Intuitive Surgical Inc Stock Price, News & Analysis

Intuitive (NASDAQ: ISRG) announced that more than 20 million patients worldwide have undergone surgery using da Vinci systems, a milestone reached at the end of 2025. In 2025 alone, clinicians performed over 3.1 million da Vinci procedures. The company highlighted platform advances including da Vinci 5 (claimed >10,000x computing power), da Vinci Single Port expansion of indications, and Ion robotic bronchoscopy, used in >140,000 lung biopsies in 2025. Intuitive said these volumes inform technology, training, and system improvements aimed at expanding access to minimally invasive care.

Intuitive (Nasdaq: ISRG) reported Q4 2025 results on Jan 22, 2026: revenue $2.87B (+19% YoY), GAAP net income $795M ($2.21/share) and non-GAAP net income $914M ($2.53/share).

Worldwide procedures (da Vinci + Ion) grew ~18%; da Vinci procedures ~17%, Ion procedures ~44%. Company placed 532 da Vinci systems (303 da Vinci 5) and ended Q4 with 11,106 da Vinci systems installed and 995 Ion systems.

Q4 systems revenue was $786M, instruments & accessories $1.66B. Cash, cash equivalents and investments were $9.03B. 2026 outlook: da Vinci procedure growth ~13–15%, non-GAAP gross margin 67–68%, and non-GAAP operating expense growth 11–15%; tariffs estimated to reduce revenue margin by ~1.2%.

Intuitive (Nasdaq: ISRG) reported preliminary unaudited results: Q4 2025 revenue ~$2.87B (+19% YoY) and FY2025 revenue ~$10.06B (+21% YoY). Full‑year da Vinci procedures totaled ~3,153,000 (+18% YoY) and the company placed 1,721 da Vinci systems in 2025 (including 870 da Vinci 5); Q4 placements were 532 systems (303 da Vinci 5). Instruments & accessories revenue was ~$1.66B in Q4 and ~$6.02B for FY2025. Preliminary results include a $70M fourth‑quarter contribution to the Intuitive Foundation. The company expects da Vinci procedures +13%–15% in 2026. Results are unaudited and subject to final closing and audit.

Intuitive (NASDAQ: ISRG) announced that the U.S. Food and Drug Administration cleared the da Vinci Single Port (SP) surgical system on Dec 10, 2025 for use in inguinal hernia repair, cholecystectomy, and appendectomy.

The clearances expand SP’s U.S. indications beyond existing approvals in urology, colorectal, thoracic, and transoral procedures and build on prior international approvals in Europe, Japan, and Korea. The company highlights a supporting evidence base of more than 500 peer-reviewed publications and describes SP as enabling single-incision or natural-orifice access with three multi-jointed instruments and an articulating 3DHD endoscope.

Intuitive (Nasdaq: ISRG) reported Q3 2025 results for the quarter ended Sept 30, 2025. Revenue was $2.51B, up 23% year-over-year. Worldwide procedures (da Vinci + Ion) grew ~20%; da Vinci procedures +19% and Ion +52%. The company placed 427 da Vinci systems (240 da Vinci 5) and 50 Ion systems, growing the da Vinci installed base to 10,763 (+13%) and Ion to 954 (+30%).

GAAP net income was $704M ($1.95 diluted EPS); non-GAAP net income was $867M ($2.40). Repurchased 4.0M shares for $1.92B. Cash and investments ended at $8.43B, down $1.10B.

2025 outlook: da Vinci procedure growth ~17.0–17.5%; non-GAAP gross margin expected 67–67.5% (vs 69.1% in 2024) and non-GAAP OpEx growth 11–13%; tariffs cited as a margin headwind.

Intuitive (NASDAQ:ISRG) announced FDA clearance of a software update for the Ion endoluminal system on Oct 8, 2025. The release adds AI-driven navigation to address CT-to-body divergence and integrates advanced imaging, including tomosynthesis with standard 2D C-arm, to broaden access to real-time imaging during lung biopsies. Features will begin with a limited U.S. launch and a broader U.S. rollout is planned for 2026. As of June 30, 2025, more than 900 Ion systems were installed across 10 countries, and Intuitive is supporting clinical research involving >b>2,000 subjects.

Jupiter Endovascular (ISRG) closed an oversubscribed Series B financing that surpassed its $40 million target, led by Sonder Capital with participation from Senvest Management, LB Investment, and a new strategic corporate investor. Proceeds will fund completion of the SPIRARE II pivotal trial, commercialization preparation, and new TFX applications. The announcement follows an FDA 510(k) clearance last month for the Vertex Catheter with TFX and precedes presentation of first-in-human SPIRARE I results at TCT on October 26, 2025. SPIRARE II plans to enroll up to 145 patients at up to 25 U.S. and European sites.

Intuitive (Nasdaq: ISRG) has unveiled new software capabilities for its da Vinci 5 robotic surgery system, leveraging its enhanced computing power that is 10,000 times greater than the previous da Vinci Xi model. The update introduces three key features: Force Gauge, a visual indicator showing real-time force applied during surgery; In-Console Video Replay, allowing surgeons to review procedure moments without leaving the console; and Network CCM, enabling remote software updates.

The Force Gauge feature measures force within a 0-6.5 Newton range, with published data suggesting reduced force application during procedures. These FDA-cleared features aim to enhance surgical precision, efficiency, and patient outcomes while reducing administrative burden through remote updates.

Intuitive Surgical's (NASDAQ:ISRG) da Vinci 5® robotic surgical system has been launched across all MemorialCare hospitals in Southern California, marking a significant expansion of advanced surgical capabilities. The system features 10,000 times more computing power than its predecessor and introduces over 150 design enhancements.

Key improvements include next-generation 3D imaging, Force Feedback technology that reduces tissue pressure by up to 43% in preclinical trials, and enhanced ergonomics. More than 120 surgeons across MemorialCare's three hospitals are trained to perform procedures in nine specialties using da Vinci platforms.