Intuitive Surgical, Inc. (ISRG)
Why Intuitive Surgical's Strong Quarter Still Spooked Investors
Intuitive Surgical TodayISRGIntuitive Surgical$345.42 -56.91 (-14.15%) As of 07/17/2026 04:00 PM Eastern52-Week Range$344.55▼$603.88P/E Ratio39.57Price Target$523.46Add to WatchlistIntuitive Surgical NASDAQ: ISRG was part of the artificial intelligence (AI)/robotics trade before it became mainstream.
Intuitive Surgical Is Getting Punished For No Good Reason
Intuitive Surgical remains a buy despite a nearly 30% stock decline and post-earnings volatility. Adoption metrics are resilient, with strong system placements and installed base growth offsetting softer U.S. procedure growth. Profitability improved: Q2 non-GAAP gross margin expanded to 70%, operating margin to 42.1%, and EPS beat by $0.30.
Intuitive Surgical Q2: The Market Is Missing The Bigger Picture
Intuitive Surgical, Inc. remains a compelling long-term compounder, with operational improvements and robust growth prospects despite recent market headwinds. ISRG delivered solid Q2 results: revenue and EPS beat estimates, da Vinci procedures grew 20%, and gross margin reached 70%, reinforcing ISRG's strong positioning. Current valuation near a 5-year low—~35x forward earnings—offers a more attractive entry point, with multiple compression creating a margin of safety.
Why Intuitive Surgical Stock Plunged Today
Intuitive Surgical (ISRG) shares plummeted Friday after the maker of robotic surgical tools failed to raise the outlook for its flagship product despite better-than-expected second-quarter results.
ISRG Q2 Earnings Beat Estimates, Stock Falls on Slow Procedure Growth
ISRG beats second-quarter earnings and revenue estimates, but shares fall after hours as procedure growth slows sequentially despite strong placements.
Intuitive Surgical shares fall as procedure growth slows despite Q2 earnings beat
Intuitive Surgical (NASDAQ: ISRG) shares fell about 11% on Friday after the robotic surgery company reported second-quarter results that topped Wall Street expectations but disappointed investors with slower US procedure growth and a cautious full-year outlook. The company reported second quarter revenue of $2.89 billion, up 19% from a year earlier and above analysts' consensus estimate of $2.82 billion.
Intuitive Surgical falls as Obamacare concerns rekindle medtech demand debate
Intuitive Surgical shares fell more than 12% before the bell on Friday after it maintained its global growth forecast for procedures performed with its da Vinci surgical robots and warned that changes to some insurance plans could hurt demand.
Intuitive Surgical stock sinks despite earnings beat on 2026 procedure growth outlook
Shares of Intuitive Surgical tumbled about 12% in premarket trading on Friday after the robotic surgery company issued a full-year procedure growth outlook that fell short of investor expectations, overshadowing stronger-than-expected second-quarter earnings and revenue. The maker of the da Vinci robotic surgery platform reported adjusted earnings of $2.80 per share for the quarter, comfortably ahead of analysts' estimates of $2.51.
Compared to Estimates, Intuitive Surgical (ISRG) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for Intuitive Surgical (ISRG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Intuitive Surgical, Inc. (ISRG) Q2 2026 Earnings Call Transcript
Intuitive Surgical, Inc. (ISRG) Q2 2026 Earnings Call Transcript
Intuitive Surgical, Inc. (ISRG) Q2 Earnings and Revenues Top Estimates
Intuitive Surgical, Inc. (ISRG) came out with quarterly earnings of $2.8 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.19 per share a year ago.
Intuitive Surgical Q2 Earnings Call Highlights
Intuitive Surgical NASDAQ: ISRG reported a solid second quarter of 2026, with management pointing to continued global adoption of its da Vinci, da Vinci SP and Ion platforms, even as U.S. procedure growth moderated and China remained challenging.
