The Ithaka Group Q4 2025 Performance, Contributors And Detractors [Seeking Alpha]
Intuitive Surgical, Inc. (ISRG)
Last intuitive surgical, inc. earnings: 4/16 04:05 pm
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US:NASDAQ Investor Relations:
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Source: Seeking Alpha
Ithaka's largest area of underperformance was Technology where the underperformance was pervasive, with only 4 of the 15 positions held for the entire quarter outperforming the benchmark. Intuitive Surgical's fourth quarter outperformance was concentrated in a single day in which the company posted a massive earnings beat, besting consensus by ~5% on the top line and 20% on the bottom line. Alphabet's upward momentum in the fourth quarter was due to a shift in investor sentiment from viewing Google as an AI laggard to an AI powerhouse, combined with strong financial results and a favorable U.S. District Court ruling that was significantly better than feared. Veeva Systems' management stated they are realistically targeting 14 of the top 20 global pharmaceutical companies for their new Vault CRM product, down from prior indications of 16 of the top 20. SlavkoSereda/iStock via Getty Images The following segment was excerpted from The Ithaka Group Q4 2025 Commentary In a sli
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ISRG
News
- Polen Focus Growth Fund adds ISRG; exits NFLX and WDAY [Seeking Alpha]Seeking Alpha
- Where Will Intuitive Surgical Be in 5 Years? [Yahoo! Finance]Yahoo! Finance
- Will GYN Surgical Power Hologic's Growth in the Upcoming Q1 Earnings? [Yahoo! Finance]Yahoo! Finance
- Assessing Whether Intuitive Surgical (ISRG) Shares Look Overvalued After Recent Weak Price Performance [Yahoo! Finance]Yahoo! Finance
- Polen Focus Growth Portfolio Q4 2025 Performance, Attribution & Portfolio Activity [Seeking Alpha]Seeking Alpha
ISRG
Earnings
- 10/21/25 - Beat
ISRG
Sec Filings
- 1/14/26 - Form 8-K
- 12/18/25 - Form 8-K
- 12/17/25 - Form 4
- ISRG's page on the SEC website