ISRG · News · 20260808N

Competition and Market Share

INTUITIVE SURGICAL INC · 2026-08-08 · Importance 44 · Surprise 42

Intuitive Surgical has approximately 11,710 da Vinci systems in use globally, according to third-party reporting. Medtronic and Johnson & Johnson are developing competing surgical-robotics systems. Increased competition could challenge Intuitive Surgical’s leadership in robotic-assisted surgery and affect future system placements and procedure growth.

Key facts

• Simply Wall Street reported Intuitive Surgical had a 7.21% gain over the past week but a 32.59% year-to-date decline, with a fair value pegged at $630.48 against a current share price of $378.81 and a P/E ratio of 42.6x. source
• 247wallst reported Intuitive Surgical trading at $373.71 while the average Wall Street price target sits at $477.25. source