Expert OpinionPharma/Biotech ClinicalSector Analysis

Medtronic Scores FDA Win As Hugo Surgical Robot Enters 230,000 Urology Procedure Market

BenzingaDecember 04, 2025 at 2:52 PMFull Content
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Detected Companies & Sentiment

Intuitive Surgical, Inc.
"facing competitive pressure"
3

Gist

Medtronic's Hugo robotic surgery system receives FDA approval for urologic procedures, opening access to a $230K+ annual procedure market and positioning the company to compete with Intuitive Surgical.

LLM Summary

The FDA has cleared Medtronic’s Hugo robotic-assisted surgery system for use in urologic procedures such as prostatectomy, nephrectomy, and cystectomy—common surgeries performed over 230,000 times annually in the U.S. Analysts view the approval as a positive milestone, with U.S. sales expected to contribute in late fiscal 2026 and grow significantly by 2027. Medtronic shares rose slightly following the news.

Full Article Content

On Wednesday, the U.S. Food and Drug Administration (FDA) cleared Medtronic Plc’s (NYSE: MDT) Hugo robotic-assisted surgery (RAS) system for use in urologic surgical procedures.

The Hugo RAS system’s clearance brings a versatile robotic-assisted platform to U.S. surgeons and health systems seeking to expand soft-tissue robotic surgery programs and access to minimally invasive care.

With FDA clearance, the Hugo RAS system is indicated for use in minimally invasive urologic surgical procedures.

The procedures include prostatectomy, nephrectomy, and cystectomy,  common procedures that account for about 230,000 surgeries per year in the U.S.

Analyst Take

William Blair notes that the company has not provided any details on the anticipated launch timing, but the analyst Brandon Vazquez expects U.S. sales should begin to contribute in the latter part of fiscal 2026 with a more material impact in fiscal 2027.

“For Medtronic, this, of course, is a positive, as this has been a long-awaited release and should provide the company with a tailwind going into next calendar year. We are believers that physicians prefer more, rather than fewer, options in choosing therapy, so we expect there will be some interest in the Hugo system despite the strong competitive moat from Intuitive (NASDAQ: ISRG),” William Blair wrote on Thursday.

MDT Price Action: Medtronic shares were up 0.26% at $102.24 at the time of publication on Thursday, according to Benzinga Pro data.

Metadata

Author:
Vandana Singh
Image URL:
https://cdn.benzinga.com/files/imagecache/250x187xUP/images/story/2025/12/04/Brampton--Ontario--Canada--October-5--20.jpeg
Tickers:
ISRG, MDT
Updated At:
December 04, 2025 at 10:52 AM
Benzinga Channels:
Analyst Color, Large Cap, News, Health Care, FDA, Top Stories, Analyst Ratings, General
Benzinga Tags:
Expert Ideas
Teaser:
Medtronic's Hugo surgical robot gained FDA clearance for urologic procedures, opening U.S. market entry and setting the stage for expected sales growth in 2026.
Benzinga Stocks:
ISRG (NASDAQ), MDT (NYSE)
Benzinga Article ID:
49209003