
Intuitive Surgical (ISRG) Stock Forecast & Price Target
Intuitive Surgical (ISRG) Analyst Ratings
Bulls say
Intuitive Surgical's financial outlook is bolstered by a 14% growth in Ion utilization and a notable increase in its installed base, reaching 954 systems, while the US Da Vinci system utilization observes a 2% rise with enhanced procedural growth. Additionally, the company has achieved a significant 35% increase in SP system utilization, with an installed base now at 345 units, indicating solid demand and adoption in the market. Improved gross margin guidance, rising from 66-67% to 67-67.5%, further reflects strong performance driven by higher US system placements and favorable tariff outlooks, supporting a positive trajectory for the company's financial health.
Bears say
Intuitive Surgical's revenue growth has shown signs of slowing, with Service revenue slightly missing expectations at $396 million, indicating challenges in revenue generation amid macroeconomic uncertainty. The company faces multiple headwinds, including deferred robotic purchasing decisions due to constrained hospital capital budgets, market resistance to robotic surgical approaches in newer markets, and a prolonged rollout of next-generation systems. Additionally, external factors such as tariffs on imports from Mexico and downward pressure on the average selling price and utilization rates due to third-party instrument reprocessing further complicate Intuitive Surgical's financial outlook, suggesting potential challenges ahead for sustained growth.
This aggregate rating is based on analysts' research of Intuitive Surgical and is not a guaranteed prediction by Public.com or investment advice.
Intuitive Surgical (ISRG) Analyst Forecast & Price Prediction
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