Brosius Mark sold $91K of ISRG

Intuitive Surgical (ISRG) received CE mark approval for its da Vinci SP system for transvaginal gynecological procedures in Europe, expanding its use in women's health. The system, already approved for other surgeries, allows single-incision operations, potentially improving recovery and outcomes. It is also approved in the US, Japan, and Korea.

Intuitive (ISRG) received CE mark approval for transvaginal gynecologic procedures using the da Vinci SP system in Europe, expanding its applications. The approval allows for less invasive options and potentially better recovery experiences. The system is already approved in the US, Japan, and Korea for various procedures.

Goldman Sachs projects 6.5 million humanoid robots will be shipped globally by 2035, representing a $138 billion market opportunity. Companies like Tesla, TSMC, Teradyne, and NVIDIA are positioned to benefit, with some already showing significant revenue growth. A potential AI slowdown is cited as a risk to this forecast.

Integra LifeSciences (IART) reported flat Q2 revenue of $418.8M, meeting expectations. Teleflex (TFX) saw 28.9% revenue growth, beating estimates. LeMaitre (LMAT) missed expectations with 9.6% growth. Intuitive Surgical (ISRG) reported 18.5% growth, beating estimates. All stocks declined post-earnings, with IART down 17.7%, TFX flat, LMAT down 24.9%, and ISRG down 12.3%.

Intuitive Surgical (ISRG) trades at its lowest valuation in a decade, with a forward P/E of 30.26x, below its 10-year median. Despite a 40% decline, Q2 2026 revenue grew 19% to $2.89B, and EPS rose 28%. Management maintained 2026 da Vinci procedure growth forecast at 13.5-15.5%, citing international growth but noting U.S. and China uncertainties. ISRG's product pipeline includes da Vinci 5 and Ion systems, with innovations like SP procedures up 61%. Shares lag industry and sector, down 15% in 3

Intuitive Surgical (ISRG) won a potential $420M contract from the Defense Logistics Agency to supply surgical robots and related equipment over five years. The contract was awarded through a competitive process and will be funded through FY 2025. Work will be performed in California.