BTIG Research Reiterates Buy Rating for Intuitive Surgical (NASDAQ:ISRG)

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating reaffirmed by BTIG Research in a report released on Friday,Benzinga reports. They currently have a $616.00 price objective on the medical equipment provider’s stock. BTIG Research’s price objective points to a potential upside of 36.69% from the stock’s current price.

Several other brokerages have also commented on ISRG. 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. Sanford C. Bernstein lifted their price objective on Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a report on Friday, January 23rd. TD Cowen raised Intuitive Surgical to a “strong-buy” rating in a report on Tuesday, January 27th. Raymond James Financial lifted their price objective on Intuitive Surgical from $603.00 to $615.00 and gave the stock an “outperform” rating in a report on Friday, January 23rd. Finally, Argus cut their price objective on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Intuitive Surgical presently has an average rating of “Moderate Buy” and an average target price of $607.00.

Intuitive Surgical Price Performance

Shares of ISRG opened at $450.65 on Friday. Intuitive Surgical has a one year low of $427.84 and a one year high of $603.88. The firm has a market capitalization of $160.04 billion, a P/E ratio of 57.12, a PEG ratio of 3.52 and a beta of 1.68. The business has a fifty day moving average of $481.15 and a 200 day moving average of $514.16.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, topping the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.06% 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 quarter in the previous year, the company posted $2.21 earnings per share. Intuitive Surgical’s revenue was up 18.8% compared to the same quarter last year. Analysts expect that Intuitive Surgical will post 6.43 EPS for the current fiscal year.

Insider Buying and Selling

In other Intuitive Surgical news, EVP Myriam Curet sold 105 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total transaction of $51,864.75. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Patricia L. Wadors sold 220 shares of the business’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $499.71, for a total value of $109,936.20. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders 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

Several hedge funds have recently bought and sold shares of the stock. Riversedge Advisors LLC boosted its stake in shares of Intuitive Surgical by 1.9% in the fourth quarter. Riversedge Advisors LLC now owns 901 shares of the medical equipment provider’s stock worth $510,000 after acquiring an additional 17 shares during the period. Fiduciary Financial Group LLC boosted its stake in shares of Intuitive Surgical by 2.1% in the fourth quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock worth $521,000 after acquiring an additional 19 shares during the period. Prosperity Consulting Group LLC boosted its stake in shares of Intuitive Surgical by 0.5% in the third quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock worth $1,804,000 after acquiring an additional 19 shares during the period. Rossmore Private Capital boosted its stake in shares of Intuitive Surgical by 2.0% in the third quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock worth $446,000 after acquiring an additional 20 shares during the period. Finally, Activest Wealth Management boosted its stake in shares of Intuitive Surgical by 21.7% in the third quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock worth $50,000 after acquiring an additional 20 shares during the period. Institutional investors own 83.64% of the company’s stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: BTIG reaffirmed a “buy” on ISRG and set a $616 price target (~36.7% above the recent price), giving investors a clear upside thesis tied to continued procedure growth and platform expansion. BTIG research note
• Positive Sentiment: Hedge-fund veteran Israel Englander has been increasing exposure to ISRG, signaling conviction from a long-term institutional holder and potentially supporting demand for the shares. Intuitive Surgical Inc. (ISRG): Israel Englander Is Loading Up on This Stock
• Positive Sentiment: Company commentary and analyst notes emphasize reaffirmed double-digit da Vinci procedure growth guidance and investment in new platforms (like Ion), which underpin recurring revenue from instruments & services and longer-term margin expansion. Reaffirmed da Vinci Growth Guidance and New Platforms Could Be A Game Changer For Intuitive Surgical (ISRG)
• Neutral Sentiment: Analysts highlight 13–15% procedure growth forecast for 2026 — a sign of durable demand — but warn that macro or policy shifts could pressure ISRG’s premium valuation. This is supportive long term but creates debate over near-term multiple compression. Can 13-15% Procedure Growth in 2026 Sustain ISRG’s Premium Valuation?
• Neutral Sentiment: Recent intraday moves included a modest rally that still underperformed broader markets, reflecting mixed investor positioning ahead of earnings. Intuitive Surgical, Inc. (ISRG) Advances But Underperforms Market: Key Facts
• Negative Sentiment: ISRG is down sharply YTD (near ~20% per coverage) as investors mark down the stock from a premium multiple amid concerns about near-term upside and broader macro pressures — a major factor driving today’s weakness. ISRG Stock Down Nearly 20% YTD: Should You Buy, Hold or Sell?
• Negative Sentiment: Erste Group (and related notes) trimmed FY estimates / has a weaker outlook for FY2027, signaling some analyst caution that could translate into lower near-term expectations. Erste Group Bank Has Weak Estimate for ISRG FY2027 Earnings

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.