I see it. Do you? Plus, entry is at the 100 sma on weekly.

Intuitive Surgical stands at a paradoxical crossroads in early 2026. Despite delivering impressive Q4 2025 results with $2.87 billion in revenue and 18.8% year-over-year growth, the undisputed leader in robotic-assisted surgery faces unprecedented multi-front pressures. The successful launch of the da Vinci 5 system, featuring groundbreaking force feedback technology and FDA clearance for cardiac procedures, positions the company to capture new markets. Yet this technological triumph coincides with a "patent cliff" as critical intellectual property expires in January 2026, opening the door for competitors to replicate core features that previously defined Intuitive's moat. The company's fortress is under siege from unexpected angles. The Restore Robotics antitrust litigation, bolstered by FDA clearance of third-party remanufactured instruments, threatens to commoditize the high-margin "blade" component of Intuitive's razor-and-blade business model, instruments and accessories that account for over 50% of revenue. Meanwhile, geopolitical warfare has transformed supply chain management into an existential strategy: China controls 90% of rare earth element refining capacity critical for the robots' motors, with export restrictions suspended only until November 2026. Tariffs reaching 145% on key components squeeze margins despite management's guidance maintaining 67-68% gross profit margins through aggressive cost engineering. The macroeconomic landscape compounds these challenges. Intuitive's 2026 guidance projects procedure growth decelerating to 13-15%, a mathematical inevitability as the company confronts saturation in core U.S. markets and must extract growth from more difficult sources: international expansion with lower reimbursement rates, complex new indications like cardiac surgery, and price-sensitive ambulatory surgery centers. The company's recurring revenue model, with 81% of income from the installed base of over 9,000 systems, provides resilience, but hospitals facing labor inflation and capital constraints scrutinize every $2 million robot purchase with unprecedented intensity. Intuitive remains sovereign in the operating room, but 2026 reveals that maintaining hegemony requires mastery beyond surgical innovation. The company must simultaneously fortify against supply chain disruption, defend its economic model in court, penetrate new clinical frontiers without full haptic technology (cardiac clearance notably restricts force feedback on beating hearts), and navigate cybersecurity vulnerabilities as systems integrate into hospital networks. The "Sovereign Scalpel" is still sharp, but the hand wielding it must now be as skilled in geopolitical strategy, legal defense, and digital security as it is in advancing the frontiers of minimally invasive surgery.

Still holding NASDAQ:ISRG — the leader in surgical robotics. Stop can be moved to $555. Once Intuitive Surgical breaks out of this pink box, new ATH's likely follow. Strong technically, strong fundamentally.

