ISRG Intuitive Surgical Inc

$ISRG Because they installed a record number of new systems…the best indicator of future procedure growth. There were far more positive catalysts than negative, despite your incessant bashing.

$ISRG Do not be fooled by the rebound from $378 - it is only up because SPCX moved up and along with that all NASDAQ stocks moved up. Tomorrow when the cavalry returns this will dump irrespective of what NASDAQ does because of the two strong negative catalysts against ISRG specifically

$ISRG Q3 beat pretty cleanly. Revenue 3.05 billion dollars, up 22%, against about 2.91 billion expected, and adjusted EPS came in at 3.00 dollars vs 2.65 expected. Procedures grew about 15%, placements hit 546 systems, up 28%. Stock's down about 11% after hours anyway. There's a 450 million dollar pre-tax charge in there for a proposed antitrust settlement, and the full-year da Vinci procedure guide narrowed to 14 to 15% from 13.5 to 15.5%.

$ISRG’s business is still growing! One selloff doesn’t change the long-term story. 🚀📈Still

Sentiment check for this afternoon's and tomorrow mornings earnings reveal, once again, tight expectations. None are Extremely Bullish or Extremely Bearish. Note the path for the two most Bullish. Optimism over Heath Care and, in particular, medical equipment, has ramped up $ISRG the past few days. Staples such as $PM have seen a ramp up in sentiment. PM is the only name that touched Extremely Bearish but is now high in the Bullish zone. Other Bullish-zone names include $UAL, $NFLX, and another health care name $ABT AT&T has been all over from Bearish to Extremely Bullish an back to Bearish again.

$ISRG This can fly towards $500 if they crush earnings tomorrow. They are due to post a blowout

$ISRG Think I’ve had this for two years and I’m up 7.6% on it 🤣 I was aiming for $620 at one point, didn’t get it (590s in Jan), and didn’t have a profit protection stop … hence having it for so long with so little to show for it. It’s up 33.5% the last 3m and $IHI is up 11.3% in that stretch so maybe we’re seeing a turn for what’s been a really crappy sector. The bariatric volume declines from GLP-1s have been real for ISRG but that was less than 5% of their procedure volume to begin with. Hernia repair, gallbladder removal, appendectomy, bronchoscopy platform, a new gastrointestinal platform in the works … I still think this is a cutting edge company that has gone through a performance lull the last few years. Wouldn’t be surprised to see this around $700 by 2030.

$ISRG ISRG is down about 6.29 percent, near 405.95, even after a strong third quarter. The headline numbers were good. Revenue grew 22 percent to just over 3 billion dollars, procedures rose 15 percent, da Vinci placements jumped 28 percent, and non GAAP EPS grew 25 percent to 3.00. I think the market is focused on two things. First, management quantified pricing cuts that will lower da Vinci revenue per procedure by about 3 to 5 percent once fully in place, including a China reduction starting in November and extended use programs rolling out through 2027. Second, U.S. da Vinci procedure growth was 10 percent, which an analyst on the call called the lowest since COVID. There was also a 450 million dollar settlement of the third party servicing lawsuit, which hit GAAP earnings. Management argues cheaper benign procedures will expand adoption over time. That's the bet. Follow me for more on the medtech names.

$ISRG good earnings call. It’s clear Dave Rosa has his own way of doing things. Investors should stop expecting GaryG’s style.

$ISRG I love these morons who create fake sell offs in after hours trading. Great opportunities to make 💰💰💰🍀🍀🍀🍀🍀🍀

$ISRG flew to high way too soon like $UNH Yes we get it Both have compounded for 20 years before both got cut in half by 50% The reasons they broke so hard cannot be just recouped in under a year sorry 😞

$ISRG big spot here vs prior range lows. Above that and hold and were lookin at puch back to range highs. About to get a monthly MacD cross if can hold. 430/440

$ISRG Nothing has changed about this stock simce they reported good earnings! No sense in the selling except for the big boys manipulating the stock!

$ISRG The key KPI to monitor is the install base. These systems rely on single-use instruments, and ISRG boasts nearly ten times the install base of its closest competitor. The more systems that get installed, the stronger the competitive moat becomes. Training a surgeon to operate these systems takes years, and once they’re accustomed to them, there’s little chance of removal.

$ISRG resistance is now support ~400, what a bounce. largest 1hr volume in over a month and its the first 15 minutes. Constructive!

$ISRG 🚨🚨🚨🚨🚨 Revenue: $3.05 billion vs analyst estimates of $2.90 billion (21.7% year-on-year growth, 5.3% beat) Adjusted EPS: $3 vs analyst estimates of $2.64 (13.6% beat) Operating Margin: 19.4%, down from 30.3% in the same quarter last year Market Capitalization: $153 billion “Our strong performance this quarter was marked by broad-based adoption across our multi-port, single-port, and Ion platforms, with customers using our systems to perform, on average, over 10,000 procedures per day throughout the period,” said Dave Rosa, Intuitive CEO.

$ISRG I AM GOING TO JYNX IT BUT I AM SAYING IT ANYWAYS THE BOTTOM IS IN - NEW LEADER TIME BABAYY

$ISRG • $450 Million Settlement Charge: Intuitive agreed to settle a 2021 antitrust class-action lawsuit, booking a pre-tax charge that cut GAAP earnings by $0.99 per diluted share ($1.49 GAAP EPS vs. $1.95 a year ago). • Narrowed 2026 Outlook: The company projected full-year da Vinci procedure growth of 14% to 15%, keeping the midpoint at 14.5% rather than raising it despite the Q3 beat. [1 • Planned Pricing Reductions: Management outlined a projected 3% to 5% reduction in instruments revenue per procedure over time as part of an extended-use and pricing strategy shift. Broader Headwinds: The drop also compounds earlier 2026 pressures, including rising international competition (especially low-cost robotic systems in China) and margin scrutiny.

$ISRG 💰 Don’t let the share price fool you, we’re doing great things and will continue to rise 🤙🏼

$ISRG Wild volatility after ER. ■ Very briefly touched 450.05 (+2.75%) ■ and then sharply sank to 378.50 (-13.42%) ■ before recovering back to 410 → 405 level (-7.5%) $XHE $IHI