SS Innovations Appoints Milan Rao as Global Chief Operating Officer and Chief Financial Officer SS Innovations International, Inc. appoints seasoned executive Milan Rao to drive global growth, operational scale, and expanded access to affordable robotic surgery.Fort Lauderdale, FL, January 8, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – SS Innovations International, Inc. (the “Company” or “SS Innovations”) (Nasdaq: SSII), a developer of innovative surgical robotic technolog ...

FORT LAUDERDALE, Fla., Jan. 08, 2026 (GLOBE NEWSWIRE) -- SS Innovations International, Inc. (the “Company” or “SS Innovations”) (Nasdaq: SSII), a developer of innovative surgical robotic technologies dedicated to making robotic surgery affordable and accessible to a global population, today announced the appointment of Milan Rao as the Company’s Global Chief Operating Officer and Chief Financial Officer. The Global Chief Operating Officer role is a newly created position. Mr. Rao will succeed Naveen Kumar A ...

Key Points Intuitive Surgical is a leading provider of surgical robotics devices. Its da Vinci robot was one of the first to market and boasts a massive installed base. The company is witnessing growth in two important areas of its business. 10 stocks we like better than Intuitive Surgical › If you are looking for stocks that you can buy and hold for the long term, you need to examine the quickly emerging field of robotic surgery. Intuitive Surgical (NASDAQ: ISRG) is one company that stands out a ...

Smaller 5-millimeter instruments to be incorporated into the SSi Mantra surgical robotic systemFORT LAUDERDALE, Fla., Jan. 06, 2026 (GLOBE NEWSWIRE) -- SS Innovations International, Inc. (the “Company” or “SS Innovations”) (Nasdaq: SSII), a developer of innovative surgical robotic technologies dedicated to making robotic surgery affordable and accessible to a global population, today announced that the Company has completed the development of five new 5-millimeter surgical instruments for clinical use acros ...

Key Takeaways CONMED sees growth in BioBrace, AirSeal and Buffalo Filter as adoption strengthens across key platforms.Robotics expansion and rising ASC penetration support multi-year growth and increased AirSeal usage.Tariffs and slower supply-chain recovery weigh on gross margin, with dV5 integration delaying AirSeal demand.CONMED Corporation (CNMD) is well-positioned for growth on the back of rising adoption of its high-margin, differentiated platforms like AirSeal, Buffalo Filter and BioBrace. The compan ...

Key Takeaways ISRG reported 91% year-over-year growth in single-port procedures in Q3 2025, outpacing da Vinci growth.In Korea, ISRG's single-port utilization now exceeds the Xi system, signaling routine clinical use.In the U.S., ISRG is expanding single-port adoption via early stapler use and regulatory submissions.Intuitive Surgical’s (ISRG) single-port (SP) platform is quietly emerging as one of the most intriguing growth vectors within the company’s portfolio. In the third quarter of 2025, SP procedures ...

Core Insights - Intuitive Surgical's (ISRG) third-quarter results show a 20% year-over-year increase in combined da Vinci and Ion procedures, raising questions about the sustainability of this growth rate [2][6] Company Performance - da Vinci procedures grew by 19%, while Ion volumes surged by 52%, with growth observed across various surgical fields including general surgery, gynecology, and international markets [3] - The introduction of da Vinci 5 has led to higher utilization rates compared to previous Xi systems, with U.S. utilization turning positive after being flat earlier in the year [3] - Management noted that some elective procedures may have been advanced due to uncertainties around Medicare funding, although this has not been confirmed by third-party data [4] - Bariatric procedures are declining at high single-digit rates due to the adoption of GLP-1 therapies, highlighting that not all surgical demand is immune to therapeutic changes [5] Market Dynamics - International growth was slightly aided by holiday timing shifts, contributing approximately one percentage point to growth [4] - Hospital budget constraints, particularly outside the U.S., and macro health policy changes could impact future capital and utilization momentum [5] Valuation and Estimates - ISRG's shares have increased by 8.1% over the past six months, compared to a 14.8% rise in the industry [12] - The company trades at a forward price-to-earnings ratio of 60.4, which is above the industry average but below its five-year median of 71.52 [13] - The Zacks Consensus Estimate for ISRG's 2025 earnings suggests a 17.9% increase from the previous year [15]

