Healthcare stocks rallied in 2025, breaking a two-year slump as investors chased steadier rates, better valuations, and improving earnings. The problem: mid-single-digit gains still lagged tech, leaving the sector feeling like a missed opportunity.
Intuitive Surgical faces continued challenges in Asia. The company's Ion system replacements are also declining, with lower da Vinci procedure volume growth projected for 2026.
Bristol Myers Squibb just announced an important partnership with Microsoft that involves AI. Intuitive Surgical has integrated AI real-time processing into its surgical robots, but that could be just the start.
Robotic-assisted surgery stalwart Intuitive Surgical NASDAQ: ISRG blew investors away with its Q3 2025 earnings report back in October 2025. Shares closed up nearly 14% in reaction to the results, marking the healthcare stock's largest single-day post-earnings gain in recent memory.
Intuitive Surgical reported strong Q4 2025 outcomes with adjusted EPS of $2.53, exceeding estimates of $2.26 and increasing by 14.5% from Q4 2024's $2.21. Revenue reached $2.87 billion, a 19% increase year-over-year that surpassed the consensus of $2.75 billion, while full-year revenue hit $10.1 billion (+21%) coupled with adjusted EPS of $8.93.
Achievement reflects the dedication of surgeons and care teams worldwide to improving patient outcomes through use of Intuitive's minimally invasive technologies Achievement reflects the dedication of surgeons and care teams worldwide to improving patient outcomes through use of Intuitive's minimally invasive technologies
The surgical robotics company's procedure growth remained impressive, supporting recurring revenue. Intuitive Surgical's Da Vinci 5 adoption is ramping quickly.
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