How Slowing US Bariatric Procedures and Capital Constraints Will Impact Intuitive Surgical (ISRG) Investors
In the past year, Intuitive Surgical has seen procedure growth in the US slow, particularly in bariatric surgeries influenced by rising GLP-1 use, even as its operating margin widened for three consecutive years and management raised its 2026 non-GAAP gross margin forecast while continuing to fund R&D. An interesting tension is emerging as hospital capital budget constraints and shifting procedure mix weigh on growth expectations, even while analysts remain optimistic and management...
Yahoo13 days agoISRG
Form 8.3
LONDON, August 21, 2026-- FORM 8.3
Yahoo14 days agoISRG
Is Wall Street Bullish or Bearish on Intuitive Surgical Stock?
Intuitive Surgical has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.
Yahoo14 days agoISRG
Why Is Intuitive Surgical (ISRG) Stock Trending After Hours?
Intuitive Surgical shares edge 0.14% higher after hours following disclosure of executive vice president's 231-share insider sale.
Benzinga14 days agoISRG
Intuitive Surgical: Stock Price Too High Even For Great Business
Intuitive Surgical (ISRG)'s Q2/26 surge shows a moat and recurring revenue, but a rich valuation keeps it a Hold. Read here for more details.
SeekingAlpha14 days agoISRG
Intuitive Surgical (ISRG) Backs Long-Term Moat Amid Near-Term Volatility
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]
Yahoo22 days agoISRG
Intuitive Surgical (ISRG) Beats On Q2 As Investors Ask If The Bull Case Is Priced In
Intuitive Surgical (ISRG) shook investors after reporting strong Q2 2026 revenue and earnings that beat expectations, while revealing slower U.S. procedure growth and rising competitive pressure from Johnson & Johnson and Chinese robotic surgery platforms. See our latest analysis for Intuitive Surgical. The Q2 surprise arrives after a tough stretch for Intuitive Surgical, with the share price down 28.6% year to date and the 1 year total shareholder return declining 16.1%. The recent 7 day...
Yahoo23 days agoISRG
ISRG's US Procedure Growth Slows: Is ACA Headwind a Temporary Concern?
ISRG's US procedure growth slows in Q2, but ACA-related care deferrals may prove temporary as underlying demand and da Vinci 5 adoption remain strong.
Yahoo23 days agoISRG
Intuitive Surgical's Competitors Face Challenges That Limit Long-Term Appeal, Oppenheimer Says
Intuitive Surgical's (ISRG) competitors face unique workflow challenges and real estate issues that
Yahoo23 days agoISRG
10 Health Care Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will
Benzinga23 days agoISRG