Intuitive Surgical Inc.
(NASDAQ:ISRG) stock fell sharply Friday after the company reaffirmed its 2026 da Vinci procedure growth outlook but flagged slowing U.S. procedure trends and insurance-related headwinds that weighed on investor sentiment.
The robotic surgery company said U.S. procedure growth moderated relative to recent trends and its expectations at the start of the year, driven mainly by procedures that patients can defer.
China Competition And International Headwinds During the earnings call, CEO David Rosa said the operating environment in China remains difficult.
"In China, the environment remains challenging.
