Intuitive Surgical (NASDAQ:ISRG) Given Buy Rating at BTIG Research

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating reiterated by equities research analysts at BTIG Research in a research report issued to clients and investors on Wednesday, Benzinga reports. They presently have a $454.00 price target on the medical equipment provider’s stock. BTIG Research‘s price target would indicate a potential upside of 5.71% from the stock’s current price.

ISRG has been the topic of a number of other research reports. BMO Capital Markets reaffirmed an “outperform” rating on shares of Intuitive Surgical in a research report on Monday, July 20th. Mizuho set a $415.00 price target on Intuitive Surgical in a research report on Tuesday, October 13th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Intuitive Surgical in a research report on Wednesday, August 12th. JPMorgan Chase & Co. dropped their price target on Intuitive Surgical from $550.00 to $450.00 and set an “overweight” rating on the stock in a research report on Friday, July 17th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of Intuitive Surgical in a research report on Friday, August 21st. Twenty-five research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $498.31.

Intuitive Surgical Stock Performance

NASDAQ:ISRG traded down $8.54 during trading on Wednesday, reaching $429.46. The company’s stock had a trading volume of 2,367,181 shares, compared to its average volume of 2,413,695. The firm has a market cap of $151.72 billion, a price-to-earnings ratio of 49.18, a price-to-earnings-growth ratio of 3.27 and a beta of 1.46. The firm has a 50 day moving average of $392.96 and a 200-day moving average of $409.06. Intuitive Surgical has a 12 month low of $328.57 and a 12 month high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 EPS for the quarter, beating analysts’ consensus estimates of $2.65 by $0.35. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%. The firm had revenue of $3.05 billion for the quarter, compared to analysts’ expectations of $2.91 billion. During the same quarter in the prior year, the firm earned $2.40 EPS. The business’s revenue for the quarter was up 21.7% compared to the same quarter last year. Equities research analysts forecast that Intuitive Surgical will post 8.87 earnings per share for the current fiscal year.

Insider Buying and Selling at Intuitive Surgical

In related news, EVP Gary Loeb sold 400 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $379.00, for a total value of $151,600.00. Following the sale, the executive vice president owned 5,320 shares in the company, valued at approximately $2,016,280. This trade represents a 6.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary S. Guthart sold 10,000 shares of Intuitive Surgical stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $400.00, for a total value of $4,000,000.00. Following the sale, the director directly owned 1,245,679 shares of the company’s stock, valued at $498,271,600. This represents a 0.80% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 12,370 shares of company stock worth $4,891,989 in the last three months. 0.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Intuitive Surgical

Several large investors have recently added to or reduced their stakes in the business. Plato Investment Management Ltd purchased a new stake in Intuitive Surgical during the second quarter valued at $4,315,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Intuitive Surgical in the second quarter worth about $14,316,000. Hikari Power Ltd purchased a new stake in Intuitive Surgical in the second quarter worth about $5,619,000. Nykredit A S purchased a new stake in Intuitive Surgical in the second quarter worth about $48,464,000. Finally, NewEdge Advisors LLC increased its position in Intuitive Surgical by 19.1% in the second quarter. NewEdge Advisors LLC now owns 50,825 shares of the medical equipment provider’s stock worth $20,212,000 after buying an additional 8,142 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Underlying operating results were strong: revenue increased 21.7% year over year to $3.05 billion, while adjusted earnings reached $3.00 per share versus consensus estimates near $2.61–$2.65. Worldwide procedures grew approximately 15%, and da Vinci system placements rose to 546 from 427 a year earlier. Intuitive Surgical’s Q3 Earnings Beat Estimates on Strong System Sales
• Positive Sentiment: Analyst support remains broadly favorable. Bernstein reaffirmed a Buy rating with a $685 target, BTIG maintained Buy, Baird raised its target to $550, and Erste Group upgraded the stock from Hold to Buy. ISRG also crossed above its 200-day moving average, a technical signal that can indicate improving long-term momentum. Bernstein Reaffirms Buy Rating
• Neutral Sentiment: Analyst revisions were mixed after the report. RBC lowered its target to $550 but kept Outperform, Raymond James trimmed its target to $480, and Mizuho cut its target to $400 with a Neutral rating. RBC Capital Adjusts Price Target
• Negative Sentiment: A $450 million pretax charge tied to a proposed antitrust settlement reduced GAAP earnings to $1.49 per share from $1.95 a year earlier. The settlement remains subject to court approval, adding legal and financial uncertainty. Intuitive Surgical Stock Slides Despite Earnings Beat
• Negative Sentiment: Management narrowed its 2026 da Vinci procedure-growth forecast to 14%–15% and plans pricing actions that could reduce revenue per procedure by 3%–5%. Reports also highlighted a U.S. procedure slowdown, increasing concern that growth may moderate despite continued system demand. Intuitive Narrows 2026 Procedure Growth Outlook

Intuitive Surgical Company Profile

Intuitive Surgical, Inc develops and manufactures robotic-assisted systems and related technologies for minimally invasive surgery. Its products are designed to help surgeons perform procedures through small incisions while providing enhanced visualization, precision and control. The company’s primary platform is the da Vinci Surgical System, which is used across a range of specialties, including urology, gynecology, general surgery, cardiothoracic surgery and other procedures.

The company also offers the Ion endoluminal system, which is designed to support minimally invasive lung biopsy procedures.