Intuitive Surgical: A Tale of Strong Operations and Weak Investor Sentiment

Intuitive Surgical presents investors with a puzzling scenario. The pioneer in robotic-assisted surgery is experiencing remarkable business growth, yet its stock price tells a different story, having entered a pronounced downturn. This divergence between operational success and market performance raises a critical question: what is driving this disconnect, and when might confidence return?

From an operational standpoint, Intuitive Surgical’s performance appears robust. Global demand for its da Vinci surgical systems continues to accelerate. The company’s installed base grew to 10,488 units by the end of the second quarter of 2025, representing a 14 percent year-over-year increase. A significant driver is the new flagship model, the da Vinci 5, which has become a major success. Second-quarter placements of this system reached 180, more than... Read more...