Intuitive Surgical Fell 37% to $355 With This Wall Street Pro Is Calling for $685

1 hour ago 4

Alex Sirois

Tue, July 28, 2026 astatine 8:47 AM CDT 5 min read

Quick Read

ISRG bushed Q2 estimates for the 5th consecutive quarter, posting 19% gross growth, yet shares inactive fell 11% aft absorption chopped full-year process maturation guidance.
MDT fell conscionable 11% and SYK dropped 4% YTD, making ISRG's 37% diminution a single-name reset with the widest analyst-implied upside successful the adjacent group.
Management repurchased $379 cardinal of ISRG banal astatine an mean $439 successful Q2, supra existent price, portion sitting connected $8.6 cardinal successful cash.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Intuitive Surgical didn't marque the cut. Grab the names FREE today.

Intuitive Surgical (NASDAQ:ISRG) trades astatine $356.83, portion the mean Wall Street terms people sits astatine $484.40. That leaves astir a 36% spread betwixt existent terms and Street consensus.

A surgeon successful greenish scrubs and a airy bluish scrub headdress operates a grey and achromatic da Vinci Surgical System Si HD. The surgeon is looking into a console and manipulating controls with some hands. The surgical strategy is ample and robotic, with the marque sanction 'da Vinci Surgical System Si HD' disposable connected its side. The inheritance is simply a plain achromatic wall.

Intuitive builds the da Vinci robotic country level and the Ion lung biopsy system, dominating brushed insubstantial surgical robotics. Wall Street has debated whether that moat holds amid tariffs, softer U.S. process growth, and da Vinci 5 borderline questions.

Bernstein, the astir bullish expert connected the name, targets $685, implying astir 92% upside from here.

The Selloff That Broke a Compounder

ISRG has fallen 37% twelvemonth to date, from $566.36 astatine the extremity of 2025 to today's level. That drawdown good exceeds 30% portion the underlying concern kept growing.

Q2 2026 was a cleanable beat. Revenue came successful astatine $2.89 billion, up 18.54% twelvemonth implicit year, and non-GAAP EPS of $2.80 topped the $2.5037 consensus. It was the 5th consecutive 4th of beating estimates. Shares inactive dropped 11.25% the time aft earnings.

The usher spooked investors. Management guided full-year da Vinci process maturation to 13.5% to 15.5%, down from 18% successful 2025. U.S. da Vinci maturation decelerated from 14% successful Q1 to 12% successful Q2, with CEO Dave Rosa citing ACA premium dynamics, high-single-digit declines successful bariatric cases from GLP-1 usage, and China tender softness. Tariff vulnerability crossed Mexico, Germany, and China manufacturing compressed the aggregate hard.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Intuitive Surgical didn't marque the cut. Grab the names FREE today.

Why Bernstein Still Sees a Double

Bernstein maintains an Outperform standing and chopped its people from $750 to $685 to relationship for near-term process volatility and aggregate compression. Even aft the trim, it remains the astir optimistic store connected the Street. The thesis rests connected 3 pillars: a da Vinci 5 upgrade rhythm multiplier, recurring gross durability, and an planetary monopolistic moat.

Read Entire Article