UnitedHealth and Intuitive Surgical Beat Estimates but Only One Stock Soared

Earnings
โดย Insider Monkey·Read original
Summary · why it matters

UnitedHealth Group and Intuitive Surgical both reported earnings that beat Wall Street expectations in the same week of July, yet their stocks moved in opposite directions. UnitedHealth posted adjusted earnings of $6.38 a share versus the $4.90 expected, with revenue rising to $112 billion, and raised its full-year profit forecast to $19.50 to $20 a share, sending its stock up as much as 8%. Intuitive Surgical saw revenue rise 19% to $2.89 billion and adjusted profit of $2.80 a share against the $2.50 estimate, but its stock fell as much as 13% after the company said it now expects full-year procedure growth near the middle of its unchanged 13.5% to 15.5% range, rather than the higher end previously implied. The medical cost ratio at UnitedHealth improved to 86.7% from 89.4% a year ago, while Intuitive Surgical confirmed that insurance-driven delays in care and GLP-1 weight-loss drugs are cutting into bariatric surgery volume, with U.S. procedure growth slowing to 12% from 14% in the prior quarter. Hedge fund data from Insider Monkey showed both stocks losing support before the reports, with UnitedHealth held by 130 funds at the end of the first quarter of 2026, down from 145, and Intuitive Surgical held by 103 funds, down from 109.

Impact on stocks 4

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Full-year procedure growth guided to middle of range, not high end; U.S. procedure growth slowed to 12% from 14% due to insurance delays and GLP-1 drugs cutting bariatric surgery volume.

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