Leerink Partnrs Issues Optimistic Outlook for ISRG Earnings

Intuitive Surgical, Inc. (NASDAQ:ISRG) – Equities researchers at Leerink Partnrs increased their Q3 2025 earnings estimates for Intuitive Surgical in a note issued to investors on Monday, July 14th. Leerink Partnrs analyst M. Kratky now anticipates that the medical equipment provider will post earnings per share of $1.56 for the quarter, up from their prior estimate of $1.55. The consensus estimate for Intuitive Surgical’s current full-year earnings is $6.43 per share. Leerink Partnrs also issued estimates for Intuitive Surgical’s Q4 2025 earnings at $1.74 EPS, FY2025 earnings at $6.25 EPS and FY2026 earnings at $7.66 EPS.

Several other equities research analysts have also commented on the stock. BTIG Research set a $566.00 target price on shares of Intuitive Surgical and gave the stock a “buy” rating in a research report on Monday. Royal Bank Of Canada decreased their target price on shares of Intuitive Surgical from $630.00 to $605.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 23rd. Citigroup restated a “buy” rating and set a $650.00 target price (up from $590.00) on shares of Intuitive Surgical in a research report on Thursday, May 22nd. Evercore ISI boosted their target price on shares of Intuitive Surgical from $470.00 to $550.00 and gave the stock an “in-line” rating in a research report on Tuesday, July 8th. Finally, Piper Sandler decreased their target price on shares of Intuitive Surgical from $670.00 to $575.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 23rd. One investment analyst has rated the stock with a sell rating, four have assigned a hold rating and fifteen have issued a buy rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $592.86.

Intuitive Surgical Stock Performance

Shares of NASDAQ ISRG opened at $512.64 on Wednesday. The firm has a market capitalization of $183.74 billion, a P/E ratio of 75.17, a PEG ratio of 5.43 and a beta of 1.64. Intuitive Surgical has a one year low of $413.82 and a one year high of $616.00. The company’s fifty day moving average is $536.71 and its two-hundred day moving average is $536.21.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Tuesday, April 22nd. The medical equipment provider reported $1.81 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.10. The firm had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.19 billion. Intuitive Surgical had a net margin of 28.41% and a return on equity of 14.43%. During the same period last year, the firm posted $1.50 EPS.

Insider Activity

In other Intuitive Surgical news, EVP Gary Loeb sold 1,700 shares of the company’s stock in a transaction dated Friday, April 25th. The shares were sold at an average price of $513.18, for a total value of $872,406.00. Following the transaction, the executive vice president directly owned 2,245 shares in the company, valued at approximately $1,152,089.10. This represents a 43.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Robert Desantis sold 188 shares of the company’s stock in a transaction dated Monday, April 28th. The shares were sold at an average price of $515.91, for a total transaction of $96,991.08. Following the completion of the transaction, the executive vice president owned 5,224 shares in the company, valued at approximately $2,695,113.84. This trade represents a 3.47% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 4,998 shares of company stock valued at $2,611,577 in the last 90 days. Company insiders own 0.70% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Chilton Capital Management LLC increased its stake in shares of Intuitive Surgical by 614.3% during the 1st quarter. Chilton Capital Management LLC now owns 50 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 43 shares during the last quarter. Parvin Asset Management LLC acquired a new position in shares of Intuitive Surgical during the 4th quarter valued at about $26,000. Global Financial Private Client LLC increased its stake in shares of Intuitive Surgical by 253.3% during the 1st quarter. Global Financial Private Client LLC now owns 53 shares of the medical equipment provider’s stock valued at $26,000 after acquiring an additional 38 shares during the last quarter. Elite Financial Inc. acquired a new position in shares of Intuitive Surgical during the 1st quarter valued at about $26,000. Finally, Hurley Capital LLC acquired a new position in shares of Intuitive Surgical during the 4th quarter valued at about $28,000. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

About Intuitive Surgical

Intuitive Surgical, Inc develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System that enables complex surgery using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic procedures enabling minimally invasive biopsies in the lung.