In its upcoming report, Intuitive Surgical, Inc. (ISRG) is predicted by Wall Street analysts to post quarterly earnings of $1.71 per share, reflecting an increase of 14% compared to the same period last year. Revenues are forecasted to be $2.18 billion, representing a year-over-year increase of 15.4%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial project ...

Intuitive Surgical, Inc. (ISRG) shares soared 14.3% in the last trading session to close at $522.95. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 7.3% loss over the past four weeks.The upside can be attributed to relief-rally across global markets following the announcement of a 90-day pause on tariff hike by the United States.This company is expected to post quarterly earnings of $1.71 per share in its upcoming report, which ...

Intuitive’s SureForm 45 stapler available for thoracic, colorectal, and urology proceduresSUNNYVALE, Calif., April 10, 2025 (GLOBE NEWSWIRE) -- Intuitive (Nasdaq: ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced that the U.S. Food & Drug Administration (FDA) cleared the company’s fully wristed SP SureForm 45 stapler for use with its da Vinci SP surgical system in thoracic, colorectal, and urologic procedures. Like its multiport counter ...

Core Insights - Intuitive Surgical has been a leader in minimally invasive robotic-assisted surgery, achieving a remarkable stock return of 24,632% since its IPO in 2003 [1][2] - Recent global economic concerns and a mixed outlook have led to an 18% decline in shares from their all-time high in January [2] - The da Vinci system has seen significant growth, with nearly 2.7 million procedures performed in 2024, doubling the volume from five years ago [2] Company Developments - The new da Vinci 5 system, approved by the FDA, features over 150 design advancements and 10,000 times more computing power than the previous model, expected to drive future sales growth [3] - The company anticipates a 13% to 16% increase in da Vinci procedure volume for 2025, a slight slowdown from the previous year's 17% growth [4] - Earnings per share (EPS) is projected to grow by 9.6% in 2025, down from 28.5% last year, but analysts expect a rebound to 17.5% growth in 2026 [5][6] Financial Metrics - Revenue growth estimates are 17.2% for 2024, 14.9% for 2025, and 15.6% for 2026 [7] - EPS is projected at $7.34 for 2024, $8.06 for 2025, and $9.47 for 2026 [7] Competitive Landscape - The competitive environment is evolving, with new entrants like Medtronic's Hugo system and Johnson & Johnson's Ottava robot potentially impacting Intuitive's market share [9][10] - CFO Jamie Samath acknowledged that increased competition could lead to longer selling cycles for Intuitive's products [11] Valuation Concerns - Intuitive Surgical's stock is trading at a forward P/E ratio of 63, slightly above its decade average of 62, raising concerns about potential downside if growth expectations are not met [12] - The company is viewed as a leader in healthcare technology, but current stock valuations may deter aggressive investment [13]

Core Insights - The Motley Fool aims to enhance the financial literacy and well-being of individuals by providing investment solutions and market analysis [1] Company Overview - Founded in 1993, The Motley Fool is a financial services company focused on making the world smarter, happier, and richer [1] - The company reaches millions of people monthly through various platforms, including premium investing solutions, free guidance, and market analysis on Fool.com [1] - The Motley Fool also offers top-rated podcasts and operates a non-profit organization, The Motley Fool Foundation [1]

Core Insights - Intuitive has published two peer-reviewed studies demonstrating the effectiveness of its Force Feedback technology in the da Vinci 5 surgical system, which enhances robotic-assisted surgery by allowing surgeons to feel the forces applied to tissue [1][2][8] Group 1: Force Feedback Technology - Force Feedback technology can reduce the force applied to tissue during surgery by up to 43%, regardless of the surgeon's experience level [3][5] - The technology aims to minimize unintentional tissue damage during surgery, which can lead to negative clinical outcomes such as increased pain and longer recovery times [4][5] Group 2: Study Findings - The first study involved 28 surgeons and showed significant reductions in force applied during surgical tasks, indicating improved performance with the use of Force Feedback technology [3][6] - The second study focused on 29 novice surgeons and found that Force Feedback technology could significantly reduce tissue trauma and errors during suturing, as well as decrease the time required to complete suturing tasks [6][7] Group 3: Future Implications - The studies provide early evidence of the potential benefits of Force Feedback technology across all levels of surgical experience, with ongoing research planned to further understand its clinical impact [8] - Intuitive is expanding the availability of Force Feedback technology in hospitals across the United States through 2025 and beyond [8]

Core Insights - Intuitive has published two peer-reviewed studies demonstrating the effectiveness of its Force Feedback technology in the da Vinci 5 surgical system, which enhances robotic-assisted surgery by allowing surgeons to feel the forces applied to tissue [1][2][8] Group 1: Study Findings - The first study indicated that Force Feedback technology can reduce the force applied to tissue by up to 43%, regardless of the surgeon's experience level, based on evaluations from 28 surgeons [3][4][5] - The second study highlighted that Force Feedback technology improves novice surgeon performance by reducing tissue trauma and errors during suturing, as well as decreasing the time required to complete suturing tasks, evaluated with 29 novice surgeons [6][7] Group 2: Clinical Implications - The studies suggest that the lack of a way to measure forces during surgery can lead to unintentional tissue damage, which may negatively impact patient outcomes such as pain and recovery time [4][5] - The findings indicate that Force Feedback technology could enable gentler robotic surgery, with potential benefits for surgical performance and patient outcomes, although further research is needed to understand its clinical implications [5][8] Group 3: Future Developments - Intuitive is currently expanding the availability of Force Feedback technology in hospitals across the United States and plans to continue its research and development through 2025 and beyond [8]

