Analysts Set Intuitive Surgical, Inc. (NASDAQ:ISRG) Price Target at $622.17

Intuitive Surgical, Inc. (NASDAQ:ISRG) has been assigned a consensus rating of “Moderate Buy” from the twenty-seven analysts that are covering the company, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation, sixteen have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $622.1667.

A number of equities analysts recently weighed in on ISRG shares. Rothschild & Co Redburn boosted their price objective on shares of Intuitive Surgical from $610.00 to $615.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Weiss Ratings restated a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Barclays reaffirmed an “overweight” rating and set a $686.00 price objective (up from $635.00) on shares of Intuitive Surgical in a research report on Wednesday, January 7th. Jefferies Financial Group boosted their target price on Intuitive Surgical from $550.00 to $560.00 and gave the stock a “hold” rating in a research report on Wednesday, October 22nd. Finally, Citigroup downgraded shares of Intuitive Surgical from a “buy” rating to a “neutral” rating and dropped their price target for the company from $650.00 to $635.00 in a report on Thursday, December 11th.

Intuitive Surgical Price Performance

Shares of Intuitive Surgical stock opened at $535.00 on Monday. Intuitive Surgical has a 1 year low of $425.00 and a 1 year high of $616.00. The firm’s 50-day moving average is $566.32 and its 200 day moving average is $512.24. The stock has a market cap of $191.79 billion, a price-to-earnings ratio of 70.77, a PEG ratio of 4.40 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last issued its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.99 by $0.41. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The business had revenue of $2.51 billion during the quarter, compared to analysts’ expectations of $2.41 billion. During the same period in the previous year, the company earned $1.84 earnings per share. The business’s revenue for the quarter was up 22.9% compared to the same quarter last year. On average, equities analysts expect that Intuitive Surgical will post 6.43 EPS for the current fiscal year.

Intuitive Surgical News Summary

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

• Positive Sentiment: Phase‑3 update on IS‑001 imaging drug — Intuitive advanced its Phase‑3 study aimed at reducing ureter injuries in robotic colorectal surgery, a safety-focused adjoint that could expand the company’s addressable offering and reinforce surgical‑safety differentiation. Intuitive Surgical Advances Phase 3 Imaging Drug
• Positive Sentiment: daVinci systems demand highlighted — Company commentary and industry coverage say system performance “exceeded expectations” and Intuitive is pushing for more placements, supporting procedure growth and recurring consumable revenue. Intuitive says daVinci systems ‘exceeded expectations,’ it wants more
• Positive Sentiment: Analyst support remains — At least some brokers (e.g., Bernstein) have reiterated buy ratings, signaling continued sell‑side conviction in ISRG’s long‑term growth profile despite near‑term noise. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Investor take: “buying the dip” narratives are emerging — Several bullish commentaries argue the pullback is an entry point given Intuitive’s wide moat, recurring consumables and procedure tailwinds. Intuitive Surgical: Buying The Dip On This Wide-Moat Compounder
• Neutral Sentiment: Analysts preparing for Q4 — Preview pieces outline the metrics (procedures, system placements, ASPs, margin drivers) that will matter when full Q4 results and guidance details arrive; these previews can amplify volatility around the print. Intuitive Surgical (ISRG) Q4 Earnings on the Horizon
• Neutral Sentiment: Brokerage commentary roundup — Coverage pieces remind investors that analyst ratings and model changes often move shares; they’re useful context but not a definitive signal by themselves. Brokers Suggest Investing in Intuitive Surgical (ISRG)
• Negative Sentiment: Preliminary Q4 revenue reaction — Although Intuitive reported strong preliminary Q4 and full‑year revenue growth, shares dipped as investors parsed procedure trends, margin dynamics and what management said about demand cadence. That disconnect between a beat and stock action is a key reason for the pullback. Intuitive Surgical Stock Dips on Q4 Preliminary Revenue Results
• Negative Sentiment: Softer 2026 outlook flagged — Company commentary and reporting point to a softer 2026 outlook that trimmed forward expectations, which is the primary negative driver behind today’s weakness. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Market reaction analysis — Coverage asking “why did shares dive?” notes investors punished the stock for guidance/trajectory concerns despite the beat, illustrating that forward commentary and margin clarity matter more than one‑time beats. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?

Insiders Place Their Bets

In other Intuitive Surgical news, EVP Henry L. Charlton sold 13,731 shares of the business’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total transaction of $7,963,980.00. Following the completion of the sale, the executive vice president directly owned 3,056 shares in the company, valued at approximately $1,772,480. The trade was a 81.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Craig H. Barratt sold 750 shares of the firm’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $435,000.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 114,007 shares of company stock worth $63,533,844 in the last 90 days. Insiders own 0.70% of the company’s stock.

Institutional Investors Weigh In On Intuitive Surgical

Hedge funds and other institutional investors have recently made changes to their positions in the business. Trust Co. of Oklahoma purchased a new position in Intuitive Surgical during the 2nd quarter worth approximately $363,000. IronOak Wealth LLC. purchased a new stake in shares of Intuitive Surgical in the 2nd quarter valued at $1,099,000. SteelPeak Wealth LLC increased its stake in shares of Intuitive Surgical by 28.7% in the third quarter. SteelPeak Wealth LLC now owns 41,993 shares of the medical equipment provider’s stock worth $18,781,000 after acquiring an additional 9,364 shares during the period. Eastover Investment Advisors LLC raised its holdings in shares of Intuitive Surgical by 204.8% during the second quarter. Eastover Investment Advisors LLC now owns 13,163 shares of the medical equipment provider’s stock worth $7,153,000 after purchasing an additional 8,844 shares during the last quarter. Finally, Amalgamated Bank lifted its position in Intuitive Surgical by 2.2% during the second quarter. Amalgamated Bank now owns 81,542 shares of the medical equipment provider’s stock valued at $44,311,000 after purchasing an additional 1,772 shares during the period. Hedge funds and other institutional investors own 83.64% of the company’s stock.

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.