Financial Performance - Intuitive Surgical reported quarterly earnings of $1.81 per share, exceeding the Zacks Consensus Estimate of $1.71 per share, and up from $1.50 per share a year ago, representing an earnings surprise of 5.85% [1] - The company posted revenues of $2.25 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.27%, compared to $1.89 billion in the same quarter last year [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.96 on revenues of $2.33 billion, and for the current fiscal year, it is $7.97 on revenues of $9.56 billion [7] - The estimate revisions trend for Intuitive Surgical is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical - Instruments industry, to which Intuitive Surgical belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Revenue and Growth - First quarter 2025 revenue was $2.25 billion, an increase of 19% compared to $1.89 billion in the first quarter of 2024[5] - Instruments and accessories revenue increased by 18% to $1.37 billion, driven by approximately 17% growth in da Vinci procedure volume and approximately 58% growth in Ion procedure volume[6] - The company expects worldwide da Vinci procedure growth of approximately 15% to 17% in 2025, compared to 17% in 2024[19] - Total revenue for the three months ended March 31, 2025, was $2,253.4 million, a decrease of 6.6% from $2,413.5 million in the previous quarter and an increase of 19.2% from $1,890.6 million in the same quarter last year[28] Surgical Systems and Procedures - The company placed 367 da Vinci surgical systems in Q1 2025, compared to 313 in Q1 2024, including 147 da Vinci 5 systems[7] - The installed base of da Vinci surgical systems grew to 10,189 systems as of March 31, 2025, an increase of 15% compared to 8,887 systems as of March 31, 2024[11] Income and Profitability - GAAP net income attributable to Intuitive Surgical, Inc. was $698 million, or $1.92 per diluted share, compared to $545 million, or $1.51 per diluted share, in Q1 2024[9] - Non-GAAP net income attributable to Intuitive Surgical, Inc. was $662 million, or $1.81 per diluted share, compared to $541 million, or $1.50 per diluted share, in Q1 2024[10] - Net income attributable to Intuitive Surgical, Inc. for Q1 2025 was $698.4 million, compared to $685.7 million in Q4 2024 and $544.9 million in Q1 2024, reflecting a year-over-year increase of 28.2%[28] - Diluted net income per share attributable to Intuitive Surgical, Inc. was $1.92 for Q1 2025, compared to $1.88 in Q4 2024 and $1.51 in Q1 2024, representing a year-over-year increase of 27.1%[31] Cash and Assets - The company ended Q1 2025 with $9.10 billion in cash, cash equivalents, and investments, an increase of $269 million during the quarter[12] - Cash, cash equivalents, and investments increased to $9,101.2 million as of March 31, 2025, up from $8,832.4 million at the end of 2024[30] - Total assets rose to $19,220.4 million as of March 31, 2025, compared to $18,743.2 million at the end of the previous quarter[30] - Total liabilities decreased to $2,012.7 million from $2,213.6 million quarter-over-quarter[30] Expenses - Non-GAAP gross profit margin is expected to be within a range of 65% and 66.5% of revenue in 2025, compared to 69.1% in 2024[19] - Non-GAAP operating expense growth is projected to be 10% to 14% in 2025, compared to 10% in 2024[19] - The company reported a significant increase in research and development expenses, totaling $316.2 million for Q1 2025, compared to $294.7 million in Q4 2024 and $284.5 million in Q1 2024[28] - The company continues to face significant recurring expenses related to share-based compensation, which amounted to $36.2 million in Q1 2025[31]

