Intuitive Surgical’s (ISRG) Buy Rating Reiterated at BTIG Research

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating reissued by equities researchers at BTIG Research in a research report issued to clients and investors on Friday,Benzinga reports. They currently have a $616.00 price target on the medical equipment provider’s stock. BTIG Research’s target price indicates a potential upside of 17.15% from the stock’s previous close.

Several other equities analysts have also recently weighed in on ISRG. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Mizuho set a $575.00 target price on Intuitive Surgical in a research report on Wednesday, October 22nd. Royal Bank Of Canada upped their price objective on shares of Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Rothschild & Co Redburn increased their price target on Intuitive Surgical from $610.00 to $615.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Finally, Daiwa Capital Markets lifted their price objective on Intuitive Surgical from $510.00 to $550.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $622.58.

Intuitive Surgical Trading Up 0.4%

ISRG stock opened at $525.81 on Friday. The firm’s 50-day moving average is $562.83 and its two-hundred day moving average is $511.86. The company has a market capitalization of $188.49 billion, a price-to-earnings ratio of 69.55, a price-to-earnings-growth ratio of 4.26 and a beta of 1.67. Intuitive Surgical has a 52 week low of $425.00 and a 52 week high of $616.00.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. During the same period in the prior year, the company earned $2.21 EPS. Intuitive Surgical’s revenue was up 18.8% on a year-over-year basis. On average, equities research analysts predict that Intuitive Surgical will post 6.43 earnings per share for the current year.

Insider Activity at Intuitive Surgical

In other Intuitive Surgical news, SVP Mark Brosius sold 464 shares of Intuitive Surgical stock in a transaction on Monday, December 15th. The shares were sold at an average price of $548.49, for a total transaction of $254,499.36. Following the completion of the sale, the senior vice president owned 131 shares of the company’s stock, valued at approximately $71,852.19. The trade was a 77.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Gary S. Guthart sold 22,806 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $570.89, for a total value of $13,019,717.34. Following the completion of the sale, the insider directly owned 2,694 shares of the company’s stock, valued at approximately $1,537,977.66. This trade represents a 89.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 55,714 shares of company stock worth $31,617,799 over the last 90 days. Insiders own 0.70% of the company’s stock.

Hedge Funds Weigh In On Intuitive Surgical

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in 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 purchasing an additional 263,828 shares during the last quarter. State Street Corp increased its holdings in Intuitive Surgical by 1.2% in the 2nd quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock valued at $8,451,223,000 after buying an additional 182,871 shares during the period. Geode Capital Management LLC increased its stake in shares of Intuitive Surgical by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock valued at $4,429,590,000 after purchasing an additional 109,904 shares during the last quarter. Capital World Investors increased its position in Intuitive Surgical by 1.5% during the 3rd quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock worth $3,456,223,000 after purchasing an additional 116,034 shares in the last quarter. Finally, Norges Bank acquired a new position in Intuitive Surgical in the 2nd quarter worth about $2,569,260,000. 83.64% of the stock is owned by institutional investors.

Key Intuitive Surgical News

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

• Positive Sentiment: Q4 results beat revenue and EPS estimates — Intuitive reported $2.87B revenue and $2.53 adjusted EPS, above Street estimates, driven by procedure growth and improved margins; the market reacted positively. Read More.
• Positive Sentiment: Procedure growth and recurring consumables remain the core growth engine — da Vinci procedure trends (mid‑teens growth) underpin recurring instrument & service revenue, supporting margin expansion and long‑term visibility. Read More.
• Positive Sentiment: Analysts remain constructive — multiple firms (including William Blair and Bank of America coverage) continue with Buy/Outperform views and above‑consensus price targets, supporting upside expectations. Read More.
• Neutral Sentiment: Company guidance signals deceleration but remains constructive — Intuitive expects procedure growth to moderate (guidance midpoint lower than recent quarters) and modest tariff headwinds; investors are parsing near‑term growth versus multi‑year opportunity. Read More.
• Neutral Sentiment: Full earnings disclosure & call available — the company press release and the earnings call transcript provide detail on margins, R&D spending and geographic trends for investors doing deeper due diligence. Read More. and Read More.
• Negative Sentiment: Tariff impact and rising operating expenses could weigh on margins — management flagged a larger tariff drag in 2026 and expects operating expenses to grow faster as R&D ramps, which may temper operating leverage near‑term. Read More.
• Negative Sentiment: Insider selling and mixed institutional moves noted — recent filings show significant insider sales and some large institutional reallocations, which investors may view as a caution signal to monitor. Read More.

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.