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>>> Intuitive Surgical Zooms Higher After Da Vinci Helps Smash Forecasts


IBD

by ALLISON GATLIN

10/22/2025


https://www.investors.com/news/technology/intuitive-surgical-stock-intuitive-surgical-earnings-q3-2025/?src=A00220


The da Vinci 5 thesis is starting to unfold, an analyst said Wednesday as Intuitive Surgical (ISRG) stock zoomed higher on earnings.

Da Vinci 5 is Intuitive Surgical's new robotic surgery system. The company is working hard to launch the system. In the third quarter, more than half of the da Vinci systems it placed were for the new iteration.

"We believe DV5's ability to offer greater surgeon autonomy can ultimately help unlock additional overnight and weekend procedures, and ultimately represent a potentially underappreciated source of durable procedure growth for ISRG," Leerink Partners analyst Mike Kratky said in a report.

Intuitive Surgical zipped 13.9% higher to 527.03 on Wednesday after it reported third quarter earnings late Tuesday. Shares are forming a lengthy consolidation with a buy point at 616, according to MarketSurge. Intuitive stock just retook its 50-day moving average, but remains well below its 200-day line.

Strong Da Vinci Growth

Intuitive Surgical delivered strong third-quarter results with worldwide procedure growth of 20%. That included 19% growth from the da Vinci systems and 52% from Ion. Ion performs lung biopsies.

Procedure growth is an important metric for Intuitive Surgical. It informs how many one-time instruments and accessories will be needed. Analysts called for a lower 15.8% procedure growth, Kratky said. For the year, Intuitive now expects 17% to 17.5% procedure growth. Last year, the number of procedures grew 17%. Analysts call for a lower 16.4% growth in 2025.

The strong procedure growth led to $1.52 billion in sales of instruments and accessories, growing 20%.

In total, sales came in at $2.51 billion, growing 23% and beating expectations for $2.41 billion, according to FactSet. Intuitive Surgical also topped profit expectations, earning an adjusted $2.40 per share, vs. analysts' forecast for $1.99.

Robotic Surgery Tailwinds

Intuitive Surgical installed 427 new da Vinci systems during the quarter, including 240 of the da Vinci 5. That compares with just 379 and 110, respectively, in the year-ago period.

The third quarter also featured 50 Ion placements, down from 58 in the same three months last year.

William Blair analyst Brandon Vazquez kept his outperform rating on Intuitive Surgical stock. He noted a few points might keep bears in the fight, including comments on procedure pull-forward in the U.S. and weakness in international capital expenditures.

"But overall we think the third-quarter results are a big endorsement of durable growth trends that should help improve sentiment even as some debates continue," he said in a report. "We continue to view headwinds as largely noise and Intuitive remains in the driver's seat of a market converting to robotics."

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