Intuitive Surgical (NASDAQ:ISRG) Given New $750.00 Price Target at Sanford C. Bernstein

Intuitive Surgical (NASDAQ:ISRG) had its price target increased by Sanford C. Bernstein from $740.00 to $750.00 in a report published on Friday morning, MarketBeat Ratings reports. Sanford C. Bernstein currently has an outperform rating on the medical equipment provider’s stock.

A number of other analysts also recently issued reports on ISRG. Leerink Partners lifted their target price on Intuitive Surgical from $593.00 to $600.00 and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. HSBC boosted their price target on Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Hsbc Global Res raised Intuitive Surgical to a “strong-buy” rating in a report on Thursday, October 23rd. Piper Sandler reissued an “overweight” rating and issued a $620.00 target price (up from $610.00) on shares of Intuitive Surgical in a research note on Friday. Finally, Wells Fargo & Company upped their price target on shares of Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and an average target price of $617.57.

Intuitive Surgical Stock Down 0.3%

Shares of ISRG stock opened at $523.99 on Friday. Intuitive Surgical has a 12 month low of $425.00 and a 12 month high of $609.08. The company’s fifty day simple moving average is $562.32 and its 200-day simple moving average is $511.79. The firm has a market cap of $187.84 billion, a PE ratio of 66.41, a P/E/G ratio of 4.28 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.18%. The business had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. During the same quarter last year, the firm earned $2.21 earnings per share. The firm’s revenue for the quarter was up 18.8% compared to the same quarter last year. On average, equities analysts predict that Intuitive Surgical will post 6.43 earnings per share for the current fiscal year.

Insider Activity

In other Intuitive Surgical news, EVP Henry L. Charlton sold 13,731 shares of the company’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $7,963,980.00. Following the transaction, the executive vice president directly owned 3,056 shares in the company, valued at $1,772,480. The trade was a 81.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Mark Brosius sold 4,500 shares of the stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the completion of the transaction, the senior vice president directly owned 907 shares in the company, valued at $496,455.52. The trade was a 83.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 55,714 shares of company stock valued at $31,617,799. 0.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On Intuitive Surgical

A number of institutional investors have recently made changes to their positions in the company. Norges Bank acquired a new stake in Intuitive Surgical during the 2nd quarter worth approximately $2,569,260,000. Rakuten Investment Management Inc. bought a new position in Intuitive Surgical during the 3rd quarter worth $388,436,000. Assenagon Asset Management S.A. lifted its holdings in shares of Intuitive Surgical by 106.6% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,533,771 shares of the medical equipment provider’s stock worth $868,667,000 after buying an additional 791,516 shares in the last quarter. Amundi boosted its position in shares of Intuitive Surgical by 29.7% in the third quarter. Amundi now owns 3,227,472 shares of the medical equipment provider’s stock valued at $1,451,362,000 after acquiring an additional 739,444 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Intuitive Surgical by 2.1% in the second quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock valued at $18,115,025,000 after acquiring an additional 670,302 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Intuitive Surgical News Summary

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

• Positive Sentiment: Q4 results beat Wall Street: Revenue and adjusted EPS topped estimates, backed by higher procedure volumes and system demand — a primary near‑term driver of recurring instrument sales. Reuters: Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Positive Sentiment: Analysts boost some targets and reaffirm conviction: Bernstein raised its target sharply (big upside), Raymond James and BTIG reaffirmed/outperform with higher targets — supporting upside potential from elongation of the company’s growth runway. Benzinga: Analysts revise forecasts after Q4
• Neutral Sentiment: Guidance is measured: Management expects mid‑teens da Vinci procedure growth (midpoint ~14%) and 2026 gross margin around 67–68%, while flagging higher operating expenses for R&D — signaling steady growth but potential margin/operating‑leverage moderation. MarketBeat: Intuitive Surgical Just Proved the Growth Engine Still Runs
• Neutral Sentiment: JURA clinical update and milestone PRs add long‑term optionality: Early imaging data from the JURA feasibility study and a new 20 million‑patient da Vinci milestone reinforce long‑term growth narratives beyond core platforms. TipRanks: JURA feasibility study update GlobeNewswire: 20 Million Patients Benefit from da Vinci Surgery
• Negative Sentiment: Tariffs and gross‑margin pressure noted: Management expects tariffs to cut gross margins (about a 1.2% headwind in 2026) and flagged some gross‑margin decline vs. recent quarters — a medium‑term profitability risk. Zacks: Q4 beat but gross margin declines
• Negative Sentiment: Mixed analyst moves and a few downgrades: Some firms trimmed targets or moved to in‑line/hold (Evercore, Zacks), creating near‑term debate over valuation vs. growth and muting upside for traders focused on short‑term catalysts. The Fly: Evercore lowers price target

Intuitive Surgical Company Profile

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.