Sharemaestro company-news research for Intuitive Surgical, Inc. (ISRG01), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
SET
Thailand
Measured evidence
Company news sentiment
ISRG01 news sentiment
Intuitive Surgical, Inc.
Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.
Weighted tone64Neutral is 50
Constructive news tone
86/100 evidence confidence
100% direct company focus
20 current stories across 4 publishers
Current company news
News confirmed by price
Constructive news tone is drawn from 20 fresh independent stories, including 20 company-specific items across 4 publishers.
Latest source headline Intuitive Surgical (ISRG) Beats On Q2 As Investors Ask If The Bull Case Is Priced In finance.yahoo.com · 12 Aug 2026 21:13What supports the read
20 current stories are mapped specifically to ISRG01.
The read spans 4 publishers rather than depending on one outlet.
Cross-story agreement is 85/100, indicating a comparatively coherent tape.
Constructive news tone is being confirmed by positive weekly price action.
What tempers the read
No material evidence constraint is currently dominant.
64/100
Weighted toneConstructive news tone
86/100
Evidence confidencehigh confidence
100%/100
Company focus20 direct stories
85/100
Evidence agreement15/100 dispersion
News history
Tone and story flow over 21 days
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50
Evidence confidence
What supports the score
Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.
Sample depth100
17.79 effective storiesSource breadth80
4 independent publishersDirect relevance100
company-specific evidence shareFreshness73
recency-weighted evidenceAgreement85
cross-story consistencySource independence22
lower publisher concentrationPrice context
Sentiment against the 26-week price path
Constructive news tone is being confirmed by positive weekly price action.
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
Sentiment-trend disagreement
News subjects
What is shaping the score
Earnings6712 stories · 60%
Analyst action715 stories · 25%
Market update612 stories · 10%
Capital return641 stories · 5%
Source mix
Where the evidence comes from
finance.yahoo.com6816 stories · 80%
nasdaq.com762 stories · 10%
seekingalpha.com431 stories · 5%
Traders Union501 stories · 5%
Recurring subjects
Subjects appearing most often
Earnings12Price Target9Healthcare9Robotic Surgery4Upgrade Downgrade3Robotics3Medical Devices3Guidance3Financial Results3Earnings Per Share3
Earlier readings
How the score has changed
ConstructiveBalanced or withheldCautious
Source headlines
The news behind the score
Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.
#185Tone
finance.yahoo.comDirect company coverage
Intuitive Surgical (ISRG) Beats On Q2 As Investors Ask If The Bull Case Is Priced In
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. 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
EarningsMedical EquipmentRevenue GrowthShare PriceShareholderSplit
- Published
- 12 Aug 2026 21:13
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#235Tone
finance.yahoo.comDirect company coverage
ISRG's US Procedure Growth Slows: Is ACA Headwind a Temporary Concern?
Intuitive Surgical ISRG has faced a moderation in U.S. procedure growth during the first half of 2026, but management's commentary suggests the slowdown is more likely a temporary demand-timing issue than evidence of a structural deterioration. U.S. da Vinci procedures grew 12% in the second quarter, down from 14% in the first quarter. da Vinci procedure growth was 17% in the fourth quarter of 2025. Management pointed to a modest adverse impact from the expiration of enhanced ACA premium subsidies. Customer feedback indicated that changes in insurance coverage and premium dynamics affected the
EarningsFourth QuarterHealthcarePrice PerformanceRobotic SurgeryValuation
- Published
- 12 Aug 2026 18:33
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#359Tone
finance.yahoo.comDirect company coverage
Two Years Of Growth Barely Change What You Pay For Intuitive Surgical
Photo by 127071 on Pixabay Consensus growth takes only a modest slice off the multiple, and the company has not yet set the instrument pricing that lands inside those two years. Intuitive Surgical (ISRG) trades at about $401.23, roughly 32% below its 52-week high and down about 15% over the past twelve months while the S&P 500 returned 22%. A fall that size usually leaves a stock cheap. This one still costs about 37.7 times its last twelve months of adjusted earnings, and what happens to that number by 2027 turns on a price the company has not set. Where The Multiple Actually Lands In 2027 Ana
EarningsGrowth RateGuidanceHealthcarePrice Target
- Published
- 12 Aug 2026 17:20
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#481Tone
finance.yahoo.comDirect company coverage
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 impact their long-term appeal, while customized price-volume contracts complicate competitors' return on investment and its flexible per-click model allows growth opportunities in Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now
- Published
- 12 Aug 2026 15:36
- Catalyst
- Analyst action
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#571Tone
finance.yahoo.comDirect company coverage
Intuitive Surgical (ISRG) Stock Has Plunged 33% in 2026. Here's Why One Fund Manager Remains Bullish -- and Why I Do, Too.
