Intuitive Surgical and Stryker represent two distinct approaches to robotic-assisted surgery. ISRG demonstrates stronger operational momentum with 16% procedure growth and expanding digital ecosystem, earning a Zacks Rank #2 (Buy) rating. Stryker shows recovery potential with record Mako installations and diversified...
Natera announced that its Signatera test received regulatory approval from Japan's PMDA as a companion diagnostic for muscle-invasive bladder cancer (MIBC), supporting Signatera-guided adjuvant atezolizumab treatment decisions. The approval, supported by IMvigor011 Phase III trial data, marks the company's second PMDA...
Inspire Medical Systems is building momentum around its fifth-generation Inspire V system with expanding clinical evidence and improving reimbursement clarity across all six WISeR states. However, Q2 revenues declined 7.6% to $200.6M due to persistent coding disruption, and GLP-1 therapy adoption poses a risk to...
Shopify and Intuitive Surgical, despite significant year-to-date declines of 19% and 29% respectively, present attractive buying opportunities. Shopify's strong Q2 results and AI-powered initiatives position it well in e-commerce, while Intuitive Surgical's market leadership in robotic-assisted surgery and high...
Medtronic's stock is down 3% this year despite strong fundamentals, presenting a buying opportunity for growth-oriented investors. The company's Hugo robotic-assisted surgery system is gaining traction and eroding competitor Intuitive Surgical's market dominance. With Q1 FY2027 revenue up 13.7% YoY, raised full-year...
Intuitive Surgical published a large meta-analysis in Annals of Surgery Open showing da Vinci robotic-assisted surgery delivered significant perioperative improvements across 13 benign procedures compared to laparoscopic and open surgery. Results included 54% lower conversion to open surgery, 69% reduction in blood...
Intuitive Surgical (ISRG) gained 2.38% to $377.94 on September 14, 2026, outperforming a declining broader market. The company is expected to report EPS of $2.61 (up 8.75% YoY) and quarterly revenue of $2.88 billion (up 14.98% YoY). However, the stock has declined 6.43% over the past month and carries a Zacks Rank #3...
Medtronic has undergone strategic restructuring by exiting less profitable businesses and investing in new technologies like its Hugo surgical robot. The company reported its highest annual revenue growth in a decade in fiscal 2026, with Q1 FY2027 revenues jumping 13.7% and management raising full-year guidance. With a...
Zacks highlights the robotics and AI sector as a major growth opportunity, with the general-purpose robotics market projected to grow from under $1 billion in 2025 to $370 billion by 2040. The article examines key industry players including Fanuc, ABB, Keyence, NVIDIA, Intuitive Surgical, and Illumina, and recommends...
Intuitive Surgical's stock has declined 40% from recent highs amid slowing da Vinci robot sales growth due to increased competition from Medtronic and Johnson & Johnson. However, the company's core business model relies on recurring revenue from parts and services (75% of revenue), which provides stable annuity-like...
The article highlights two beaten-down stocks as potential buying opportunities: Intuitive Surgical, down 34% year-to-date, is positioned to benefit from its da Vinci 5 surgical system's advanced features and expanding market; Novo Nordisk, down 8% this year, has promising GLP-1 pipeline candidates like amycretin and...
While Nvidia has built a strong competitive moat in AI chips, three healthcare stocks—Moderna, Intuitive Surgical, and Vertex Pharmaceuticals—possess even more formidable competitive advantages. Moderna leverages its mRNA expertise across vaccines and oncology; Intuitive Surgical dominates robotic surgery with high...
The iShares U.S. Medical Devices ETF (IHI) is reviewed as a passively managed fund offering diversified exposure to the healthcare medical devices sector. With $3.44 billion in assets and a 0.37% expense ratio, IHI tracks the Dow Jones U.S. Select Medical Equipment Index. The fund has declined 12.46% year-to-date and...
Intuitive Surgical is prioritizing R&D investment over near-term profitability to drive long-term growth, focusing on AI/ML, robotics, and expanding into new clinical areas like GI, cardiac, and lung procedures. The company is sacrificing near-term expense leverage to build competitive moats and broaden its addressable...
Intuitive Surgical faces new competition from Medtronic and Johnson & Johnson in the surgical robotics space, but maintains a strong market position with 11,710 da Vinci systems in use globally. The company's real strength lies in its recurring revenue from instruments, accessories, and services (75% of revenue),...
Intuitive Surgical stock has declined 44% from its highs, but 71% of Wall Street analysts rate it as a buy with price targets suggesting up to 103% upside. The stock's valuation has fallen to 38-39x earnings, well below its historical 64-65x average, while the company's da Vinci 5 robotics platform continues gaining...
The article recommends Eli Lilly and Intuitive Surgical as outstanding healthcare stocks to buy. Eli Lilly is positioned as a leader in the rapidly growing weight management medicine market with approved drugs like Zepbound and Foundayo, plus promising pipeline candidates like retatrutide. Intuitive Surgical, despite...
The global robotic endoscopy devices market is projected to grow from USD 2.8 billion in 2025 to USD 6.5 billion by 2034, driven by increasing demand for minimally invasive procedures, technological advancements in AI-enabled navigation and imaging, and rising prevalence of gastrointestinal disorders. North America...
The global urology devices market is valued at USD 39.23 billion in 2025 and is projected to reach USD 80.0 billion by 2035, growing at a CAGR of 7.35%. Growth is driven by rising demand for robotic-assisted surgery, kidney disease treatment, and minimally invasive procedures. North America leads the market while Asia...
Intuitive Surgical's stock fell this week despite beating Q2 earnings expectations with 19% revenue growth and 25% adjusted net income growth. The decline was triggered by management's decision not to raise full-year guidance, signaling slower growth ahead. Wall Street responded with multiple price target cuts as...
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