Intuitive Surgical (ISRG) Fell Despite Reporting Strong Results

Core Insights - RiverPark Advisors reported strong performance in U.S. equity markets during Q3 2025, with the S&P 500 Total Return Index increasing by 8.12% and the Russell 1000 Growth Index rising by 10.51% [1] - The RiverPark Large Growth Fund achieved a return of 4.73% in the same quarter, with market leadership concentrated among a few mega-cap tech and consumer companies driven by AI innovation [1] - Sector performance was led by Information Technology, Consumer Discretionary, and Communication Services, while Energy and Utilities sectors underperformed [1] Company-Specific Insights - Intuitive Surgical, Inc. (NASDAQ:ISRG) reported a one-month return of 3.75% and a 52-week gain of 0.91%, with its stock closing at $546.77 and a market capitalization of $196.004 billion on November 17, 2025 [2] - Despite reporting double-digit revenue and earnings growth, Intuitive Surgical's shares lagged due to uneven hospital capital-equipment spending, leading to tempered near-term guidance from management [3] - The company's revenue grew by 23% to $2.5 billion in Q3 2025, but it is noted that certain AI stocks may offer greater upside potential with less downside risk compared to Intuitive Surgical [4]