The Ithaka Group Q1 2026 Commentary [Seeking Alpha]
Intuitive Surgical, Inc. (ISRG)
Last intuitive surgical, inc. earnings: 4/16 04:05 pm
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US:NASDAQ Investor Relations:
phx.corporate-ir.net/phoenix.zhtml?c=122359&p=irol-irhome
Company Research
Source: Seeking Alpha
Global funding to Artificial Intelligence reached a significant spike of $242 billion in the first quarter of 2026, according to data from Crunchbase. The five largest hyperscalers are plowing ahead with gargantuan investments, with the 2026 Artificial Intelligence specific capital expenditure budget clocking in at approximately $500 billion. The Ithaka US Growth Strategy gross performance was -15.5% in the first quarter, trailing the Russell 1000 Growth Index by 570 basis points. Intuitive Surgical has been the primary beneficiary of a powerful secular driver: the global shift from open surgery to minimally invasive procedures through its da Vinci Surgical System. Philip Steury/iStock via Getty Images Market Review and Outlook The broader U.S. equity markets concluded the first quarter in negative territory, with a deep divergence between sectors and investment styles. The Dow Jones Industrial Average led the major indices, falling ~3.6% in the quarter, followed by the S
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ISRG
News
- 5 Revealing Analyst Questions From Intuitive Surgical's Q1 Earnings Call [Yahoo! Finance]Yahoo! Finance
- CONMED Earnings: What To Look For From CNMD [Yahoo! Finance]Yahoo! Finance
- Why Intuitive Surgical Is a Strong Buy as Robotic Surgery Adoption Accelerates [Yahoo! Finance]Yahoo! Finance
- Wall Street Bulls Look Optimistic About Intuitive Surgical (ISRG): Should You Buy? [Yahoo! Finance]Yahoo! Finance
- Intuitive Surgical Recalls Put da Vinci Revenue Reliability Under Scrutiny [Yahoo! Finance]Yahoo! Finance
ISRG
Earnings
- 4/21/26 - Beat
ISRG
Sec Filings
- 4/28/26 - Form 144
- 4/27/26 - Form 144
- 4/22/26 - Form 10-Q
- ISRG's page on the SEC website