How Investors Are Reacting To Intuitive Surgical (ISRG) Earnings Beat and Raised Guidance on Global Growth

• In October 2025, Intuitive Surgical reported strong third-quarter earnings results, with revenue of US$2.51 billion and net income of US$704.4 million, both showing significant increases from the prior year. The company also completed a tranche of its share buyback program and raised its full-year guidance, underpinned by rising global adoption of its da Vinci 5 system and procedure growth.
• Accelerating global expansion, new system placements in key international markets, and ongoing innovation are driving robust growth and reinforcing Intuitive Surgical’s leadership in minimally invasive robotic-assisted surgery.
• We’ll explore how Intuitive Surgical’s higher guidance and global procedure growth may influence its investment outlook and long-term growth thesis.

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Intuitive Surgical Investment Narrative Recap

To be a shareholder in Intuitive Surgical, you need to believe that hospitals around the world will continue adopting robotic-assisted surgery at a rapid pace, supporting sustainable procedure growth and innovation. The strong third-quarter results confirm robust near-term momentum, driven by da Vinci 5 adoption and international expansion, reinforcing the company’s most important catalyst: ongoing global procedure growth. However, the biggest risk, constrained healthcare budgets, especially in key international markets, remains present, and this earnings update does not materially reduce that concern.

One recent announcement that directly ties to the earnings release is Intuitive’s buyback of 4,002,556 shares in the third quarter, reflecting the company’s ongoing return of capital to shareholders. While such activity can provide short-term support for the stock price, long-term performance will depend on sustained gains in system adoption and procedure volumes, particularly given evolving financial conditions in global healthcare markets.

But even with accelerating growth, investors should be aware that continued financial and policy pressures in Europe and Asia could still…

Read the full narrative on Intuitive Surgical (it’s free!)

Intuitive Surgical is projected to achieve $13.4 billion in revenue and $3.7 billion in earnings by 2028. This outlook depends on a 13.5% annual revenue growth rate and a $1.1 billion earnings increase from the current $2.6 billion.

Uncover how Intuitive Surgical’s forecasts yield a $594.29 fair value, a 9% upside to its current price.

Exploring Other Perspectives

Fifteen members of the Simply Wall St Community estimate fair value for Intuitive Surgical shares between US$325.55 and US$594.29. While many expect robust procedure adoption, concerns linger about how budget constraints in key markets could temper future system growth and profitability, hinting at the need to weigh several viewpoints.

Explore 15 other fair value estimates on Intuitive Surgical – why the stock might be worth 40% less than the current price!

Build Your Own Intuitive Surgical Narrative

Disagree 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.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
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
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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