Intuitive Surgical (ISRG)
Coverage summary
Aardvark Labs Capital Research has covered Intuitive Surgical (ISRG) since July 23, 2025. The company is in the Healthcare sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 25, 2026. The current rating is Outperform, the same in every report since coverage began.
Translations: 5 in Chinese.
All ISRG reports
Recap: Q3 2026
US Procedures Slow to 10%, but 546 Placements and a Smaller-Than-Feared Price Cut Carry the Quarter: Maintaining Outperform, Base Case Raised to $510
Recap: Q2 2026
A Beat the Market Sold: US Procedure Deceleration and a Held Guide Send ISRG Down 14% — Maintaining Outperform, Conviction Reset to Moderate
Recap: Q1 2026
Q1 2026 Recap: Revenue +23%, EPS +38%, 1st FY26 Raise, Cyber Incident Contained — Maintaining Outperform with HIGH Conviction
Recap: Q4 2025
Q4 2025 + FY2025 Wrap: Strong Close, 2026 Procedure Guide Moderates to 13-15% — Maintaining Outperform
Recap: Q3 2025
Q3 2025 Recap: Revenue +23% with 3rd Consecutive Guide Raise, dV5 First OUS Placements — Maintaining Outperform
Recap: Q2 2025
Q2 2025 Recap: Revenue +21%, EPS +23%, dV5 Broad Launch + Smooth CEO Transition — Initiating at Outperform