Intuitive Surgical, Inc.

NASDAQ Global Select
Back to all articles
Bullish +62

Intuitive Surgical (ISRG) Projected to Release Quarterly Earnings on ...

📅 Intuitive Surgical is set to release Q2 2026 earnings on Thursday, July 16th, with analysts expecting $2.48 EPS and $2.8249 billion in revenue.

💰 The company previously beat estimates in April with $2.50 EPS versus a consensus of $2.08 and revenue of $2.77 billion against expectations of $2.62 billion.

📈 Revenue grew 23.0% year-over-year in the last reported quarter, demonstrating strong top-line momentum for the medical device leader.

🏆 Intuitive Surgical achieved a net margin of 28.15% and a return on equity of 15.98% during its last earnings period.

📉 Director Amy Ladd sold 119 shares in April, while EVP Gary Loeb reduced his stake by 6.54% in June under Rule 10b5-1 plans.

🏛️ Institutional ownership remains high at 83.64%, with Brighton Jones LLC increasing its stake by 24.9% and Meeder Asset Management Inc. adding 153.2% to its position.

📊 The stock currently trades at a PE ratio of 50.32 with a market capitalization of $147.01 billion.

🔬 The company's core business revolves around the da Vinci surgical systems, which provide minimally invasive capabilities to hospitals and surgical centers.

💻 Revenue streams include sales of surgical platforms, instruments, accessories, proprietary software, as well as training and clinical support services.

Bullish Signals
  • The company recently beat analyst estimates significantly with $2.50 EPS compared to a consensus of $2.08, indicating strong operational execution.
  • Revenue grew 23.0% year-over-year in the last reported quarter, showcasing robust demand for its robotic surgical systems.
  • Net margins remained healthy at 28.15%, reflecting the company's pricing power and efficient cost structure in the medical device sector.
  • Major institutional investors like Brighton Jones LLC and Meeder Asset Management Inc. have significantly increased their stakes, signaling confidence in the long-term outlook.
  • Analysts project $9 EPS for the current fiscal year and $10 for the next, suggesting sustained growth expectations from Wall Street.
Risk Factors
  • Director Amy Ladd sold 119 shares in April, reducing her position by nearly 50%, which could indicate a lack of immediate confidence or portfolio rebalancing.
  • EVP Gary Loeb sold 400 shares in June, decreasing his ownership by 6.54%, adding to the narrative of insider selling activity.
  • Insiders have collectively sold over $3 million worth of stock in the last three months, totaling 7,169 shares, which may warrant attention from value investors.
Full Analysis
Intuitive Surgical (ISRG) is preparing to release its Q2 2026 earnings results after market close on Thursday, July 16th. Analysts project the company will report earnings per share of $2.48 and revenue of $2.8249 billion for the quarter. The upcoming earnings call is scheduled for 4:30 PM ET, with investors encouraged to review the latest summary page for details on the conference. The medical technology firm previously reported strong financials in April, posting $2.50 EPS which significantly beat analyst consensus estimates of $2.08 by $0.42. Revenue reached $2.77 billion, surpassing expectations of $2.62 billion, while net margins stood at 28.15% and year-over-year revenue growth was a robust 23.0%. Analysts maintain forward guidance with average EPS expectations of $9 for the current fiscal year and $10 for the next. Recent insider activity shows mixed signals as Director Amy Ladd sold 119 shares in April under a pre-arranged trading plan, while EVP Gary Loeb reduced his position by 6.54% in June. Despite these sales, institutional investors have been accumulating stakes, with Brighton Jones LLC increasing its holdings by 24.9% and Meeder Asset Management Inc. boosting its position by over 150% in the fourth quarter. Intuitive Surgical continues to dominate the robotic-assisted surgery market with its da Vinci systems, which enable minimally invasive procedures for hospitals and surgical centers. The company generates revenue through the sale of surgical platforms, reusable and disposable instruments, proprietary software, and essential training and servicing support. With a market cap of $147 billion and a PE ratio of 50.32, the stock trades near its 50-day moving average.