Intuitive Surgical, Inc. ISRG remains to be increasing the attain of its da Vinci surgical system. This Zacks Rank #1 (Robust Purchase) is anticipated to develop earnings within the double digits in 2026 and 2027.
Intuitive is a pacesetter in minimally invasive care and the pioneer of robotic-assisted surgical procedure. Its applied sciences embody the da Vinci surgical system and the Ion endoluminal system.
It sells a number of fashions of the da Vinci surgical system. It gives surgeons high-definition 3D imaginative and prescient, a magnified view, and robotic and pc help.
As of Dec 31, 2025, greater than 20 million sufferers worldwide had been operated on utilizing da Vinci surgical methods.
Intuitive Expands Direct Operations in Southern Europe
On Mar 2, 2026, Intuitive introduced that it had accomplished the acquisition of the da Vinci and Ion distribution enterprise operated by ab medica, Abex, Excelencia Robótica, and their associates.
This enterprise is in Italy, Spain, Portugal, Malta, San Marino and related territories.
There’s a mixed put in base of greater than 470 da Vinci surgical methods in Italy, Spain, and Portugal as of Dec 31, 2025. The Ion endoluminal system was just lately launched in Italy and Spain.
It is going to add 250 workers to the Intuitive staff.
The acquisition will present extra agile customer support and may carry the methods to extra sufferers throughout Southern Europe.
One other Earnings Beat for Intuitive Surgical in This fall 2025
On Jan 22, 2026, Intuitive Surgical reported its fourth quarter 2025 earnings and it beat on the Zacks Consensus for the twelfth quarter in a row. Earnings had been $2.53 in comparison with the Zacks Consensus of $2.25, for a beat of $0.28.
It’s final miss was all the best way again in 2023. Intuitive has solely missed twice within the final 5 years.
Worldwide procedures of each da Vinci and Ion grew about 18% year-over-year. Da Vinci procedures rose 17% and Ion procedures grew 44%.
The corporate positioned 532 da Vinci surgical methods within the quarter, up from 493 within the fourth quarter of 2024.
It’s da Vinci surgical system put in base grew to 11,106 methods as of Dec 31, 2025, up 12% in contrast with 9,902 methods on the finish of 2024. It grew the Ion endoluminal system put in base to 995 methods, up 24% in contrast with 805 methods as of Dec 31, 2024.
Fourth quarter income jumped 19% to $2.87 billion from $2.41 billion a yr in the past. It was boosted by development in process quantity, larger da Vinci system placements, and a rise within the put in base of methods.
Analysts Proceed to Be Bullish on Intuitive Surgical in 2026 and 2027
For its 2026 outlook, Intuitive Surgical stated that worldwide da Vinci process development could be within the vary of 13% to fifteen%. That’s beneath the 2025 development of 18%.
However the analysts have been elevating their earnings estimates on 2026 and 2027 anyway.
Ten estimates had been revised larger for 2026 because the earnings in January, however one has additionally been revised larger within the final month. That has pushed the 2026 Zacks Consensus as much as $10.06 from $9.61 simply 2 months in the past.
That is earnings development of 12.7% as the corporate made $8.93 final yr.
One estimate has additionally been revised larger for 2027 within the final month as nicely, with seven estimates revised larger within the prior 60 days.
The 2027 Zacks Consensus is shifting larger, as much as $11.41 from $11.01 within the final 60 days.
That’s one other 13.4% earnings development.
Picture Supply: Zacks Funding Analysis
Shares Sink in 2026: Is It a Shopping for Alternative?
Intuitive Surgical has fallen off its highs and is now down 15% year-to-date.
Picture Supply: Zacks Funding Analysis
Intuitive isn’t an affordable inventory, but it surely hasn’t been for years. It trades with a ahead price-to-earnings (P/E) ratio of 48. A P/E over 30 is taken into account to be an costly inventory.
Intuitive additionally trades with a price-to-sales (P/S) ratio of 17. A P/S ratio over 10 for a development firm is taken into account excessive.
However traders are shopping for the expansion.
For traders who’ve been ready for a pullback in Intuitive Surgical, that is the time to have it in your brief record.
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Intuitive Surgical, Inc. (ISRG) : Free Inventory Evaluation Report
This text initially printed on Zacks Funding Analysis (zacks.com).
The views and opinions expressed herein are the views and opinions of the writer and don’t essentially replicate these of Nasdaq, Inc.
