$ISRG (Intuitive Surgical, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 44.7%)

Graded daily on value C, growth B-, profitability B+, momentum C+, revisions B+. Sector-relative, identical for every user.

Most active credible voices on $ISRG

@invest091 (Michael | Stock Spotlight 🎙️) — 30 mentions · 3.9K followers
@dimitrynakhla (Dimitry Nakhla | Babylon Capital®) — 28 mentions · 23.0K followers
@nataninvesting (Natan) — 20 mentions · 38.7K followers

Recent headlines featuring $ISRG

2026-10-24: IREN closes at $24.91, pinned near 52-week low of $24.86

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$ISRGIntuitive Surgical, Inc. · Medical - Instruments & Supplies · $157B

$447.91

post+0.8%

Event thread

Key events, in time order

20 items

2026-10-23Insider selling
Insider selling $11.9M (4)
D1 +1.9% · since -1.8%
2026-10-17 → 10-21EarningsBear
ISRG Q3 Beats but $450M Settlement, Narrowed Guidance Weigh on Stock
Q3 EPS $3.00 beat, revenue $3.05B, but settlement and pricing cuts pressure shares
D1 +1.5% · +5d +4.3%
4 waves of this story
- 2026-10-17 Multiple sources confirm earnings date; focus on procedure growth and margins
- 2026-10-20 TD Cowen reiterates Buy with $485 PT; Q3 estimates see +16% YoY revenue growth
- 2026-10-21 Revenue and adj. EPS beat, but GAAP EPS fell and procedure growth guidance narrowed
- 2026-10-21 Q3 EPS $3.00 beat, revenue $3.05B, but settlement and pricing cuts pressure shares

