Intuitive Surgical has installed over 11,700 robotic surgical systems in more than 70 countries, generally at over $1 million each, and its market value is nearly $150 billion. In the second quarter it placed 468 da Vinci systems, up from 395, lifting its installed base 12% year over year, while revenue rose 19% to $2.9 billion. The stock slid 26% in 2022, gained 27% in 2023 and 55% in 2024. It pays no dividend, but including buybacks its total yield was about 2.4%, and its forward P/E of 35 sits below the five-year average of 52. The article flags rising competition, weight-loss drugs pressuring robotic bariatric surgeries, and cooling growth as risks.
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