If you're not familiar with Intuitive Surgical (NASDAQ: ISRG), know this: It's a massive robotic surgical systems specialist, with a recent market value topping $135 billion. That market value was quite a bit higher not so long ago, though -- because while the stock has averaged annual gains of 17% over the past decade, it's down 33% so far in 2026. Two key concerns about the company are competition from China and also, potentially, from OpenAI and artificial intelligence (AI). That might have caused some to sell the stock or simply to steer clear. But the new, lower price should still entice
CompetitionMedical DevicesRecurring RevenueRoboticsShareholderTotal Revenue
- Published
- 12 Aug 2026 13:20
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#677Tone
finance.yahoo.comDirect company coverage
Intuitive Surgical: Oppenheimer now bullish, sees competition being "crowded out"
Investing.com -- Oppenheimer upgraded Intuitive Surgical to Outperform from Perform with a $500 price target in a note on Wednesday, arguing the company's strategy of "Crowding Out Competitors" is strategically smart. Analyst Suraj Kalia said the change reflects "a more nuanced risk-reward assessment at these levels." On the positive side, the firm views U.S. competition as a "non-factor," with field checks suggesting "some unique workflow challenges for Ottava that limit long-term appeal" and real-estate issues for Hugo. It added that Intuitive's customized price-volume contracts complicate c
HealthcarePrice TargetPrice TargetRobotic SurgeryUpgrade Downgrade
- Published
- 12 Aug 2026 12:59
- Catalyst
- Analyst action
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#771Tone
finance.yahoo.comDirect company coverage
If You Invested $1000 in Intuitive Surgical, Inc. 10 Years Ago, This Is How Much You'd Have Now
For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries. The fear of missing out, or FOMO, also plays a factor in investing, especially with particular tech giants, as well as popular consumer-facing stocks. What if you'd invested in Intuitive Surgical, Inc. (ISRG) ten years ago? It may not have been easy to hold on to ISRG for all that time, but if you did, how much would your investment be worth today? Intuitive Surgical, Inc.'s Business In-Depth
Balance SheetConsensus EstimateEarningsEarnings EstimateHealthcareRobotics
- Published
- 12 Aug 2026 12:30
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#858Tone
finance.yahoo.comDirect company coverage
Oppenheimer Sees $500 for Intuitive Surgical as Rivals Stall
This article first appeared on GuruFocus. Intuitive Surgical (NASDAQ:ISRG) rose 0.90% premarket after Oppenheimer upgraded the robotic surgery company to Outperform from Perform with a $500 price target. The firm's case rests less on Intuitive than on its competitors: workflow integration problems for Johnson & Johnson's (NYSE:JNJ) Ottava system and physical footprint constraints for Medtronic's (NYSE:MDT) Hugo, potentially leaving the da Vinci franchise without a credible domestic challenger in the near term. Oppenheimer also pointed to the Per Click Model as a way into lower-acuity ambulator
Price TargetPrice TargetRobotic SurgeryUpgrade Downgrade
- Published
- 12 Aug 2026 12:25
- Catalyst
- Analyst action
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#961Tone
finance.yahoo.comDirect company coverage
Here Are Wednesday’s Top Wall Street Analyst Research Calls: The Gap, Genmab, Hilton Worldwide, Intuitive Surgical, Mariott International, Merck, Novo Nordisk, Okta, and More
Pre-Market Stock Futures: Futures are trading modestly higher as we have arrived at the day everyone on Wall Street has circled on their calendars. The July consumer price index will be released at 8:30 AM EDT, and the producer price index will be released at the same time tomorrow. Economists forecast headline CPI to rise 0.1% month-over-month and 3.4% year-over-year, with core CPI expected to increase 0.2% month-over-month and 2.5% year-over-year. One thing is for sure; if the numbers come in hot and above expectations, the stock market could see a bout of heavy selling. All of the major ind
CryptoEarningsPrice TargetPrice TargetUpgrade Downgrade
- Published
- 12 Aug 2026 11:53
- Catalyst
- Analyst action
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1064Tone
finance.yahoo.comDirect company coverage
The Number One Reason I Keep Buying Intuitive Surgical Now For The Long Run
Quick Read ISRG is down 31% YTD, but its razor-and-razorblade model now delivers 85% recurring revenue across a fleet of 11,710 da Vinci systems. MDT's Hugo and JNJ's Ottava remain early or pre-commercial, leaving ISRG's $1.73 billion quarterly instruments-and-accessories stream with no real soft-tissue competition. The dV5 supercycle is early, with only 1,700 of nearly 13,000 total systems upgraded and over 100 platform updates still planned. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Intuitive Surgical didn't make the cut. Grab the names FREE today.
