Intuitive Surgical (NASDAQ:ISRG) Director Amy Ladd Sells 400 Shares

Intuitive Surgical, Inc. (NASDAQ:ISRG) Director Amy Ladd sold 400 shares of the business’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $379.00, for a total transaction of $151,600.00. Following the completion of the sale, the director owned 251 shares of the company’s stock, valued at $95,129. The trade was a 61.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Intuitive Surgical Trading Up 2.0%

NASDAQ:ISRG opened at $401.23 on Wednesday. The firm has a market capitalization of $141.75 billion, a PE ratio of 45.96, a PEG ratio of 2.84 and a beta of 1.46. Intuitive Surgical, Inc. has a 1 year low of $328.57 and a 1 year high of $603.88. The firm’s fifty day simple moving average is $392.47 and its 200 day simple moving average is $443.35.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share for the quarter, topping analysts’ consensus estimates of $2.48 by $0.32. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The firm had revenue of $2.89 billion during the quarter, compared to analyst estimates of $2.83 billion. During the same quarter in the previous year, the business earned $1.81 EPS. The business’s revenue was up 18.4% on a year-over-year basis. As a group, analysts anticipate that Intuitive Surgical, Inc. will post 8.87 EPS for the current fiscal year.

Key Intuitive Surgical News

Here are the key news stories impacting Intuitive Surgical this week:

• Positive Sentiment: Intuitive Surgical’s second-quarter results exceeded expectations: revenue rose 18.4% year over year to $2.89 billion, while EPS reached $2.80 versus the $2.48 consensus estimate. Higher margins, continued adoption of its da Vinci and Ion platforms, and long-term demand for robotic-assisted surgery support the bullish case. Intuitive Surgical Just Beat Earnings
• Positive Sentiment: A bullish investor cited Intuitive Surgical’s potential once-per-decade hardware replacement cycle and approximately $8.6 billion cash position, arguing that the more than 30% year-to-date decline could create an attractive long-term entry point. The Number One Reason I Keep Buying Intuitive Surgical
• Neutral Sentiment: Analyst sentiment remains broadly favorable, with a “Moderate Buy” consensus and an average price target of $509.02. However, several firms recently lowered their targets, reflecting greater caution after the earnings report.
• Neutral Sentiment: Reported short interest was zero shares, implying no measurable short-selling pressure. The figure appears unusual and may reflect incomplete or unreliable data rather than a meaningful market signal.
• Negative Sentiment: Despite the earnings beat, investors remain concerned about slowing domestic procedure growth and whether the company’s roughly 46 P/E adequately reflects its growth prospects. Those concerns have contributed to the stock’s recent weakness. Intuitive Surgical Earnings and Valuation Analysis
• Negative Sentiment: Director Amy L. Ladd sold 472 shares across August 10–11, reducing her holdings by a substantial percentage, while EVP Gary Loeb sold 400 shares. Both transactions were made under pre-arranged Rule 10b5-1 plans, which reduces their significance as a discretionary bearish signal but may still weigh modestly on sentiment.

Hedge Funds Weigh In On Intuitive Surgical

A number of hedge funds and other institutional investors have recently made changes to their positions in ISRG. State Street Corp boosted its holdings in Intuitive Surgical by 1.0% during the fourth quarter. State Street Corp now owns 15,701,591 shares of the medical equipment provider’s stock valued at $8,892,753,000 after purchasing an additional 162,264 shares in the last quarter. Capital World Investors lifted its position in shares of Intuitive Surgical by 1.7% during the 4th quarter. Capital World Investors now owns 7,856,018 shares of the medical equipment provider’s stock worth $4,449,491,000 after buying an additional 127,526 shares during the period. Norges Bank acquired a new stake in Intuitive Surgical in the 4th quarter valued at $2,856,987,000. Invesco Ltd. grew its position in Intuitive Surgical by 17.4% in the fourth quarter. Invesco Ltd. now owns 4,128,735 shares of the medical equipment provider’s stock valued at $2,338,350,000 after acquiring an additional 611,268 shares during the period. Finally, Bank of America Corp DE grew its position in Intuitive Surgical by 3.3% in the first quarter. Bank of America Corp DE now owns 3,616,973 shares of the medical equipment provider’s stock valued at $1,667,388,000 after acquiring an additional 116,292 shares during the period. 83.64% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. UBS Group started coverage on Intuitive Surgical in a report on Tuesday, July 28th. They issued a “neutral” rating and a $500.00 target price on the stock. Evercore set a $430.00 target price on shares of Intuitive Surgical in a research report on Monday, July 6th. BTIG Research reduced their price target on shares of Intuitive Surgical from $512.00 to $469.00 and set a “buy” rating for the company in a report on Friday, July 17th. Bank of America dropped their price objective on shares of Intuitive Surgical from $520.00 to $515.00 in a report on Friday, June 12th. Finally, Sanford C. Bernstein decreased their target price on Intuitive Surgical from $750.00 to $685.00 and set an “outperform” rating on the stock in a research report on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $509.02.

About Intuitive Surgical

Intuitive Surgical, founded in 1995 and headquartered in Sunnyvale, California, is a medical technology company focused on the design, manufacture and service of robotic-assisted surgical systems. The company is best known for its da Vinci surgical systems, which enable minimally invasive procedures by translating a surgeon’s hand movements into finer, scaled motions of small instruments inside the patient. Intuitive’s business centers on supplying hospitals and surgical centers with systems, instruments and related technologies that aim to improve precision, visualization and control in the operating room.

In addition to its core surgical platforms, Intuitive markets a portfolio of reusable and disposable instruments, accessories, and proprietary software, and provides training, servicing and clinical support to its customers.