Robert W. Baird Lowers Intuitive Surgical (NASDAQ:ISRG) Price Target to $645.00

Intuitive Surgical (NASDAQ:ISRG) had its target price cut by Robert W. Baird from $655.00 to $645.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The brokerage currently has an “outperform” rating on the medical equipment provider’s stock. Robert W. Baird’s price target indicates a potential upside of 23.09% from the company’s current price.

A number of other equities analysts have also issued reports on ISRG. Jefferies Financial Group upped their target price 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. Royal Bank Of Canada boosted their price objective on shares of Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Rothschild & Co Redburn upped their price objective on Intuitive Surgical from $610.00 to $615.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Daiwa Capital Markets increased their price objective on Intuitive Surgical from $510.00 to $550.00 and gave the company an “outperform” rating in a research report on Friday, October 24th. Finally, Piper Sandler restated an “overweight” rating and set a $620.00 target price (up previously from $610.00) on shares of Intuitive Surgical in a research report on Friday. One 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and an average price target of $617.57.

Intuitive Surgical Stock Performance

Shares of ISRG opened at $523.99 on Friday. The company has a market cap of $187.84 billion, a price-to-earnings ratio of 66.41, a PEG ratio of 4.26 and a beta of 1.67. The stock has a fifty day moving average price of $562.32 and a two-hundred day moving average price of $511.68. Intuitive Surgical has a 52-week low of $425.00 and a 52-week high of $609.08.

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, beating analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.18% and a net margin of 28.38%.The company had revenue of $2.87 billion during the quarter, compared to analyst estimates of $2.72 billion. During the same period last year, the company posted $2.21 earnings per share. The firm’s quarterly revenue was up 18.8% compared to the same quarter last year. As a group, research analysts predict that Intuitive Surgical will post 6.43 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Henry L. Charlton sold 13,731 shares of the business’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total transaction of $7,963,980.00. Following the completion of the transaction, the executive vice president directly owned 3,056 shares in the company, valued at approximately $1,772,480. The trade was a 81.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Gary S. Guthart sold 22,806 shares of the 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 completion of the sale, the insider owned 2,694 shares in the company, valued at $1,537,977.66. This represents a 89.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 55,714 shares of company stock valued at $31,617,799 in the last ninety days. 0.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Intuitive Surgical

Several large investors have recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Intuitive Surgical in the 2nd quarter valued at $2,569,260,000. Rakuten Investment Management Inc. bought a new position in Intuitive Surgical during the third quarter worth about $388,436,000. Assenagon Asset Management S.A. grew its stake in Intuitive Surgical by 106.6% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,533,771 shares of the medical equipment provider’s stock valued at $868,667,000 after acquiring an additional 791,516 shares during the period. Amundi increased its holdings 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 worth $1,451,362,000 after acquiring an additional 739,444 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in shares of Intuitive Surgical by 2.1% during the second quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after purchasing an additional 670,302 shares during the period. 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: 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.