| ISRG |
Report |
Revenue |
BEAT |
pred ~$3.02B vs. cons $2.97B |
MEDIUM |
| ISRG |
Report |
Non-GAAP EPS |
BEAT |
pred ~$2.68 vs. cons $2.55 |
MEDIUM |
| ISRG |
Report |
Worldwide da Vinci procedure growth |
BEAT |
pred ~15.8% vs. cons 14.5% |
MEDIUM |
| ISRG |
Guide |
FY2026 worldwide da Vinci procedure-growth outlook |
BETTER |
guide ~14.8% midpoint vs. cons 14.5% midpoint (FY2026) |
MEDIUM |
| ISRG |
Guide |
FY2026 non-GAAP gross-margin outlook |
UNCHANGED |
guide ~68.0% midpoint vs. cons 68.0% midpoint (FY2026) |
MEDIUM |
| ISRG |
Guide |
FY2026 non-GAAP operating-expense-growth outlook |
UNCHANGED |
guide ~12.5% midpoint vs. cons 12.5% midpoint (FY2026) |
MEDIUM |
| ISRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| ISRG |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
Revenue/EPS revisions should move ~2%/~3% higher over the next five days as a ~15.8% procedure print and a ~14.8% FY2026 procedure-guide midpoint support out-period recurring-revenue and dV5 monetization assumptions. |
MEDIUM |