8legs: Intuitive surgical, inc.

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Surgical Science Sweden (OM:SUS): Assessing Valuation After Intuitive Withdraws Agreement and 2026 Targets Are Pulled

Intuitive canceled the MOU with Surgical Science Sweden and SUS has reverted to the previous agreement.
As a result, SUS will withdraw its 2026 targets and expects a hit to next year’s license revenues.
Market reactions show a sharp 7-day price drop and a multi-year low investor sentiment.
Analysts note potential long-term upside if the firm expands proprietary content and AI features.
The article frames a key risk around persistent margin pressure and sales weakness in key markets.
The piece cites Simply Wall St’s fair value view and clarifies it is general analysis, not advice.
SUS ticker SUS.ST is referenced in the context of the analysis.
The article notes a potential undervaluation narrative among analysts despite the setback.
Surgical Science Sweden might benefit from future licensing, AI, and partnerships to improve margins over time.

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