Balance SheetEarningsHealthcareShare BuybackSplitSurgical Robotics
- Published
- 11 Aug 2026 13:09
- Catalyst
- Capital return
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1186Tone
finance.yahoo.comDirect company coverage
Intuitive Surgical (ISRG) Just Beat Earnings. Is the Stock Still Worth Paying a Premium?
Intuitive Surgical (NASDAQ:ISRG) beat both top- and bottom-line consensus estimates in its fiscal Q2 2026 results, with revenue for the quarter growing 19% to $2.89 billion and adjusted EPS of $2.80 exceeding expectations by $0.30. Despite that, the stock plunged due to mounting concerns about slowing domestic procedure growth. Worldwide procedures, da Vinci and Ion combined, grew around 16% compared to the prior year period, with Da Vinci procedures growing approximately 15% and Ion procedures growing approximately 36%. These trends disappointed investors accustomed to the company's historica
EarningsEarnings GrowthFinancial ResultsHealthcareInstitutional InvestorsMedtech
- Published
- 10 Aug 2026 21:04
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1287Tone
finance.yahoo.comDirect company coverage
ISRG Trades at a Premium P/E: Buy, Sell or Hold the Stock Now?
Intuitive Surgical ISRG currently trades at a forward 12-month P/E ratio of 33.02X, above the Medical - Instruments industry's 26.53X, underscoring a valuation premium that investors must weigh against the company's growth prospects. The stock carries a Value Score of D, suggesting that shares are not particularly inexpensive despite the compression in its valuation multiple. Second-quarter 2026 results nevertheless provided a solid operating baseline. Revenues increased 19% year over year to $2.89 billion, while adjusted earnings per share (EPS) rose 28% to $2.80. Total procedures increased 1
EarningsEarnings Per ShareFda ApprovalGuidanceMedical InstrumentsRevenue Growth
- Published
- 10 Aug 2026 14:42
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1360Tone
finance.yahoo.comDirect company coverage
Can Johnson & Johnson (JNJ) Challenge Intuitive Surgical (ISRG) After Ottava’s FDA Approval?
Johnson & Johnson (NYSE:JNJ) has officially entered the U.S. soft-tissue robotic surgery market after receiving FDA De Novo authorization for its OTTAVA robotic surgical system. The authorization represents an important milestone for J&J's MedTech ambitions, but the company is entering a market in which Intuitive Surgical (NASDAQ:ISRG) already has an extensive installed base, established surgeon relationships, and a rapidly expanding da Vinci 5 platform. The question for investors is not whether OTTAVA can become a viable product, but whether Johnson & Johnson (NYSE:JNJ) can convert its differ
Fda ApprovalFinancial ResultsHealthcareMedtechRobotic Surgery
- Published
- 10 Aug 2026 12:42
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1443Tone
seekingalpha.comDirect company coverage
Notable healthcare headlines for the week: Eli Lilly, Novo Nordisk, and Pfizer in focus
Wall Street’s major market averages ended higher on Friday after July's nonfarm payrolls surprised to the downside, showing an unexpected contraction in employment. The blue-chip Dow edged up 0.3%, the benchmark S&P 500 gained 0.62%, and the tech-focused Nasdaq Composite jumped 1.3%. The S&P 500 Health Care Index Sector (XLV [https://seekingalpha.com/symbol/XLV]) gained 1.92% during the week. The top S&P 500 healthcare gainers and losers for the last week are as follows: TOP GAINERS: Charles River Laboratories International (CRL [https://seekingalpha.com/symbol/CRL]) +15.04% Veeva Systems (VEE
Consensus EstimateEarningsEarnings Per ShareGuidanceHealthcareM A
- Published
- 09 Aug 2026 13:05
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1557Tone
finance.yahoo.comDirect company coverage
Intuitive Surgical (ISRG) Stock Looks Fairly Valued Despite Its 33% Slide
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Intuitive Surgical stock has had a difficult start to 2026, with the share price down 32.6% year to date, while the Discounted Cash Flow (DCF) intrinsic value estimate now points to a level that is broadly in line with where the market is pricing the company. The year to date decline of 32.6% raises the question of whether recent weakness is now fully reflected in the share price. Management commentary around durable demand for platforms like da Vinci 5
Discounted Cash FlowEarningsFree Cash FlowIntrinsic ValueMedical EquipmentOvervaluation
- Published
- 09 Aug 2026 02:08
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1664Tone
finance.yahoo.comDirect company coverage
What Do Intuitive Surgical (ISRG) Bylaw Changes Mean For Shareholders?
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Intuitive Surgical (NasdaqGS: ISRG) has approved amendments to its bylaws, updating shareholder voting rules, nomination processes, and procedural requirements in line with recent SEC universal proxy regulations. The revised bylaws clarify how proxy solicitations are conducted and what shareholders must disclose when putting forward director nominees or other proposals. The changes affect how investors can engage with the company on governance matters and may influence future proxy conte
Balance SheetCorporate GovernanceMedical DevicesProxy ContestsRoboticsShare Price
- Published
- 09 Aug 2026 01:12
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1771Tone
nasdaq.comDirect company coverage
Medtronic vs. Intuitive Surgical: Which MedTech Stock Is the Better Buy Right Now?
