Intuitive Surgical

Intuitive Surgical

Organization

Heard in 1 episode across 1 show since Oct 2026

Intuitive Surgical is an American medical technology and biotechnology company that develops, manufactures, and markets robotic systems for minimally invasive surgery. Its best-known products include the da Vinci surgical system and Ion endoluminal system, which are designed to support clinicians and improve patient outcomes.

Episodes

1
across 1 show

First heard

Oct 2026

Expert statements

3
3 positive

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
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Jan 20260
Feb 20260
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Oct 20261

What experts have said about Intuitive Surgical

3 statements · 3 positive

  1. Higher procedure volumes generate more recurring consumables revenue for Intuitive Surgical.

    “growth in procedures means more recurring revenue that comes from the consumables that are attached to all of these pieces of equipment.”

    Listen at 10:01

    Open the episode · Our Monthly Portfolio Update - September 2026
  2. René views Intuitive Surgical’s lower share price as an opportunity to build his position.

    “It has come off and given the environment we're in, that's of no surprise. But I'm taking it as an opportunity to slowly build up the position over time.”

    Listen at 11:08

    Open the episode · Our Monthly Portfolio Update - September 2026
  3. Intuitive Surgical has a strong moat, supporting continued buying after its decline.

    “these guys have such a strong moat. You know, when a company is off 30, 40%, you still believe in the thesis. I'm going to take that opportunity.”

    Listen at 11:24

    Open the episode · Our Monthly Portfolio Update - September 2026

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Intuitive Surgical, newest first

Intuitive Surgical | PodLume