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

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating reiterated by BTIG Research in a report issued on Wednesday, Benzinga reports. They presently have a $454.00 price objective on the medical equipment provider’s stock. BTIG Research‘s price objective points to a potential upside of 6.29% from the stock’s current price.

ISRG has been the subject of a number of other research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Intuitive Surgical in a report on Friday, August 14th. Sanford C. Bernstein restated an “outperform” rating on shares of Intuitive Surgical in a research report on Wednesday, August 12th. Truist Financial reduced their price objective on Intuitive Surgical from $580.00 to $510.00 and set a “buy” rating on the stock in a research report on Thursday, July 16th. Erste Group Bank upgraded Intuitive Surgical from a “hold” rating to a “buy” rating in a research report on Wednesday. Finally, HSBC lowered Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 price objective on the stock. in a research report on Thursday, July 30th. Twenty-five research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $500.13.

Intuitive Surgical Stock Performance

Shares of Intuitive Surgical stock traded down $10.88 during trading on Wednesday, reaching $427.13. 2,931,806 shares of the company’s stock were exchanged, compared to its average volume of 2,417,052. Intuitive Surgical has a 1-year low of $328.57 and a 1-year high of $603.88. The company has a market cap of $150.89 billion, a P/E ratio of 48.90, a PEG ratio of 3.27 and a beta of 1.46. The firm’s 50-day moving average price is $392.96 and its 200 day moving average price is $409.06.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 EPS for the quarter, topping 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 company had revenue of $3.05 billion during the quarter, compared to analysts’ expectations of $2.91 billion. During the same quarter in the previous year, the firm earned $2.40 EPS. Intuitive Surgical’s revenue was up 21.7% on a year-over-year basis. As a group, equities research analysts predict that Intuitive Surgical will post 8.87 EPS for the current year.

Insider Buying and Selling

In related news, Director Amy L. Ladd sold 400 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $379.00, for a total transaction of $151,600.00. Following the transaction, the director directly owned 251 shares of the company’s stock, valued at approximately $95,129. This represents a 61.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Fredrik Widman sold 1,089 shares of the company’s stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $374.44, for a total value of $407,765.16. Following the transaction, the vice president directly owned 1,026 shares in the company, valued at approximately $384,175.44. This trade represents a 51.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 12,370 shares of company stock worth $4,891,989 over the last three months. Insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Bank of America Corp DE grew its stake in shares of Intuitive Surgical by 3.3% during the first quarter. Bank of America Corp DE now owns 3,616,973 shares of the medical equipment provider’s stock valued at $1,667,388,000 after buying an additional 116,292 shares during the last quarter. Bank of New York Mellon Corp bought a new position in shares of Intuitive Surgical during the second quarter valued at about $1,335,753,000. Amundi grew its stake in shares of Intuitive Surgical by 8.6% in the first quarter. Amundi now owns 2,428,356 shares of the medical equipment provider’s stock worth $1,119,448,000 after purchasing an additional 193,096 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of Intuitive Surgical by 95.3% in the first quarter. Arrowstreet Capital Limited Partnership now owns 2,105,544 shares of the medical equipment provider’s stock worth $970,635,000 after purchasing an additional 1,027,475 shares during the last quarter. Finally, Assenagon Asset Management S.A. grew its stake in shares of Intuitive Surgical by 13.8% in the first quarter. Assenagon Asset Management S.A. now owns 1,745,008 shares of the medical equipment provider’s stock worth $804,431,000 after purchasing an additional 211,237 shares during the last quarter. 83.64% of the stock is owned by institutional investors and hedge funds.

Key Stories 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.