The Goldman Sachs Group Has Lowered Expectations for Intuitive Surgical (NASDAQ:ISRG) Stock Price

Intuitive Surgical (NASDAQ:ISRG) had its price objective lowered by investment analysts at The Goldman Sachs Group from $714.00 to $609.00 in a research report issued on Wednesday, MarketBeat.com reports. The brokerage presently has a “buy” rating on the medical equipment provider’s stock. The Goldman Sachs Group’s price target points to a potential upside of 33.86% from the stock’s previous close.

Several other research firms also recently weighed in on ISRG. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Piper Sandler reaffirmed an “overweight” rating and issued a $620.00 price objective (up from $610.00) on shares of Intuitive Surgical in a report on Friday, January 23rd. HSBC upped their price target on shares of Intuitive Surgical from $644.00 to $653.00 and gave the company a “buy” rating in a report on Monday, January 26th. UBS Group reduced their price objective on shares of Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating for the company in a research report on Tuesday, March 17th. Finally, Robert W. Baird reduced their price objective on shares of Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $607.00.

Intuitive Surgical Stock Down 1.6%

ISRG stock opened at $454.94 on Wednesday. The company has a market capitalization of $161.56 billion, a P/E ratio of 57.66, a PEG ratio of 3.61 and a beta of 1.68. The company has a 50-day simple moving average of $482.22 and a 200 day simple moving average of $513.65. Intuitive Surgical has a fifty-two week low of $427.84 and a fifty-two week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data 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. The business had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The company’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.21 earnings per share. Equities analysts anticipate that Intuitive Surgical will post 6.43 EPS for the current year.

Insider Activity at Intuitive Surgical

In other Intuitive Surgical news, Director Gary S. Guthart sold 24,500 shares of the company’s stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $530.10, for a total transaction of $12,987,450.00. Following the completion of the sale, the director directly owned 3,694 shares of the company’s stock, valued at approximately $1,958,189.40. This represents a 86.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Patricia L. Wadors sold 220 shares of the company’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $499.71, for a total transaction of $109,936.20. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 32,943 shares of company stock worth $17,279,568. Company insiders own 0.60% of the company’s stock.

Institutional Trading of Intuitive Surgical

Hedge funds have recently bought and sold shares of the company. Holos Integrated Wealth LLC purchased a new stake in Intuitive Surgical during the fourth quarter valued at about $25,000. Newbridge Financial Services Group Inc. lifted its stake in Intuitive Surgical by 300.0% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after buying an additional 33 shares in the last quarter. Greykasell Wealth Strategies Inc. purchased a new stake in Intuitive Surgical during the third quarter valued at about $27,000. Olistico Wealth LLC purchased a new stake in Intuitive Surgical during the fourth quarter valued at about $28,000. Finally, Caitlin John LLC purchased a new stake in Intuitive Surgical during the third quarter valued at about $30,000. 83.64% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Company forecasts procedure growth of ~13–15% in 2026, signaling durable demand for da Vinci systems and continued international expansion — a core driver of recurring system, instrument and services revenue that supports a premium valuation. Can 13-15% Procedure Growth in 2026 Sustain ISRG’s Premium Valuation?
• Positive Sentiment: Management’s AI initiative for surgical decision support and precision enhancements reinforces the long‑term growth narrative and could expand service/software monetization beyond hardware. That roadmap supports multiple‑year upside if outcomes and adoption follow. Intuitive Surgical’s AI Push Tests Valuation And Da Vinci Growth Story
• Positive Sentiment: Analyst commentary highlights ISRG’s financial strength (no net debt) and dominant market position in robotic‑assisted surgery — factors that support defensive earnings visibility and higher multiples relative to peers. This Healthcare Stock Has No Debt and a Near-Monopoly in Its Market
• Neutral Sentiment: ISRG recently posted an intra‑session advance but still underperformed the broader market, indicating mixed investor appetite despite positive fundamentals. Short‑term volatility may persist around news flow and macro data. Intuitive Surgical, Inc. (ISRG) Advances But Underperforms Market: Key Facts
• Neutral Sentiment: Goldman Sachs lowered its price target from $714 to $609 but kept a Buy rating — a signal that confidence in the story remains but upside expectations were trimmed, which can cap near‑term momentum. Goldman Sachs Adjusts Price Target on Intuitive Surgical to $609
• Neutral Sentiment: Erste Group made very small trims to FY2026/FY2027 EPS estimates (rounding adjustments only), implying analysts are largely tracking management guidance but remain watchful for macro or reimbursement shifts. Erste Group Analyst Note / MarketBeat Summary
• Negative Sentiment: Evercore published a pessimistic forecast for ISRG’s stock price, adding downside narrative that can influence sentiment and increase selling pressure among more defensive investors. Evercore Issues Pessimistic Forecast for Intuitive Surgical

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.