Intuitive Surgical (ISRG) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Core Viewpoint - Intuitive Surgical, Inc. (ISRG) is expected to report quarterly earnings of $2.25 per share, reflecting a 1.8% increase year-over-year, with revenues forecasted to remain unchanged at $0 million [1] Earnings Estimates - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2] Revenue Projections - Analysts project 'Revenue- Product (Instruments and accessories and Systems)' to be $2.31 billion, indicating an 11.7% year-over-year increase [4] - 'Revenue- Services' is expected to reach $403.40 million, reflecting a 16.1% year-over-year increase [4] - 'Revenue- Systems' is forecasted at $660.60 million, showing a 0.9% year-over-year change [4] - The consensus estimate for 'Revenue- Instruments and accessories' stands at $1.65 billion, indicating a 16.7% year-over-year increase [5] - 'Instruments and accessories Revenue- United States' is estimated at $1.15 billion, reflecting a 13.8% year-over-year increase [5] - 'Systems Revenue- United States' is projected to be $374.31 million, indicating an 11% decrease from the prior-year quarter [5] - 'Instruments and accessories Revenue- Outside of the United States' is expected to reach $480.60 million, reflecting a 19.1% year-over-year increase [6] - 'Geographic Revenue- United States' is projected at $1.78 billion, indicating a 7.6% year-over-year increase [6] System Units and Installed Base - Analysts forecast 'Total System Units Placed - Total Company' to reach 503, up from 493 in the same quarter last year [7] - The average prediction for 'Da Vinci Surgical System Installed Base' is 11,122, compared to 9,902 in the same quarter last year [7] - 'Total System Units Placed - Outside of the United States' is expected to be 202, down from 209 in the same quarter last year [8] - 'Total System Units Placed - United States' is projected to reach 305, up from 284 in the same quarter of the previous year [8] Stock Performance - Over the past month, shares of Intuitive Surgical have returned -3.7%, while the Zacks S&P 500 composite has changed by +2% [8] - ISRG currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [8]