Intuitive Surgical, Inc. (NASDAQ: ISRG) stands at a critical inflection point in its corporate narrative. The company’s third-quarter 2025 results, headlined by a robust 20% year-over-year growth in combined da Vinci and Ion procedures, have reignited a fundamental debate among investors: Is this accelerated growth rate a sustainable "new normal" propelled by a transformative product cycle, or a near-term peak influenced by transient market dynamics? The answer lies in dissecting the powerful drivers behind the numbers, the genuine headwinds that persist, and the long-term trajectory of robotic-assisted surgery's penetration into global healthcare. The Bull Case: A Multifaceted Growth Engine Firing on All Cylinders The recent performance is not a fluke but appears driven by several deep-seated, structural advantages: The da Vinci 5 Catalyst: The launch of the next-generation da Vinci 5 system is proving to be a significant utilization catalyst, not just a hardware refresh. Management reports that these new systems are driving higher surgical volume than the prior-generation Xi models. The key lies in the system's efficiency gains—enhanced surgeon autonomy, integrated insufflation, and streamlined workflows. For hospitals operating under staffing and budget constraints, this means they can perform more procedures without proportionally expanding their capital footprint or surgical teams, a powerful economic proposition. Diversified and Resilient Procedure Mix: Growth is broad-based, mitigating reliance on any single specialty. While legacy areas like general surgery and gynecology continue to show strong adoption, newer frontiers are exploding, with Ion (robotic bronchoscopy) volumes surging 52%. Growth in colorectal and thoracic procedures further demonstrates the platform's expanding applicability. This diversification suggests the underlying demand is driven by clinical efficacy and surgeon preference across a widening spectrum of care. The International Runway: While U.S. markets mature, international regions represent a vast, under-penetrated frontier. Procedure growth outside the U.S. remains robust, and while Q3 saw a modest benefit from holiday timing shifts, the long-term opportunity for geographic expansion is immense, providing a multi-decade growth tailwind. The Cautious Counterpoint: Navigating Volatility and Substitution Risks Despite the impressive headline, management's commentary and underlying data reveal nuanced challenges that could impact the sustainability of a 20%+ growth rate: Potential Elective Procedure Pull-Forward: The company acknowledged anecdotal evidence that some elective procedures in the U.S. may have been accelerated into July and August due to uncertainties around Medicare reimbursement and insurance dynamics. If this "pull-forward" effect is real, it could create tougher comparative periods in subsequent quarters, masking the underlying run-rate. The GLP-1 Shadow Over Bariatrics: A clear, albeit small, headwind is the persistent high single-digit decline in bariatric procedures, directly attributed to the growing adoption of GLP-1 agonist drugs for weight management. While bariatrics constitutes less than 3% of total da Vinci volume, it serves as a stark reminder that therapeutic substitution can impact surgical demand. It forces the question of whether other procedure areas might someday face similar disruptive pressures. Macro and Budgetary Constraints: Hospital capital budgets, particularly in international markets facing currency and fiscal pressures, remain a persistent gating factor for new system placements. Utilization gains can only offset capital sales delays for so long before growth in overall procedure volume is impacted. Valuation: Paying for Perceived Durability The market has long awarded ISRG a premium valuation, reflecting its durable competitive moat, recurring razor-and-blades business model (instruments & accessories), and exceptional margins. Trading at a forward P/E of approximately 60.4x, the stock sits above industry averages but notably below its own five-year median of 71.52x. This suggests the market is pricing in strong growth but retains some skepticism about its peak durability. The 'D' Value Score is a perennial feature for ISRG; investors are not buying a value stock, but a premium-priced franchise whose worth is justified only by the longevity and quality of its growth. Technical Perspective: Mapping Key Levels in a High-Altitude Stock For a stock trading at such elevated levels, technical analysis provides crucial markers for risk management: Retracement Support Zone at ~$513.12 (0.236 Fibonacci): Following its recent advance, this shallow Fibonacci level represents the first line of defense for the bullish trend. A hold here would indicate that the momentum from the strong Q3 report remains intact and that dips are being actively bought. Critical Multi-Bottom Support at ~$440: This is a far more significant technical and psychological level. The stock has established a multiple bottom in this region throughout 2024 and early 2025, making it a major consolidation zone. A retest of $440 would represent a deeper, more meaningful correction, likely driven by a broader market downturn, a growth scare, or disappointing quarterly procedure metrics. It would serve as the ultimate test of long-term investor conviction. Investment Conclusion: Peak Growth vs. Sustainable Momentum The evidence suggests that Intuitive Surgical's 20% procedure growth is more than a fleeting peak, yet sustaining it quarter-after-quarter will be a formidable challenge. The da Vinci 5 cycle is a genuine, multi-year catalyst that can drive above-trend growth by unlocking new utilization efficiencies. However, this core strength will be periodically tested by elective surgery volatility, macro headwinds, and niche therapeutic substitutions. Therefore, the "new normal" may not be a rigid 20%, but rather a higher band of sustainable growth—perhaps in the mid-to-high teens— punctuated by quarters that exceed or dip below that range based on timing and macro factors. For investors, the decision hinges on belief in the long-term, unfulfilled penetration of robotic surgery globally and ISRG's unrivaled ability to capture that opportunity. Given its valuation, entries near the key $440 support zone offer a significantly improved margin of safety for long-term positions, while the $513 level provides a gauge for near-term trend strength. ISRG remains a foundational holding for those convinced of the inevitable robotic future of surgery, but it demands a investor's patience and a tolerance for the debates that will inevitably swirl around each quarterly procedure tally.

Two technical formations are visible. This is not investment advice.

Price has a good Consolidate we will Entry when break-out Value Area High at 518$ Stop loss below POC Quarterly and EMA 21. Aim to Previous VAH 613 $ and maybe further, manage the Position tightly. What do you thinks traders?

Have re-entered NASDAQ:ISRG , still very strong technical and fundamentals

Still holding NASDAQ:ISRG — the leader in surgical robotics. Once Intuitive Surgical breaks out of this yellow box, new ATHs likely follow.

$ISRG. Very strong fundaments, earnings and revenue growing insane. Chart shows very bullish momentum. High probabilty Intuitive Surgical will make an all time high in the coming weeks/months.

#ISRG -the "A" grade stock i'm watching for 15 years... While the Nasdaq puked 1.9% yesterday and AI stocks shed $500B in value, Intuitive Surgical (ISRG) quietly held the after earnings gap and is eyeing new highs. This is what institutional buying looks like when conviction meets opportunity. The Setup: Crushed Q3 earnings Oct 21: $2.40 EPS vs $1.99 est (20% beat) Revenue: $2.51B vs $2.41B expected Gapped up and HELD for two weeks 83.64% institutional ownership - the smart money is loaded Yesterday's Action: Market environment: Tech bloodbath, fear everywhere ISRG response: Breakout to $548 This is textbook relative strength. When a stock refuses to go down with its sector and instead breaks out, institutions are telling you something. The Fundamental Story: 20% global procedure growth (da Vinci robots) da Vinci 5 adoption accelerating beyond expectations 100,000+ procedures completed on new platform No real competition in robotic surgery!! The Trade I 'Missed': I was busy. Away from the desk. Classic. The best setups always happen when you're not watching. But that's exactly what makes this worth sharing - if you're looking at healthcare/medtech and wondering what has real institutional support, this is your answer. Current Price: $560 ATH: $616 (Jan 2025) When institutions own 83.64% of a stock and it breaks out during a sector-wide selloff, they're not done buying. They're just getting started. Not financial advice. Just what I'm watching, now getting in will be tricky, but this one is surely worth the watch. What are you seeing in medtech/robotics? Drop your tickers below. #ISRG #IntuitiveSurgical #MedTech #HealthcareStocks #RoboticSurgery #RelativeStrength #InstitutionalBuying #StockBreakout #TradingView #StockMarket #Medtech #DaVinci #HealthTech #MarketAnalysis #StockTrading