Leerink Partnrs Has Strong Forecast for ISRG FY2025 Earnings

Intuitive Surgical, Inc. (NASDAQ:ISRG) – Equities research analysts at Leerink Partnrs boosted their FY2025 EPS estimates for Intuitive Surgical in a research note issued on Wednesday, October 22nd. Leerink Partnrs analyst M. Kratky now expects that the medical equipment provider will post earnings per share of $6.91 for the year, up from their prior estimate of $6.58. 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 $1.80 EPS and FY2026 earnings at $7.73 EPS.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.99 by $0.41. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The firm had revenue of $2.51 billion for the quarter, compared to analyst estimates of $2.41 billion. During the same period last year, the firm earned $1.84 earnings per share. The business’s quarterly revenue was up 22.9% compared to the same quarter last year.

Other research analysts have also issued reports about the stock. HSBC raised their price target on shares of Intuitive Surgical from $595.00 to $644.00 and gave the company a “buy” rating in a research report on Thursday. Sanford C. Bernstein reissued an “outperform” rating and set a $685.00 price target on shares of Intuitive Surgical in a research report on Tuesday, October 21st. The Goldman Sachs Group dropped their price target on shares of Intuitive Surgical from $621.00 to $567.00 and set a “buy” rating on the stock in a research report on Wednesday, October 1st. Wells Fargo & Company raised their price target on shares of Intuitive Surgical from $599.00 to $600.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. Finally, Piper Sandler raised their price target on shares of Intuitive Surgical from $595.00 to $610.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $602.32.

Intuitive Surgical Price Performance

Shares of ISRG stock opened at $546.51 on Monday. The firm has a 50-day moving average of $458.09 and a 200-day moving average of $497.11. Intuitive Surgical has a one year low of $425.00 and a one year high of $616.00. The company has a market cap of $195.91 billion, a P/E ratio of 72.29, a P/E/G ratio of 5.02 and a beta of 1.61.

Institutional Trading of Intuitive Surgical

Large investors have recently added to or reduced their stakes in the stock. Chilton Capital Management LLC increased its stake in shares of Intuitive Surgical by 614.3% in 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. Tobam increased its stake in shares of Intuitive Surgical by 666.7% in 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. Elite Financial Inc. purchased a new position in shares of Intuitive Surgical in the first quarter worth about $26,000. Kilter Group LLC purchased a new position in shares of Intuitive Surgical in the second quarter worth about $27,000. Finally, LFA Lugano Financial Advisors SA purchased a new position in shares of Intuitive Surgical in the first quarter worth about $30,000. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Insider Transactions at Intuitive Surgical

In related news, insider Gary S. Guthart sold 29,360 shares of the firm’s stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $472.49, for a total transaction of $13,872,306.40. Following the completion of the sale, the insider owned 19,827 shares in the company, valued at approximately $9,368,059.23. This trade represents a 59.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Amy L. Ladd sold 335 shares of the firm’s stock in a transaction dated Thursday, September 4th. The stock was sold at an average price of $440.69, for a total transaction of $147,631.15. Following the sale, the director owned 739 shares of the company’s stock, valued at $325,669.91. This trade represents a 31.19% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 30,031 shares of company stock valued at $14,177,895 in the last 90 days. 0.70% of the stock is currently owned by corporate insiders.

Intuitive Surgical Company Profile

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.