ISRG · Full Picture

INTUITIVE SURGICAL INC — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 65
    +15.5% revenue (realized); quote_verified
    Intuitive Surgical reported quarterly earnings of $2.80 EPS and revenue of $2.89 billion, an 18.4% year-over-year increase.
  2. Competition and New Entrants · Competition & market sharePriority 37
    1 forward row(s); quote_verified
    Medtronic's Touch Surgery Aide platform received FDA clearance for its first AI algorithm, Instrument Exit Point (IEP).
  3. Competition and Market Share · Competition & market sharePriority 36
    quote_verified
    Simply Wall Street reported Intuitive Surgical had a 7.21% gain over the past week but a 32.59% year-to-date decline, with a fair value pegged at $630.48 against a current share price of $378.81 and a P/E ratio of 42.6x.
  4. Guidance / Outlook · Guidance & outlookPriority 36
    quote_verified
    Pluang stated the decline in Intuitive Surgical's stock was attributed to slower-than-expected growth guidance.
  5. Product Safety Recall · UnclassifiedPriority 31
    quote_verified
    Intuitive Surgical is facing a Class II recall of over 11,000 da Vinci SP Instrument Arm Drapes.
  6. Product Launch and Transition · Products & launchesPriority 30
    quote_verified
    Intuitive Surgical's da Vinci 5 is gaining rapid adoption and is fueling hospital upgrades as software enhancements build a potential multi-year capital cycle.
  7. Trade Policy and Tariffs · Tariffs & trade policyPriority 25
    quote_verified
    Pluang reported Intuitive Surgical stock is trading 28% below its average Wall Street target price and is down 34% year-to-date, citing tariff pressures as a cause.

Threads by pillar

Revenue & Demand Priority 66 · 2 threads

Legal, Regulatory & Policy Priority 25 · 1 thread

Guidance & Outlook Priority 36 · 1 thread

Macro & Market Conditions Priority 40 · 2 threads

Unclassified Priority 31 · 1 thread

Expected impact by metric

metricforward netforward grossrealized
revenue——+15.5%