How Investors Are Reacting To Intuitive Surgical (ISRG) Strong Q3 Results and da Vinci System Expansion

Simply Wall St.11-28

Intuitive Surgical reported strong third-quarter results, with revenue reaching US$2.51 billion and adjusted EPS surpassing analyst estimates, alongside a 20% increase in global procedure volume and ...

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An interesting aspect is that recurring revenue from servicing and supplies continues to drive operational resilience, even as high-margin instrument and accessory sales grow in tandem with the expanding installed base. We'll explore how the robust procedural and installed base growth highlighted in these results could influence Intuitive Surgical's investment narrative. Uncover the next big thing with financially sound penny stocks that balance risk and reward.AdvertisementIntuitive Surgical Investment Narrative Recap To be a shareholder in Intuitive Surgical, you need to believe in the company’s long-term ability to drive growth through innovation in robotic-assisted surgery, expanding its global installed base and recurring revenue. While the Q3 results reinforce the company’s momentum, with a sharp increase in procedures and da Vinci 5 placements, this does little to lessen the near-term risk of margin pressure from rising tariffs and global trade uncertainty, which remains a key factor to monitor in upcoming quarters.\n  Among recent developments, the FDA clearance for advancements on the Ion Endoluminal System stands out, complementing growth in procedures and expanding recurring revenue streams. These new product approvals can provide additional tailwinds, though the most immediate catalysts still relate to system placement growth and recurring consumable sales, as seen in the recent earnings.\n  Yet, in contrast to the robust procedure and revenue numbers, investors should still be aware that persistent tariff headwinds could...\n Read the full narrative on Intuitive Surgical (it's free!)Intuitive Surgical's narrative projects $13.4 billion revenue and $3.7 billion earnings by 2028. This requires 13.5% yearly revenue growth and a $1.1 billion earnings increase from $2.6 billion currently.Uncover how Intuitive Surgical's forecasts yield a $592.96 fair value, a 3% upside to its current price.Exploring Other PerspectivesISRG Community Fair Values as at Nov 2025  Fifteen individual fair value estimates from the Simply Wall St Community range from US$325.55 to US$592.96, showing opinions both well below and above recent pricing. While many focus on growth in procedures and system placements, the risk of ongoing tariff pressures looms, underlining why your expectations for profitability can differ so widely, see how others view the company’s outlook and share your perspective.\nExplore 15 other fair value estimates on Intuitive Surgical - why the stock might be worth as much as $592.96!Build Your Own Intuitive Surgical NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Intuitive Surgical research is our analysis highlighting 2 key rewards that could impact your investment decision.Our free Intuitive Surgical research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Intuitive Surgical's overall financial health at a glance.Searching For A Fresh Perspective?These stocks are moving-our analysis flagged them today. Act fast before the price catches up:These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 35 best rare earth metal stocks of the very few that mine this essential strategic resource.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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