Evercore ISI Has Lowered Expectations for Intuitive Surgical (NASDAQ:ISRG) Stock Price

Intuitive Surgical (NASDAQ:ISRG) had its target price decreased by analysts at Evercore ISI from $580.00 to $550.00 in a research report issued to clients and investors on Friday, Marketbeat Ratings reports. The firm presently has an “in-line” rating on the medical equipment provider’s stock. Evercore ISI’s price objective suggests a potential upside of 4.96% from the stock’s previous close.

A number of other equities analysts have also recently commented on ISRG. Rothschild & Co Redburn raised their target price on Intuitive Surgical from $610.00 to $615.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. HSBC upped 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. Truist Financial lifted their price objective on Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, December 18th. Jefferies Financial Group boosted their price objective on Intuitive Surgical from $550.00 to $560.00 and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Finally, Zacks Research cut shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $617.57.

Intuitive Surgical Stock Down 0.3%

Shares of NASDAQ:ISRG opened at $523.99 on Friday. The stock has a market capitalization of $187.84 billion, a PE ratio of 66.41, a price-to-earnings-growth ratio of 4.26 and a beta of 1.67. The firm’s 50 day moving average price is $562.32 and its 200-day moving average price is $511.68. Intuitive Surgical has a twelve month low of $425.00 and a twelve month high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS 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 analysts’ expectations of $2.72 billion. During the same period in the prior year, the company earned $2.21 earnings per share. The firm’s revenue was up 18.8% on a year-over-year basis. Analysts expect that Intuitive Surgical will post 6.43 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Intuitive Surgical news, EVP Brian Edward Miller sold 3,500 shares of the stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $575.00, for a total transaction of $2,012,500.00. Following the completion of the sale, the executive vice president directly owned 5,758 shares of the company’s stock, valued at $3,310,850. This trade represents a 37.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Gary S. Guthart sold 22,806 shares of Intuitive Surgical stock in a transaction that occurred 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 sale, the insider owned 2,694 shares in the company, valued at approximately $1,537,977.66. The trade was a 89.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 55,714 shares of company stock worth $31,617,799 over the last ninety days. 0.70% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in ISRG. Bridgewater Advisors Inc. grew its position in shares of Intuitive Surgical by 5.4% during the fourth quarter. Bridgewater Advisors Inc. now owns 1,042 shares of the medical equipment provider’s stock valued at $546,000 after purchasing an additional 53 shares in the last quarter. Bingham Private Wealth LLC purchased a new stake in shares of Intuitive Surgical in the fourth quarter worth about $1,088,000. Sunpointe LLC bought a new position in Intuitive Surgical during the fourth quarter valued at approximately $267,000. Farther Finance Advisors LLC grew its holdings in Intuitive Surgical by 33.9% during the 4th quarter. Farther Finance Advisors LLC now owns 9,950 shares of the medical equipment provider’s stock valued at $5,635,000 after buying an additional 2,517 shares in the last quarter. Finally, Sage Mountain Advisors LLC grew its holdings in Intuitive Surgical by 12.1% during the 4th quarter. Sage Mountain Advisors LLC now owns 2,526 shares of the medical equipment provider’s stock valued at $1,431,000 after buying an additional 272 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Trending Headlines about Intuitive Surgical

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.