Core Insights - Intuitive Surgical is a leader in robotic surgery equipment with over 9,900 da Vinci systems installed globally, used in more than 16 million procedures [1] - Approximately 25% of Intuitive Surgical's revenue comes from system sales, while the remaining 75% is generated from servicing and supplies, providing a stable revenue stream [2] - The company's stock is highly valued, with a forward P/E ratio of 59, slightly above its five-year average of 56, reflecting its status as a strong growth stock [3] Company Comparisons - Medtronic is making strides in robotic surgery and offers a more attractive valuation with a forward P/E of 18, just above its five-year average of 17 [4] - Medtronic has focused on higher-margin operations and divested its less profitable diabetes division, maintaining a solid dividend yield of 2.8% [5] - Medtronic's recent earnings report indicated robust procedure volumes and market performance, with revenue and EPS exceeding expectations [5]

Core Insights - The article highlights two healthcare stocks, Intuitive Surgical and GE HealthCare Technologies, as potential long-term investment opportunities for investors looking to enrich their portfolios over the coming decades [1][2]. Intuitive Surgical - Intuitive Surgical is the leader in robotic-assisted surgery, primarily due to its da Vinci surgical system, which has a dominant global market position and significant switching costs for hospitals [4][5]. - The company generates substantial recurring revenue from instruments, accessories, and service contracts, which are more significant than initial system sales [5]. - In Q3 2025, Intuitive Surgical reported revenue of $2.5 billion, a 23% increase year-over-year, with $1.5 billion from instruments and accessories, $590 million from systems, and $396 million from services [6]. - The company has a robust balance sheet with approximately $8.4 billion in cash and investments, allowing for future growth investments [10]. - The robotic-assisted surgery market remains underpenetrated, with an aging population and increasing demand for minimally invasive procedures providing a growing opportunity for Intuitive Surgical [8][9]. GE HealthCare Technologies - GE HealthCare Technologies, spun off from General Electric in 2023, offers a wide range of medical products, including imaging equipment and patient monitoring systems, aimed at creating a more focused and agile healthcare technology company [11]. - The company is actively integrating AI into its products, enhancing medical imaging quality and diagnostic capabilities [12][15]. - In Q3 2025, GE HealthCare reported revenue of $5.1 billion, a 6% increase year-over-year, with its pharmaceutical diagnostics segment growing by 20% [16][18]. - Despite facing margin pressures from tariffs, GE HealthCare reported a net income of $446 million and generated free cash flow of approximately $483 million in the same quarter [18].

It has been about a month since the last earnings report for Intuitive Surgical, Inc. (ISRG) . Shares have added about 7.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Intuitive Surgical due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Intuitive Surgical, Inc. before we dive into how ...

Intuitive Surgical's business starts with the sale of a da Vinci surgical robot, but that's not where it ends.Intuitive Surgical (ISRG +3.29%) is a growth stock, and because of that, it is evaluated differently by investors. For instance, investors pay a huge amount of attention to the number of da Vinci surgical robots that it sells every quarter.And yet, while the company's business model depends on the sale of da Vinci robots, that's not the real driver of the business. In 10 years, the power of Intuitiv ...

Key Takeaways ISRG's Ion platform recorded significant growth in the third quarter with 52% procedure growth.Study data demonstrated 84.6% diagnostic yield for ISRG's Ion compared to conventional bronchoscopy.Adoption of ISRG's Ion platform boosted lung cancer detection, implying higher procedure growth potential.Intuitive Surgical’s (ISRG) third-quarter performance highlights a pivotal shift in its platform mix, with robotic bronchoscopy, formerly a peripheral initiative, rapidly emerging as a core growth ...

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets recorded strong gains in the third quarter, with the S&P 500 Total Return Index rising 8.12% and the Russell 1000 Growth Index returning 10.51%. The fund also surged in the quarter and returned 4.73%. Market leadership was narrow in the quarter, with a few mega-cap tech and con ...

