. Manufacturing expansion continues with the addition of new facilities in California, Germany, and Bulgaria, ensuring scalable production for the Da Vinci 5 and Ion systems. Additionally, digital tools, such as the My Intuitive app and VR simulators, should improve surgeon training and optimize procedural outcomes. In 2025, Intuitive Surgical anticipates a 170 basis point gross margin headwind driven by newly implemented global tariffs. The added costs primarily stem from three sources — escalating U.S.-China trade tensions, European retaliatory tariffs and limited Mexican exports failing to meet USMCA certification standards. Notably, the company faces steep U.S. tariffs on components imported from China and on finished goods re-entering the country, including Chinese-sourced parts and subassemblies for the Ion platform. Tariff-related costs are expected to rise sequentially through the year. However, the overall impact may be moderated by recent policy shifts — U.S. tariffs on Chinese imports have been reduced from 145% to 30%, while U.S. exports to China will now face a 10% tariff, down from a prior 125%. Meanwhile, competitive pressure in the robotic-assisted surgery market continues to intensify. Larger players like Johnson & Johnson JNJ and Medtronic MDT are ramping up investments in the space. Notably, Medtronic has filed for FDA clearance for its Hugo robotic-assisted surgery system, with potential approval anticipated in the second half of 2025. In this environment, maintaining cost efficiency will be critical for Intuitive Surgical. ISRG's P/E F12M Higher Than Industry Image Source: Zacks Investment Research The share price of ISRG is trading above the significant levels of 50-DMA and 200-DMA, reflecting strength. However, the company's share flashed a bearish pattern — death cross — on May 1 and is currently seen to form a lower high, raising skepticism about the continuation of its recent rally. Moroever, the stock's pricey valuation raises concerns. The company is trading significantly higher than the industry. However, it is currently trading below its five-year median, which can act as a cushion against further decline. ISRG currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Moreover, the Style Scores don't look quite promising. The company has a Value Score of D and a Growth Score of C. The valuation chart also shows the significant premium for ISRG stock compared with the industry. Moreover, the Momentum score of 'F' implies that the stock may trade within the range in the upcoming few months. As such, we believe that investors may hold the stock for now. Nevertheless, we caution against taking a new position. Strong fundamentals suggest an upside to the share price, but investors should wait for an attractive entry point. 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 Johnson & Johnson (JNJ) : Free Stock Analysis Report Medtronic PLC (MDT) : Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
5 days ago
- Business
- Yahoo
Intuitive Surgical's da Vinci 5: Gaining Precision, Power and Potential
Intuitive Surgical's ISRG da Vinci 5 (dV5) rollout continues to gain traction, reinforcing its position as the next-generation surgical robotics platform. In first-quarter 2025 alone, the company placed 147 dV5 systems and performed over 32,000 procedures using the system, reflecting strong customer response. The system's most notable innovation, Force Feedback technology, has started to show clinical potential. Preliminary data suggest that it enhances surgical precision and post-op recovery, including a significant improvement in bowel function recovery times and reduced suturing errors among novice surgeons. These capabilities not only improve clinical outcomes but also shorten the learning curve, expanding the addressable user base. Additional upgrades, such as real-time 3D model review, integrated simulation software and surgical video review, are expected to be launched mid-year following 510(k) clearance. These improvements aim to bolster procedural insight and surgeon performance. Meanwhile, supply-chain scaling is underway to support a broader launch. Though force feedback instruments are still in limited supply, their adoption is expected to grow steadily through 2025. By aligning innovation with surgeon training needs and operational efficiency, Intuitive Surgical is positioning da Vinci 5 as a cornerstone of its future growth. With strong early adoption and a clear roadmap for advanced features, dV5 is on track to redefine robotic-assisted surgery at scale. Competing Robotic Surgery Updates At the 2025 AAOS Annual Meeting, Stryker SYK introduced its fourth-generation Mako SmartRobotics system, Mako 4, featuring the first FDA-cleared robotic hip revision