18 earlier events

2026-10-218-K filing
8-K: Item 2.02, Item 9.01
D1 -2.3% · +5d +3.8%
2026-10-20Earnings
Earnings report
D1 +1.1% · +5d +1.8%
2026-10-13 → 10-17Analyst
ISRG Sees Institutional Position Adjustments, Zacks Keeps Buy Rating
Multiple asset managers trimmed positions in Q3, while Zacks remains bullish on technical breakout potential
D1 -1.3% · +5d +3.8%
2 waves of this story
- 2026-10-13 Zacks upgrade reflects earnings optimism; UBS reiterates Buy with $500 PT
- 2026-10-17 Multiple asset managers trimmed positions in Q3, while Zacks remains bullish on technical breakout potential
2026-09-15 → 09-16ProductBull
ISRG da Vinci Study Expanded with EU Gynecologic Approval
CE mark expands da Vinci SP to transvaginal gynecology, adding to positive meta-analysis
D1 -0.2% · +5d +6.6%
2 waves of this story
- 2026-09-15 Meta-analysis of 14M procedures finds better perioperative outcomes across 13 common conditions, reinforcing clinical value
- 2026-09-16 CE mark expands da Vinci SP to transvaginal gynecology, adding to positive meta-analysis
2026-09-09Analyst
ISRG Hits 10-Year Low Valuation, Multiple Analyst Notes
Zacks reports decade-low valuation; company presents at Wells Fargo conference
D1 +0.9% · +5d +8.2%
2026-09-07CapitalBull
California State Teachers Retirement System Raises ISRG Stake Sharply
Institutional stake up 39,531.1% in Q2, signaling long-term investor confidence
D1 -4.5% · +5d +7.7%
2026-09-07ProductBull
ISRG's Ion Platform Emerges as Second Growth Engine
Rising procedures, larger installed base, and global expansion drive momentum
D1 -4.5% · +5d +7.7%
2026-08-18Company
ISRG Software Strategy Bolsters da Vinci 5, but Full-Year Procedure Guidance Disappoints
Multiple sources confirm software roadmap strengthens digital ecosystem, while full-year procedure guidance trails recent quarter growth
D1 +0.2% · +5d -4.9%
2026-08-12AnalystBull
Oppenheimer Upgrades ISRG to Outperform, PT $500
Multiple independent sources confirm analyst upgrade, citing US competitive edge and overseas growth
D1 +0.0% · +5d -0.9%
2026-08-12Analyst
Oppenheimer upgrades to Outperform
D1 +0.0% · +5d -0.9%
2026-08-08AnalystBear
ISRG Down 39% from 52-Week High, Wall Street Average Target $477
Stock continues to slide, but analyst target implies 85% upside
D1 +3.8% · +5d -0.8%
3 waves of this story
- 2026-08-08 Trading at $373.71 vs. $477.25 average target, highlighting valuation gap
- 2026-08-08 Stock remains weak, but analyst target implies ~28% upside
- 2026-08-08 Stock continues to slide, but analyst target implies 85% upside
2026-08-02OtherBear
ISRG Hits 52-Week Low, Forward P/E at Decade Low
Multiple sources confirm price near $350 with forward P/E of 31x, lowest in a decade
D1 +6.2% · +5d +4.8%
2026-07-30AnalystBear
HSBC downgrades to Hold
D1 +0.0% · +5d +5.9%
2026-07-13 → 07-28Earnings
ISRG to Report Q2 Earnings After Close July 16
Post-earnings sources mention price gains, valuation metrics, and buying opportunities, but no new facts, just repetition.
D1 +0.1% · +5d -13.3%
11 waves of this story
- 2026-07-13 Multiple sources confirm date; analysts revise forecasts ahead
- 2026-07-13 TD Cowen maintains Buy but cuts PT to $520; multiple analysts revise forecasts ahead of the report
- 2026-07-15 Goldman sees market wrong on robotics penetration; stock down >30% from high pre-earnings
- 2026-07-17 Revenue of $2.89B and adj. EPS of $2.80 beat estimates, but FY procedure growth outlook disappointed, sending shares down premarket.
- 2026-07-18 Q2 revenue and EPS beat, but full-year procedure growth guidance disappointed, triggering sharp selloff
- 2026-07-18 Strong Q2 but weak guidance, stock -14%, Allspring trims 5.7%
- 2026-07-21 Post-Q2 drop 38%, multiple funds raised stakes, oversold technically, no new earnings facts
- 2026-07-21 Stock down ~40% YTD post-earnings; AlTi Global +353%, Andra AP +140%
- 2026-07-22 Multiple Zacks pieces pre-earnings discuss valuation, tariffs, da Vinci 5, but no new facts
- 2026-07-24 AI vision statement on Jul 23, plus institutional buying and analyst optimism, extends post-earnings momentum
- 2026-07-28 Post-earnings sources mention price gains, valuation metrics, and buying opportunities, but no new facts, just repetition.
2026-07-27 → 07-28Company
Intuitive Collaborates with Deion Sanders to Raise Patient Awareness
No new facts today, only reiteration of existing partnership event
D1 +5.7% · +5d +5.2%
2 waves of this story
- 2026-07-27 Company announces collaboration with celebrity to increase patient awareness of surgical options, a marketing initiative.
- 2026-07-28 No new facts today, only reiteration of existing partnership event
2026-07-278-K filing
8-K: Item 5.03, Item 9.01
D1 +5.7% · +5d +5.2%
2026-07-168-K filing
8-K: Item 2.02, Item 9.01
D1 +3.4% · +5d -17.5%
2026-07-16Earnings
Earnings report
Q2 total procedures increased 16%, with da Vinci procedures up 15% and ION procedures up 36%
D1 +3.4% · +5d -17.5%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

20 items

2026-10-23Insider selling
Insider selling $11.9M (4)
D1 +1.9% · since -1.8%
2026-10-17 → 10-21EarningsBear
ISRG Q3 Beats but $450M Settlement, Narrowed Guidance Weigh on Stock
Q3 EPS $3.00 beat, revenue $3.05B, but settlement and pricing cuts pressure shares
D1 +1.5% · +5d +4.3%
4 waves of this story
- 2026-10-17 Multiple sources confirm earnings date; focus on procedure growth and margins
- 2026-10-20 TD Cowen reiterates Buy with $485 PT; Q3 estimates see +16% YoY revenue growth
- 2026-10-21 Revenue and adj. EPS beat, but GAAP EPS fell and procedure growth guidance narrowed
- 2026-10-21 Q3 EPS $3.00 beat, revenue $3.05B, but settlement and pricing cuts pressure shares
2026-10-218-K filing
8-K: Item 2.02, Item 9.01
D1 -2.3% · +5d +3.8%
2026-10-20Earnings
Earnings report
D1 +1.1% · +5d +1.8%
2026-10-13 → 10-17Analyst
ISRG Sees Institutional Position Adjustments, Zacks Keeps Buy Rating
Multiple asset managers trimmed positions in Q3, while Zacks remains bullish on technical breakout potential
D1 -1.3% · +5d +3.8%
2 waves of this story
- 2026-10-13 Zacks upgrade reflects earnings optimism; UBS reiterates Buy with $500 PT
- 2026-10-17 Multiple asset managers trimmed positions in Q3, while Zacks remains bullish on technical breakout potential

