ISRG · News · 20260907N

Competition and Market Share

INTUITIVE SURGICAL INC · 2026-09-07 · Importance null · Surprise 24

Third-party coverage continues to characterize Intuitive Surgical as the leading company in robotic-assisted surgery while noting increasing competition from well-funded rivals. The company’s installed da Vinci base provides a recurring instruments, accessories and service revenue stream that competitors must overcome. Stryker is highlighted as a competitor investing in a hospital operating system with AI, while Intuitive is using AI to reinforce its existing robotic-surgery ecosystem.

Key facts

• California State Teachers Retirement System raised its stake in Intuitive Surgical by 39,531.1% in the second quarter and owned 213,725,958 shares after acquiring an additional 213,186,670 shares. source