Key Points Medtronic has launched new devices that will help further improve its financial results. Intuitive Surgical's latest da Vinci system could expand its addressable market. Each stock will appeal to investors with different priorities. 10 stocks we like better than Medtronic › Medtronic(NYSE: MDT) and Intuitive Surgical(NASDAQ: ISRG), two medical device leaders, haven't performed well this year. While weakness in the broader healthcare sector hasn't helped, they have both encountered company-specific issues that have contributed to their lagging the market. The good news is that there
DividendsEarningsEarnings GrowthEarnings Per ShareEarnings ReleaseFinancial Results
- Published
- 08 Aug 2026 21:20
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1881Tone
nasdaq.comDirect company coverage
Competition Is Heating Up, but Here's Why Intuitive Surgical Might Still Be the Smartest Bet in MedTech
Key Points Intuitive Surgical makes the da Vinci surgical robot, with 11,710 systems in use globally. Medical device competitors Medtronic and Johnson & Johnson are bringing out their own surgical robots. Intuitive Surgical's largest revenue source isn't the sale of new da Vinci systems.10 stocks we like better than Intuitive Surgical › Intuitive Surgical(NASDAQ: ISRG) can be hard to own because the stock is prone to deep drawdowns. It is in a drawdown right now, with the stock down roughly 40% from its early 2025 high. Even after that drop, the price-to-earnings ratio remains lofty at 42x. Th
CompetitionGrowth InvestingHealthcareMarketsRecurring RevenueSurgical Robots
- Published
- 08 Aug 2026 16:35
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1982Tone
finance.yahoo.comDirect company coverage
The Robotic Surgery Leader: Intuitive Surgical Slides Further But One Wall Street Bull Pegs Returns at 85%
Quick Read ISRG dropped 34% on a slower procedure growth guide, yet Q2 EPS of $2.80 crushed the $2.50 consensus for a fifth straight quarterly beat. ISRG trades 28% below Wall Street consensus while peers MDT and SYK fell less than 10% YTD, suggesting the market overcorrected on the category leader. Bernstein's $685 target implies 83% upside with the bull case hinging on the da Vinci 5 upgrade cycle mirroring the prior seven-year Xi ramp. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Intuitive Surgical didn't make the cut. Grab the names FREE today. Intui
EarningsMedical DevicesPrice TargetPrice TargetRobotsTariffs
- Published
- 08 Aug 2026 11:05
- Catalyst
- Analyst action
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2050Tone
Traders UnionDirect company coverage
Why is Intuitive Surgical stock up 4.3% today?
- Published
- 03 Aug 2026 14:45
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Earlier company news
ISRG01 news archive
Stored newest first for historical research. These older headlines are retained for reference and do not contribute to the current sentiment gauge above.
Aug
03
2026
ForbesArchivedNeutral tone
Intuitive
- Published
- 3 Aug 2026 10:17
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
31
2026
Traders UnionArchivedNeutral tone
Intuitive Surgical stock falls sharply as William Blair Investment Management trims holdings
- Published
- 31 Jul 2026 09:45
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
26
2026
TradingViewArchivedNeutral tone
Non-operating income (total) of Intuitive Surgical, Inc. shs Thailand Depositary Receipts 1 sh – SET:ISRG80
- Published
- 26 Jul 2026 15:14
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
24
2026
TradingViewArchivedNeutral tone
Enterprise value to EBITDA ratio of Intuitive Surgical, Inc. shs Thailand Depositary Receipts 1 sh – SET:ISRG80
- Published
- 24 Jul 2026 12:33
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
23
2026
TradingViewArchivedNeutral tone
Diluted shares outstanding of Intuitive Surgical, Inc. shs Thailand Depositary Receipts 1 sh – SET:ISRG80
- Published
- 23 Jul 2026 02:07
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
20
2026
TradingViewArchivedNeutral tone
Total common shares outstanding of Intuitive Surgical, Inc. shs Thailand Depositary Receipts 1 sh – SET:ISRG80
- Published
- 20 Jul 2026 08:25
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jun
22
2026
AD HOC NEWSArchivedNeutral tone
Intuitive Surgical, Inc. stock (US46120E6023): Robot-assisted surgery leader after latest earnings
- Published
- 22 Jun 2026 19:16
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
How the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean a balanced tape or that direction has been withheld for insufficient evidence; the status label distinguishes them.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
The page describes completed evidence available at the stated time. It is research context, not a forecast, recommendation, target or execution instruction.