TickerTalks
Browse all tickers →
TickerTalks›$ISRG
ISISRG

Intuitive Surgical, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 23% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (257/wk), no spike
$ISRG·$151B·Medical - Instruments & Supplies·Healthcare
$426.70-0.3%YTD-25.5%1Y-1.8%
Price updated 8h ago·X counts updated 5d ago
ISISRG
$ISRGIntuitive Surgical, Inc.
$426.70-0.27%257 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $ISRG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

257X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ISRG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-14

Intuitive Surgical is being pitched as a moat-widening AI play — massive installed base and surgery volume compound the moat, and the SBC-outgrown-by-growth narrative is favorable. Portfolio-adders are picking up shares at ~30x forward P/E; a lone 'at what price does former darling become buy again' voice is the only cautious note.

Read what X is saying about $ISRG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ISRG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Intuitive Surgical down 31% YTD on China weakness worries — Q1 revenue +23% YoY and the daVinci installed base still compound.

Intuitive Surgical is the dominant robotic-surgery platform — daVinci installed base plus the recurring instruments/accessories razor-and-blade model. The stock has pulled back 31% YTD on China weakness, now cooling with the operating story still intact.

  • Growth is still strong: Q1 2026 revenue of $2.77B at +23% YoY on 66% gross margins and 30% operating margins — the installed base plus the Ion platform plus procedure growth are all compounding.
  • Earnings beats are consistent and sizable: last four prints at +13%, +12%, +11%, +21% — the Street has been chasing the model higher, with 2026 consensus EPS of $11+ against the $392 stock giving a 36x forward multiple.
  • China is the specific pressure point: trade-tariff and reimbursement-cycle timing in China is the quarter-over-quarter noise, with the India and Japan expansion stories providing the geographic offset.

Oct 20 Q3 earnings with procedure-growth commentary firming plus the China headwind quantified restarts the move; another China-weakness-driven miss or a daVinci-market-saturation signal and the stock stays rangebound.

Agrees with X sentimentX cites the moat-widening AI-play framing and portfolio-adders picking up shares at ~30x forward P/E — directionally real and backed by the Q1 beat cadence. The crowd correctly identifies the "former darling becomes buy again" framing as the current state of ISRG.

What to watch: Oct 20 Q3 earnings — procedure-growth above 15%, China-headwind quantified, India/Japan growth, and FY26 guide refresh. A clean beat with China stabilized re-rates it; another China-weakness quarter and the stock stays rangebound.

On the calendar: 2026-10-20 — Q3 2026 earnings

Read the AI verdict on $ISRG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Makes the da Vinci robotic surgery system, earning recurring revenue from instruments and service contracts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $ISRG.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Procedure-volume normalization lifting surgical robotics and sterile supply demand.

What this means for $ISRG

Neutral — Makes the da Vinci robotic surgery system, earning recurring revenue from instruments and service contracts.

Industry benchmark

9-name peer basket
+2.4%YTD
+4.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
50.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
30.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
14.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 16, 2026$2.80$2.51+11.6%
Q1 2026Apr 21, 2026$2.80$2.51+11.6%
Q4 2025Jan 22, 2026$2.53$2.27+11.5%
Q3 2025Oct 21, 2025$2.40$1.99+20.6%
Next earningsTue, Oct 20·consensus EPS $2.65

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.8B+23.0%66.1%30.9%$2.31$808.6M
Q4 FY25$2.9B+18.8%66.4%30.2%$2.24$730.0M
Q3 FY25$2.5B+22.9%66.4%30.3%$1.98$735.6M
Q2 FY25$2.4B+21.4%66.3%30.5%$1.84$560.1M

Forward consensus

5-year forecast · up to 24 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.8B$11.6B – $11.8B$10.80$10.44 – $10.9624
FY27$13.3B$12.9B – $13.9B$12.10$11.84 – $12.6924
FY28$15.0B$13.7B – $16.3B$13.62$12.22 – $14.6324
FY29$16.8B$16.1B – $17.5B$15.57$14.79 – $16.3922
FY30$18.4B$17.7B – $19.1B$16.92$16.07 – $17.8114

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.36%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 351.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Fredrik WidmanVP Corporate Controller543 sh$203KSellSep 11Mark BrosiusEVP & Chief Mfg and Supply Cha25 sh$9KSellSep 10Mark BrosiusEVP & Chief Mfg and Supply Cha23 sh$8KSellSep 9Mark BrosiusEVP & Chief Mfg and Supply Cha23 sh$8KSellSep 8Mark BrosiusEVP & Chief Mfg and Supply Cha46 sh$17KSellAug 21Mark BrosiusEVP & Chief Mfg and Supply Cha77 sh$29KSellAug 20Mark BrosiusEVP & Chief Mfg and Supply Cha77 sh$31KSellAug 19Mark BrosiusEVP & Chief Mfg and Supply Cha77 sh$30KSellAug 18Mark BrosiusEVP & Chief Mfg and Supply Cha77 sh$30KSellAug 17Mark BrosiusEVP & Chief Mfg and Supply Cha77 sh$30K
1–10 of 34
+ 28 other (15 exempts · 9 awards · 4 inkinds) in window

See when $ISRG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentJul 278-K — Item 5.03: Charter amendment
AI summary

ISRG amended its articles of incorporation or bylaws. Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. Governance document amendments affect shareholder rights and corporate rules, and Item 5.03 requires prompt public disclosure of any such material changes.

8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change
AI summary

Intuitive Surgical, Inc. announced that Henry L. Charlton will transition from his role as Chief Commercial and Marketing Officer to Senior Vice President of Global Business Operations effective July 1, 2026. Taylor Patton, currently Global SVP Endoluminal, will succeed Charlton as the Company's new Chief Commercial and Marketing Officer. The leadership change appears to be an orderly internal transition with no indication of disagreement, and reflects the company's continued commercial expansion in surgical robotics.

8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

ISRG disclosed a personnel change (8-K Item 5.02, dated 2026-05-04). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 1 S-8 · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Forget AI Stocks: Buy Med-Tech Stock ISRG Now for 40% Upsidezacks.com·11h agoFirst Week of Q3 Earnings in the Bookszacks.com·17h agoISRG Ahead of Q3 Earnings: Can Procedure Growth Sustain Momentum?zacks.com·19h agoIntuitive Surgical, Inc. (ISRG) Beats Stock Market Upswing: What Investors Need to Knowzacks.com·1d agoCountdown to Intuitive Surgical (ISRG) Q3 Earnings: A Look at Estimates Beyond Revenue and EPSzacks.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

Robotics & Humanoids

More in Medical - Instruments & Supplies

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BDX$MDLN$BAX$RGEN$AZTA$COO$WST$EMBC
Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport