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These Analysts Revise Their Forecasts On Intuitive Surgical After Q4 Results

Jan 23, 2026, 12:16 PM EST1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The strong revenue and earnings beat typically leads to positive market sentiment, although growth rate concerns temper this bullish outlook.

AI summary

What happened, with direct paths to the underlying reporting

Intuitive Surgical exceeded revenue and earnings expectations for Q4. However, the anticipated growth rate for da Vinci procedures is slowing down, with analysts adjusting price targets reflecting mixed sentiment.

  • Intuitive Surgical reported Q4 revenue of $2.87 billion, exceeding estimates.
  • Adjusted earnings per share for Q4 were $2.53, beating expectations of $2.26.
  • 2026 da Vinci procedures expected to grow by 13-15%, lower than 2025's 18%.
  • Gross profit margin forecasted at 67-68% for 2026, stable from 2025.
  • Analysts adjust price targets; Bernstein raised to $750, Evercore lowered to $550.

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