2026-10-29 Earnings Bull
ISRG Q3 Revenue Up 22%, Outpacing Procedure Growth Zacks reports Q3 revenue over $3B, up 22% YoY, exceeding 15% growth in da Vinci and Ion procedures
D1 +1.0% · +5d +4.4%
2026-10-23 Insider selling
Insider selling $11.9M (4) D1 +1.9% · +5d -4.5%
2026-10-17 → 10-21 Earnings Bear
ISRG Q3 Beats but $450M Settlement, Narrowed Guidance Weigh on Stock Q3 EPS $3.00 beat, revenue $3.05B, but settlement and pricing cuts pressure shares
D1 +1.5% · +5d +4.3%
› 4 waves of this story2026-10-17 Multiple sources confirm earnings date; focus on procedure growth and margins2026-10-20 TD Cowen reiterates Buy with $485 PT; Q3 estimates see +16% YoY revenue growth2026-10-21 Revenue and adj. EPS beat, but GAAP EPS fell and procedure growth guidance narrowed2026-10-21 Q3 EPS $3.00 beat, revenue $3.05B, but settlement and pricing cuts pressure shares2026-10-21 8-K filing
8-K: Item 2.02, Item 9.01 D1 -2.3% · +5d +3.8%
2026-10-20 Earnings
Earnings report D1 +1.1% · +5d +1.8%
2026-10-13 → 10-17 Analyst
ISRG Sees Institutional Position Adjustments, Zacks Keeps Buy Rating Multiple asset managers trimmed positions in Q3, while Zacks remains bullish on technical breakout potential
D1 -1.3% · +5d +3.8%
› 2 waves of this story2026-10-13 Zacks upgrade reflects earnings optimism; UBS reiterates Buy with $500 PT2026-10-17 Multiple asset managers trimmed positions in Q3, while Zacks remains bullish on technical breakout potential2026-09-15 → 09-16 Product Bull
ISRG da Vinci Study Expanded with EU Gynecologic Approval CE mark expands da Vinci SP to transvaginal gynecology, adding to positive meta-analysis
D1 -0.2% · +5d +6.6%
› 2 waves of this story2026-09-15 Meta-analysis of 14M procedures finds better perioperative outcomes across 13 common conditions, reinforcing clinical value2026-09-16 CE mark expands da Vinci SP to transvaginal gynecology, adding to positive meta-analysis2026-09-09 Analyst
ISRG Hits 10-Year Low Valuation, Multiple Analyst Notes Zacks reports decade-low valuation; company presents at Wells Fargo conference
D1 +0.9% · +5d +8.2%
2026-09-07 Capital Bull
California State Teachers Retirement System Raises ISRG Stake Sharply Institutional stake up 39,531.1% in Q2, signaling long-term investor confidence
D1 -4.5% · +5d +7.7%
2026-09-07 Product Bull
ISRG's Ion Platform Emerges as Second Growth Engine Rising procedures, larger installed base, and global expansion drive momentum
D1 -4.5% · +5d +7.7%
2026-08-18 Company
ISRG Software Strategy Bolsters da Vinci 5, but Full-Year Procedure Guidance Disappoints Multiple sources confirm software roadmap strengthens digital ecosystem, while full-year procedure guidance trails recent quarter growth
D1 +0.2% · +5d -4.9%
2026-08-12 Analyst Bull
Oppenheimer Upgrades ISRG to Outperform, PT $500 Multiple independent sources confirm analyst upgrade, citing US competitive edge and overseas growth
D1 +0.0% · +5d -0.9%
2026-08-12 Analyst
Oppenheimer upgrades to Outperform D1 +0.0% · +5d -0.9%
2026-08-08 Analyst Bear
ISRG Down 39% from 52-Week High, Wall Street Average Target $477 Stock continues to slide, but analyst target implies 85% upside
D1 +3.8% · +5d -0.8%
› 3 waves of this story2026-08-08 Trading at $373.71 vs. $477.25 average target, highlighting valuation gap2026-08-08 Stock remains weak, but analyst target implies ~28% upside2026-08-08 Stock continues to slide, but analyst target implies 85% upside2026-08-02 Other Bear
ISRG Hits 52-Week Low, Forward P/E at Decade Low Multiple sources confirm price near $350 with forward P/E of 31x, lowest in a decade
D1 +6.2% · +5d +4.8%
2026-07-30 Analyst Bear
HSBC downgrades to Hold D1 +0.0% · +5d +5.9%
2026-07-13 → 07-28 Earnings
ISRG to Report Q2 Earnings After Close July 16 Post-earnings sources mention price gains, valuation metrics, and buying opportunities, but no new facts, just repetition.
D1 +0.1% · +5d -13.3%
› 11 waves of this story2026-07-13 Multiple sources confirm date; analysts revise forecasts ahead2026-07-13 TD Cowen maintains Buy but cuts PT to $520; multiple analysts revise forecasts ahead of the report2026-07-15 Goldman sees market wrong on robotics penetration; stock down >30% from high pre-earnings2026-07-17 Revenue of $2.89B and adj. EPS of $2.80 beat estimates, but FY procedure growth outlook disappointed, sending shares down premarket.2026-07-18 Q2 revenue and EPS beat, but full-year procedure growth guidance disappointed, triggering sharp selloff2026-07-18 Strong Q2 but weak guidance, stock -14%, Allspring trims 5.7%2026-07-21 Post-Q2 drop 38%, multiple funds raised stakes, oversold technically, no new earnings facts2026-07-21 Stock down ~40% YTD post-earnings; AlTi Global +353%, Andra AP +140%2026-07-22 Multiple Zacks pieces pre-earnings discuss valuation, tariffs, da Vinci 5, but no new facts2026-07-24 AI vision statement on Jul 23, plus institutional buying and analyst optimism, extends post-earnings momentum2026-07-28 Post-earnings sources mention price gains, valuation metrics, and buying opportunities, but no new facts, just repetition.2026-07-27 → 07-28 Company
Intuitive Collaborates with Deion Sanders to Raise Patient Awareness No new facts today, only reiteration of existing partnership event
D1 +5.7% · +5d +5.2%
› 2 waves of this story2026-07-27 Company announces collaboration with celebrity to increase patient awareness of surgical options, a marketing initiative.2026-07-28 No new facts today, only reiteration of existing partnership event2026-07-27 8-K filing
8-K: Item 5.03, Item 9.01 D1 +5.7% · +5d +5.2%
2026-07-16 8-K filing
8-K: Item 2.02, Item 9.01 D1 +3.4% · +5d -17.5%
2026-07-16 Earnings
Earnings report Q2 total procedures increased 16%, with da Vinci procedures up 15% and ION procedures up 36%
D1 +3.4% · +5d -17.5%
