Stock AnalizIntuitive Surgical (ISRG) earnings for the quarter ended September 2026: EPS beats estimates
Intuitive Surgical reported results for the quarter ended September 2026 on October 20, 2026. Adjusted earnings per share came in at $3.00 against the analysts’ average forecast of $2.64, a beat of 13.6%.
Revenue for the quarter was $3.05 billion, up 21.7% from $2.51 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 1.2% on the first trading day after the report.
The last four quarters
Intuitive Surgical has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.00 | $2.64 | +13.6% | +22% | −1.2% |
| Jun 2026 | $2.80 | $2.50 | +11.9% | +19% | −11.2% |
| Mar 2026 | $2.50 | $2.11 | +18.7% | +23% | +3.9% |
| Dec 2025 | $2.53 | $2.27 | +11.6% | +19% | +0.1% |
What comes next
Analysts expect EPS of $2.95 for the next quarter on average and $11.25 for the fiscal year ending December 31, 2026.
The average analyst price target is $486.57, 10% above the current price of $443.59.
Valuation and score
Intuitive Surgical scores 3.2 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 53.7, and its intrinsic value under moderate assumptions is about 60% below the current market value. Full Intuitive Surgical analysis with 10 years of financials
Frequently asked questions
What was Intuitive Surgical’s EPS for the quarter ended September 2026?
$3.00 adjusted per share, against an analyst consensus of $2.64.
How much revenue did Intuitive Surgical report?
$3.05 billion, up 21.7% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.