Intuitive Surgical (NASDAQ:ISRG) Upgraded by Wall Street Zen to “Buy” Rating

Wall Street Zen upgraded shares of Intuitive Surgical (NASDAQ:ISRG) from a hold rating to a buy rating in a research report report published on Saturday.

Several other equities research analysts have also issued reports on the company. UBS Group reaffirmed a “neutral” rating on shares of Intuitive Surgical in a research note on Thursday. Piper Sandler boosted their target price on Intuitive Surgical from $595.00 to $610.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Wells Fargo & Company increased their price target on shares of Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Finally, Barclays restated an “overweight” rating and issued a $686.00 price objective (up from $635.00) on shares of Intuitive Surgical in a report on Wednesday, January 7th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $622.17.

Intuitive Surgical Price Performance

ISRG stock opened at $535.00 on Friday. The firm has a 50 day simple moving average of $566.32 and a two-hundred day simple moving average of $512.06. The stock has a market cap of $191.79 billion, a PE ratio of 70.77, a P/E/G ratio of 4.35 and a beta of 1.67. Intuitive Surgical has a one year low of $425.00 and a one year high of $616.00.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share for the quarter, beating 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 firm had revenue of $2.51 billion for the quarter, compared to analysts’ expectations of $2.41 billion. During the same quarter last year, the company posted $1.84 EPS. The business’s quarterly revenue was up 22.9% on a year-over-year basis. On average, research analysts expect that Intuitive Surgical will post 6.43 EPS for the current fiscal year.

Insider Activity

In related news, SVP Mark Brosius sold 4,500 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the transaction, the senior vice president owned 907 shares in the company, valued at $496,455.52. The trade was a 83.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Henry L. Charlton sold 13,731 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 3,056 shares of the company’s stock, valued at approximately $1,772,480. This trade represents a 81.80% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 114,007 shares of company stock valued at $63,533,844. 0.70% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Holos Integrated Wealth LLC bought a new position in Intuitive Surgical in the fourth quarter worth about $25,000. Tobam boosted its position in Intuitive Surgical by 666.7% during the 2nd quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 40 shares in the last quarter. Kilter Group LLC purchased a new position in shares of Intuitive Surgical during the 2nd quarter worth approximately $27,000. Olistico Wealth LLC bought a new position in shares of Intuitive Surgical in the 4th quarter worth approximately $28,000. Finally, Princeton Global Asset Management LLC bought a new stake in shares of Intuitive Surgical during the second quarter valued at approximately $30,000. 83.64% of the stock is owned by hedge funds and other institutional investors.

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?

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.