- Prev close
- $452.80
- Day range
- $450.51 – $463.25
- From 52-wk high
- -25.0%
- Next earnings
- in 74 days
ISRG’s +1.4% move looks like a stock-specific drift rather than a broad market or peer-led move, and the setup is mixed: revenue is growing +20.4% YoY with operating margin at +28.4%, but the shares still trade at 51.2 times earnings.
ISRG
INTUITIVE SURGICAL INC
As of Nov 3, 2026
66/100
Worth keeping an eye onHealth ScoreWhy it moved
ISRG closed +1.4%, while the S&P 500 fell -0.5% and the Nasdaq 100 fell -1.4%; that rules out a broad market lift as the main driver. The same-sector peers were mixed — ABT -0.6%, SYK +0.9%, BSX -1.2%, and EW +2.3% — so this was not a clean sector move either. The primary read is stock-specific resilience, with ISRG outperforming both the market and most peers in a choppy session.
Volatility check
This looks like normal volatility for a quality growth name, but not cheap volatility: beta is 1.43, so the stock is naturally more sensitive than the market, and valuation is still rich at 51.2 times earnings with a forward PE of 35.3. The operating backdrop is strong — revenue is +20.4% YoY on a TTM basis, the latest quarter was +21.7% YoY, gross margin is +67.2%, and operating margin is +28.4% — so the move is not sitting on top of deteriorating fundamentals. The PEG of 3.14 is elevated; a PEG is P/E divided by growth, so investors are paying 3.14 times the growth rate, which means strong growth is already priced in and can amplify moves in either direction. Analyst consensus is also constructive, with 13 strong-positive, 17 positive, 9 neutral, 1 negative, and 0 strong-negative ratings.
Earnings preview
The next earnings date is 2027-01-20. No consensus revenue or EPS forecast is provided in the facts for this period, so I cannot state market expectations for the print. The recent facts point to what investors will focus on: whether revenue can keep growing at +20.4% YoY TTM after a +21.7% YoY latest quarter, whether operating margin can hold near +28.4%, and whether the current valuation at 51.2 times earnings and 35.3 forward PE remains defensible. No prior earnings reaction pattern is given in the facts, so I won’t infer one here.
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