Intuitive Surgical (ISRG) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $3.00
- Estimate
- $2.64
- Surprise
- +13.6%
- Revenue (period 2026-09-30)
- $3.05B
- Score at report (before → after)
- 5.8 → 5.9/10
Revenue source: xbrl.
How the report landed
Intuitive Surgical (ISRG) beat the $2.64 estimate with adjusted EPS of $3.00 — a large 13.6% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.8/10) to Hold at 5.9/10 after the report.
Coverage in the report window
- Netflix, Intuitive Surgical, Pegasystems And Other Big Stocks Moving Lower In Wednesday’s Pre-Market Session — benzinga, 2026-10-21
Where TrendMatrix's rating stands now
TrendMatrix currently rates ISRG Hold at 5.3/10.
4 of the last 4 quarters beat the estimate; this quarter's +13.6% surprise compares with a +13.9% four-quarter average. Next scheduled report: 2027-01-21.
What supports the rating
- V7 flight-to-quality bonus: +0.5 (Q=8.5 in RISK_OFF)
- Sector modifier (Healthcare): +0.5
What argues against it
- Concentration risk — Supplier: sole- and single-sourced suppliers
- Analyst target reached - limited upside remaining
- Expensive valuation
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $445.00
- Stop
- $419.92
The stock trades at 53.7× trailing but 35.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
ISRG at TrendMatrix's latest read
Healthcare earnings trade on pipeline and payer dynamics as much as the quarter itself; a beat or miss is weighed against trial and reimbursement news.
- Industry
- Medical Instruments & Supplies
- Market cap
- $156.92B
- P/E (fwd)
- 35.7
- P/E (ttm)
- 53.7
- 52-week range
- $328.57–$603.88
- Off 52-week high
- 26.3%
- RSI (14)
- 64
- Volume vs avg
- 0.03×
- Score today
- 5.3/10