On September 11, Intuitive Surgical rose 3.11% in regular trading, trading at approximately $371.81 per share, with turnover of $35.69 million. The move comes as the company's recent earnings call released multiple positive signals that lifted market sentiment.

Management explicitly stated that overseas system lease rates will \"gradually increase over time,\" reflecting confidence in strengthening international demand. The upward adjustment in leasing fees is expected to directly bolster the company's recurring revenue stream and support its long-term valuation framework. Additionally, the company disclosed plans to launch an extended-use instrument program in 2027, which could serve as a new tailwind for procedure volume growth — a timely development as investors focus on moderating U.S. growth. Management noted that growth drivers for the current year are expected to remain broadly consistent with the prior year, projecting strategic continuity. However, executives also acknowledged that U.S. operations, representing roughly 60% of total business, are experiencing a deceleration phase, while the China market remains challenging amid domestic competition and policy-driven pricing pressure.

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