Intuitive Surgical: The Business Model Of Robotic Surgery Supports A Bullish Outlook

  • Intuitive Surgical's share price has rebounded after a sharp drop, driven by strong Q1 2025 results and easing tariff concerns, with further upside expected. As the dominant leader in robotic surgery, ISRG benefits from its first-mover advantage, technological leadership, and a sticky ecosystem that drives recurring revenue. The da Vinci 5 system, rising surgical volumes, and a new subscription model position ISRG for accelerated growth, especially in emerging markets.