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Intuitive Surgical's valuation has eased as U.S. procedure growth slows, but margin gains, AI software expansion and global growth could support its premium.

By Puyaan Singh July 22 (Reuters) - Johnson & Johnson said on Wednesday the U.S.

At first glance, its numbers were impressive.

At $353, Intuitive Surgical (ISRG) is being priced to deliver 14.1% revenue growth annually for the next 4 years simply to defend today's 42.1x multiple. That sits below the 21% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]

Shares of Intuitive Surgical are down nearly 40% this year.

NZS shifts capital toward AI infrastructure and healthcare leaders

You can be forgiven for doing a double-take on Intuitive Surgical (ISRG) on Friday. The company posted second-quarter revenue of $2.89 billion, up 19% from a year ago and comfortably ahead of Wall Street estimates. Yet the stock ended the day down 14.1%, closing at a new 52-week low.

The surgical robotics giant beat estimates, but a moderation in its core US market has investors questioning the whole story.

Intuitive Surgical (ISRG) possesses solid growth attributes, which could help it handily outperform the market.

Intuitive Surgical (ISRG) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Intuitive Surgical (ISRG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The Morning Bull - US Market Morning Update Monday, Jul, 20 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down around 1%, as investors weigh falling bond yields against a cooling housing backdrop. The US 10 year Treasury yield has slipped to about 4.5% after softer inflation readings. In plain terms, this means borrowing costs in financial markets are easing a little even as the debate over the Federal Reserve's next move continues. At the same time,...

The robot-assisted surgery pioneer's growth could be decelerating.

The robotics and automation fund is down, and its own record suggests a rebound is more common than not, but the ride has rarely been smooth.

Intuitive Surgical shares fell about 10% after Q2 2026 revenue rose 19% but guidance for da Vinci procedure growth wasn't raised, pushing ISRG below its 200-week moving average.

A number of stocks fell in the afternoon session after a key industry player warned that changes to some insurance plans could slow U.S. procedure growth, sparking fears of a sector-wide slowdown. The concern was raised by Intuitive Surgical, which noted that shifting insurance coverage could dampen the number of medical procedures performed in the United States. This news has investors worried about near-term demand, not just for one company, but for the entire industry reliant on a steady volu

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

(Updates with market moves at the end of the day and weekly index changes.) US equities declined

US equity indexes closed lower on Friday as crude oil prices jumped amid escalating attacks by the U

Shares of the Maker of Robotic Surgical Tools Led S&P 500 Decliners on Friday

Revenue rose 19% and procedures grew 16%, but held guidance

Healthcare stocks were mixed late Friday afternoon, with the NYSE Healthcare Index unchanged and the

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

ISRG beats second-quarter earnings and revenue estimates, but shares fall after hours as procedure growth slows sequentially despite strong placements.

Revenue rose 19% and procedures grew 16%, but held guidance

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Intuitive Surgical Stock Drops as Tariff Warning Tempers Strong Q2 Results

All three major US stock indexes were down Friday, as chipmakers led the way down on the final tradi

Intuitive Surgical (ISRG) is heading into a period of intensifying competitive headwinds and long-te