Group 1 - Intuitive Surgical Inc (ISRG) is set to report its first-quarter earnings, with Wall Street expecting earnings per share of $1.72 and revenue of $2.19 billion [1] - The stock has experienced a 28.54% increase over the past year but has faced recent pressure, down 9.5% year to date and 8.77% over the past month [1] - Current stock price is $476.71, which is significantly below all major simple moving averages (SMA) including the 20-day SMA at $489.41 and the 50-day SMA at $523.70 [2][3] Group 2 - The Moving Average Convergence Divergence (MACD) is at a negative 10.71, and the Relative Strength Index (RSI) is at 44.18, indicating weak momentum and potential for further decline [3] - Analysts maintain a consensus rating of Buy for ISRG, with an average price target of $504.31, suggesting a potential upside of 32.02% based on recent bullish calls [5] - The stock was trading at $475.11 at the time of publication, indicating a need for a significant catalyst to reverse the current downtrend [5]

Core Viewpoint - Intuitive Surgical, Inc. (ISRG) is expected to report first-quarter 2025 earnings on April 22, with sales estimated at $2.18 billion and earnings per share at $1.71, reflecting stable earnings estimates for 2025 and 2026 [1][2] Earnings and Estimates - The company has shown a consistent earnings surprise, with a 24.86% surprise in the last quarter and an average surprise of 14.97% over the past four quarters [2] - Current estimates indicate an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold), suggesting uncertainty regarding an earnings beat this time [3] Segment Performance - The Instruments & Accessories segment is anticipated to report strong results due to robust da Vinci procedure growth, particularly in U.S. general surgery and cancer procedures in international markets [4] - The launch of the da Vinci 5 systems is expected to contribute positively to system placements, with 174 systems placed in the U.S. during the fourth quarter, marking a nearly 60% sequential growth [5][9] - The Services segment is likely to reflect strong adoption of digital products, while margins may improve due to cost reductions and lower freight rates, despite increased depreciation expenses [11] Market Trends - General surgery procedures have driven growth in the U.S., while cancer procedures have benefited international markets, a trend expected to continue [7] - China's recovery post-COVID is likely to boost sales, although tariff-related challenges may impact performance [8] - The Systems segment is expected to show strong adoption of the da Vinci 5, although placements in China may face pressure due to delayed tenders [10] Valuation and Performance - ISRG shares have declined 7.5% year-to-date, outperforming the industry decline of 12.6% and the S&P 500's decline of 10.6% [13] - The company is trading at a forward P/E of 57.48X, significantly higher than the industry average of 26.59X, indicating a premium valuation despite a decrease from a five-year high [16] Investment Outlook - Despite high valuation, ISRG is expected to maintain strong performance driven by growth in da Vinci procedure volume and system placements [19] - The launch of new systems in Europe and the U.S. is likely to support growth, although challenges in bariatric procedures and trade tensions may offset some gains [20][21] - Investors are advised to monitor the stock for potential entry points amid tariff uncertainties and high valuation concerns [24][25]

Core Insights - The studies published by Intuitive demonstrate that robotic-assisted surgery (RAS) enhances access to minimally invasive care, particularly in underserved areas, leading to improved patient outcomes [1][2][3] Group 1: Study Findings - The first study identifies regions lacking access to high-quality minimally invasive surgery (MIS) due to factors like training availability and hospital infrastructure [3][4] - The second study evaluates the impact of RAS on MIS rates across 408 U.S. hospitals from 2016 to 2022, focusing on 153 hospitals that adopted RAS for common surgeries [5][6] - Hospitals that implemented RAS saw an increase in MIS rates from 60.5% to 65.8%, compared to a smaller increase from 56.1% to 57.0% in non-RAS hospitals [7] Group 2: Barriers and Solutions - Surgeon characteristics accounted for nearly two-thirds of the variation in MIS use, while patient sociodemographic factors contributed nearly 30% [6][8] - RAS offers a shorter learning curve for surgeons, potentially improving MIS adoption and access [6][8] - Telementoring and remote surgical support can extend the reach of experienced surgeons into underserved areas [6] Group 3: Broader Impact - The introduction of RAS has contributed to overall growth in MIS, rather than merely shifting procedures from traditional laparoscopy [8][9] - More than 16 million patients have benefited from minimally invasive care using Intuitive technologies, leading to shorter recovery times and reduced postoperative complications [9]

In its upcoming report, Intuitive Surgical, Inc. (ISRG) is predicted by Wall Street analysts to post quarterly earnings of $1.71 per share, reflecting an increase of 14% compared to the same period last year. Revenues are forecasted to be $2.18 billion, representing a year-over-year increase of 15.4%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial project ...

