ISRG · News · 20261102N

Pricing and Access Expansion

INTUITIVE SURGICAL INC · 2026-11-02 · Importance null · Surprise null

Trefis reported anticipated price reductions on da Vinci instruments and accessories, which it described as a significant revenue risk because these products account for a large portion of Intuitive Surgical’s revenue. Management expects pricing changes, including a cut in China, to reduce revenue per procedure by 3% to 5%. The report said procedure growth is forecast to outpace the reductions in 2026, while the impact in 2027—particularly on U.S. demand—remains a concern.