| ISRG |
Report |
Revenue |
BEAT |
pred ~$2.87B vs. cons $2.82B |
MEDIUM |
| ISRG |
Report |
Adjusted EPS |
BEAT |
pred ~$2.55 vs. cons $2.48 |
MEDIUM |
| ISRG |
Report |
da Vinci procedure growth |
BEAT |
pred ~15.5% vs. cons 15.0% |
MEDIUM |
| ISRG |
Guide |
Worldwide da Vinci procedure growth |
BETTER |
guide ~14.0%-16.0% vs. cons 13.5%-15.5% (FY2026) |
MEDIUM |
| ISRG |
Guide |
Adjusted gross margin |
UNCHANGED |
guide ~67.5%-68.5% vs. cons 67.5%-68.5% (FY2026) |
MEDIUM |
| ISRG |
Guide |
Adjusted operating-expense growth |
UNCHANGED |
guide ~11%-14% vs. cons 11%-14% (FY2026) |
MEDIUM |
| ISRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| ISRG |
Return |
5-day cumulative residual |
+4.0% (FADE) |
Day-1 residual ~+5.5% vs. five-day residual ~+4.0%: resilient procedures should reverse part of the HCA-driven selloff, but only a modest guidance increase implies roughly 14%-15% second-half procedure growth versus about 16% in the first half, limiting estimate revisions and causing some initial gain to fade. |
MEDIUM |