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⚙ Robotics

Intuitive Surgical ISRG

Pioneer and leader in surgical robots.

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What it does

Makes the da Vinci system, which enables surgeon-controlled minimally invasive surgery, and Ion for lung biopsies. Most revenue is recurring: instruments, accessories and services for every procedure.

Ticker
NASDAQ:ISRG
Headquarters
Sunnyvale, EUA
Founded
1995
Evidence Radar

✓ Evidence

  • Millions of procedures performed with da Vinci worldwide.
  • Launched da Vinci 5 in 2024.
  • “Razor and blade” model: every surgery generates revenue.

◷ Promises

  • Use surgical data to help surgeons in real time.

⚠ What could go wrong

  • Competition from Medtronic, J&J and Chinese makers.
  • Hospital budgets.
  • Price pressure from public health systems.

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