| ISRG |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$2.87B vs. cons ~$2.815B |
MEDIUM |
| ISRG |
Report |
Q2 2026 Non-GAAP EPS |
BEAT |
pred ~$2.62 vs. cons ~$2.49 |
MEDIUM |
| ISRG |
Report |
Q2 2026 da Vinci Procedure Growth (YoY) |
BEAT |
pred ~15.0% vs. cons ~14.0% |
MEDIUM |
| ISRG |
Guide |
FY2026 da Vinci Procedure Growth Guidance |
BETTER |
guide ~14.5%-16.5% vs. cons ~13.5%-15.5% (FY2026) |
MEDIUM |
| ISRG |
Guide |
FY2026 Non-GAAP Gross Margin Guidance |
UNCHANGED |
guide ~67.5%-68.5% vs. cons ~67.5%-68.5% (FY2026) |
MEDIUM |
| ISRG |
Guide |
FY2026 Tariff Cost Impact Guidance |
UNCHANGED |
guide ~100bps vs. cons ~100bps (FY2026) |
LOW |
| ISRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| ISRG |
Return |
5-day cumulative residual |
+3.2% (FADE) |
Beat-and-modest-raise triggers a sharp relief rally off deeply oversold, sentiment-driven levels (stock down >30% from highs), but the raise likely falls short of fully resolving the structural overhangs (China reimbursement clarity pushed to 2027, 2H tariff/input cost inflation still flagged, recall remediation costs still unquantified). As sell-side models roll forward, implicit 2H27 margin and China-growth assumptions get trimmed even after the Q2 beat, causing part of the initial pop to fade over the following days rather than fully follow through. |
LOW |