Intuitive Surgical (NASDAQ:ISRG) Raised to “Buy” at Wall Street Zen

Intuitive Surgical (NASDAQ:ISRG) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued on Saturday.

ISRG has been the topic of several other research reports. Jefferies Financial Group upped their price target on shares of Intuitive Surgical from $550.00 to $560.00 and gave the stock a “hold” rating in a research report on Wednesday, October 22nd. Wells Fargo & Company boosted their target price on shares of Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Argus increased their price target on shares of Intuitive Surgical from $600.00 to $630.00 in a research note on Monday, October 27th. Royal Bank Of Canada raised their price target on shares of Intuitive Surgical from $625.00 to $650.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Finally, Zacks Research raised Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a report on Friday, October 24th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $622.17.

Intuitive Surgical Trading Down 1.2%

NASDAQ:ISRG opened at $535.00 on Friday. Intuitive Surgical has a 1 year low of $425.00 and a 1 year high of $616.00. The firm has a 50 day moving average of $566.32 and a 200-day moving average of $512.24. The stock has a market capitalization of $191.79 billion, a P/E ratio of 70.77, a price-to-earnings-growth ratio of 4.40 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results 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. The firm had revenue of $2.51 billion during the quarter, compared to analysts’ expectations of $2.41 billion. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The business’s revenue was up 22.9% on a year-over-year basis. During the same period last year, the firm posted $1.84 EPS. As a group, analysts forecast that Intuitive Surgical will post 6.43 EPS for the current fiscal year.

Insider Buying and Selling at Intuitive Surgical

In other Intuitive Surgical news, EVP Myriam Curet sold 104 shares of the stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $559.90, for a total value of $58,229.60. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Craig H. Barratt sold 750 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $435,000.00. The SEC filing for this sale provides additional information. Insiders sold 114,007 shares of company stock valued at $63,533,844 over the last quarter. 0.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Intuitive Surgical

Several large investors have recently bought and sold shares of ISRG. Evexia Wealth LLC acquired a new position in shares of Intuitive Surgical in the 4th quarter valued at $248,000. Omnia Family Wealth LLC bought a new position in Intuitive Surgical during the fourth quarter worth about $233,000. Beaumont Financial Advisors LLC grew its stake in Intuitive Surgical by 6.4% in the fourth quarter. Beaumont Financial Advisors LLC now owns 650 shares of the medical equipment provider’s stock valued at $368,000 after acquiring an additional 39 shares during the period. Worth Financial Advisory Group LLC bought a new stake in shares of Intuitive Surgical in the fourth quarter worth about $211,000. Finally, Earned Wealth Advisors LLC increased its holdings in shares of Intuitive Surgical by 19.1% in the fourth quarter. Earned Wealth Advisors LLC now owns 686 shares of the medical equipment provider’s stock worth $389,000 after acquiring an additional 110 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: Phase‑3 update on IS‑001 imaging drug — Intuitive advanced its Phase‑3 study aimed at reducing ureter injuries in robotic colorectal surgery, a safety-focused adjoint that could expand the company’s addressable offering and reinforce surgical‑safety differentiation. Intuitive Surgical Advances Phase 3 Imaging Drug
• Positive Sentiment: daVinci systems demand highlighted — Company commentary and industry coverage say system performance “exceeded expectations” and Intuitive is pushing for more placements, supporting procedure growth and recurring consumable revenue. Intuitive says daVinci systems ‘exceeded expectations,’ it wants more
• Positive Sentiment: Analyst support remains — At least some brokers (e.g., Bernstein) have reiterated buy ratings, signaling continued sell‑side conviction in ISRG’s long‑term growth profile despite near‑term noise. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Investor take: “buying the dip” narratives are emerging — Several bullish commentaries argue the pullback is an entry point given Intuitive’s wide moat, recurring consumables and procedure tailwinds. Intuitive Surgical: Buying The Dip On This Wide-Moat Compounder
• Neutral Sentiment: Analysts preparing for Q4 — Preview pieces outline the metrics (procedures, system placements, ASPs, margin drivers) that will matter when full Q4 results and guidance details arrive; these previews can amplify volatility around the print. Intuitive Surgical (ISRG) Q4 Earnings on the Horizon
• Neutral Sentiment: Brokerage commentary roundup — Coverage pieces remind investors that analyst ratings and model changes often move shares; they’re useful context but not a definitive signal by themselves. Brokers Suggest Investing in Intuitive Surgical (ISRG)
• Negative Sentiment: Preliminary Q4 revenue reaction — Although Intuitive reported strong preliminary Q4 and full‑year revenue growth, shares dipped as investors parsed procedure trends, margin dynamics and what management said about demand cadence. That disconnect between a beat and stock action is a key reason for the pullback. Intuitive Surgical Stock Dips on Q4 Preliminary Revenue Results
• Negative Sentiment: Softer 2026 outlook flagged — Company commentary and reporting point to a softer 2026 outlook that trimmed forward expectations, which is the primary negative driver behind today’s weakness. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Market reaction analysis — Coverage asking “why did shares dive?” notes investors punished the stock for guidance/trajectory concerns despite the beat, illustrating that forward commentary and margin clarity matter more than one‑time beats. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?

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.