Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the twenty-five brokerages that are presently covering the company, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, six have given a hold rating, sixteen have issued a buy rating and two have assigned a strong buy rating to the company. The average 12 month price objective among analysts that have covered the stock in the last year is $614.9545.
A number of research analysts have recently issued reports on the company. HSBC lifted their price target on Intuitive Surgical from $644.00 to $653.00 and gave the company a “buy” rating in a report on Monday, January 26th. Citigroup raised Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price objective on the stock in a research report on Wednesday, March 11th. Barclays set a $712.00 target price on Intuitive Surgical and gave the company an “overweight” rating in a research note on Monday, January 26th. Wall Street Zen downgraded shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Finally, Truist Financial increased their price target on shares of Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, December 18th.
Intuitive Surgical Stock Performance
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.27 by $0.26. The company had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. Intuitive Surgical’s revenue was up 18.8% compared to the same quarter last year. During the same period last year, the company posted $2.21 earnings per share. Equities research analysts forecast that Intuitive Surgical will post 6.43 EPS for the current year.
Insider Activity
In other Intuitive Surgical news, EVP Myriam Curet sold 105 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $493.95, for a total value of $51,864.75. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Patricia L. Wadors sold 220 shares of Intuitive Surgical stock in a transaction on Friday, February 27th. The stock was 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. Over the last three months, insiders sold 32,943 shares of company stock worth $17,279,568. 0.60% of the stock is currently owned by insiders.
Institutional Investors Weigh In On Intuitive Surgical
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. J. Derek Lewis & Associates Inc. purchased a new stake in shares of Intuitive Surgical during the fourth quarter worth about $2,963,000. Purpose Unlimited Inc. purchased a new position in shares of Intuitive Surgical in the 4th quarter valued at approximately $291,000. Carter Financial LLC purchased a new position in shares of Intuitive Surgical in the 4th quarter valued at approximately $204,000. Osbon Capital Management LLC acquired a new stake in Intuitive Surgical in the 4th quarter worth approximately $148,000. Finally, World Investment Advisors grew its position in Intuitive Surgical by 27.6% during the 4th quarter. World Investment Advisors now owns 6,888 shares of the medical equipment provider’s stock worth $3,901,000 after purchasing an additional 1,489 shares during the last quarter. 83.64% of the stock is currently owned by hedge funds and other institutional investors.
More 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
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.
Featured Stories
Receive News & Ratings for Intuitive Surgical Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Intuitive Surgical and related companies with MarketBeat.com's FREE daily email newsletter.
