Evercore ISI Cuts Intuitive Surgical (NASDAQ:ISRG) Price Target to $550.00

Intuitive Surgical (NASDAQ:ISRG) had its price target trimmed by Evercore ISI from $580.00 to $550.00 in a report published on Friday, Marketbeat.com reports. The brokerage currently has an in-line rating on the medical equipment provider’s stock.

A number of other equities research analysts have also issued reports on ISRG. Barclays reissued an “overweight” rating and set a $686.00 target price (up previously from $635.00) on shares of Intuitive Surgical in a research note on Wednesday, January 7th. Hsbc Global Res raised shares of Intuitive Surgical to a “strong-buy” rating in a research report on Thursday, October 23rd. Argus boosted their price target on Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. Leerink Partners increased their price objective on Intuitive Surgical from $593.00 to $600.00 and gave the company an “outperform” rating in a report on Wednesday, October 22nd. Finally, Rothschild & Co Redburn upped their target price on Intuitive Surgical from $610.00 to $615.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $617.57.

Intuitive Surgical Stock Down 0.3%

ISRG opened at $523.99 on Friday. Intuitive Surgical has a fifty-two week low of $425.00 and a fifty-two week high of $609.08. The firm has a market cap of $187.84 billion, a PE ratio of 66.41, a P/E/G ratio of 4.26 and a beta of 1.67. The business has a fifty day simple moving average of $562.32 and a 200-day simple moving average of $511.56.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) 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 return on equity of 15.06% and a net margin of 28.38%.The business’s revenue for the quarter was up 18.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.21 EPS. On average, equities research analysts anticipate that Intuitive Surgical will post 6.43 EPS for the current fiscal year.

Insider Buying and Selling

In other Intuitive Surgical news, insider Gary S. Guthart sold 22,806 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $570.89, for a total transaction of $13,019,717.34. Following the completion of the transaction, the insider owned 2,694 shares in the company, valued at $1,537,977.66. This trade represents a 89.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Mark Brosius sold 4,500 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $547.36, for a total value of $2,463,120.00. Following the completion of the sale, the senior vice president owned 907 shares in the company, valued at approximately $496,455.52. This represents a 83.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 55,714 shares of company stock worth $31,617,799. Insiders own 0.70% of the company’s stock.

Hedge Funds Weigh In On Intuitive Surgical

Institutional investors have recently bought and sold shares of the business. Norges Bank bought a new stake in Intuitive Surgical during the 2nd quarter worth about $2,569,260,000. Rakuten Investment Management Inc. acquired a new position in shares of Intuitive Surgical during the third quarter worth approximately $388,436,000. Assenagon Asset Management S.A. grew its stake in shares of Intuitive Surgical by 106.6% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,533,771 shares of the medical equipment provider’s stock valued at $868,667,000 after purchasing an additional 791,516 shares during the last quarter. Amundi increased its holdings in shares of Intuitive Surgical by 29.7% in the third quarter. Amundi now owns 3,227,472 shares of the medical equipment provider’s stock valued at $1,451,362,000 after purchasing an additional 739,444 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in Intuitive Surgical by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after purchasing an additional 670,302 shares during the last quarter. Institutional investors own 83.64% of the company’s stock.

Trending Headlines about Intuitive Surgical

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

About Intuitive Surgical

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.