Sep. 10 at 4:07 PM
$ISRG: Can cost optimization turn Ion into a margin lever? 🤔
Intuitive Surgical's Ion platform is scaling fast with a 52% procedure surge in Q2 2025, but gross margins are under pressure from tariffs and a higher mix of lower-margin Ion and da Vinci 5 revenue. Management is prioritizing cost reduction to transform Ion from a margin drag to a contributor.
Complete analysis here 👉 https://www.zacks.com/stock/news/2749201/ion-platform-poised-for-cost-optimization-a-margin-lever-for-isrg?cid=sm-stocktwits-2-2749201-body-11774&ADID=SYND_STOCKTWITS_TWEET_2_2749201_BODY_11774