Core Insights - Sands Capital Global Growth Fund reported a -2.0% return in Q3 2025, underperforming the MSCI ACWI which returned 7.6% [1] - The fund focuses on identifying promising growth companies globally, with a notable emphasis on stocks like Intuitive Surgical, Inc. [2] Company Overview: Intuitive Surgical, Inc. - Intuitive Surgical, Inc. is a leading provider of soft-tissue robotic surgical systems, with a market capitalization of $198.804 billion as of December 16, 2025 [2][3] - The company's stock experienced a one-month return of 3.49% and a 52-week gain of 3.23% [2] Performance Analysis - Despite a decline in stock price during Q3 2025 due to concerns over U.S. hospital budgets, Intuitive Surgical exceeded consensus expectations across all metrics, showcasing strong operating margins [3] - Da Vinci 5 placements increased by 22% quarter-over-quarter, indicating robust demand even before new product launches in the EU and Japan [3] Market Position and Future Outlook - The health care sector, particularly medical equipment, underperformed in Q3 2025, but Intuitive Surgical's fundamentals remained strong [3] - Management's stock repurchase of $180 million reflects confidence in the company's future, as it enters a new robot upgrade cycle [3] - Enthusiasm for robotic cardiothoracic procedures could potentially expand Intuitive's U.S. addressable market by 5 to 10% [3] Hedge Fund Interest - Intuitive Surgical was held by 99 hedge fund portfolios at the end of Q3 2025, a decrease from 107 in the previous quarter, indicating a shift in investor interest [4]

Core Viewpoint - SS Innovations has submitted a 510(k) premarket notification to the FDA for its SSi Mantra surgical robotic system, targeting multiple surgical specialties and aiming for U.S. market entry [1][3][5] Company Overview - SS Innovations International, Inc. is focused on developing innovative surgical robotic technologies to make robotic surgery affordable and accessible globally [8] - The company is headquartered in India and plans to expand its global presence with cost-effective surgical robotic solutions [8] Product Details - The SSi Mantra surgical robotic system supports various surgical specialties, including general, urological, colorectal, gynecological, and cardiac procedures [2][3] - The system features a modular design with 3 to 5 robotic arms, an ergonomic surgeon command center, a large 3D 4K monitor, and over 40 types of robotic endo-surgical instruments [10] Regulatory Progress - The 510(k) submission is part of the company's strategic plan to introduce the SSi Mantra system to the U.S. market, with the expectation of a review completion within 90 days, although actual approval may take longer [6] - The company is also pursuing EU CE Mark approval, which it anticipates could be obtained in the first half of 2026 [6] Market Presence - As of November 30, 2025, the SSi Mantra has a cumulative installed base of 138 systems across eight countries, with 137 hospitals utilizing the system and over 7,300 surgical procedures performed [6]

Core Insights - CONMED Corporation (CNMD) is positioned for growth due to the rising adoption of its high-margin platforms like AirSeal, Buffalo Filter, and BioBrace, alongside increasing robotic procedure volumes and the expansion of Ambulatory Surgery Centers (ASCs) [1][4][5] - The company faces challenges from tariff impacts on gross margins and the launch of Intuitive Surgical's da Vinci 5, which delays AirSeal demand [2][11][13] - CONMED has a market capitalization of $1.38 billion and projects a 6.3% earnings growth for 2026, with a history of surpassing earnings estimates [3] Growth Drivers - The adoption of high-margin platforms is strong, with BioBrace expanding to over 70 procedures, AirSeal gaining traction for its clinical benefits, and Buffalo Filter benefiting from smoke-evacuation mandates [4][7] - The expansion of robotic surgery and ASC penetration is expected to provide structural long-term growth opportunities [5][8] - Supply chain improvements are unlocking lost revenue and margin, with significant progress reported in orthopedic supply chain recovery [9] Strategic Focus - A comprehensive portfolio review is ongoing, focusing on high-return segments such as minimally invasive surgery, robotic platforms, and orthopedic soft-tissue repair [10] - Management aims to concentrate resources on these areas to improve margins and enhance shareholder value [10] Challenges - Tariffs are compressing gross margins, with an expected impact of 150 basis points in the fourth quarter [11] - The supply chain recovery is taking longer than anticipated, which may delay revenue recovery and affect market share [12] - The integration of the dV5 system limits the immediate opportunity for AirSeal adoption [13] Financial Outlook - There is a rising estimate revision trend for 2025, with the Zacks Consensus Estimate for earnings moving up to $4.49 per share [14]