ISRG · News · 20261001N

Competition and New Entrants

INTUITIVE SURGICAL INC · 2026-10-01 · Importance 31 · Surprise 42

Carlsmed appointed Tony Jarc, formerly of Intuitive Surgical, as chief product and AI officer. He will lead development and commercialization of Carlsmed’s next-generation technology platform and personalized spine surgery procedures. The appointment strengthens a potential competitor in AI-enabled, personalized surgical solutions and follows other executive appointments at Carlsmed.

Key facts

• Tony Jarc, Ph.D., formerly of Intuitive Surgical, has been appointed Chief Product and AI Officer at Carlsmed. source
• Wall Street Zen has downgraded Intuitive Surgical stock from Buy to Hold. source
• JPMorgan recently cut its price target for Intuitive Surgical to USD 450.00. source
• Analysts show mixed sentiment, with a consensus target of USD 508.68 for Intuitive Surgical. source
• Twenty-four of 32 analysts covering Intuitive Surgical rate the stock as a "buy" or "strong buy." source
• The stock was trading at EUR 359.95 on October 1, 2026. source