15 earlier events

2026-09-15 → 09-16ProductBull
ISRG da Vinci Study Expanded with EU Gynecologic Approval
CE mark expands da Vinci SP to transvaginal gynecology, adding to positive meta-analysis
D1 -0.2% · +5d +6.6%
2 waves of this story
- 2026-09-15 Meta-analysis of 14M procedures finds better perioperative outcomes across 13 common conditions, reinforcing clinical value
- 2026-09-16 CE mark expands da Vinci SP to transvaginal gynecology, adding to positive meta-analysis
2026-09-09Analyst
ISRG Hits 10-Year Low Valuation, Multiple Analyst Notes
Zacks reports decade-low valuation; company presents at Wells Fargo conference
D1 +0.9% · +5d +8.2%
2026-09-07CapitalBull
California State Teachers Retirement System Raises ISRG Stake Sharply
Institutional stake up 39,531.1% in Q2, signaling long-term investor confidence
D1 -4.5% · +5d +7.7%
2026-09-07ProductBull
ISRG's Ion Platform Emerges as Second Growth Engine
Rising procedures, larger installed base, and global expansion drive momentum
D1 -4.5% · +5d +7.7%
2026-08-18Company
ISRG Software Strategy Bolsters da Vinci 5, but Full-Year Procedure Guidance Disappoints
Multiple sources confirm software roadmap strengthens digital ecosystem, while full-year procedure guidance trails recent quarter growth
D1 +0.2% · +5d -4.9%
2026-08-12AnalystBull
Oppenheimer Upgrades ISRG to Outperform, PT $500
Multiple independent sources confirm analyst upgrade, citing US competitive edge and overseas growth
D1 +0.0% · +5d -0.9%
2026-08-12Analyst
Oppenheimer upgrades to Outperform
D1 +0.0% · +5d -0.9%
2026-08-08AnalystBear
ISRG Down 39% from 52-Week High, Wall Street Average Target $477
Stock continues to slide, but analyst target implies 85% upside
D1 +3.8% · +5d -0.8%
3 waves of this story
- 2026-08-08 Trading at $373.71 vs. $477.25 average target, highlighting valuation gap
- 2026-08-08 Stock remains weak, but analyst target implies ~28% upside
- 2026-08-08 Stock continues to slide, but analyst target implies 85% upside
2026-08-02OtherBear
ISRG Hits 52-Week Low, Forward P/E at Decade Low
Multiple sources confirm price near $350 with forward P/E of 31x, lowest in a decade
D1 +6.2% · +5d +4.8%
2026-07-30AnalystBear
HSBC downgrades to Hold
D1 +0.0% · +5d +5.9%
2026-07-13 → 07-28Earnings
ISRG to Report Q2 Earnings After Close July 16
Post-earnings sources mention price gains, valuation metrics, and buying opportunities, but no new facts, just repetition.
D1 +0.1% · +5d -13.3%
11 waves of this story
- 2026-07-13 Multiple sources confirm date; analysts revise forecasts ahead
- 2026-07-13 TD Cowen maintains Buy but cuts PT to $520; multiple analysts revise forecasts ahead of the report
- 2026-07-15 Goldman sees market wrong on robotics penetration; stock down >30% from high pre-earnings
- 2026-07-17 Revenue of $2.89B and adj. EPS of $2.80 beat estimates, but FY procedure growth outlook disappointed, sending shares down premarket.
- 2026-07-18 Q2 revenue and EPS beat, but full-year procedure growth guidance disappointed, triggering sharp selloff
- 2026-07-18 Strong Q2 but weak guidance, stock -14%, Allspring trims 5.7%
- 2026-07-21 Post-Q2 drop 38%, multiple funds raised stakes, oversold technically, no new earnings facts
- 2026-07-21 Stock down ~40% YTD post-earnings; AlTi Global +353%, Andra AP +140%
- 2026-07-22 Multiple Zacks pieces pre-earnings discuss valuation, tariffs, da Vinci 5, but no new facts
- 2026-07-24 AI vision statement on Jul 23, plus institutional buying and analyst optimism, extends post-earnings momentum
- 2026-07-28 Post-earnings sources mention price gains, valuation metrics, and buying opportunities, but no new facts, just repetition.
2026-07-27 → 07-28Company
Intuitive Collaborates with Deion Sanders to Raise Patient Awareness
No new facts today, only reiteration of existing partnership event
D1 +5.7% · +5d +5.2%
2 waves of this story
- 2026-07-27 Company announces collaboration with celebrity to increase patient awareness of surgical options, a marketing initiative.
- 2026-07-28 No new facts today, only reiteration of existing partnership event
2026-07-278-K filing
8-K: Item 5.03, Item 9.01
D1 +5.7% · +5d +5.2%
2026-07-168-K filing
8-K: Item 2.02, Item 9.01
D1 +3.4% · +5d -17.5%
2026-07-16Earnings
Earnings report
Q2 total procedures increased 16%, with da Vinci procedures up 15% and ION procedures up 36%
D1 +3.4% · +5d -17.5%

