BTIG Research Reaffirms “Buy” Rating for Intuitive Surgical (NASDAQ:ISRG)

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating restated by equities research analysts at BTIG Research in a research note issued on Friday,Benzinga reports. They currently have a $616.00 target price on the medical equipment provider’s stock. BTIG Research’s target price would suggest a potential upside of 17.56% from the stock’s current price.

Several other research firms also recently issued reports on ISRG. Rothschild & Co Redburn upped their price objective on shares of Intuitive Surgical from $610.00 to $615.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Evercore ISI set a $580.00 target price on shares of Intuitive Surgical in a research report on Monday, January 5th. Truist Financial raised their price target on shares of Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Zacks Research downgraded shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research note on Wednesday. Finally, Barclays reissued an “overweight” rating and issued a $686.00 target price (up from $635.00) on shares of Intuitive Surgical in a research report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $617.57.

Intuitive Surgical Trading Down 0.3%

Shares of ISRG opened at $523.99 on Friday. The firm has a market cap of $187.84 billion, a PE ratio of 66.41, a P/E/G ratio of 4.26 and a beta of 1.67. Intuitive Surgical has a 12 month low of $425.00 and a 12 month high of $609.08. The stock has a fifty day moving average price of $562.32 and a 200-day moving average price of $511.68.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.18% and a net margin of 28.38%.The firm had revenue of $2.87 billion for the quarter, compared to the consensus estimate of $2.72 billion. During the same period in the previous year, the business earned $2.21 EPS. The firm’s revenue for the quarter was up 18.8% on a year-over-year basis. As a group, research analysts forecast that Intuitive Surgical will post 6.43 EPS for the current year.

Insider Transactions at Intuitive Surgical

In related news, SVP Mark Brosius sold 464 shares of the firm’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $548.49, for a total transaction of $254,499.36. Following the completion of the transaction, the senior vice president owned 131 shares of the company’s stock, valued at $71,852.19. This trade represents a 77.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Gary S. Guthart sold 22,806 shares of the company’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $570.89, for a total transaction of $13,019,717.34. Following the completion of the sale, the insider directly owned 2,694 shares in the company, valued at approximately $1,537,977.66. The trade was a 89.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 55,714 shares of company stock valued at $31,617,799. 0.70% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of ISRG. Tobam boosted its position in Intuitive Surgical by 666.7% in the 2nd 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. Holos Integrated Wealth LLC purchased a new position in shares of Intuitive Surgical during the 4th quarter valued at approximately $25,000. Newbridge Financial Services Group Inc. lifted its stake in shares of Intuitive Surgical by 300.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 33 shares during the period. Kilter Group LLC purchased a new stake in Intuitive Surgical during the second quarter worth $27,000. Finally, Greykasell Wealth Strategies Inc. purchased a new stake in Intuitive Surgical during the third quarter worth $27,000. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

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

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.