Intuitive Surgical (ISRG) lowered its guidance after the bell. Buy or sell?

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Discussed in this article: Intuitive Surgical Inc. ( $ISRG )


I want to look at Intuitive Surgical ( NASDAQ:ISRG ). This is one of those stocks that a lot of people are drawn to, like a moth to a flame, around earnings. They think that if they can just catch this stock on the right side they’re going to make a boatload of money. Here it’s 516.00 up to 578.00 or 580.00; seen similar moves on the other side.

So what happens today? Well company comes out, they didn’t announce earnings, what they did was they gave second-quarter guidance that was below what the analysts and what investors were projecting. So the stock drops clear down to 443.00, we’ll call it 440.00, that is down at this level.

Now here’s the thing, the company is scheduled to announce on July 18th, that’s over a week, that’s not this coming Thursday but it’s a week from Thursday. So what do you think the market’s going to be doing between now and earnings on July 18th? It’s going to be factoring in those really lousy numbers that Intuitive Surgical ( NASDAQ:ISRG ) has forecast.

Here’s what my suggestion would be; watch this stock, if it starts trading up tomorrow then I would say it’s not a bad stock to be buying. Just dip your toe lightly, and if the stock starts falling below 430.00, know that this is a da Vinci Surgical falling knife, you don’t want a part of that. But if the stock starts drifting up tomorrow on trades above the opening print for a while then this could be a nice stock to be buying and owning into earnings. What it’s going to do over the next ten days or so I don’t know, but guidance is not the same as actual earnings numbers, so this is going to be an interesting one to watch between now and July 18th.

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