| ISRG |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$2.90B vs. cons $2.820B |
MEDIUM |
| ISRG |
Report |
Non-GAAP EPS diluted (Q2 2026) |
BEAT |
pred ~$2.60 vs. cons $2.50 |
MEDIUM |
| ISRG |
Report |
da Vinci Procedure Growth (Q2 2026) |
BEAT |
pred ~15.5% vs. cons 14.5% |
MEDIUM |
| ISRG |
Guide |
FY 2026 da Vinci Procedure Growth (FY 2026) |
BETTER |
guide ~14.5-16% (mid 15.25%) vs. cons 14.85% |
MEDIUM |
| ISRG |
Guide |
FY 2026 Non-GAAP Gross Margin (FY 2026) |
UNCHANGED |
guide 67.5-68.5% maintained vs. cons ~68.0% |
HIGH |
| ISRG |
Guide |
ACA/Macro Qualitative Commentary (Q2 2026) |
BETTER |
guide: no material ACA impact observed in Q2 vs. cautious tone set in Q1 |
LOW |
| ISRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| ISRG |
Return |
5-day cumulative residual |
+9.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions chase out-period math upward as H2 implied quarters move above consensus; short covering adds incremental bid |
MEDIUM |