Intuitive Surgical drops amid tariff concerns

[Red Tariffs label on a hundred dollar bill]
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Intuitive Surgical (NASDAQ:ISRG [https://seekingalpha.com/symbol/ISRG]) was a notable decliner in the S&P 500 on Wednesday, falling ~7% in the afternoon trading as the maker of the da Vinci robotic surgical system flagged tariff-related concerns during an investor event.

At the Wells Fargo Healthcare Conference on Wednesday, CEO David Rosa and CFO Jamie Samath outlined the company’s strategic priorities for the next 5-10 years, and highlighted the impact of the Trump administration’s tariffs.

While the Sunnyvale, California-based MedTech said that its financial goals remain intact, it added that tariff headwinds for next year could exceed its Q2 projection for 2025, which stood at a 100 bps impact on revenue.

“So the 100 basis point guidance for the year is just as it continues to climb over the rest of the year as a function of how tariffs roll through inventory into COGS,” CFO Samath noted, adding that the company will wait until the situation stabilizes to come up with any mitigation strategies. [https://seekingalpha.com/article/4818983-intuitive-surgical-inc-isrg-presents-at-wells-fargo-20th-annual-healthcare-conference-2025]

MORE ON INTUITIVE SURGICAL

* Intuitive Surgical, Inc. (ISRG) Presents At Wells Fargo 20th Annual Healthcare Conference 2025 Transcript [https://seekingalpha.com/article/4818983-intuitive-surgical-inc-isrg-presents-at-wells-fargo-20th-annual-healthcare-conference-2025]
* Intuitive Surgical: An Outstanding Company Trading At A Fair Value [https://seekingalpha.com/article/4817008-intuitive-surgical-an-outstanding-company-trading-at-a-fair-value]
* Intuitive Surgical Has More Room To Grow [https://seekingalpha.com/article/4812964-intuitive-surgical-has-more-room-to-grow]
* 12 out of 12 healthcare firms top revenue estimates this week: Earnings Scorecard [https://seekingalpha.com/news/4472482-12-out-of-12-healthcare-firms-top-revenue-estimates-this-week-earnings-scorecard]
* Intuitive Surgical updates 2025 da Vinci procedure growth guidance to 15.5%-17% as da Vinci 5 launches expand [https://seekingalpha.com/news/4470323-intuitive-surgical-updates-2025-da-vinci-procedure-growth-guidance-to-15_5-percentminus-17]