FY2027 Earnings Estimate for ISRG Issued By Erste Group Bank

Intuitive Surgical, Inc. (NASDAQ:ISRG) – Investment analysts at Erste Group Bank cut their FY2027 earnings estimates for Intuitive Surgical in a research report issued on Tuesday, March 24th. Erste Group Bank analyst H. Engel now expects that the medical equipment provider will earn $9.54 per share for the year, down from their prior forecast of $9.55. The consensus estimate for Intuitive Surgical’s current full-year earnings is $6.43 per share.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating the consensus estimate of $2.27 by $0.26. The company 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 firm’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same quarter last year, the firm earned $2.21 earnings per share.

Several other research analysts have also recently weighed in on ISRG. Piper Sandler restated an “overweight” rating and issued a $620.00 price target (up from $610.00) on shares of Intuitive Surgical in a research note on Friday, January 23rd. Argus dropped their price objective on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Weiss Ratings reissued a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Evercore lowered their target price on shares of Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating on the stock in a research note on Friday, January 23rd. Finally, Wall Street Zen downgraded shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $614.95.

Intuitive Surgical Trading Down 3.4%

Shares of ISRG opened at $452.66 on Friday. The business’s fifty day simple moving average is $494.50 and its two-hundred day simple moving average is $512.92. Intuitive Surgical has a 12 month low of $425.00 and a 12 month high of $603.88. The company has a market cap of $160.75 billion, a price-to-earnings ratio of 57.37, a P/E/G ratio of 3.62 and a beta of 1.66.

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, VP Fredrik Widman sold 133 shares of the 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 transaction, the vice president owned 660 shares of the company’s stock, valued at approximately $326,673.60. This represents a 16.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Mark Brosius sold 645 shares of the firm’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $485.01, for a total value of $312,831.45. Following the completion of the transaction, the senior vice president directly owned 1,613 shares in the company, valued at $782,321.13. The trade was a 28.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 32,943 shares of company stock worth $17,279,568 in the last three months. 0.60% of the stock is owned by insiders.

Hedge Funds Weigh In On Intuitive Surgical

Institutional investors and hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of Intuitive Surgical by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock worth $15,026,776,000 after acquiring an additional 263,828 shares during the last quarter. State Street Corp increased its stake in shares of Intuitive Surgical by 1.0% in the 4th quarter. State Street Corp now owns 15,701,591 shares of the medical equipment provider’s stock worth $8,892,753,000 after purchasing an additional 162,264 shares in the last quarter. Capital World Investors increased its stake in shares of Intuitive Surgical by 1.7% in the 4th quarter. Capital World Investors now owns 7,856,018 shares of the medical equipment provider’s stock worth $4,449,491,000 after purchasing an additional 127,526 shares in the last quarter. Norges Bank bought a new position in Intuitive Surgical in the 4th quarter worth $2,856,987,000. Finally, Invesco Ltd. raised its holdings in Intuitive Surgical by 4.8% in the 2nd quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock worth $2,402,488,000 after purchasing an additional 201,159 shares during the period. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Key Intuitive Surgical News

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

• Positive Sentiment: Investment note praising ISRG’s leadership — RiverPark’s Q4 2025 investor letter underscores Intuitive’s dominant position in robotic-assisted surgery and durable growth prospects, reinforcing a long-term bullish thesis for system and consumable revenue. What Makes Intuitive Surgical (ISRG) a Clear Leader in Robotic-Assisted Surgery?
• Positive Sentiment: Bullish coverage highlighting ISRG as a top pure-play robotics name — Financial write-ups continue to label Intuitive as a leading pure-play in surgical robotics based on its installed base and recurring-revenue model, supporting investor confidence in medium-term growth. Is Intuitive Surgical Inc. (ISRG) the best pure-play robotics stock to buy now?
• Positive Sentiment: Competitive moat emphasized by former executive — A former Intuitive exec points to training and surgeon relationships as core, durable advantages that limit competition and support pricing power for systems and consumables. Intuitive Surgical stock moat lies in training, former exec says
• Neutral Sentiment: Mention in broader “cash-heavy” screeners — ISRG appears in coverage of cash-rich companies, which can be reassuring for balance-sheet stability but doesn’t materially change near-term demand or margin outlook. 2 Cash-Heavy Stocks with Solid Fundamentals and 1 Facing Headwinds
• Negative Sentiment: Market-wide geopolitical shock driving selling — Shares fell as indexes weakened on escalating U.S.–Iran tensions and related oil/uncertainty concerns; this is a macro-driven headwind that can pressure even fundamentally strong names like ISRG in the short term. Artivion, Intuitive Surgical, GE HealthCare, LeMaitre, and Globus Medical Shares Plummet, What You Need To Know
• Negative Sentiment: Small analyst EPS trim — Erste Group marginally reduced its FY2027 EPS forecast for ISRG (tiny cut), a reminder analysts are watching margin and growth cadence — the revision is small but contributes to short-term pressure when combined with macro risk. Intuitive Surgical (ISRG) — MarketBeat coverage

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.