Stryker (SYK): Mako Surgical Robots, Layer 7 of the Robotics Stack
Stryker (NYSE: SYK) is a roughly $25 billion medical device company that owns the Mako robot, widely used in knee and hip replacement. In this deep dive on The Robot Investor, Elena and Theo place Stryker in layer 7 of the robotics value chain, medical and surgical robotics, and ask the honest question: is this a robotics stock, or a medical-device business with a robotics moat? The bull case covers early robotic adoption, a record second quarter for Mako installations, the new handheld Mako RPS launch, and strong margins. The bear case covers the March 2026 cyberattack and its lingering…
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