INTUITIVE SURGICAL INC
Intuitive Surgical (ISRG) stock has fallen 30% in 2026, its worst year since 2008. Q2 revenue grew 19%, but guidance was below expectations. Competition from Johnson & Johnson and Medtronic raises concerns. ISRG trades at 45x trailing earnings, higher than the S&P 500 average.
Intuitive Surgical (ISRG) is expanding its software capabilities for the da Vinci 5 platform, with over 100 planned updates. The company reported strong service revenue growth and customer retention. Competitors like Stryker (SYK) and Zimmer Biomet (ZBH) are also integrating digital tools into their robotic systems. ISRG shares have declined 31.1% year-to-date, trading at a forward P/E of 10.88X, below its 5-year median.
Oppenheimer upgraded Intuitive Surgical (ISRG) from “Perform” to “Outperform” and set a $500 price target, implying about 24.6% upside, citing robotic surgery growth and AI plans. The article notes Q2 revenue of $2.89B (vs $2.82B expected), EPS $2.80, da Vinci and Ion procedure growth, and ISRG guidance for da Vinci growth of 13.5% to 15.5%.
Over the past 7 days, alphai's AI scored 11 news stories mentioning ISRG (INTUITIVE SURGICAL INC). Coverage has skewed bullish: 6 bullish, 3 neutral, and 2 bearish.
Recent ISRG coverage spans financial news, sector analysis and market movers.
In the last 30 days, ISRG insiders filed 9 SEC Form 4 transactions — no purchases and 9 sales ($4.4M). The most active reporter was Brosius Mark, EVP & Chief Mfg and Supply Cha, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance and valuation concerns are framed as the driver of ISRG’s sell-off, implying near-term downside risk if growth expectations keep slipping.
Software cadence and renewals reinforce ISRG’s recurring-revenue moat, but the article is largely strategic framing rather than a new filing or print.
The upgrade and new price target are a near-term sentiment catalyst, reinforcing expectations for da Vinci and Ion procedure growth.
Strong earnings quality did not translate into immediate upside, implying expectations were already high.
The Penang facility is a long-dated capacity and supply-chain expansion for da Vinci surgical instruments, supportive for manufacturing scale but not an immediate earnings catalyst.
alphai scores every news story that mentions ISRG with an AI model for sentiment and relevance, and aggregates insider trades from INTUITIVE SURGICAL INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Intuitive Surgical (ISRG) stock has fallen 30% in 2026, its worst year since 2008. Q2 revenue grew 19%, but guidance was below expectations. Competition from Johnson & Johnson and Medtronic raises concerns. ISRG trades at 45x trailing earnings, higher than the S&P 500 average.
6 min readIntuitive Surgical (ISRG) is expanding its software capabilities for the da Vinci 5 platform, with over 100 planned updates. The company reported strong service revenue growth and customer retention. Competitors like Stryker (SYK) and Zimmer Biomet (ZBH) are also integrating digital tools into their robotic systems. ISRG shares have declined 31.1% year-to-date, trading at a forward P/E of 10.88X, below its 5-year median.
6 min readOppenheimer upgraded Intuitive Surgical (ISRG) from “Perform” to “Outperform” and set a $500 price target, implying about 24.6% upside, citing robotic surgery growth and AI plans. The article notes Q2 revenue of $2.89B (vs $2.82B expected), EPS $2.80, da Vinci and Ion procedure growth, and ISRG guidance for da Vinci growth of 13.5% to 15.5%.
6 min readA specialty-stocks earnings recap compares Q2 results for LeMaitre (LMAT), Teleflex (TFX), Integra LifeSciences (IART), and Intuitive Surgical (ISRG). The group’s revenues beat consensus by 0.8%, but next-quarter guidance was 1.6% below. LMAT revenue was $70.38M (+9.6%) but missed by 1.7% and EPS. TFX revenue was $570.3M (+28.9%) beat by 2%. IART revenue $418.8M flat, in line. ISRG revenue $2.89B (+18.5%) beat by 2.6%.
7 min readPenang announced Intuitive Surgical (Nasdaq: ISRG) will invest over RM2 billion across five years to build its first manufacturing facility at Bandar Cassia Technology Park in Batu Kawan. Operations are expected to start in 2028, creating about 1,200 jobs by 2032. The plant will make instruments and electromechanical devices for the da Vinci system, under a lease with PDC.
3 min readTCW Concentrated Large Cap Growth Fund’s Q2 2026 letter cites Intuitive Surgical (NASDAQ:ISRG) amid near-term volatility. The fund says ISRG beat consensus on revenue and Da Vinci procedure growth, but China and Japan system placements disappointed. It notes 2.3M shares repurchased for $1.1B in 1Q26 and raised 2026 guidance. ISRG closed at $401.27 on July 20, 2026.
6 min readIntuitive Surgical (ISRG) faces new U.S. competition after Johnson & Johnson received FDA authorization for its Ottava robotic surgical system. J&J plans to pair Ottava with existing tools, potentially challenging Intuitive’s da Vinci installed base and recurring instrument and service revenue. Investors will watch Ottava placements and any impact on ISRG procedure growth.
5 min readGUTHART GARY S sold 10,000 indirectly-held shares of INTUITIVE SURGICAL INC (ISRG) at $400.00 ($4.00M total) on 2026-08-11 under a Rule 10b5-1 trading plan.
2 min readIntuitive Surgical (ISRG) is trading around $401.23, about 32% below its 52-week high and down 15% over 12 months versus a 22% S&P 500 gain. The stock trades at ~37.7x trailing adjusted earnings; analysts expect ~$12.08/share by 2027, implying ~33x. Forecast growth assumes margin give-back, while da Vinci placements rose 18% YoY in Q2 2026 and instrument pricing for 2027 is not finalized.
6 min readJim Cramer’s “top 10 things to watch” covers July CPI (headline 3.4% YoY, core 2.5%), with 2-year Treasury yields moving lower. He also cites stock moves and analyst actions: CoreWeave up ~19% on results, Super Micro target boosts to $39, Aramark target to $71, Cardinal Health target raised, Intuitive Surgical upgraded, Palo Alto Networks target to $415, Novo Nordisk downgraded, and On Holding removed after guidance cuts.
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