William Blair analyst Brandon Vazquez has maintained their bullish stance on ISRG stock, giving a Buy rating yesterday.
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Brandon Vazquez has given his Buy rating due to a combination of factors that, in his view, limit the financial and commercial impact of the stapler reload recall. He emphasizes that the issue is confined to specific 8 mm SureForm 30 gray reloads rather than the stapling systems themselves, which helps contain the scope of the problem and reduces risks to the broader da Vinci franchise.
He also notes that Intuitive has substitute reload options available so surgeons can continue procedures with minimal interruption, and that the gray reloads represented a relatively small share of overall usage before the recall. Taken together, these points lead him to conclude that the recall, while serious from a safety perspective, is unlikely to materially affect Intuitive Surgical’s business trajectory or his positive investment thesis on ISRG.
Vazquez covers the Healthcare sector, focusing on stocks such as Intuitive Surgical, Dexcom, and Henry Schein. According to TipRanks, Vazquez has an average return of -5.7% and a 27.87% success rate on recommended stocks.