Intuitive Surgical (NASDAQ:ISRG) Earns Buy Rating from BTIG Research

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating reiterated by investment analysts at BTIG Research in a research report issued to clients and investors on Wednesday, Benzinga reports. They presently have a $454.00 price objective on the medical equipment provider’s stock. BTIG Research‘s target price points to a potential upside of 6.08% from the company’s previous close.

Several other analysts have also weighed in on the company. BNP Paribas Exane upgraded Intuitive Surgical to an “outperform” rating in a report on Tuesday, July 28th. KeyCorp restated an “overweight” rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. Stifel Nicolaus cut their target price on Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating on the stock in a research report on Friday, July 17th. JPMorgan Chase & Co. cut their target price on Intuitive Surgical from $550.00 to $450.00 and set an “overweight” rating on the stock in a research report on Friday, July 17th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Intuitive Surgical in a research 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 issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $500.13.

Intuitive Surgical Price Performance

Shares of Intuitive Surgical stock traded down $10.01 during trading on Wednesday, hitting $427.99. The stock had a trading volume of 3,003,032 shares, compared to its average volume of 2,417,408. The firm has a market cap of $151.20 billion, a P/E ratio of 49.05, a PEG ratio of 3.27 and a beta of 1.46. The business has a fifty day moving average of $392.96 and a two-hundred day moving average of $409.06. Intuitive Surgical has a fifty-two week low of $328.57 and a fifty-two week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings data on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, beating the consensus estimate of $2.65 by $0.35. The business had revenue of $3.05 billion during the quarter, compared to analyst estimates of $2.91 billion. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%. The company’s revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.40 earnings per share. As a group, research analysts forecast that Intuitive Surgical will post 8.87 earnings per share for the current year.

Insider Activity at Intuitive Surgical

In other news, Director Amy Ladd sold 72 shares of the business’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $393.10, for a total transaction of $28,303.20. Following the sale, the director directly owned 179 shares of the company’s stock, valued at $70,364.90. The trade was a 28.69% 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. 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 on Tuesday, August 11th. The stock was sold at an average price of $400.00, for a total value of $4,000,000.00. Following the sale, the director directly owned 1,245,679 shares in the company, 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. Insiders sold 12,370 shares of company stock valued at $4,891,989 over the last ninety days. Company insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Intuitive Surgical

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Bank of America Corp DE raised its position in 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 period. Bank of New York Mellon Corp acquired a new position in Intuitive Surgical during the second quarter valued at $1,335,753,000. Amundi raised its position in Intuitive Surgical by 8.6% during the first quarter. Amundi now owns 2,428,356 shares of the medical equipment provider’s stock valued at $1,119,448,000 after buying an additional 193,096 shares during the period. Arrowstreet Capital Limited Partnership raised its position in 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 buying an additional 1,027,475 shares during the period. Finally, Assenagon Asset Management S.A. raised its position in Intuitive Surgical by 13.8% during the first quarter. Assenagon Asset Management S.A. now owns 1,745,008 shares of the medical equipment provider’s stock valued at $804,431,000 after buying an additional 211,237 shares during the period. 83.64% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Q3 revenue rose 21.7% year over year to $3.05 billion, while adjusted earnings of $3.00 per share exceeded analyst estimates. Worldwide procedures increased approximately 15%, and da Vinci system placements rose to 546 from 427 a year earlier, supporting the company’s underlying demand and growth trends. Intuitive Surgical Q3 earnings beat estimates
• Positive Sentiment: Several analysts remain bullish following the results. JPMorgan raised its price target to $475 and maintained an overweight rating; Baird increased its target to $550; and Bank of America reiterated a Buy rating with a $470 target. Analysts cited strong execution, extended-use instruments and Intuitive’s product pipeline. Bank of America reiterates Buy rating
• Neutral Sentiment: Intuitive plans to extend instrument life and reduce instrument pricing in 2027. The strategy could lower costs for hospitals and broaden robotic-surgery adoption over time, but management expects a 3%–5% reduction in revenue per procedure in the near term. Intuitive Surgical long-term investor takeaways
• Negative Sentiment: GAAP net income fell to $523 million, or $1.49 per share, from $704 million a year earlier because of the proposed antitrust settlement. The charge remains subject to court approval, adding uncertainty and weighing on reported profitability. Intuitive Surgical settlement coverage
• Negative Sentiment: Management narrowed its 2026 da Vinci procedure-growth forecast to 14%–15%, reflecting slower U.S. growth. The combination of moderating growth, lower future procedure economics and the legal charge explains why the stock decreased despite the earnings beat. 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.