Intuitive Surgical Inc Stock Price, News & Analysis

Intuitive (NASDAQ:ISRG) has received CE mark approval for its da Vinci 5 Surgical System in Europe, marking a significant milestone for the company's most advanced robotic-assisted surgical platform. The system is approved for both adult and pediatric use across abdominopelvic and thoracoscopic procedures.

The fifth-generation system features over 150 enhancements, including Force Feedback technology, an improved 3D vision system, and 10,000x more computing power. The platform has already received FDA clearance in 2024 for various procedures and joins Intuitive's portfolio of surgical systems that have been used in over 410,000 procedures in Europe in 2024 and nearly 17 million procedures worldwide.

Dan Larson, a former Boeing quality engineer diagnosed with lung cancer in 2023, shares his successful treatment journey using Intuitive's (ISRG) robotic surgical technology. At MultiCare Tacoma General Hospital, Larson underwent two robotic lung biopsies using the Ion Endoluminal System and a robotic-assisted lobectomy with the da Vinci 5 system. His story coincides with Intuitive's 30th anniversary in 2025. The company has facilitated nearly 17 million da Vinci procedures and trained about 90,000 surgeons. MultiCare Health System, an early adopter in the Pacific Northwest, operates 30 da Vinci systems, including four da Vinci 5's and four Ion systems. To commemorate Larson's visit, Intuitive employees raised $25,000 for St. Jude Children's Research Hospital through an Impact Wellness Challenge.

Intuitive (NASDAQ: ISRG) announced a significant leadership transition, with President Dave Rosa being promoted to CEO effective July 1, 2025. Current CEO Gary Guthart will become executive chair of the board, while current Board Chair Craig Barratt will transition to lead independent director.

Rosa, a 29-year veteran who joined Intuitive as its ninth employee in 1996, has held various leadership positions across engineering, clinical development, marketing, and commercial operations. His notable achievements include founding the company's clinical engineering and endoluminal groups, leading to the development of the da Vinci SP surgical system and Ion robotic bronchoscopy system.

Under Guthart's 15-year tenure as CEO, Intuitive has pioneered advancements in robotic-assisted surgery, with surgeons performing nearly 17 million da Vinci procedures and training approximately 90,000 surgeons on their systems.

Intuitive (NASDAQ: ISRG) has received FDA clearance for its da Vinci Single Port (SP) surgical system for transanal local excision/resection procedures. This minimally invasive surgery is performed through natural orifices, avoiding abdominal incisions. The clearance expands the system's capabilities in colorectal surgery, building on previous FDA approvals from November 2024. The da Vinci SP system features three multi-jointed instruments and a high-definition articulating camera through a single entry point, designed specifically for narrow body cavities. The system addresses challenges in laparoscopic transanal surgery, including surgeon ergonomics and reaching upper rectal lesions. With over 500 peer-reviewed publications supporting its safety and efficacy, the da Vinci SP is also approved in Europe, Japan, and Korea. Intuitive has facilitated nearly 17 million procedures and trained approximately 90,000 surgeons in its 30-year history.

Intuitive (ISRG) reported strong Q1 2025 financial results with revenue reaching $2.25 billion, up 19% year-over-year. The company's da Vinci surgical system installations grew significantly, with 367 new placements (including 147 da Vinci 5 systems) compared to 313 in Q1 2024.

Key highlights include a 17% growth in worldwide da Vinci procedures and a 15% increase in the installed base to 10,189 systems. GAAP net income rose to $698 million ($1.92 per diluted share), while non-GAAP net income reached $662 million ($1.81 per diluted share).

The company ended Q1 with $9.10 billion in cash and investments. For 2025, Intuitive projects worldwide da Vinci procedure growth of 15-17% and expects non-GAAP operating expense growth of 10-14%.

Intuitive (NASDAQ: ISRG) announced two significant studies highlighting the impact of robotic-assisted surgery (RAS) on healthcare accessibility. The first study, published in the Journal of the Society of Laparoscopic & Robotic Surgeons, examined minimally invasive surgery (MIS) deserts and found that surgeon characteristics account for nearly two-thirds of variation in MIS use.

The second study, published in Annals of Surgery Open, analyzed data from 408 U.S. hospitals between 2016-2022. Hospitals implementing RAS saw MIS rates increase from 60.5% to 65.8%, compared to minimal growth (56.1% to 57.0%) in non-RAS hospitals. The greatest improvements were observed in hernia repairs and colorectal resections.

The research demonstrates that RAS helps overcome traditional laparoscopy barriers through shorter learning curves for surgeons and improved visualization, ultimately expanding patient access to minimally invasive procedures across various demographics.

Intuitive (ISRG) has received FDA clearance for its SP SureForm 45 stapler, designed specifically for single-port robotic surgery with the da Vinci SP surgical system. The stapler features SmartFire technology that continuously monitors tissue compression, optimizing staple line integrity and reducing tissue damage risks.

The device is cleared for thoracic, colorectal, and urologic procedures in the U.S. The da Vinci SP system enables surgeons to control up to three wristed instruments and an HD 3D camera through a single access point, promoting faster patient recovery and reduced postoperative pain. The system triangulates instruments inside the body, helping prevent external instrument collisions in small surgical spaces.

Intuitive (NASDAQ: ISRG) has published two peer-reviewed studies in Surgical Endoscopy demonstrating the effectiveness of its Force Feedback technology in the da Vinci 5 surgical system. The first study, led by Dr. Michael M. Awad, showed that the technology can reduce force on tissue by up to 43% across all surgeon experience levels.

The second study, led by Dr. Andrew J. Hung, revealed that Force Feedback technology significantly improves novice surgeon performance, reducing tissue trauma and errors during suturing. The research involved 28 surgeons in the first study and 29 novice surgeons in the second study, all conducted in pre-clinical settings using tissue models.

The technology is currently available in U.S. hospitals, with plans for expanded availability through 2025 and beyond.

Intuitive (NASDAQ:ISRG) has announced a $45 million donation to the Intuitive Foundation, bringing total contributions to over $170 million since 2018. The Foundation focuses on reducing global disease burden through philanthropy, research, and education for better patient outcomes.

In 2024, the Foundation matched employee donations with over $7 million supporting 2,000+ causes, provided $6 million in research grants and surgical fellowships, and contributed $3 million to the Surgical Education Learners Forum. Key programs include the Global Surgical Training Challenge, supporting FIRST Robotics teams globally, and the Surgical Education Learners Forum (SELF), which develops free training modules for clinicians in low-resource settings.