Intuitive Surgical's Slide Tied To Procedure Guidance Miss -- Market Talk

Dow Jones01-15

1244 ET - Intuitive Surgical's selloff despite a preliminary 4Q revenue beat isn't exactly surprising, Baird's David Rescott writes in a note. "FY26 procedure growth guidance came a smidge below what we believe were baked into buyside expectations," the analyst says. He adds that worldwide utilization growth was flat quarter-over-quarter, and mentions "downward bias to most pre-announcing this week against the backdrop of a weaker MedTech tape." Still, the company's 2026 guidance is likely to tilt conservative, which may leave room to drive upside numbers, Rescott says. Intuitive Surgical drops 3.8%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

January 14, 2026 12:44 ET (17:44 GMT)

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He adds that worldwide utilization growth was flat quarter-over-quarter, and mentions \"downward bias to most pre-announcing this week against the backdrop of a weaker MedTech tape.\" Still, the company's 2026 guidance is likely to tilt conservative, which may leave room to drive upside numbers, Rescott says. Intuitive Surgical drops 3.8%. 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He adds that worldwide utilization growth was flat quarter-over-quarter, and mentions \"downward bias to most pre-announcing this week against the backdrop of a weaker MedTech tape.\" Still, the company's 2026 guidance is likely to tilt conservative, which may leave room to drive upside numbers, Rescott says. Intuitive Surgical drops 3.8%. 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He adds that worldwide utilization growth was flat quarter-over-quarter, and mentions \"downward bias to most pre-announcing this week against the backdrop of a weaker MedTech tape.\" Still, the company's 2026 guidance is likely to tilt conservative, which may leave room to drive upside numbers, Rescott says. Intuitive Surgical drops 3.8%. 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He adds that worldwide utilization growth was flat quarter-over-quarter, and mentions \"downward bias to most pre-announcing this week against the backdrop of a weaker MedTech tape.\" Still, the company's 2026 guidance is likely to tilt conservative, which may leave room to drive upside numbers, Rescott says. Intuitive Surgical drops 3.8%. 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