Robocap Asset Management Ltd Purchases 3,109 Shares of Intuitive Surgical, Inc. $ISRG

Robocap Asset Management Ltd lifted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 27.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 14,542 shares of the medical equipment provider’s stock after buying an additional 3,109 shares during the quarter. Intuitive Surgical accounts for about 4.1% of Robocap Asset Management Ltd’s holdings, making the stock its 10th biggest position. Robocap Asset Management Ltd’s holdings in Intuitive Surgical were worth $6,504,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in ISRG. SteelPeak Wealth LLC boosted its holdings in Intuitive Surgical by 28.7% in the third quarter. SteelPeak Wealth LLC now owns 41,993 shares of the medical equipment provider’s stock valued at $18,781,000 after acquiring an additional 9,364 shares during the last quarter. Eastover Investment Advisors LLC lifted its position in shares of Intuitive Surgical by 204.8% in the 2nd 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 period. Amalgamated Bank boosted its stake in shares of Intuitive Surgical by 2.2% in the 2nd 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 last quarter. Bessemer Group Inc. increased its position in shares of Intuitive Surgical by 89.3% during the second quarter. Bessemer Group Inc. now owns 788,328 shares of the medical equipment provider’s stock worth $428,386,000 after buying an additional 371,806 shares during the period. Finally, Sax Wealth Advisors LLC raised its stake in Intuitive Surgical by 218.1% during the second quarter. Sax Wealth Advisors LLC now owns 2,456 shares of the medical equipment provider’s stock worth $1,334,000 after buying an additional 1,684 shares during the last quarter. Institutional investors own 83.64% of the company’s stock.

Insiders Place Their Bets

In other Intuitive Surgical news, EVP Brian Edward Miller sold 3,500 shares of Intuitive Surgical stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $575.00, for a total transaction of $2,012,500.00. Following the completion of the transaction, the executive vice president owned 5,758 shares in the company, valued at approximately $3,310,850. The trade was a 37.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Gary S. Guthart sold 22,806 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $570.89, for a total value of $13,019,717.34. Following the sale, the insider directly owned 2,694 shares of the company’s stock, valued at $1,537,977.66. This represents a 89.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 55,714 shares of company stock worth $31,617,799 in the last 90 days. Company insiders own 0.70% of the company’s stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Q4 results beat Wall Street: Revenue and adjusted EPS topped estimates, backed by higher procedure volumes and system demand — a primary near‑term driver of recurring instrument sales. Reuters: Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Positive Sentiment: Analysts boost some targets and reaffirm conviction: Bernstein raised its target sharply (big upside), Raymond James and BTIG reaffirmed/outperform with higher targets — supporting upside potential from elongation of the company’s growth runway. Benzinga: Analysts revise forecasts after Q4
• Neutral Sentiment: Guidance is measured: Management expects mid‑teens da Vinci procedure growth (midpoint ~14%) and 2026 gross margin around 67–68%, while flagging higher operating expenses for R&D — signaling steady growth but potential margin/operating‑leverage moderation. MarketBeat: Intuitive Surgical Just Proved the Growth Engine Still Runs
• Neutral Sentiment: JURA clinical update and milestone PRs add long‑term optionality: Early imaging data from the JURA feasibility study and a new 20 million‑patient da Vinci milestone reinforce long‑term growth narratives beyond core platforms. TipRanks: JURA feasibility study update GlobeNewswire: 20 Million Patients Benefit from da Vinci Surgery
• Negative Sentiment: Tariffs and gross‑margin pressure noted: Management expects tariffs to cut gross margins (about a 1.2% headwind in 2026) and flagged some gross‑margin decline vs. recent quarters — a medium‑term profitability risk. Zacks: Q4 beat but gross margin declines
• Negative Sentiment: Mixed analyst moves and a few downgrades: Some firms trimmed targets or moved to in‑line/hold (Evercore, Zacks), creating near‑term debate over valuation vs. growth and muting upside for traders focused on short‑term catalysts. The Fly: Evercore lowers price target

Analyst Upgrades and Downgrades

ISRG has been the topic of a number of research analyst reports. Leerink Partners upped their price target on shares of Intuitive Surgical from $593.00 to $600.00 and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Argus upped their target price on Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. Evercore ISI lowered their target price on Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating for the company in a report on Friday. Wall Street Zen upgraded Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $620.00 price objective (up previously from $610.00) on shares of Intuitive Surgical in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Intuitive Surgical presently has an average rating of “Moderate Buy” and a consensus target price of $617.57.

Intuitive Surgical Trading Down 0.3%

NASDAQ ISRG opened at $523.99 on Friday. The company has a market cap of $187.84 billion, a P/E ratio of 66.41, a PEG ratio of 4.26 and a beta of 1.67. The company has a fifty day simple moving average of $562.32 and a 200 day simple moving average of $511.68. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping the consensus estimate of $2.27 by $0.26. The firm had revenue of $2.87 billion for 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 15.18%. The business’s revenue was up 18.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.21 earnings per share. Sell-side analysts predict that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Intuitive Surgical 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.