Intuitive Surgical ISRG has built a comprehensive and integrated portfolio focused on advancing minimally invasive care, with its cornerstone being the da Vinci robotic surgical systems. The da Vinci platforms — ranging from the established multi-port Xi and X systems to the next-generation da Vinci 5 — enable surgeons to perform complex procedures through small incisions with enhanced precision, visualization and control. These systems are widely adopted across specialties such as urology, gynecology, general surgery, and thoracic care. Complementing the multi-port systems is the da Vinci SP (single-port) platform, designed for narrow-access procedures through a single incision, further minimizing patient trauma and recovery time.
Expanding beyond surgery, Intuitive’s Ion endoluminal system targets early-stage lung cancer diagnosis through minimally invasive robotic bronchoscopy. Ion is gaining strong commercial traction, diversifying ISRG’s revenues and broadening its presence in the diagnostic space. The portfolio also includes advanced surgical tools like EndoWrist instruments, SureForm staplers, SynchroSeal vessel sealers, and Firefly fluorescence imaging, all aimed at enhancing procedural efficiency and surgical outcomes.
Supporting this hardware ecosystem is a growing suite of digital and training tools, including the My Intuitive app, SimNow virtual simulators, and real-time analytics via Intuitive Hub. These offerings help improve surgeon proficiency and optimize workflow within hospitals. With over 12 million da Vinci procedures performed globally and more than 10,000 systems installed, Intuitive Surgical continues to solidify its position as a leader in minimally invasive care, leveraging technology to reduce open surgeries, improve outcomes and expand access worldwide.
Other Players in Minimal Invasive Space
Johnson & Johnson JNJ, or J&J continues to invest heavily in its minimally invasive surgery portfolio through its MedTech division, particularly Ethicon. J&J’s offerings span advanced energy devices, surgical staplers, and robotic-assisted systems like the VELYS Robotic-Assisted Solution for orthopedic procedures. J&J is also developing the Ottava soft-tissue robotic system, aiming to challenge incumbents in the robotic-assisted surgery space. JNJ’s strength lies in its scale, legacy in surgical innovation, and integration across devices and digital platforms to support better surgical outcomes. With Ottava in clinical trials, J&J is positioning itself to gain share in the rapidly growing minimally invasive surgery market.
Edwards Lifesciences EW is a leader in structural heart therapies, transforming minimally invasive care with its transcatheter aortic valve replacement (TAVR) solutions. EW’s SAPIEN valve platform is widely adopted, and the company continues to expand into mitral and tricuspid segments. With a strong pipeline and global reach, EW remains pivotal to minimally invasive surgery innovation.
ISRG’s Price Performance, Valuation and Estimates
Shares of ISRG have lost 1.9% in the year-to-date period compared with the industry’s decline of 11%.
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From a valuation standpoint, Intuitive Surgical trades at a forward price-to-sales ratio of 18.02, above the industry average. ISRG carries a Value Score of D.
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The Zacks Consensus Estimate for Intuitive Surgical’s 2025 earnings implies a 6.8% rise year over year.
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The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
