Intuitive Surgical (ISRG) Soars 3.61% on 19% Revenue Surge

On April 23, 2025, Intuitive Surgical's stock rose by 3.61% in pre-market trading, reflecting investor optimism despite ongoing challenges in the medical technology sector.

Intuitive Surgical recently reported its first-quarter earnings, highlighting a 19% year-over-year increase in revenue to $2.25 billion. The company's da Vinci surgical systems saw a 17% growth in procedures, with 367 systems placed during the quarter, including 147 of the advanced da Vinci 5 systems. This growth was driven by strong demand for minimally invasive surgical solutions and the company's continued innovation in robotic-assisted surgery.

However, the company also acknowledged the impact of tariffs on its operations. Approximately half of the tariff impact comes from trade between the U.S. and China, with a significant portion from the import of raw materials and components from countries other than China, Mexico, and Canada. To mitigate these risks, Intuitive Surgical is expanding its manufacturing capabilities in the U.S., including new facilities in California and Georgia. These expansions are part of a broader strategy to enhance supply chain resilience and reduce dependence on international suppliers.

Despite these challenges, Intuitive Surgical remains focused on its long-term growth strategy. The company expects worldwide da Vinci procedure growth of 15% to 17% for the full year of 2025, driven by continued adoption of its robotic-assisted surgery platforms. Additionally, Intuitive Surgical is investing in research and development to further innovate its product offerings and maintain its leadership position in the medical technology sector.