Intuitive Surgical, Inc. (ISRG) – What Are Brokerages Thinking About This Stock?

Intuitive Surgical, Inc. (NASDAQ:ISRG) has received a consensus recommendation of “Moderate Buy” from the thirty-one research firms that are presently covering the firm, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, six have issued a hold recommendation, twenty-three have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $498.83.

Several brokerages recently weighed in on ISRG. HSBC downgraded Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 target price for the company. in a research note on Thursday, July 30th. Royal Bank Of Canada decreased their target price on shares of Intuitive Surgical from $650.00 to $600.00 and set an “outperform” rating on the stock in a research report on Monday, July 13th. UBS Group reiterated a “buy” rating on shares of Intuitive Surgical in a research report on Tuesday, October 13th. Leerink Partners decreased their price objective on shares of Intuitive Surgical from $573.00 to $454.00 and set an “outperform” rating on the stock in a research note on Friday, July 17th. Finally, Stifel Nicolaus lowered their target price on Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating for the company in a research note on Friday, July 17th.

Insider Activity

In other news, Director Gary Guthart sold 10,000 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $400.00, for a total value of $4,000,000.00. Following the transaction, the director owned 1,245,679 shares of the company’s stock, valued at $498,271,600. This represents a 0.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the transaction, the executive vice president directly owned 5,320 shares in the company, valued at $2,016,280. The trade was a 6.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 12,370 shares of company stock worth $4,891,989. Corporate insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Intuitive Surgical

Several large investors have recently made changes to their positions in ISRG. North Point Portfolio Managers Corp OH acquired a new position in shares of Intuitive Surgical in the third quarter valued at approximately $27,000. Main Street Group LTD bought a new position in shares of Intuitive Surgical in the first quarter worth $30,000. Compass Financial Management LLC bought a new position in Intuitive Surgical in the 2nd quarter valued at about $30,000. Vermillion Wealth Management Inc. increased its stake in Intuitive Surgical by 58.1% in the first quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider’s stock valued at $31,000 after acquiring an additional 25 shares during the last quarter. Finally, Motiv8 Investments LLC bought a new position in shares of Intuitive Surgical in the 4th quarter valued at $34,000. Institutional investors own 83.64% of the company’s stock.

Intuitive Surgical Stock Performance

ISRG stock opened at $438.00 on Wednesday. The firm has a 50 day simple moving average of $392.96 and a 200 day simple moving average of $409.06. The stock has a market cap of $154.74 billion, a P/E ratio of 50.17, a P/E/G ratio of 3.27 and a beta of 1.46. Intuitive Surgical has a 52 week low of $328.57 and a 52 week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 EPS for the quarter, topping the consensus estimate of $2.65 by $0.35. The company had revenue of $3.05 billion for the quarter, compared to analyst estimates of $2.91 billion. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. Intuitive Surgical’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.40 EPS. Sell-side analysts predict that Intuitive Surgical will post 8.87 EPS for the current year.

Key Intuitive Surgical News

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

• Positive Sentiment: Q3 revenue increased approximately 22% year over year to $3.05 billion, exceeding the roughly $2.91 billion analyst consensus. Non-GAAP earnings were $3.00 per share, well above estimates near $2.61–$2.65 and up from $2.40 a year earlier. Intuitive Surgical Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Underlying demand remained robust: worldwide procedures grew about 15%, da Vinci procedures rose roughly 14%, Ion procedures increased about 31%, and da Vinci placements climbed to 546 from 427 a year earlier. These trends support the company’s recurring instruments, accessories and service revenue. Intuitive Announces Third Quarter Earnings
• Positive Sentiment: Management plans to extend instrument life beginning in 2027, potentially lowering hospitals’ procedure costs and broadening robotic-surgery adoption, although this may support longer-term growth more than near-term revenue. Why ISRG Is Lowering Instrument Costs
• Neutral Sentiment: Operating leases represented 54% of second-quarter da Vinci placements, up from 49% a year earlier. Leasing may accelerate hospital adoption, but it also means Intuitive funds equipment upfront and collects returns over time. Does Leasing Make Growth More Durable or More Capital Intensive?
• Negative Sentiment: GAAP net income fell to $523 million, or $1.49 per share, from $704 million, or $1.95, after Intuitive recorded a $450 million pre-tax, or $347 million after-tax, charge tied to a proposed antitrust settlement. Court approval is still required, adding uncertainty. Antitrust Settlement Charge Overshadows Q3 Growth
• Negative Sentiment: The company narrowed its 2026 da Vinci procedure-growth outlook, prompting concerns that growth could moderate despite the quarterly beat. The legal charge and guidance update overshadowed otherwise strong results. Intuitive Surgical Stock Slides Despite Earnings Beat

About Intuitive Surgical

Intuitive Surgical, Inc develops and manufactures robotic-assisted systems and related technologies for minimally invasive surgery. Its products are designed to help surgeons perform procedures through small incisions while providing enhanced visualization, precision and control. The company’s primary platform is the da Vinci Surgical System, which is used across a range of specialties, including urology, gynecology, general surgery, cardiothoracic surgery and other procedures.

The company also offers the Ion endoluminal system, which is designed to support minimally invasive lung biopsy procedures.