Intuitive Surgical (ISRG) Issues 2026 Da Vinci Growth Guidance Below Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: seekingalpha
- 2026 Growth Guidance: Intuitive Surgical projects a growth rate of 13%-15% for its Da Vinci surgical system, falling short of the Street's expectation of 15.2%, which may undermine investor confidence in the company's future performance.
- 2025 Performance Preview: The company preliminarily estimates an 18% growth for the Da Vinci system in 2025, with total revenue expected to reach $10.06 billion, surpassing the consensus estimate of $9.93 billion, indicating strong demand for its core products.
- Q4 Revenue Expectations: Intuitive Surgical anticipates preliminary Q4 revenue of $2.87 billion, exceeding the consensus of $2.72 billion, suggesting solid sales performance in the short term.
- Earnings Report Schedule: The company is set to report its Q4 and full-year financial results on January 22, with investors closely monitoring its performance to assess future growth potential.
Analyst Views on ISRG
Wall Street analysts forecast ISRG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ISRG is 612.47 USD with a low forecast of 440.00 USD and a high forecast of 700.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
16 Buy
3 Hold
1 Sell
Strong Buy
Current: 561.820
Low
440.00
Averages
612.47
High
700.00
Current: 561.820
Low
440.00
Averages
612.47
High
700.00
About ISRG
Intuitive Surgical, Inc. develops, manufactures, and markets da Vinci surgical systems and the Ion endoluminal system. The Company specializes in invasive care and robotic-assisted surgery. Its technologies include the da Vinci surgical systems and the Ion endoluminal system. The da Vinci surgical system is designed to enable surgeons to perform a range of surgical procedures within its targeted general surgery, urologic, gynecologic, cardiothoracic, and head and neck specialties and consists of a surgeon's console or consoles, a patient-side cart, and a high-performance vision system. The Ion endoluminal system is a flexible, robotic-assisted, catheter-based platform for which the cleared indication is minimally invasive biopsies in the lung and consists of a system cart, a controller, a catheter, and a vision probe. Its Ion system extends its commercial offering beyond surgery into diagnostic and endoluminal procedures.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
