For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Price · 180d
$424.64
Thesis
Intuitive is the proven, profitable face of applied robotics. The da Vinci installed base and recurring instrument revenue show what a mature robotics economic model looks like — razors and blades, not one-time hardware sales.
Why it matters
It anchors the directory with a robotics business that already compounds, a useful counterweight to the speculative end of the embodied-intelligence thesis.
Catalysts
- Installed-base and procedure growth
- New platform adoption (Ion)
- Software and data-driven surgical assistance