What is Intuitive Surgical's primary product?

Intuitive Surgical's primary product is the da Vinci surgical robot, a high-tech medical device used in various surgical procedures.

What is driving Intuitive Surgical's growth beyond just the sale of its robots?

While the sale of da Vinci robots only accounts for around 25% of Intuitive Surgical's revenue, the company's focus on increasing the number of surgical procedures performed using its robots is the more important factor driving its growth. In the third quarter of 2025, procedures using Intuitive's robots increased by 20% year-over-year, outpacing the 13% growth in the installed base.

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Intuitive Surgical's Robotic Resurgence Defies AI Doubts

Q: How has Intuitive Surgical's installed base of da Vinci robots changed over the past year?

In the third quarter of 2025, Intuitive Surgical installed 427 da Vinci robots, up from 329 in the same quarter of the previous year, bringing the total number of da Vinci robots in use worldwide to 10,763.

16 Nov

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Summary

Intuitive Surgical's surgical robots now in 10,763 locations worldwide
Procedure volumes up 20% year-over-year despite only 13% increase in installed base
Surgical robots account for just 25% of Intuitive's revenue, with services and accessories driving growth

Intuitive Surgical's Robotic Resurgence Defies AI Doubts

As of November 16th, 2025, Intuitive Surgical (NASDAQ: ISRG) is proving its resilience in the face of industry skepticism. The company, known for its da Vinci surgical robots, has seen a remarkable turnaround after a recent drawdown.

Despite not being at the forefront of the artificial intelligence (AI) revolution, Intuitive Surgical has found its place in the First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ: ROBT). This unexpected inclusion could be a catalyst for the company's shares to rise by as much as 50% from their current levels.

Intuitive Surgical's growth story is characterized by a sawtooth pattern, with the stock experiencing significant sell-offs followed by price rallies to new highs. In the third quarter of 2025, the company installed 427 da Vinci robots, up from 329 in the same quarter of the previous year. This brings the total number of da Vinci robots in use worldwide to 10,763.

The real driver of Intuitive Surgical's business, however, is not the sale of the robots themselves, which account for only around 25% of the company's top line. The more important factor is the increasing number of surgical procedures performed using the da Vinci system. In the third quarter of 2025, procedures using Intuitive's robots increased by 20% year-over-year, outpacing the 13% growth in the installed base. This is where the company's expertise in AI-powered robotics comes into play, enhancing the capabilities of its surgical systems and driving their adoption.

As Intuitive Surgical continues to navigate the volatile healthcare technology landscape, its ability to adapt and capitalize on emerging trends, such as the growing demand for AI-powered medical devices, positions it for continued success in the years to come.

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