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Can Johnson & Johnson (JNJ) Challenge Intuitive Surgical (ISRG) After Ottava’s FDA Approval?
Insider Monkey40d agoneutral
Can Johnson & Johnson (JNJ) Challenge Intuitive Surgical (ISRG) After Ottava’s FDA Approval?

Johnson & Johnson (NYSE:JNJ) has officially entered the U.S. soft-tissue robotic surgery market after receiving FDA De Novo authorization for its OTTAVA robotic surgical system. The authorization represents an important milestone for J&J’s MedTech ambitions, but the company is entering a market in which Intuitive Surgical (NASDAQ:ISRG) already has an extensive installed base, established surgeon […]

Intuitive Surgical (ISRG) Is Down 6.3% After Class II Recall of da Vinci Components Has The Bull Case Changed?
Simply Wall St.65d agobearish
Intuitive Surgical (ISRG) Is Down 6.3% After Class II Recall of da Vinci Components Has The Bull Case Changed?

In April 2026, Intuitive Surgical voluntarily initiated an ongoing Class II worldwide recall of certain da Vinci surgical system components after discovering an E-brake retainer pin issue that could impede emergency braking or cause uncontrolled column motion, with 454 affected units identified by specific serial numbers. This safety action, alongside growing attention on Intuitive’s AI-enabled da Vinci 5 rollout and competitive pressures in robotic surgery, raises fresh questions about how...

Is Intuitive Surgical (ISRG) Fairly Valued On Its Recall News?
Simply Wall St.70d agobearish
Is Intuitive Surgical (ISRG) Fairly Valued On Its Recall News?

Intuitive Surgical (ISRG) is in focus after voluntarily recalling certain Da Vinci surgical system components tied to a potential E-brake pin issue. This development is prompting fresh attention on product risk and how it might factor into the stock. See our latest analysis for Intuitive Surgical. Against this backdrop, Intuitive Surgical’s short term share price momentum has softened, with the stock down 4.5% over the past week and 9.7% over the past 90 days. However, the 3 year total...

What Intuitive Surgical (ISRG)'s FDA Class I Recall and Institutional Selling Mean For Shareholders
Simply Wall St.129d agobearish
What Intuitive Surgical (ISRG)'s FDA Class I Recall and Institutional Selling Mean For Shareholders

In recent months, Intuitive Surgical has faced FDA Class I recalls on certain da Vinci stapler components and visible institutional selling, reflecting elevated concern around product safety and regulatory scrutiny despite earlier strong quarterly results. These developments coincide with ongoing competition in surgical robotics and highlight how regulatory risk and large investor behavior can quickly influence perceptions of an otherwise growing, cash-generative business model. We’ll now...