Intuitive Surgical’s (ISRG) “Buy” Rating Reaffirmed at BTIG Research

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating reiterated by research analysts at BTIG Research in a report released on Wednesday, Benzinga reports. They currently have a $454.00 price objective on the medical equipment provider’s stock. BTIG Research‘s price target suggests a potential upside of 5.35% from the company’s previous close.

ISRG has been the topic of a number of other reports. BNP Paribas Exane upgraded shares of Intuitive Surgical to an “outperform” rating in a report on Tuesday, July 28th. Stifel Nicolaus lowered their target price on shares of Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating on the stock in a report on Friday, July 17th. Royal Bank Of Canada lowered their target price on shares of Intuitive Surgical from $650.00 to $600.00 and set an “outperform” rating on the stock in a report on Monday, July 13th. Truist Financial lowered their target price on shares of Intuitive Surgical from $580.00 to $510.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Intuitive Surgical in a report on Friday, August 14th. Twenty-five equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $500.13.

Intuitive Surgical Price Performance

NASDAQ:ISRG traded down $7.06 on Wednesday, hitting $430.94. 3,710,857 shares of the company’s stock were exchanged, compared to its average volume of 2,420,724. The firm has a 50-day moving average price of $392.96 and a 200-day moving average price of $409.06. Intuitive Surgical has a 52 week low of $328.57 and a 52 week high of $603.88. The company has a market cap of $152.24 billion, a P/E ratio of 49.39, a price-to-earnings-growth ratio of 3.27 and a beta of 1.46.

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

Insider Activity

In other Intuitive Surgical news, EVP Gary Loeb sold 400 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $379.00, for a total transaction of $151,600.00. Following the completion of the sale, the executive vice president directly owned 5,320 shares in the company, valued at $2,016,280. This trade represents a 6.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary Guthart sold 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $400.00, for a total transaction of $4,000,000.00. Following the sale, the director owned 1,245,679 shares of the company’s stock, valued at $498,271,600. This trade represents a 0.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 12,370 shares of company stock valued at $4,891,989. Company insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Intuitive Surgical

Several institutional investors and hedge funds have recently added to or reduced their stakes in ISRG. Main Street Group LTD acquired a new stake in Intuitive Surgical during the 1st quarter worth about $30,000. North Point Portfolio Managers Corp OH acquired a new stake in Intuitive Surgical during the 3rd quarter worth about $27,000. Vermillion Wealth Management Inc. grew its holdings in Intuitive Surgical by 58.1% during the 1st quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider’s stock worth $31,000 after acquiring an additional 25 shares during the period. Evergreen Advisors LLC acquired a new stake in Intuitive Surgical during the 1st quarter worth about $35,000. Finally, Compass Financial Management LLC acquired a new stake in Intuitive Surgical during the 2nd quarter worth about $30,000. 83.64% of the stock is currently owned by institutional investors.

Key Intuitive Surgical News

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 21.7% year over year to $3.05 billion, while non-GAAP earnings reached $3.00 per share versus consensus estimates near $2.61–$2.65. Worldwide procedures increased approximately 15%, da Vinci procedures rose 14%, Ion procedures grew 31%, and system placements climbed to 546 from 427 a year earlier. Intuitive Surgical Q3 earnings beat
• Positive Sentiment: Analyst support remains substantial: JPMorgan raised its price target to $475, while Baird lifted its target to $550. Bank of America maintained a Buy rating and a $470 target, citing extended-use instruments and the 2027 product pipeline. Analyst ratings and price target
• Neutral Sentiment: Management is trading near-term revenue for adoption: Intuitive plans to extend instrument life and reduce instrument costs in 2027. The strategy could broaden robotic-surgery adoption, but is expected to reduce revenue per procedure by roughly 3%–5% and pressure margins initially. Long-term investor takeaways
• Negative Sentiment: Growth guidance was narrowed: Intuitive reduced its 2026 da Vinci procedure-growth outlook to approximately 14%–15%. Reports also highlighted slowing U.S. procedure momentum and potential 2027 risks from pricing actions, disappointing investors accustomed to elevated growth expectations. Procedure growth concerns
• Negative Sentiment: A $450 million antitrust settlement charge overshadowed operating strength: The pre-tax charge reduced GAAP earnings to $1.49 per share from $1.95 a year earlier, although the settlement remains subject to court approval. The combination of the legal overhang, margin pressure and high investor expectations drove the negative reaction despite the earnings beat. Settlement and earnings reaction

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.