News

Intuitive Surgical (NASDAQ:ISRG) beat both top- and bottom-line consensus estimates in its fiscal Q2 2026 results, with revenue for the quarter growing 19% to $2.89 billion and adjusted EPS reaching $2.80, exceeding expectations by $0.30. However, the stock declined as investors focused on concerns surrounding slowing domestic procedure growth. Medtronic (NYSE:MDT), meanwhile, continued its turnaround […]

Intuitive Surgical (ISRG), maker of the da Vinci surgical robot, has been one of the year's most punished large-cap healthcare names, down about 37% even as revenue keeps climbing. Analysts spent months cutting targets. Then one firm broke from the pack and told investors the fear had gone too far. ...

Intuitive Surgical (ISRG) has just overhauled its bylaws, reshaping how shareholders can nominate directors, submit proposals, and call special meetings. These governance changes arrive while the stock is still trading well below its recent highs. See our latest analysis for Intuitive Surgical. Over the last year, Intuitive Surgical’s share price return has been pressured, with the year to date share price return down 35.62% and the 90 day share price return down 20.28%, even though the 3...

Medtronic could finally be on the cusp of a long-awaited turnaround.

In the world of robotic surgery, one company is both the undisputed leader and the most expensive name on the shelf, forcing investors to ask if operational brilliance is worth the high price of admission.

ISRG pairs durable platform demand and higher margin guidance with caution on softer U.S. procedure growth and deferred care.

Intuitive Surgical just posted its fifth consecutive earnings beat and management started buying back shares above current prices, yet the stock sits at a level that implies something far worse than a slowdown. One top analyst sees a near-double from here, and the math behind that call deserves a hard look.

Investing.com -- UBS initiated coverage on four U.S. medical technology companies on Monday, taking a bullish stance on robotic surgery specialist Intuitive Surgical and orthopedic products maker Enovis, while adopting a more cautious outlook on sleep apnea device manufacturer Inspire Medical Systems and a neutral view on Integra LifeSciences.

Wall Street analysts are busy reshuffling their ratings ahead of the Fed meeting, with surprise double-upgrades, dramatic target cuts, and fresh initiations spanning surgical robots to cybersecurity. Find out which names made the biggest moves today.

Health policy has quietly become a stock-moving variable in 2026, and the figures are significant enough to matter. Approximately 2.6 million Americans discontinued ACA marketplace coverage this year after increased pandemic-era subsidies ended at the end of 2025, with health policy experts predicting that total enrollment would decrease to between 16.5 million and 17.5 million […]

The robotic surgery leader's shares have pulled back, forcing investors to weigh a solid recovery record against new questions in its most important market.

Device makers with cash flow yields of 5% to 6% now trade at a 20% to 30% discount to the S&P 500 index.

AIM, HAS, FOX, COR and ISRG make the list of stocks with rising P/E ratios, a screen highlighting companies investors may view as having stronger earnings potential.

J&J’s Ottava clearance knocked Intuitive's shares lower, but recurring revenue and surgeon switching costs suggest the market overreacted.

ISRG's expanding robotic surgery ecosystem and innovation pipeline give it an edge over Abbott for investors seeking stronger long-term MedTech growth.

CNMD's FDA-expanded AirSeal indication adds da Vinci 5 hex cannula compatibility, supporting broader use across Intuitive Surgical's robotic systems.

Qualcomm, Intuitive Surgical and Stryker lead today's top analyst reports, spotlighting growth drivers, strategic initiatives and ongoing challenges.

According to the average brokerage recommendation (ABR), one should invest in Intuitive Surgical (ISRG). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

QUALCOMM is expanding beyond smartphones with growth in automotive, edge AI and data centers, but competition and weak China demand remain key challenges.

Intuitive Surgical stock sinks as FDA announces marketing authorization for Johnson & Johnson’s Ottava platform. Here’s why the news is largely bearish for ISRG shares.

For Intuitive Surgical, fair value estimates have been reset from US$565.25 to US$501.73, pointing to a more measured view of potential upside versus earlier assumptions. Recent analyst commentary frames this shift as an expectations reset, with most firms keeping positive or neutral ratings while trimming price targets to account for slower procedure growth, Affordable Care Act related volume uncertainty, and tighter MedTech valuation multiples. Read on to see how to track these evolving...

Intuitive Surgical's growth rests on da Vinci 5, Ion, SP and digital tools as recurring revenue rises and procedure risks persist.

ISRG's growth is fueled by robotic surgery, Ion lung biopsy and AI tools, while tariffs, product mix and softer demand pressure margins.

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.

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 […]

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.