Makes robotic surgical systems (da Vinci) that let surgeons operate through tiny incisions with precision cameras and remote-controlled arms, plus diagnostic tools and disposable instruments.
USD 10.06B revenue (2025) split roughly 66% gross margin across system sales, instruments/accessories (recurring consumables), and services. Net margin 28.38% shows strong profitability; recurring instrument revenue funds the model.
Surgeons trained on da Vinci face switching costs; hospital OR infrastructure locks in the system. But Medtronic, Johnson & Johnson, and Stryker are launching competing robotic platforms, eroding exclusivity and pricing power.
Sell (sector percentile 12) — value C+, growth B, profitability B+, momentum D-, revisions D. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple sources confirm software roadmap strengthens digital ecosystem, while full-year procedure guidance trails recent quarter growth
Multiple independent sources confirm analyst upgrade, citing US competitive edge and overseas growth
Stock continues to slide, but analyst target implies 85% upside
Multiple sources confirm price near $350 with forward P/E of 31x, lowest in a decade
Post-earnings sources mention price gains, valuation metrics, and buying opportunities, but no new facts, just repetition.
No new facts today, only reiteration of existing partnership event
Q2 total procedures increased 16%, with da Vinci procedures up 15% and ION procedures up 36%
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