Raymond James Financial Forecasts Strong Price Appreciation for Intuitive Surgical (NASDAQ:ISRG) Stock

Intuitive Surgical (NASDAQ:ISRG) had its target price lifted by research analysts at Raymond James Financial from $603.00 to $615.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage currently has an “outperform” rating on the medical equipment provider’s stock. Raymond James Financial’s target price indicates a potential upside of 17.37% from the company’s current price.

Other analysts also recently issued research reports about the stock. Royal Bank Of Canada raised 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. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Wall Street Zen upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. BTIG Research reissued a “buy” rating and set a $616.00 target price on shares of Intuitive Surgical in a research report on Friday. Finally, Piper Sandler restated an “overweight” rating and issued a $620.00 target price (up previously from $610.00) on shares of Intuitive Surgical in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $617.57.

Intuitive Surgical Stock Down 0.3%

Shares of NASDAQ ISRG opened at $523.99 on Friday. The company has a market capitalization of $187.84 billion, a PE ratio of 66.41, a P/E/G ratio of 4.26 and a beta of 1.67. The firm has a fifty day simple moving average of $562.32 and a 200 day simple moving average of $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 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. Intuitive Surgical had a return on equity of 15.18% and a net margin of 28.38%.The firm 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 EPS. The business’s quarterly revenue was up 18.8% on a year-over-year basis. As a group, equities analysts expect that Intuitive Surgical will post 6.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Henry L. Charlton sold 13,731 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $7,963,980.00. Following the sale, the executive vice president owned 3,056 shares in the company, valued at approximately $1,772,480. This trade represents a 81.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Gary S. Guthart sold 22,806 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $570.89, for a total value of $13,019,717.34. Following the transaction, the insider owned 2,694 shares of the company’s stock, valued at approximately $1,537,977.66. The trade was a 89.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 55,714 shares of company stock valued at $31,617,799 in the last 90 days. Corporate insiders own 0.70% of the company’s stock.

Institutional Investors Weigh In On Intuitive Surgical

A number of institutional investors and hedge funds have recently bought and sold shares of ISRG. Tobam increased its holdings in shares of Intuitive Surgical by 666.7% in the 2nd quarter. Tobam now owns 46 shares of the medical equipment provider’s stock worth $25,000 after buying an additional 40 shares during the last quarter. Holos Integrated Wealth LLC purchased a new position in Intuitive Surgical in the fourth quarter worth $25,000. Newbridge Financial Services Group Inc. increased its stake in Intuitive Surgical by 300.0% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 33 shares during the last quarter. Kilter Group LLC purchased a new stake in Intuitive Surgical during the second quarter valued at about $27,000. Finally, Greykasell Wealth Strategies Inc. bought a new stake in Intuitive Surgical during the third quarter worth about $27,000. 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: 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

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.