Intuitive Surgical is expected to report Q3 2026 revenue of $2.31 billion and EPS of $2.13, while the stock currently trades at $545.20, roughly 11% below the consensus price target of $610.00.
The central story for this earnings cycle is the worldwide procedure growth rate, which analysts anticipate will reach 15.5% for the third quarter. Investors are particularly focused on the margin implications of the ongoing da Vinci 5 rollout and how it influences system placement volume. Continued strength in general surgery procedures and consistent international adoption are expected to remain key drivers of top-line performance.