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Intuitive Surgical is down more than 30% this year, and one investor keeps buying anyway, convinced that a once-per-decade hardware cycle and an $8.6 billion cash fortress make the drawdown a gift rather than a warning.

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 of $2.80 exceeding expectations by $0.30. Despite that, the stock plunged due to mounting concerns about slowing domestic procedure growth. Worldwide procedures, da Vinci and Ion […]

ISRG's premium valuation faces scrutiny as strong Q2 growth, higher margins and expanding robotic platforms support its 2026 outlook.

Johnson & Johnson (NYSE:JNJ) has officially entered the U.S. soft-tissue robotic surgery market after receiving FDA De Novo authorization for its OTTAVA robotic surgical system. The authorization represents an important milestone for J&J’s MedTech ambitions, but the company is entering a market in which Intuitive Surgical (NASDAQ:ISRG) already has an extensive installed base, established surgeon […]

Intuitive Surgical stock has had a difficult start to 2026, with the share price down 32.6% year to date, while the Discounted Cash Flow (DCF) intrinsic value estimate now points to a level that is broadly in line with where the market is pricing the company. The year to date decline of 32.6% raises the question of whether recent weakness is now fully reflected in the share price. Management commentary around durable demand for platforms like da Vinci 5 can support longer term cash flow...

Intuitive Surgical (NasdaqGS: ISRG) has approved amendments to its bylaws, updating shareholder voting rules, nomination processes, and procedural requirements in line with recent SEC universal proxy regulations. The revised bylaws clarify how proxy solicitations are conducted and what shareholders must disclose when putting forward director nominees or other proposals. The changes affect how investors can engage with the company on governance matters and may influence future proxy contests...

They are going through a rough patch, but it's too early to give up on them.

Intuitive Surgical is a leader in the surgical robotics space, with a large installed base and strong recurring revenues.

Intuitive Surgical has shed a third of its value while its robotic surgery peers barely flinched, and Wall Street's most bullish analyst sees an outcome that would leave anyone who sold near the bottom regretting it.

Intuitive Surgical's da Vinci 5 is gaining rapid adoption, fueling hospital upgrades as software enhancements build a potential multi-year capital cycle.

Don't let their recent poor performances chase you away.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]

Stock Market Today: The Dow Jones index rallied 600 points Monday after Trump called off new U.S. strikes on Iran. Oil prices plunged.

8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...

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. ...

ISRG is expanding robotic surgery beyond urology as general surgery and newer specialties gain traction, creating fresh avenues for long-term procedure growth.

Align Technology shares rise after Q2 earnings and revenues beat estimates, fueled by record Clear Aligner shipments and wider non-GAAP margins.

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.

July 29 () - GE HealthCare on Wednesday beat Wall Street estimates for second-quarter profit, helped by strong demand for its ‌diagnostic and imaging devices and refunds of tariffs imposed under U. Shares of the medical device maker rose 12% in premarket trading.

July 29 (Reuters) - GE HealthCare on Wednesday beat Wall Street estimates for second-quarter profit, helped by strong demand for its diagnostic and imaging devices and refunds of tariffs imposed ​

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.

Intuit downgrade, Intuitive Surgical upgraded: Wall Street's top analyst calls

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.

Analysts are very bullish on Intuitive Surgical, despite the stock's steep decline.

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.

Shares of medical technology company Intuitive Surgical (NASDAQ:ISRG) jumped 5.3% in the afternoon session after the company announced a collaboration with Deion “Coach Prime” Sanders to raise patient awareness of its da Vinci robotic-assisted surgery systems. The partnership aims to increase understanding of different surgical options available to patients. Sanders, a well-known sports figure, will participate in the campaign to encourage informed conversations between patients and their doctor