Exponential Learning
Intuitive Surgical Q3 2026: The Beat-and-Selloff Deep Dive
18:10
Intuitive Surgical beat Q3 2026 expectations on every line — revenue up 22% to $3.05B, adjusted EPS of $3.00 up 25%, record system placements of 546 units with the da Vinci 5 cycle accelerating — yet the stock sold off hard. The reason: U.S. da Vinci procedure growth decelerated to 10% from 12% in Q2, and the full-year procedure guide was trimmed at the top end to 14-15%. Alex and Jordan break…