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

BTIG Research reiterated their buy rating on shares of Intuitive Surgical (NASDAQ:ISRG) in a research report sent to investors on Friday morning,Benzinga reports. They currently have a $616.00 target price on the medical equipment provider’s stock.

Several other equities research analysts have also recently weighed in on the company. Leerink Partners increased their price objective on Intuitive Surgical from $593.00 to $600.00 and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Piper Sandler reaffirmed an “overweight” rating and issued a $620.00 target price (up from $610.00) on shares of Intuitive Surgical in a research report on Friday. Barclays reiterated an “overweight” rating and issued a $686.00 price target (up from $635.00) on shares of Intuitive Surgical in a research note on Wednesday, January 7th. HSBC lifted their price target on shares of Intuitive Surgical from $595.00 to $644.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Finally, Robert W. Baird set a $655.00 price objective on shares of Intuitive Surgical in a report on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and an average price target of $617.57.

Intuitive Surgical Price Performance

ISRG stock opened at $523.99 on Friday. Intuitive Surgical has a 1 year low of $425.00 and a 1 year high of $609.08. The firm has a 50-day moving average of $562.32 and a 200 day moving average of $511.56. The company has a market cap of $187.84 billion, a P/E ratio of 66.41, a PEG ratio of 4.26 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last posted its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The firm had revenue of $2.87 billion for the quarter, compared to the consensus estimate of $2.72 billion. During the same quarter in the prior year, the business earned $2.21 EPS. The business’s revenue for the quarter was up 18.8% on a year-over-year basis. On average, equities research analysts expect that Intuitive Surgical will post 6.43 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Henry L. Charlton sold 13,731 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $7,963,980.00. Following the transaction, the executive vice president owned 3,056 shares in the company, valued at approximately $1,772,480. This represents a 81.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Brian Edward Miller sold 3,500 shares of the stock in a transaction on Monday, November 10th. The shares were sold at an average price of $575.00, for a total value of $2,012,500.00. Following the sale, the executive vice president owned 5,758 shares in the company, valued at approximately $3,310,850. This represents a 37.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 55,714 shares of company stock valued at $31,617,799. 0.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On Intuitive Surgical

Several large investors have recently bought and sold shares of ISRG. Vanguard Group Inc. boosted its stake in shares of Intuitive Surgical by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock worth $15,026,776,000 after acquiring an additional 263,828 shares during the last quarter. State Street Corp raised its holdings in Intuitive Surgical by 1.2% in the 2nd quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock worth $8,451,223,000 after purchasing an additional 182,871 shares during the period. Geode Capital Management LLC lifted its position in Intuitive Surgical by 1.4% during the second quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock valued at $4,429,590,000 after purchasing an additional 109,904 shares in the last quarter. Capital World Investors lifted its position in Intuitive Surgical by 1.5% during the third quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock valued at $3,456,223,000 after purchasing an additional 116,034 shares in the last quarter. Finally, Norges Bank bought a new stake in Intuitive Surgical during the second quarter valued at about $2,569,260,000. 83.64% of the stock is currently owned by institutional investors.

Key Headlines Impacting 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.