Hello investors, shares of Intuitive Surgical $ISRG are losing almost 13% today after the release of second‑quarter results. Although the company exceeded analysts' expectations on both revenue and earnings, the disappointment was a slowdown in the growth of robotically‑assisted procedures and a more cautious outlook for the upcoming period.

📊 The company now expects the number of procedures using the da Vinci system to grow by 16% to 18% this year. Previously, it had projected growth in the range of 17% to 20%. Management also pointed to uncertainty related to trade policy and the potential impact of tariffs, which could increase costs.

Nevertheless, Intuitive Surgical remains the dominant player in the surgical robot market. It has more than 11,000 da Vinci systems installed worldwide and generates the bulk of its revenue from recurring sales of instruments, accessories, and service. This gives the company a very strong and stable business model, which has consistently maintained high margins over the long term.

👀 I am watching this drop very closely. Intuitive Surgical has been on my watchlist for quite some time, and I am seriously starting to consider opening a position. In my view, the company's fundamentals have not changed, but the question remains whether the price, after today's decline, is already attractive enough.

What do you think? Is today's 13% drop a buying opportunity, or do you think the stock is still too expensive?