Intuitive Surgical reported quarterly revenue of $2.87 billion, up 18.8% year-over-year, and delivered adjusted EPS of $2.53, beating consensus estimates by $0.26. The company’s da Vinci systems accounted for the majority of capital revenues, while consumable sales grew by low double digits. Management reiterated its commitment to R&D investments but issued revenue guidance below Street expectations, forecasting mid-teens percent growth for the next fiscal year versus analysts’ prior forecasts of closer to 20%.

In the most recent 13F filing, Alpha Cubed Investments LLC raised its position by 13.0%, acquiring 10,677 additional shares to hold 92,600 shares in total, representing 1.4% of its portfolio and ranking the company as its 19th largest holding. Valley Wealth Managers boosted its stake by 52.7% to 4,084 shares, Tandem Investment Advisors added 4.5% to reach 9,219 shares, Strategic Advisors lifted holdings by 63.3% to 10,397 shares, and AE Wealth Management grew its position by 18.9% to 11,556 shares. Institutional ownership now stands at 83.6%.

The FDA clearance for the da Vinci 5 platform to perform select advanced cardiac procedures opens access to an estimated $2 billion addressable market in minimally invasive cardiac surgery. This expansion is projected to drive a multi-year tail for system sales and recurring instrument revenue, as hospitals adopt the technology for both general surgery and now complex cardiac interventions.

TD Cowen upgraded the company to strong-buy, while Barclays and HSBC reaffirmed buy ratings, reflecting confidence in long-term growth. Conversely, Evercore ISI trimmed its price target, contributing to a split among analysts on near-term valuation. Meanwhile, insiders have liquidated over 75,000 shares in the last quarter, including a director’s sale of 27,300 shares and executive sales totaling more than 18,000 shares, potentially signaling profit-taking concerns despite management’s positive outlook.