"Intuitive Surgical closed out 2025 in impressive fashion. Q4 revenue came in at $2.866B, beating estimates by 4.14% and growing 18.76% year over year."
"Despite those results, the stock fell after the Q4 report. Shares closed at $523.99 the day of the release and drifted to $492.10 30 days later."
"CEO David Rosa framed the da Vinci 5 trajectory positively on the Q4 call. Demand for da Vinci 5 strengthened throughout the year with customers responding to broader availability."
"Management guided non-GAAP gross margin of 67% to 68% for 2026, with tariffs and margins being critical metrics for the upcoming report."
Intuitive Surgical is set to report Q1 2026 results on April 21, with the stock rising 2.7% despite a 16.92% year-to-date decline. The company closed 2025 with impressive revenue of $10.06B and non-GAAP EPS of $8.93. However, the stock fell post-Q4 report due to concerns over a projected deceleration in procedure growth for 2026. Key metrics to watch in the upcoming report include gross margin, tariffs, and the ramp-up of the da Vinci 5 system.
Read at 24/7 Wall St.
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