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    The Bull Case For Intuitive Surgical (ISRG) Could Change Following Expanded da Vinci SP FDA Clearance

    Simply Wall St·12/25/2025 21:25:04
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    • In recent weeks, Intuitive Surgical received expanded FDA clearance for its da Vinci Single Port system to perform three common general surgery procedures, inguinal hernia repair, cholecystectomy, and appendectomy, broadening the platform’s use beyond its earlier urology, colorectal, thoracic, and transoral indications.
    • This wider procedural toolkit, combined with ongoing enhancements in digital and AI capabilities, meaningfully deepens the company’s role in everyday minimally invasive surgery and could influence how hospitals think about robotic investments and utilization.
    • We’ll now examine how the expanded FDA indications for da Vinci SP may reshape Intuitive Surgical’s investment narrative and growth drivers.

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    Intuitive Surgical Investment Narrative Recap

    To own Intuitive Surgical, you need to believe robotic-assisted surgery will keep gaining share in everyday procedures and that the company can defend its premium pricing and consumables model. The expanded FDA clearance for da Vinci SP supports the near term catalyst of higher procedure volumes and system utilization, while the recent Class 2 recall and persistent international budget constraints remain key risks that this news does not fully offset.

    Among recent developments, the FDA’s broader indication for da Vinci SP stands out because it directly supports system placements and usage, which sit at the heart of Intuitive’s growth story. If hospitals increasingly use SP for common general surgeries like hernia repair and cholecystectomy, that could reinforce existing analyst expectations for procedure-driven revenue, even as investors keep an eye on competition from remanufactured instruments and cost focused hospital purchasing.

    However, investors also need to be aware that growing competition from remanufactured or extended use instruments could...

    Read the full narrative on Intuitive Surgical (it's free!)

    Intuitive Surgical's narrative projects $13.4 billion revenue and $3.7 billion earnings by 2028. This requires 13.5% yearly revenue growth and about a $1.1 billion earnings increase from $2.6 billion today.

    Uncover how Intuitive Surgical's forecasts yield a $596.36 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    ISRG 1-Year Stock Price Chart
    ISRG 1-Year Stock Price Chart

    Fifteen members of the Simply Wall St Community value Intuitive Surgical between US$325.55 and US$596.36 per share, reflecting a wide spread of expectations. Against that backdrop, the expanded FDA clearance for da Vinci SP highlights how different investors may weigh procedure growth potential versus pressures on recurring instrument revenue, so it is worth comparing several viewpoints before forming a view.

    Explore 15 other fair value estimates on Intuitive Surgical - why the stock might be worth 44% less than the current price!

    Build Your Own Intuitive Surgical Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Intuitive Surgical research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free Intuitive Surgical research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intuitive Surgical's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.