Hospital Capex Headwind: Temporary Setback or Lasting Risk for ISRG?

Intuitive Surgical ISRG entered 2025 with strong momentum — da Vinci system placements grew 17% year over year and procedures rose 17% globally in the first quarter. However, the company is encountering a growing challenge — capital expenditure (CapEx) constraints at hospitals, especially outside the United States.While U.S. placements increased...