Research Analysts Offer Predictions for ISRG FY2027 Earnings

Intuitive Surgical, Inc. (NASDAQ:ISRG) – Analysts at Erste Group Bank decreased their FY2027 earnings per share estimates for Intuitive Surgical in a research report issued on Thursday, April 2nd. Erste Group Bank analyst H. Engel now expects that the medical equipment provider will earn $9.52 per share for the year, down from their prior forecast of $9.54. The consensus estimate for Intuitive Surgical’s current full-year earnings is $6.43 per share.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. The company had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The firm’s revenue was up 18.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.21 earnings per share.

ISRG has been the topic of several other reports. Wall Street Zen cut Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Barclays set a $712.00 price objective on Intuitive Surgical and gave the company an “overweight” rating in a research note on Monday, January 26th. Royal Bank Of Canada increased their price objective on Intuitive Surgical from $625.00 to $650.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. TD Cowen upgraded Intuitive Surgical to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, The Goldman Sachs Group reduced their price objective on Intuitive Surgical from $714.00 to $609.00 and set a “buy” rating on the stock in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Intuitive Surgical presently has a consensus rating of “Moderate Buy” and an average price target of $607.00.

Intuitive Surgical Trading Up 2.1%

Shares of NASDAQ ISRG opened at $462.28 on Wednesday. The stock has a market cap of $164.17 billion, a P/E ratio of 58.59, a PEG ratio of 3.49 and a beta of 1.68. Intuitive Surgical has a 12-month low of $427.84 and a 12-month high of $603.88. The business’s fifty day simple moving average is $483.27 and its 200-day simple moving average is $514.06.

Institutional Trading of Intuitive Surgical

A number of hedge funds and other institutional investors have recently made changes to their positions in ISRG. Brighton Jones LLC increased its position in shares of Intuitive Surgical by 24.9% during the fourth quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock worth $1,916,000 after purchasing an additional 731 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Intuitive Surgical by 3.8% during the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after purchasing an additional 34 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of Intuitive Surgical by 38.0% during the second quarter. Schnieders Capital Management LLC. now owns 973 shares of the medical equipment provider’s stock worth $529,000 after purchasing an additional 268 shares in the last quarter. StoneX Group Inc. increased its position in shares of Intuitive Surgical by 9.6% during the second quarter. StoneX Group Inc. now owns 1,054 shares of the medical equipment provider’s stock worth $573,000 after purchasing an additional 92 shares in the last quarter. Finally, Gamco Investors INC. ET AL increased its position in shares of Intuitive Surgical by 3.7% during the second quarter. Gamco Investors INC. ET AL now owns 10,443 shares of the medical equipment provider’s stock worth $5,675,000 after purchasing an additional 376 shares in the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Insiders Place Their Bets

In other news, Director Gary S. Guthart sold 24,500 shares of the stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $530.10, for a total value of $12,987,450.00. Following the transaction, the director owned 3,694 shares in the company, valued at approximately $1,958,189.40. This represents a 86.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Fredrik Widman sold 133 shares of Intuitive Surgical stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total value of $65,829.68. Following the sale, the vice president owned 660 shares in the company, valued at $326,673.60. This trade represents a 16.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 32,943 shares of company stock worth $17,279,568. 0.60% of the stock is currently owned by company insiders.

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: Intuitive’s push to embed AI into its da Vinci systems reinforces the company’s long‑term growth and margin story, supporting investor confidence in recurring procedure growth and software monetization. AI Push Article
• Positive Sentiment: Goldman Sachs kept a Buy rating on ISRG, signaling continued institutional support despite lowering its price target to $609 — the maintained Buy reduces downside risk for some investors. Goldman Sachs PT Article
• Positive Sentiment: Third‑party coverage highlights Intuitive’s strong balance sheet (no debt) and near‑monopoly position in robotic surgery — a supportive fundamental narrative for long‑term investors. Fool No‑Debt Article
• Positive Sentiment: Analysts and commentators point to an underappreciated large opportunity in anti‑obesity procedures that could widen Intuitive’s TAM and future procedure volumes. Anti‑Obesity Opportunity Article
• Neutral Sentiment: Market summaries note ISRG rose today but underperformed the market, suggesting selective buying rather than broad momentum. Zacks Market Summary
• Neutral Sentiment: Erste Group trimmed FY2027 EPS estimates very slightly (from $9.54 to $9.52) — the change is immaterial to near‑term outlook but reflects close monitoring of margins and procedure growth.
• Negative Sentiment: Evercore published a pessimistic forecast for ISRG, introducing downside bias from a well‑known sell‑side voice that can influence short‑term flows and sentiment. Evercore Forecast Article
• Negative Sentiment: Goldman’s sizable cut to its price target (from $714 to $609) signals valuation pressure — even with a Buy rating, lower targets can prompt profit‑taking or cap repositioning by funds. Goldman Sachs PT Article

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.