William Blair Expects Lower Earnings for Intuitive Surgical

Intuitive Surgical, Inc. (NASDAQ:ISRG) – Investment analysts at William Blair lowered their Q3 2025 EPS estimates for Intuitive Surgical in a note issued to investors on Monday, September 15th. William Blair analyst B. Vazquez now expects that the medical equipment provider will earn $1.57 per share for the quarter, down from their prior forecast of $1.58. The consensus estimate for Intuitive Surgical’s current full-year earnings is $6.43 per share. William Blair also issued estimates for Intuitive Surgical’s Q4 2025 earnings at $1.74 EPS, Q1 2026 earnings at $1.61 EPS and Q3 2026 earnings at $1.89 EPS.

ISRG has been the subject of several other reports. Evercore ISI raised their price objective 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. Piper Sandler restated an “overweight” rating and set a $595.00 price objective (up from $575.00) on shares of Intuitive Surgical in a research report on Wednesday, July 23rd. Deutsche Bank Aktiengesellschaft restated a “sell” rating on shares of Intuitive Surgical in a research report on Friday, August 22nd. Citigroup restated a “buy” rating and set a $650.00 price objective (up from $590.00) on shares of Intuitive Surgical in a research report on Thursday, May 22nd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $615.00 target price on shares of Intuitive Surgical in a research note on Tuesday, August 19th. Thirteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $595.95.

Intuitive Surgical Trading Up 0.1%

Intuitive Surgical stock opened at $434.50 on Tuesday. Intuitive Surgical has a 12-month low of $425.00 and a 12-month high of $616.00. The stock has a market cap of $155.76 billion, a P/E ratio of 60.60, a PEG ratio of 4.55 and a beta of 1.61. The company has a 50-day moving average price of $481.80 and a 200 day moving average price of $506.35.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Tuesday, July 22nd. The medical equipment provider reported $2.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.93 by $0.26. Intuitive Surgical had a net margin of 28.51% and a return on equity of 14.56%. The firm had revenue of $2.44 billion during the quarter, compared to analysts’ expectations of $2.35 billion. During the same period last year, the business earned $1.78 earnings per share. Intuitive Surgical’s revenue was up 21.4% compared to the same quarter last year.

Insider Activity

In other news, Director Amy L. Ladd sold 336 shares of the firm’s stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $470.11, for a total value of $157,956.96. Following the completion of the transaction, the director owned 1,074 shares of the company’s stock, valued at approximately $504,898.14. This trade represents a 23.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Myriam Curet sold 4,500 shares of the firm’s stock in a transaction that occurred on Friday, July 25th. The shares were sold at an average price of $492.48, for a total transaction of $2,216,160.00. Following the completion of the transaction, the executive vice president directly owned 353 shares of the company’s stock, valued at approximately $173,845.44. The trade was a 92.73% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 45,224 shares of company stock valued at $21,716,492. 0.70% of the stock is currently owned by company insiders.

Institutional Trading of Intuitive Surgical

Several hedge funds have recently added to or reduced their stakes in the company. Tobam raised its holdings in Intuitive Surgical by 666.7% during the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock worth $25,000 after purchasing an additional 40 shares in the last quarter. Kilter Group LLC acquired a new stake in Intuitive Surgical during the second quarter worth approximately $27,000. Chilton Capital Management LLC raised its holdings in Intuitive Surgical by 614.3% during the first quarter. Chilton Capital Management LLC now owns 50 shares of the medical equipment provider’s stock worth $25,000 after purchasing an additional 43 shares in the last quarter. Global Financial Private Client LLC raised its holdings in Intuitive Surgical by 253.3% during the first quarter. Global Financial Private Client LLC now owns 53 shares of the medical equipment provider’s stock worth $26,000 after purchasing an additional 38 shares in the last quarter. Finally, Elite Financial Inc. acquired a new stake in Intuitive Surgical during the first quarter worth approximately $26,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

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.