[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  WealthyReadings [@WealthyReadings](/creator/twitter/WealthyReadings) on x 6613 followers Created: 2025-07-23 11:26:06 UTC $ISRG Investing Playbook & Quarterly Review Everything you need to know about $ISRG quarter fundamentally, financially, and what it means in terms of investment opportunity. Fundamentals & Financial Review. The company continues to grow its platform base with really stable growth in terms of volume - hence decelerating growth but not an issue at all, and a constant increase in usage with around XXXXXXX procedures realized using Da Vinci systems. More systems installed equals more usage, hence more revenues from the systems themselves but also the accessories. And more to come as the company obtained regulatory approvals in Europe. "In July 2025, the Company obtained European certification in accordance with the EU MDR for its da Vinci X surgical system for adult and pediatric use in minimally invasive endoscopic procedures across abdominopelvic and thoracoscopic surgical procedures, including urologic, gynecologic, and general laparoscopic procedures, excluding the use of force feedback. The Company intends to seek European certification for the use of force feedback in the future." And in Japan. "In June 2025, the Company obtained regulatory clearance in Japan for the da Vinci X surgical system for use in all surgical specialties and procedures indicated for da Vinci Xi, except for cardiac indications." Financials are great, we can even spot a long term acceleration in revenues while margins remain stable, meaning a constant growth in cash generation. This chart is perfection. Although cash is hoarded and stays on balance sheet while shares outstanding continue to grow, return to shareholders is clearly not a priority for the company. Guidance talks about continuation of those excellent results with a XXXX% low end growth FY25. Price Action & Investing Execution. Price action continues to be perfect and we remain at the middle of the actual range which starts to be interesting for accumulation, although lower would of course be better. But $ISRG continues to trade at a considerable premium which is somehow justified by its fundamentals and importance in the future of medicine, but it makes it impossible, to my opinion, to start a position at today's valuation.  XXXXX engagements  **Related Topics** [playbook](/topic/playbook) [investment](/topic/investment) [$isrg](/topic/$isrg) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/WealthyReadings/status/1947981543923700203)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
WealthyReadings @WealthyReadings on x 6613 followers
Created: 2025-07-23 11:26:06 UTC
$ISRG Investing Playbook & Quarterly Review
Everything you need to know about $ISRG quarter fundamentally, financially, and what it means in terms of investment opportunity.
Fundamentals & Financial Review. The company continues to grow its platform base with really stable growth in terms of volume - hence decelerating growth but not an issue at all, and a constant increase in usage with around XXXXXXX procedures realized using Da Vinci systems.
More systems installed equals more usage, hence more revenues from the systems themselves but also the accessories. And more to come as the company obtained regulatory approvals in Europe.
"In July 2025, the Company obtained European certification in accordance with the EU MDR for its da Vinci X surgical system for adult and pediatric use in minimally invasive endoscopic procedures across abdominopelvic and thoracoscopic surgical procedures, including urologic, gynecologic, and general laparoscopic procedures, excluding the use of force feedback. The Company intends to seek European certification for the use of force feedback in the future."
And in Japan.
"In June 2025, the Company obtained regulatory clearance in Japan for the da Vinci X surgical system for use in all surgical specialties and procedures indicated for da Vinci Xi, except for cardiac indications."
Financials are great, we can even spot a long term acceleration in revenues while margins remain stable, meaning a constant growth in cash generation.
This chart is perfection.
Although cash is hoarded and stays on balance sheet while shares outstanding continue to grow, return to shareholders is clearly not a priority for the company.
Guidance talks about continuation of those excellent results with a XXXX% low end growth FY25.
Price Action & Investing Execution. Price action continues to be perfect and we remain at the middle of the actual range which starts to be interesting for accumulation, although lower would of course be better.
But $ISRG continues to trade at a considerable premium which is somehow justified by its fundamentals and importance in the future of medicine, but it makes it impossible, to my opinion, to start a position at today's valuation.
XXXXX engagements
Related Topics playbook investment $isrg stocks healthcare