Intuitive Surgical balances 22% EPS growth with heavier 2026 R&D and expansion spending, betting near-term margin pressure will fuel long-term demand.
Shares of Intuitive Surgical ISRG have declined 13.5% over the past three months, despite continued strong procedure growth and robust adoption of the da Vinci 5 system in fourth-quarter 2025. Over the same period, the company's shares lagged the industry's 8% decline and significantly underperformed the S&P 500 Index, which rose 2.8%.
Zacks.com users have recently been watching Intuitive Surgical (ISRG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
ISRG posts 20.5% revenue growth in 2025, driven by higher procedure volumes and da Vinci 5 adoption, and guides for 13-15% procedure growth in 2026.
Intuitive Surgical remains a compelling long-term buy despite recent share price weakness and mixed Q4 results. Da Vinci 5 adoption is robust, with 74% YoY system placement growth and expanding FDA-approved use cases. 2026 guidance is soft, with procedure growth expected to slow to 13–15%, but headwinds are seen as temporary.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Never bet against the da Vinci surgical system.
Intuitive Surgical wins FDA 510(k) clearance for the da Vinci 5 system in select cardiac procedures to expand minimally invasive heart surgery.
ISRG faces slower China tenders, local favoritism and pricing pressure, even as clinicians prefer da Vinci and management flags 2026 competition.
Recently, Zacks.com users have been paying close attention to Intuitive Surgical (ISRG). This makes it worthwhile to examine what the stock has in store.
Intuitive Surgical stock gains after Q4 EPS and revenue top estimates as system placements and procedure growth offset a decline in gross margin.
Robotic-assisted surgery stalwart Intuitive Surgical NASDAQ: ISRG blew investors away with its Q3 2025 earnings report back in October 2025. Shares closed up nearly 14% in reaction to the results, marking the healthcare stock's largest single-day post-earnings gain in recent memory.