Intuitive Surgical, Inc.
Intuitive Surgical (ISRG) is the dominant name in robotic-assisted surgery, best known for its da Vinci surgical systems that enable minimally invasive procedures. With a sizeable installed base and recurring revenue from instruments, accessories and service contracts, the company has built a high-margin business that benefits as hospitals upgrade systems and expand robotic programmes. Key growth drivers include wider clinical adoption across specialties, new product introductions and expansion into less invasive procedures. Investors should weigh these opportunities against concentration risks — substantial reliance on a single product family, ongoing R&D spending, regulatory and reimbursement dynamics, and sensitivity to hospital capital budgets. Competition from established medical groups and new robotics entrants is rising. The market cap (~$165.9bn) reflects premium expectations of persistent growth and margin expansion; such expectations can reverse. This overview is educational and not investment advice — consider your risk tolerance and seek personalised guidance before acting.
Why It's Moving
ISRG Crushes Q4 Targets but Braces Investors for Slower 2026 Growth
- Q4 revenue hit $2.87B, beating estimates by $120M, with EPS at $2.53 versus $2.26 expected, driven by 17% da Vinci and 44% Ion procedure growth.
- Placed 532 da Vinci systems including 303 da Vinci 5 units, boosting installed base 12% YoY to 11,106 and high-margin recurring revenue.
- 2026 guidance flags 13-15% da Vinci procedure growth versus 18% in 2025, balancing new tech adoption against global capital constraints; balance sheet shines with $9B cash, zero debt.
ISRG Crushes Q4 Targets but Braces Investors for Slower 2026 Growth
- Q4 revenue hit $2.87B, beating estimates by $120M, with EPS at $2.53 versus $2.26 expected, driven by 17% da Vinci and 44% Ion procedure growth.
- Placed 532 da Vinci systems including 303 da Vinci 5 units, boosting installed base 12% YoY to 11,106 and high-margin recurring revenue.
- 2026 guidance flags 13-15% da Vinci procedure growth versus 18% in 2025, balancing new tech adoption against global capital constraints; balance sheet shines with $9B cash, zero debt.
When is the next earnings date for Intuitive Surgical, Inc. (ISRG)?
Intuitive Surgical (ISRG) is scheduled to report its next earnings on April 20-21, 2026, covering the first quarter of fiscal year 2026. The company typically releases earnings after market close, followed by a conference call with management to discuss financial results and forward guidance. This timing aligns with ISRG's historical pattern of reporting quarterly results approximately three weeks after quarter-end.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Intuitive Surgical's stock with a target price of $611.14, indicating growth potential.
Financial Health
Intuitive Surgical is performing well, showing strong profits and cash flow, indicating healthy operations.
View more stocks by downloading the app for FREE
It only takes 60 seconds.
Baskets Featuring ISRG
Niche Dominators
These carefully selected companies rule their specialized markets by design. They've built powerful competitive advantages in focused segments that larger companies often overlook, creating a path to consistent profits and sustainable growth.
Published: June 17, 2025
Explore BasketPatient Platforms
This carefully curated collection features companies building the technological foundations that will power innovation for decades to come. Our analysts have identified businesses creating essential infrastructure in genomics, AI, robotics, and advanced computing—platforms that could define their industries and generate substantial long-term returns.
Published: June 17, 2025
Explore BasketAI & Robotics Architects
Invest in companies that own the foundational patents powering our AI future. These carefully selected stocks represent firms whose intellectual property forms the blueprint for machine learning and automation, giving them a powerful competitive advantage for years to come.
Published: June 17, 2025
Explore BasketRestless Innovators
Companies that refuse to stand still, constantly pushing boundaries and redefining what's possible. These stocks have been carefully selected by our analysts for their relentless pursuit of innovation and potential for long-term growth.
Published: June 17, 2025
Explore BasketFuture Tech: World Changing Ideas
Get ahead of tomorrow's innovations with this collection of stocks pushing technological boundaries. Our analysts have carefully selected companies developing flying cars, breakthrough medical treatments, and robotic surgery that could reshape our future.
Published: May 25, 2025
Explore BasketWhy You’ll Want to Watch This Stock
Recurring revenue model
Consumables and service contracts create predictable follow-on sales, though hospital budgets and procedure volumes can affect revenue.
Innovation and R&D
Regular product updates and new platforms can open markets, but they require heavy R&D and face regulatory hurdles.
Global adoption trends
Growing use of minimally invasive surgery offers a large addressable market, yet adoption and reimbursement vary by region.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Abbott Laboratories
Abbott Laboratories is a global healthcare company that develops and markets a broad range of health care products, including medical devices, diagnostics, nutritionals, and branded generic pharmaceuticals.
Agilent Technologies Inc.
Agilent Technologies, Inc. specializes in life sciences, diagnostics and applied markets, providing application-focused solutions that include instruments, software, services and consumables for the entire laboratory workflow. Its segments include Life Sciences and Diagnostics Markets, Agilent CrossLab and Applied Markets. Life Sciences and Diagnostics Markets segment comprises seven areas of activity. It offers active pharmaceutical ingredients for oligo-based therapeutics as well as solutions that include reagents, instruments, software and consumables. Agilent CrossLab segment offers a services and consumables portfolio that spans the entire lab, in addition to software and laboratory automation solutions, which are designed to enhance customer outcomes. Applied Markets segment offers application-focused solutions that include instruments and software that enable customers to identify, quantify and analyze the physical and biological properties of substances and products.
Align Technology Inc.
Align Technology is a medical device company that designs, manufactures and markets a range of dental and orthodontic products.