Valued at a market cap of $196 billion, Intuitive Surgical, Inc. (ISRG) is a global leader in robotic-assisted surgery and the maker of the da Vinci Surgical System, one of the most widely used robotic platforms in minimally invasive procedures. The California-based company provides surgical robots, instruments, accessories, and training to hospitals and surgeons worldwide. This health tech titan has struggled to keep up with the broader market over the past 52 weeks. Shares of Intuitive Surgical have ral ...

Core Insights - Intuitive Surgical has recently experienced a significant drawdown, but historical trends suggest this may lead to a subsequent bull run for the stock [1][5] - The company is categorized as a growth stock, with a history of substantial sell-offs followed by price rallies [3][5] - Intuitive Surgical is included in the First Trust Nasdaq Artificial Intelligence and Robotics ETF, which could potentially drive its shares up by 50% or more [2] Company Performance - In Q3 2025, Intuitive Surgical installed 427 da Vinci surgical robots, an increase from 329 in Q3 2024, bringing the total to 10,763 robots globally [6] - The company’s revenue from robot sales constitutes approximately 25% of its total income, with the primary revenue driver being the sale of instruments, accessories, and services related to surgical procedures [7] - Surgical procedures utilizing the da Vinci robot increased by 20% year over year in Q3 2025, despite only a 13% increase in the number of systems [8] Technological Integration - The da Vinci surgical robot enhances patient outcomes through less invasive and more precise procedures [10] - Future advancements may allow for remote operation of the robots, enabling high-quality care from distant locations [11] - There is potential for AI to autonomously operate the da Vinci robots, which could significantly increase the number of surgeries performed and the demand for related parts and services [12][13] - While fully autonomous AI surgery is still a long-term prospect, Intuitive Surgical is already integrating AI into its products, indicating its importance for future growth [14]

BREAKING: Stocks Drop As Netflix, Bristol Myers Slide As the overall market trend weakens, one area that remains intact is medical stocks — namely Intuitive Surgical (ISRG), which is having a strong month after earnings. After being beaten down for quite a while, Intuitive Surgical stock saw a strong comeback in October, when the stock rose close to 14% following a top- line and bottom-line earnings beat. Shares retook… Related news Dow Jones Leader Goldman Sachs, Intuitive Stock In Or Near Buy Zones 11/11/ ...

Core Insights - Baron Fifth Avenue Growth Fund gained 5.7% in Q3 2025, underperforming the Russell 1000 Growth Index (10.5%) and the S&P 500 Index (8.1%) [2] - Year-to-date, the Fund is up 14.4%, compared to 17.2% and 14.8% for its benchmarks [2] Top Contributors to Performance - NVIDIA Corporation's shares rose 18.1% due to its strong position in AI infrastructure, with a long-term total addressable market (TAM) expansion from $1 trillion to between $3 and $4 trillion [3] - Shopify Inc. saw a 28.6% increase in shares, driven by a 30% year-over-year revenue growth and a 29% increase in gross merchandise volume (GMV) [4][5] - Tesla, Inc. shares increased by 40.0%, supported by record delivery volumes, renewed investor confidence in leadership, and advancements in AI initiatives [6] Top Detractors from Performance - The Trade Desk's shares declined 31.9% due to in-line earnings and competitive pressures, particularly from Amazon's entry into the market [7] - Intuitive Surgical, Inc. shares fell 17.7% as system placements in the U.S. did not meet expectations, compounded by financial pressures on hospital customers [8] - MercadoLibre, Inc. shares decreased by 10.6% due to macroeconomic pressures in Argentina and increased competition from Amazon, despite strong quarterly results [9] Recent Activity - The Fund initiated a small investment in Figma and added to existing holdings in KKR, Alphabet, Taiwan Semiconductor, and CrowdStrike, funded by reducing positions in seven other holdings [10]