capability. With this advancement, Stryker enhances surgical planning and execution across hip, knee, spine, and shoulder procedures. Mako 4 integrates Stryker's Q Guidance System, offering improved intraoperative visibility and streamlined workflows. Simultaneously, Globus Medical GMED showcased its ExcelsiusFlex robotic navigation system for Total Knee Arthroplasty. Globus Medical's system offers both CT-based and imageless registration options, providing surgeons with ergonomic control and procedural flexibility. Globus Medical's ExcelsiusFlex is designed to enhance surgical precision and accommodate diverse patient needs and surgeon preferences. ISRG's Price Performance, Valuation and Estimates Shares of ISRG have gained 0.2% in the year-to-date period against the industry's decline of 4.3%. Image Source: Zacks Investment Research From a valuation standpoint, Intuitive Surgical trades at a forward price-to-earnings ratio of 36.05, above the industry average. But, it is still lower than its five-year median of 52.54. DOCS carries a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Intuitive Surgical's 2025 earnings implies a 2.8% rise from the year-ago period's level. Image Source: Zacks Investment Research The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 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 Globus Medical, Inc. (GMED) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
27-05-2025
- Business
- Yahoo
30 years of Innovation and Impact: Dan Larson's Inspiring Story
Intuitive Patient Day L to R Abhishek Biswas, MD, Federico Barbagli, and Dan Larson view an Ion Endoluminal System Intuitive Patient Day Dan Larson at a da Vinci 5 console at Intuitive in Sunnyvale CA L to R Dan Larson and Baiya Krishnadasan, MD Dan Larson, Cindy Larson, and Dr. Abhishek Biswas tour Intuitive's facilities in Sunnyvale, CA. SUNNYVALE, Calif., May 27, 2025 (GLOBE NEWSWIRE) -- When Seattle resident Dan Larson was diagnosed with lung cancer in 2023, his only exposure to robotic technology was through his work as a quality engineer at Boeing. He could never have imagined that robotic technology made by Intuitive, the pioneer of robotic-assisted surgery, would one day play a pivotal role in his health care. Having experienced the loss of his father to lung cancer, Dan was determined to overcome his own diagnosis and enjoy his retirement with his family. Under the care of clinicians at MultiCare Tacoma General Hospital in Washington, Dan underwent two robotic lung biopsies with the Ion Endoluminal System, Intuitive's robotic-assisted bronchoscopy platform, followed by a robotic-assisted lobectomy—removal of part of the lung— with the da Vinci 5 system, Intuitive's next-generation multiport robotic system. Following his successful procedures, Intuitive invited Dan and his wife Cindy, and his physicians, Abhishek Biswas, MD and Baiya Krishnadasan, MD, FACS, both from Tacoma General, to join the engineers, manufacturers, and other Intuitive employees who designed the technology that helped change his life to share his story as the company marks 30 years since its founding. 'When you've seen a loved one go through what I saw my father go through, you're willing to do anything if it means you will get better. I was lucky to have experienced doctors with the best technology near me, and from New Year's Eve to today, it's been a great recovery,' said Dan. 'To other people who may think they're in a similar situation, don't wait to get checked, get your answers, and have it taken care of,' said Dan. Dan spent his career dedicated to quality as a quality assurance investigator at Boeing, so the opportunity to see a behind-the-scenes manufacturing tour at Intuitive was especially meaningful. He witnessed the precision and dedication that goes into building the Ion and da Vinci systems, the technologies used in his care. Dr. Abhishek Biswas, who performed Dan's two Ion biopsies - one that resulted in a diagnosis in 2023 and then to detect local recurrence in 2024 - demonstrated the system to Dan and showed him the 3D navigation path of his own lungs that Dr. Biswas used for guidance when navigating to his target lung nodule. 