$ISRG — what investors on X are saying · SpikePanel

$ISRG (Intuitive Surgical, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 44.7%)

Most active credible voices on $ISRG

Recent headlines featuring $ISRG

$ISRG (Intuitive Surgical, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 44.7%)

Most active credible voices on $ISRG

Recent headlines featuring $ISRG

Insider selling $11.9M (4)

ISRG Q3 Beats but $450M Settlement, Narrowed Guidance Weigh on Stock

8-K: Item 2.02, Item 9.01

Earnings report

ISRG Sees Institutional Position Adjustments, Zacks Keeps Buy Rating

ISRG da Vinci Study Expanded with EU Gynecologic Approval

ISRG Hits 10-Year Low Valuation, Multiple Analyst Notes

California State Teachers Retirement System Raises ISRG Stake Sharply

ISRG's Ion Platform Emerges as Second Growth Engine

ISRG Software Strategy Bolsters da Vinci 5, but Full-Year Procedure Guidance Disappoints

Oppenheimer Upgrades ISRG to Outperform, PT $500

Oppenheimer upgrades to Outperform

ISRG Down 39% from 52-Week High, Wall Street Average Target $477

ISRG Hits 52-Week Low, Forward P/E at Decade Low

HSBC downgrades to Hold

ISRG to Report Q2 Earnings After Close July 16

Intuitive Collaborates with Deion Sanders to Raise Patient Awareness

8-K: Item 5.03, Item 9.01

8-K: Item 2.02, Item 9.01

Earnings report

Bull vs bear

Discussion

Insider selling $11.9M (4)

ISRG Q3 Beats but $450M Settlement, Narrowed Guidance Weigh on Stock

8-K: Item 2.02, Item 9.01

Earnings report

ISRG Sees Institutional Position Adjustments, Zacks Keeps Buy Rating

ISRG da Vinci Study Expanded with EU Gynecologic Approval

ISRG Hits 10-Year Low Valuation, Multiple Analyst Notes

California State Teachers Retirement System Raises ISRG Stake Sharply

ISRG's Ion Platform Emerges as Second Growth Engine

ISRG Software Strategy Bolsters da Vinci 5, but Full-Year Procedure Guidance Disappoints

Oppenheimer Upgrades ISRG to Outperform, PT $500

Oppenheimer upgrades to Outperform

ISRG Down 39% from 52-Week High, Wall Street Average Target $477

ISRG Hits 52-Week Low, Forward P/E at Decade Low

HSBC downgrades to Hold

ISRG to Report Q2 Earnings After Close July 16

Intuitive Collaborates with Deion Sanders to Raise Patient Awareness

8-K: Item 5.03, Item 9.01

8-K: Item 2.02, Item 9.01

Earnings report