Intuitive Surgical, Inc. stock (US46120E6023): Is da Vinci dominance still the real growth moat?

Intuitive Surgical’s dominance in robotic-assisted surgery with its da Vinci platform is being tested by rising competition, yet its “razor-and-blades” business model continues to provide strong, recurring revenue. The article examines the company’s core business, market position, competitive advantages, and the factors investors should consider, including risks like increased competition and regulatory hurdles. Ultimately, it suggests that the company’s established installed base and ongoing innovation could sustain its market leadership.