Intuitive Surgical (NASDAQ:ISRG) Stock Rating Upgraded by Zacks Research

Intuitive Surgical (NASDAQ:ISRG) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Thursday, Zacks reports.

Several other analysts have also recently issued reports on the stock. BNP Paribas Exane raised shares of Intuitive Surgical to an “outperform” rating in a report on Tuesday, July 28th. UBS Group reissued a “buy” rating on shares of Intuitive Surgical in a research note on Tuesday, October 13th. Royal Bank Of Canada decreased their target price on shares of Intuitive Surgical from $575.00 to $550.00 and set an “outperform” rating for the company in a research report on Wednesday. HSBC lowered shares of Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 target price for the company. in a research report on Thursday, July 30th. Finally, Mizuho cut their price objective on Intuitive Surgical from $415.00 to $400.00 and set a “neutral” rating for the company in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Intuitive Surgical currently has an average rating of “Moderate Buy” and a consensus price target of $493.54.

Intuitive Surgical Trading Up 1.9%

NASDAQ:ISRG opened at $452.29 on Thursday. The company’s 50-day moving average is $395.50 and its two-hundred day moving average is $409.13. The firm has a market cap of $156.78 billion, a price-to-earnings ratio of 54.69, a price-to-earnings-growth ratio of 3.31 and a beta of 1.46. Intuitive Surgical has a 12-month low of $328.57 and a 12-month high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data 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 net margin of 25.54% and a return on equity of 18.17%. The company had revenue of $3.05 billion during the quarter, compared to the consensus estimate of $2.91 billion. During the same quarter in the prior year, the company posted $2.40 EPS. The company’s quarterly revenue was up 21.7% compared to the same quarter last year. On average, equities research analysts forecast that Intuitive Surgical will post 8.87 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Gary Loeb sold 400 shares of the stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the sale, the executive vice president directly owned 5,320 shares of the company’s stock, valued at approximately $2,016,280. This represents a 6.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through 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 business’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $400.00, for a total transaction of $4,000,000.00. Following the transaction, the director directly owned 1,245,679 shares in the company, valued at $498,271,600. The trade was 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. Insiders sold 12,370 shares of company stock valued at $4,891,989 in the last ninety days. Corporate insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On Intuitive Surgical

Several large investors have recently bought and sold shares of ISRG. Bank of America Corp DE raised its stake in shares of Intuitive Surgical by 3.3% in the 1st 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 in the last quarter. Bank of New York Mellon Corp acquired a new stake in Intuitive Surgical during the second quarter valued at approximately $1,335,753,000. Amundi lifted its position in shares of Intuitive Surgical by 8.6% during the 1st quarter. Amundi now owns 2,428,356 shares of the medical equipment provider’s stock worth $1,119,448,000 after buying an additional 193,096 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Intuitive Surgical by 95.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 2,105,544 shares of the medical equipment provider’s stock valued at $970,635,000 after acquiring an additional 1,027,475 shares during the period. Finally, Janus Henderson Group PLC lifted its holdings in shares of Intuitive Surgical by 3.7% during the first quarter. Janus Henderson Group PLC now owns 1,643,060 shares of the medical equipment provider’s stock valued at $757,489,000 after acquiring an additional 58,587 shares during the period. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Key Intuitive Surgical News

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

• Positive Sentiment: Intuitive Surgical reported third-quarter revenue of approximately $3.05 billion, up more than 20% year over year, while earnings exceeded consensus expectations. The company also highlighted continued international expansion and adoption of its robotic-surgery systems. Intuitive Surgical Stock: Margin Hit Masks Strong Q3 Growth Story
• Positive Sentiment: Several firms remain constructive: BTIG, Stifel Nicolaus, Piper Sandler, and Oppenheimer reaffirmed or maintained Buy ratings. Baird also raised its price target, while Erste Group upgraded the stock to Buy. ISRG was added to the Zacks Rank #1 Strong Buy list. New Strong Buy Stocks for October 23rd
• Neutral Sentiment: The quarter included roughly $450 million of costs tied to an antitrust settlement, along with pricing-related pressure, which reduced margins. These items appear largely nonrecurring, but investors are assessing their effect on near-term profitability. Intuitive Surgical Reports Q3 2026 Earnings Impacted by $450M Antitrust Settlement
• Negative Sentiment: The key concern is that U.S. da Vinci procedure growth slowed to its lowest level since the COVID period. Investors worry that decelerating domestic demand could make it harder for Intuitive Surgical to sustain its premium valuation, which remains above 50 times earnings. Intuitive Surgical Sinks as U.S. da Vinci Growth Slows
• Negative Sentiment: RBC lowered its expectations for ISRG, and an analyst downgrade contributed to a gap lower in the shares. The market is emphasizing forward growth and valuation rather than the headline earnings beat. Intuitive Surgical Shares Gap Down Following Analyst Downgrade

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.