ISRG - Intuitive Surgical, Inc.
Intuitive Surgical (ISRG) and Elevance Health (ELV) delivered impressive Q3 earnings beats, making both healthcare stocks worth considering as their growth outlooks improve.
Intuitive Surgical's Q3 earnings call highlights instrument price cuts to boost robotic surgery adoption, higher 2026 margins and slowing U.S. procedure growth.
Total surgical procedures grew 15% year over year in the third quarter. Instrument price reductions will lower procedure revenue by 3% to 5%.
Intuitive Surgical, Inc. reported solid Q3 results but faces market caution due to a $450M settlement, narrowed guidance, and pricing-driven growth initiatives. ISRG is leveraging pricing reductions in high-volume benign procedures to expand its addressable market, aiming for long-term adoption over near-term revenue per procedure. Despite slowing U.S. procedure growth (10%) and a high 2027 P/E of 35.5x, ISRG's installed base and recurring revenue streams remain robust.
ISRG's Q3 2026 earnings beat estimates as strong system placements, rising procedure volumes and improving margins fuel double-digit revenue growth.
Intuitive Surgical, Inc. (ISRG) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, ISRG crossed above the 200-day moving average, suggesting a long-term bullish trend.
Intuitive Surgical Inc (NASDAQ:ISRG) on Tuesday posted better-than-expected financial results for the third quarter.
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Intuitive Surgical (ISRG) reported third-quarter non-GAAP EPS of $3.00, well above the analysts' consensus of $2.65, on revenue of $3.05 billion, ahead of the $
Revenue: Grew 22% to just over $3 billion; 84% was recurring revenue.Systems Revenue: Grew 30% to $769 million.Service Revenue: Increased 22% to $482 million.In
Intuitive Surgical, Inc. (ISRG) Q3 2026 Earnings Call Transcript
Intuitive Surgical NASDAQ: ISRG reported third-quarter 2026 revenue growth of 22% to just over $3 billion as procedure growth, system placements and adoption of newer platforms supported results. The company said 84% of quarterly revenue was recurring revenue, while non-GAAP earnings per share rose 25% to $3.
The headline numbers for Intuitive Surgical (ISRG) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Intuitive Surgical, Inc. (ISRG) came out with quarterly earnings of $3 per share, beating the Zacks Consensus Estimate of $2.61 per share. This compares to earnings of $2.4 per share a year ago.
Intuitive Surgical beat quarterly estimates but disclosed an antitrust settlement and narrowed its procedure-growth forecast.
Intuitive Surgical Inc (ISRG) released its 8-K filing on October 20, 2026, revealing its financial results for the quarter ended September 30, 2026. The company
SUNNYVALE, Calif., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Intuitive (the “Company”) (Nasdaq: ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced financial results for the quarter ended September 30, 2026.
Intuitive Surgical plans to extend instrument life in 2027, trading near-term revenue per procedure for lower surgical costs and broader robotic surgery adoption.
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Recurring revenue from instruments, accessories, and servicing gives Intuitive Surgical a business model that grows with every procedure. In the second quarter, Intuitive placed 246 da Vinci 5 systems, up from 180 a year earlier, while da Vinci procedures grew about 15%.