Nike Inc. (NKE) and Intuitive Surgical (ISRG) have struggled in 2026, with NKE shares down approximately 35% year-to-date. The company’s latest quarter showed adjusted EPS of $0.20, exceeding the Zacks Consensus Estimate of $0.11, but revenue fell 1% year over year to $11 billion, with direct sales dropping 7% and Greater China revenue decreasing 17% on a currency-neutral basis.
Intuitive Surgical reported a second-quarter adjusted EPS of $2.80, up 27.9%, and revenue of $2.9 billion, an 18.5% increase. However, the stock has declined over 30% in 2026 due to slowed U.S. da Vinci procedure growth, which dropped to 12% from 14% in the previous quarter, alongside pressures from elective-procedure demand and tariff-related costs.
Both companies face significant challenges: Nike struggles with ongoing business momentum and competition, while Intuitive Surgical’s high valuation limits recovery potential despite solid earnings performance. Analysts suggest ISRG’s EPS revisions are improving, indicating better near-term prospects.
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