Intuitive Surgical, Inc. (ISRG) shares soared 14.3% in the last trading session to close at $522.95. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 7.3% loss over the past four weeks.The upside can be attributed to relief-rally across global markets following the announcement of a 90-day pause on tariff hike by the United States.This company is expected to post quarterly earnings of $1.71 per share in its upcoming report, which ...

Core Insights - Intuitive has received FDA clearance for its SP SureForm 45 stapler, which is designed for use with the da Vinci SP surgical system in thoracic, colorectal, and urology procedures [1][6] - The SP SureForm 45 stapler features SmartFire technology that optimizes tissue compression in real-time, enhancing staple line integrity and minimizing tissue damage [2] - The use of the SureForm 45 stapler in single-port robotic surgery allows surgeons greater control and can reduce operating time [3] Product Features - The da Vinci SP system enables robotic-assisted surgeries with advanced technology that promotes faster patient recovery and less postoperative pain [4] - Surgeons can control up to three wristed instruments and a high-definition 3D camera through a single access point, reducing the risk of external instrument collisions [5] - The da Vinci SP surgical system is approved for various procedures in multiple countries, including the U.S., where it is cleared for urology, transoral otolaryngology, colorectal, and thoracic procedures [6] Company Overview - Intuitive is a leader in minimally invasive care and robotic surgery, with a portfolio that includes the da Vinci surgical system and the Ion endoluminal system [8] - The da Vinci surgical systems are designed to assist surgeons in performing minimally invasive surgeries with high-definition 3D vision and specialized instrumentation [9]

Core Insights - Intuitive Surgical has been a leader in minimally invasive robotic-assisted surgery, achieving a remarkable stock return of 24,632% since its IPO in 2003 [1][2] - Recent global economic concerns and a mixed outlook have led to an 18% decline in shares from their all-time high in January [2] - The da Vinci system has seen significant growth, with nearly 2.7 million procedures performed in 2024, doubling the volume from five years ago [2] Company Developments - The new da Vinci 5 system, approved by the FDA, features over 150 design advancements and 10,000 times more computing power than the previous model, expected to drive future sales growth [3] - The company anticipates a 13% to 16% increase in da Vinci procedure volume for 2025, a slight slowdown from the previous year's 17% growth [4] - Earnings per share (EPS) is projected to grow by 9.6% in 2025, down from 28.5% last year, but analysts expect a rebound to 17.5% growth in 2026 [5][6] Financial Metrics - Revenue growth estimates are 17.2% for 2024, 14.9% for 2025, and 15.6% for 2026 [7] - EPS is projected at $7.34 for 2024, $8.06 for 2025, and $9.47 for 2026 [7] Competitive Landscape - The competitive environment is evolving, with new entrants like Medtronic's Hugo system and Johnson & Johnson's Ottava robot potentially impacting Intuitive's market share [9][10] - CFO Jamie Samath acknowledged that increased competition could lead to longer selling cycles for Intuitive's products [11] Valuation Concerns - Intuitive Surgical's stock is trading at a forward P/E ratio of 63, slightly above its decade average of 62, raising concerns about potential downside if growth expectations are not met [12] - The company is viewed as a leader in healthcare technology, but current stock valuations may deter aggressive investment [13]

Core Insights - The Motley Fool aims to enhance the financial literacy and well-being of individuals by providing investment solutions and market analysis [1] Company Overview - Founded in 1993, The Motley Fool is a financial services company focused on making the world smarter, happier, and richer [1] - The company reaches millions of people monthly through various platforms, including premium investing solutions, free guidance, and market analysis on Fool.com [1] - The Motley Fool also offers top-rated podcasts and operates a non-profit organization, The Motley Fool Foundation [1]