Key Takeaways ISRG's shares have lost 14.9% amid tariff headwinds and rare earth supply concerns.Tariffs are set to trim 2025 ISRG's profitability by about 1% of revenues, with added margin pressure ahead.New rare earth restrictions from China risk supply delays and higher costs for ISRG's da Vinci systems.Although Intuitive Surgical (ISRG) delivered better-than-expected performance during second-quarter 2025, its shares have continued to decline. ISRG stock has moved down 14.9% in the past three months, un ...