'Dan was one of the first 25 patients I was able to biopsy with Ion, and without it, his cancer could have progressed to stage four. This technology is truly transformative. Thank you to Intuitive for developing something that is uniquely different and that has made a huge impact on my work, so I can do what is right for my patient,' said Biswas, interventional pulmonologist at MultiCare. Once Dan's lung cancer had been diagnosed, Dr. Baiya Krishnadasan, cardiothoracic surgeon at MultiCare, used the da Vinci 5 system to remove part of his lung on New Year's Eve 2024. "Dan's case is truly heartwarming and special. This was a very complex procedure with a high risk of complications, but with the use of the da Vinci 5 system, we performed a successful operation, and he was able to return home within 48 hours. His positive attitude is inspiring, and it's gratifying to see how well he's done. I'm excited to teach others how to use this remarkable technology," said Krishnadasan. MultiCare Health System was one of the first health systems in the Pacific Northwest to install a da Vinci 5 system. MultiCare has 30 da Vinci systems across various sites, including four da Vinci 5's, as well as four Ion Endoluminal Systems. 'Dan's story is powerful evidence of Intuitive's 30-year mission of putting patients first,' said Intuitive President Dave Rosa. 'Each day at Intuitive, we strive to solve hard problems so that clinicians can provide better outcomes for their patients. It was an honor to have Dan, his wife Cindy, and his physicians meet our teams to reinforce the connection between our employees and the patients that are taken care of using our technology,' said Rosa. 2025 marks Intuitive's 30th year developing robotic-assisted technology with the goal of improving patient outcomes, improving patient and care team experience, increasing access to minimally invasive care, and lowering the total cost to treat. In Intuitive's first three decades, surgeons performed nearly 17 million da Vinci procedures, and nearly 90,000 surgeons have been trained to use Intuitive's systems. To mark Dan's visit, Intuitive employees united to complete an internal Impact Wellness Challenge in collaboration with the Intuitive Foundation, raising $25,000. This amount will be donated by the Intuitive Foundation to St. Jude Children's Research Hospital, a charity chosen by Dan and his wife Cindy. Contact: Peper Long, About Intuitive Intuitive (NASDAQ: ISRG), headquartered in Sunnyvale, California, is a global leader in minimally invasive care and the pioneer of robotic surgery. Our technologies include the da Vinci surgical system and the Ion endoluminal system. By uniting advanced systems, progressive learning, and value-enhancing services, we help physicians and their teams optimize care delivery to support the best outcomes possible. At Intuitive, we envision a future of care that is less invasive and profoundly better, where disease is identified early and treated quickly, so that patients can get back to what matters most. About Ion Ion is Intuitive's robotic-assisted platform for minimally invasive biopsy in the lung. The system features an ultra-thin, ultra-maneuverable catheter that allows navigation far into the peripheral lung and provides the unprecedented stability necessary for precision in biopsy. About da Vinci Surgical Systems There are several models of the da Vinci Surgical System. The da Vinci surgical systems are designed to help surgeons perform minimally invasive surgery and offer surgeons high-definition 3D vision, a magnified view, and robotic and computer assistance. They use specialized instrumentation, including a miniaturized surgical camera and wristed instruments (i.e., scissors, scalpels, and forceps) that are designed to help with precise dissection and reconstruction deep inside the body. Important Safety Information Patients should talk to their doctor to decide if surgery with a da Vinci system is right for them. Patients and doctors should review all available information on nonsurgical and surgical options and associated risks in order to make an informed decision. Serious complications may occur in any surgery, including surgery with a da Vinci system, up to and including death. For important safety information, including surgical risks and considerations, please refer to For product intended use and/or indications for use, risks, cautions, and warnings and full prescribing information, refer to the associated user manual(s) or visit The demonstration of safety and effectiveness for the representative-specific procedures was based on evaluation of the da Vinci 5 system as a surgical tool and did not include evaluation of outcomes related to the treatment of cancer (overall survival, disease-free survival, local recurrence) or treatment of the patient's underlying disease or condition. Device usage in all surgical procedures should be guided by the clinical judgment of an adequately trained surgeon. Individuals' outcomes may depend on a number of factors—including but not limited to—patient characteristics, disease characteristics, and/or surgeon experience. Photos accompanying this announcement are available at: 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
15-05-2025
- Business
- Yahoo
ISRG Stock Gains More than 8% YTD: Will the Uptrend Continue?
