Intuitive (NASDAQ: ISRG) inventory (the robotic surgical procedure firm previously often known as “Intuitive Surgical”) tumbled 5.8% by 11 a.m. ET Wednesday regardless of pre-announcing a gross sales beat forward of official This fall earnings.
Analysts anticipate Intuitive to report $2.7 billion in quarterly gross sales, however Intuitive says its gross sales ought to find yourself nearer to $2.9 billion.
The variety of surgical procedures carried out with Intuitive da Vinci and Ion bronchoscopy robots grew 18% in This fall, with Ion exhibiting the stronger progress — up 44% 12 months over 12 months.
That is excellent news, however for all of 2025, process progress was 19%; an 18% improve within the quarter was truly a slowdown. Worse, administration forecasts worldwide process progress in 2026 to gradual additional to 13% to fifteen% progress.
In income phrases, Intuitive grew 19% in This fall 2025 and 21% for all of 2025.
It isn’t all dangerous information. “Placements” of da Vinci robots at hospitals grew solely 8% in This fall and 13% for the 12 months. On the one hand, that makes the slowdown in progress charges much more apparent. However, process progress remains to be outpacing robotic placements — so the recognition of da Vinci use in surgical procedure remains to be rising quickly.
CEO Dave Rosa characterised his firm’s outcomes as “robust” each for the quarter and the 12 months.
We simply will not know how robust Intuitive’s earnings had been for one more week. The official report is due out on Jan. 22, and analysts expect Intuitive to report a professional forma per-share revenue of $2.25, however solely $1.95 per share, GAAP.
That may make GAAP revenue for the 12 months $7.48, giving Intuitive a P/E ratio of 71. Even for an incredible firm like this one, with progress slowing, that is a excessive worth to pay.
Before you purchase inventory in Intuitive Surgical, take into account this:
The Motley Idiot Inventory Advisor analyst group simply recognized what they imagine are the 10 finest shares for traders to purchase now… and Intuitive Surgical wasn’t one among them. The ten shares that made the reduce might produce monster returns within the coming years.
Take into account when Netflix made this listing on December 17, 2004… for those who invested $1,000 on the time of our advice, you’d have $487,089!* Or when Nvidia made this listing on April 15, 2005… for those who invested $1,000 on the time of our advice, you’d have $1,139,053!*
