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Cybersecurity incident disclosed → da Vinci 5 FDA cardiac clearance, +13-15% procedure growth guided

Intuitive Surgical disclosed a cybersecurity incident that briefly pressured shares, though management indicated hospital tools are safe with only digital ordering systems affected. The company received FDA clearance for its da Vinci 5 system in cardiac procedures, and management guided for worldwide da Vinci procedures to increase 13–15% in 2026. The stock trades near $485 at a premium P/E of 59.8x reflecting strong growth expectations, but the deceleration from 18% procedure growth in 2025 to 13–15% in 2026 is a key risk to monitor.