Shares of Intuitive Surgical ISRG seem to gain momentum after declining for more than two months. The stock has risen 9.7% in the past month after declining more than 30% from its all-time high of $616 in January. The rally can be attributed to strong fundamentals despite tariff risks. Meanwhile, a trade deal between the United States and China has significantly lowered tariffs for 90 days, which must lower the anticipated tariff impact of 170 basis points on the cost of goods sold in 2025. Intuitive Surgical remains at the forefront of robotic-assisted surgery, driven by solid revenue performance and continued procedural growth. As the company heads into 2025, its strategic priorities include technological advancement, international expansion and improvement of manufacturing operations. However, global macroeconomic uncertainties persist, most notably the growing risk of trade conflicts, as the United States adopts a more protectionist stance under President Trump following his return to office earlier this year. ISRG reported first-quarter 2025 revenues of $2.25 billion, marking a 19.2% year-over-year increase. This underscores the company's ability to generate consistent, recurring revenues — now 85% of total earnings. ISRG recorded strong earnings per share (EPS) growth of 20% (to $1.81) and an operating margin of 34.1%. It anticipates a declining operating margin for 2025 due to increased depreciation expenses and a higher mix of lower-margin products like da Vinci 5, Ion and SP. Despite the recent fall in share price, ISRG's shares are up 8.4%, outperforming the Zacks Medical - Instruments industry's decline of 6.9% year to date. The broader Zacks Medical sector has declined 6.7% and the S&P 500 Index has decreased 0.6% in the same period. YTD Price Performance Image Source: Zacks Investment Research During the first quarter, revenues were primarily driven by continued improvements in the company's da Vinci procedure volume, coupled with strong growth in Ion and SP procedures. Intuitive Surgical has been increasing the pricing of procedures to fight inflationary pressure, which has also aided sales growth. Moreover, the rising adoption of the da Vinci 5 system further aided the top line. The company plans to launch da Vinci 5 broadly in the second half, which should drive system revenues. However, weakness in Germany, the U.K. and Japan may lead to slower adoption. Meanwhile, the clearance of the Ion platform in Australia and its launch in China should drive system placements and procedure volume. The clearance for the da Vinci SP SureForm 45 stapler in the United States, which will expand the use of SP in thoracic and colorectal indications, looks promising. The recent FDA clearance for ISRG's da Vinci Single Port surgical system for transanal local excision/resection should further drive system revenues going forward. This approved device will be used for minimally invasive surgery performed through a natural orifice to avoid abdominal surgical incisions for select procedures, especially colorectal surgery. ISRG Stock Trades Above 200-Day Average Image Source: Zacks Investment Research To fuel further expansion, ISRG plans to market its da Vinci products directly in Italy, Spain, and Portugal, at a cost of EUR 290 million, thereby deepening its customer relationships. Manufacturing expansion continues with the addition of new facilities in California, Germany, and Bulgaria, ensuring scalable production for the Da Vinci 5 and Ion systems. Additionally, digital tools, such as the My Intuitive app and VR simulators, should improve surgeon training and optimize procedural outcomes. In 2025, Intutitive Surgical expects gross margin to reflect 170 bps headwind due to newly implemented global tariffs. These costs primarily stem from three key areas — U.S.