Intuitive Surgical Shares Plunge 9% Despite Strong Results as Guidance Held Steady

1. 1Intuitive Surgical (ISRG) shares fell about 9% in early Friday trading after its second-quarter earnings report.
2. 2Revenue and profit came in above Wall Street estimates, but the company maintained its 2026 fiscal-year da Vinci procedure volume growth guidance of 13.5%–15.5% and said results are expected to come in near the midpoint of that range.
3. 3The company guided to a non-GAAP gross margin of 68%–69%, a roughly 1% revenue impact from tariffs, and an 11%–13% rise in operating expenses, prompting investors to sell on margin concerns.

Source GuruFocus.com +1 · View original ↗

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