ISRG · News · 20261021N

Guidance / Outlook

INTUITIVE SURGICAL INC · 2026-10-21 · Importance 67 · Surprise 76 · In source text

Intuitive Surgical narrowed its 2026 global procedure-growth outlook to 14%-15%, reflecting slower U.S. procedure growth and continued execution risks. Management said combined da Vinci and Ion procedures grew approximately 15% in the third quarter, while 2026 guidance also includes a projected non-GAAP gross-margin outlook. The company expects pricing actions and international expansion to support procedure utilization and longer-term adoption into 2027.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobable—Intuitive narrowed its 2026 procedure growth outlook to 14%–15%.