-China trade friction, European retaliatory tariffs and a small subset of Mexican exports that do not meet USMCA certification. Specifically, ISRG will incur steep tariffs on components imported from China and on finished products entering the country, with U.S. tariffs also applied to Chinese-sourced components and subassemblies for the Ion platform. The company expects the impact of tariffs to increase each quarter over the remainder of the year. However, the impact is likely to be significantly lower as the United States reduced tariffs from 145% to 30% on Chinese imports, and U.S. exports will garner a 10% tariff in China, down from 125% imposed earlier. Additionally, ISRG faces growing competition in the robotic-assisted surgery space, making cost efficiency crucial. The competition is coming from larger players, including Johnson & Johnson JNJ and Medtronic MDT, both of which are investing heavily in robotic surgery. Medtronic has recently filed an application seeking FDA clearance for its Hugo robotic-assited surgery system. A potential approval is expected in the second half of 2025. ISRG's P/E F12M Higher Than Industry Image Source: Zacks Investment Research The share price of ISRG has crossed the significant level of 200-DMA earlier this month, reflecting strength. However, the stock's pricey valuation raises concerns. The company is trading significantly higher than the industry. However, it is currently trading below its five-year median, which can act as a cushion against further decline. ISRG currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Moreover, the Style Scores don't look quite promising. The company has a Value Score of D and a Growth Score of C. The valuation chart also shows the significant premium for ISRG stock compared with the industry. Moreover, the Momentum score of 'F' implies that the stock may trade within the range in the upcoming few months. As such, we believe that investors may hold the stock for now. Nevertheless, we caution against taking a new position. Strong fundamentals suggest an upside to the share price, but investors should wait for an attractive entry point. 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 Johnson & Johnson (JNJ) : Free Stock Analysis Report Medtronic PLC (MDT) : Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
06-05-2025
- Business
- Yahoo
2 Stocks I Can't Wait to Buy During the Next Market Correction
Key Points Intuitive Surgical's lead in the robot-assisted surgery niche appears unassailable. Sportradar Group is the leading data provider in a rapidly growing market for sports-related information. Investors never know when the next market correction -- a drop of from 10% to 20% in an index -- is coming, but we know that it will eventually happen. And because that's true, it makes sense to make a list of the stocks you'd like to buy if they dip during a correction. The next big market correction could happen next week, next month, or next year. Investors who scoop up shares of Intuitive Surgical (NASDAQ: ISRG) and Sports Radar (NASDAQ: SRAD) if they dip during the inevitable correction could come out miles ahead over the long run. Read on to see why these two belong on growth stock investors' watch lists. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Image source: Getty Images. Intuitive Surgical Since the turn of the century, Intuitive Surgical has been leading the trend toward minimally invasive surgical procedures performed with the aid of its da Vinci robots. Medtronic and Johnson & Johnson are growing their footprint in this lucrative space, but they generally develop their devices to perform procedures that da Vinci robots haven't already dominated. In 2024, Intuitive Surgical launched an updated system called da Vinci 5, which could significantly reduce procedure times and complications. That combination makes spending over $1 million on a da Vinci system and training surgeons to use it a worthwhile investment for hospitals. During the 12 months that ended this March, the number of da Vinci systems installed worldwide grew 15% to 10,189. All of those da Vinci machines use instruments and accessories that need to be replaced between procedures. First-quarter instrument and accessory sales rose 18% year over year to $1.4 billion. Since Intuitive Surgical is the only company hospitals can buy these instruments from, investors can reasonably expect continued growth at this pace. Shares of Intuitive Surgical have been trading for more than 75 times trailing earnings, and valuations this high aren't unusual for this magnificent growth stock. During the bear market of 2022, though, its valuation sank below 50 times trailing earnings. Folks who keep this one on a watch list and jump on it during the next downturn that takes it down could reap enormous gains over the long run. Sportradar Group Keeping box scores was my favorite part about watching ball games as a kid. So naturally I'm fascinated with Sportradar Group, a company that takes recording and sharing sports statistics to a new level.
