Can ISRG Maintain Robotics Edge Amid Rising Rivalry & Budget Strain?

Key Takeaways Intuitive Surgical's Q1 2025 revenues rose 19% to $2.25B, with EPS beating expectations. ISRG faces global CapEx headwinds and rising U.S. MIS robotics competition from MDT and GMED. da Vinci 5's clinical value and 85% recurring revenues help ISRG defend its share amid pricing pressure.Intuitive Surgical (ISRG) delivered a robust first-quarter 2025, with revenues rising 19% year over year to $2.25 billion and earnings per share (EPS) surpassing expectations. Yet, even as the company celebrat ...