Industry Overview - The surgical robotics market is experiencing rapid growth, driven by advances in minimally invasive surgery, with a market value of $11.48 billion in 2024 and a projected compound annual growth rate of 12.4% from 2025 to 2030 [2] - Key growth drivers include the integration of AI, which enhances precision and reduces complications, and the increasing demand for robotic surgeries due to an aging global population [6][7] Major Areas of Growth - Minimally invasive surgery is a significant factor driving the adoption of surgical robotics, providing benefits such as precision, smaller incisions, and faster recovery times across various fields including urology, gynecology, orthopedics, and general surgery [5] - The aging population is increasing the demand for robotic surgery systems, as these systems offer improved precision and lower risks for older patients [7] Company Analysis Intuitive Surgical - Intuitive Surgical's da Vinci surgical system has been a key performance driver since its launch, offering minimally invasive surgery and supporting rapid adoption through an integrated ecosystem [9] - The company has a long-term expected EPS growth rate of 16.1%, with projected revenue growth of 14.4% for 2025 [10] Zimmer Biomet - Zimmer Biomet is focusing on expanding its ROSA Robotics portfolio, which includes systems for knee, hip, and shoulder surgeries, enhancing the surgical experience [11][12] - The company has a projected sales growth rate of 2.6% for 2025, with a favorable current cash flow rate of 3.6% [13] Stereotaxis - Stereotaxis is expanding its global presence and has achieved regulatory approvals for its next-generation robotic system, GenesisX, enhancing its competitive position [14] - The company has a projected sales growth rate of 26.3% for 2025, with a favorable current cash flow rate of 13.1% [15]

Investment Rating - The report assigns a "Hold" rating for the company with a target price of $526.85, indicating a potential upside of 7.1% from the current price of $492.06 [3][4]. Core Insights - The company experienced a strong revenue growth of 25.2% year-over-year in Q4, contributing to an annual revenue of $8.35 billion, which is a 17.2% increase compared to the previous year [1]. - The growth was driven by an increase in surgical procedures, particularly in the U.S. and several international markets, with a 17% increase in da Vinci surgeries, totaling 2.68 million procedures [1]. - The company is in the process of expanding its product offerings, particularly with the upcoming full launch of the DV5 surgical robot system, which is expected to be widely available by mid-2025 [2]. Financial Performance - For the fiscal year 2024, the company reported a net profit of $2.34 billion, reflecting a 28.6% increase, with a net profit margin of 28.0% [1]. - The non-GAAP gross margin improved by 1.0 percentage points to 69.1% due to increased production capacity and sales volume [1]. - The company anticipates a surgical growth rate of 13%-16% for 2025, with gross margins expected to remain between 67%-68% [3]. Future Outlook - The company plans to open new manufacturing facilities for the DV5 and Ion systems in California, as well as endoscope manufacturing plants in Germany and Bulgaria [2]. - The anticipated acquisition of businesses in Italy, Spain, and Portugal is expected to positively impact profits once completed in the first half of 2026 [2]. - Capital expenditures are projected to be between $650 million and $800 million, with other income expected to rise to $370 million to $400 million [3].

Company Performance - Intuitive Surgical, Inc. (ISRG) closed at $492.06, reflecting a +1.68% change from the previous trading day's closing, outperforming the S&P 500's daily gain of 1.08% [1] - The company's shares experienced a loss of 19.46% over the previous month, underperforming the Medical sector's gain of 0.21% and the S&P 500's loss of 8.26% [2] Earnings Expectations - Analysts anticipate an EPS of $1.71 for the upcoming earnings disclosure, representing a 14% increase compared to the same quarter of the previous year, with a revenue forecast of $2.18 billion, indicating a 15.42% growth year-over-year [3] - For the annual period, Zacks Consensus Estimates project earnings of $7.97 per share and revenue of $9.56 billion, reflecting increases of +8.58% and +14.42% respectively from the last year [4] Analyst Estimates and Valuation - Recent adjustments to analyst estimates for Intuitive Surgical, Inc. are crucial as they reflect short-term business trends, with positive revisions indicating a favorable outlook on the company's health and profitability [5] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Intuitive Surgical, Inc. at 3 (Hold), with a 0.02% decrease in the consensus EPS estimate over the last 30 days [7] - The company is trading at a Forward P/E ratio of 60.7, significantly higher than the industry average of 28.19, suggesting a premium valuation [8] Industry Context - Intuitive Surgical, Inc. has a PEG ratio of 3.77, compared to the Medical - Instruments industry's average PEG ratio of 2.44, indicating a higher valuation relative to projected earnings growth [9] - The Medical - Instruments industry is currently ranked 129 in the Zacks Industry Rank, placing it within the bottom 49% of over 250 industries, which may impact the company's performance [9][10]