Former executive states that the competitive advantage of ZhiJue Surgical lies in its training system

Investing.com - According to In Practise on Thursday, citing a former executive, Intuitive Surgical’s competitive advantage comes from its training infrastructure rather than the Da Vinci robotic hardware itself. The executive stated that competitors like Johnson & Johnson and Medtronic are 5 to 10 years behind in establishing comparable training systems.

A former Vice President of Clinical Sales at Intuitive Surgical (NASDAQ: ISRG) said that over 90% of surgeons who completed 13 surgeries within the first 90 days are likely to continue using the Da Vinci system. The executive added that medical residents now begin Da Vinci training early in their education, and hospitals refuse to hire urologists without Da Vinci experience.

Intuitive Surgical’s stock is currently trading at $477.54. Analysts expect earnings per share to grow 29.3% by 2026, with a target price of $605.08, representing a 31% upside from current levels. The company reported second-quarter revenue of $2.44 billion, up 21% year-over-year, with global surgical volume increasing by 20%.

The company operates in over 74 countries and has performed more than 17 million surgeries using its Da Vinci and Ion platforms. The Da Vinci 5 system, equipped with haptic feedback and digital integration, is expanding worldwide. Revenue is projected to grow 14.3% in 2026.

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