Intuitive Surgical (NASDAQ:ISRG) Stock Keeps “Buy” Rating at BTIG Research

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating reissued by investment analysts at BTIG Research in a report issued on Wednesday, Benzinga reports. They currently have a $454.00 price target on the medical equipment provider’s stock. BTIG Research‘s price objective would suggest a potential upside of 8.75% from the company’s current price.

A number of other equities research analysts also recently weighed in on the company. Citigroup dropped their target price on Intuitive Surgical from $590.00 to $500.00 and set a “buy” rating for the company in a report on Friday, July 17th. Truist Financial dropped their target price on Intuitive Surgical from $580.00 to $510.00 and set a “buy” rating for the company in a report on Thursday, July 16th. JPMorgan Chase & Co. dropped their price target on Intuitive Surgical from $550.00 to $450.00 and set an “overweight” rating for the company in a research note on Friday, July 17th. HSBC downgraded Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 price target for the company. in a research note on Thursday, July 30th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Intuitive Surgical in a research note on Monday, July 20th. Twenty-five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Intuitive Surgical presently has an average rating of “Moderate Buy” and a consensus target price of $497.39.

Intuitive Surgical Stock Down 4.7%

Shares of ISRG traded down $20.54 during midday trading on Wednesday, reaching $417.46. 1,142,782 shares of the stock were exchanged, compared to its average volume of 2,408,600. Intuitive Surgical has a twelve month low of $328.57 and a twelve month high of $603.88. The company has a market cap of $147.48 billion, a P/E ratio of 47.76, a PEG ratio of 3.27 and a beta of 1.46. The stock’s 50 day simple moving average is $392.96 and its 200 day simple moving average is $409.06.

Intuitive Surgical (NASDAQ:ISRG) last posted 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. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%. The company had revenue of $3.05 billion during the quarter, compared to the consensus estimate of $2.91 billion. During the same quarter last year, the firm earned $2.40 earnings per share. The company’s revenue was up 21.7% on a year-over-year basis. As a group, analysts predict that Intuitive Surgical will post 8.87 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Gary Loeb sold 400 shares of Intuitive Surgical stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $379.00, for a total value of $151,600.00. Following the transaction, the executive vice president directly owned 5,320 shares of the company’s stock, valued at $2,016,280. The trade was a 6.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 72 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $393.10, for a total value of $28,303.20. Following the completion of the transaction, the director directly owned 179 shares in the company, valued at approximately $70,364.90. This trade represents a 28.69% 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. In the last quarter, insiders have sold 12,370 shares of company stock valued at $4,891,989. Corporate insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Main Street Group LTD purchased a new position in shares of Intuitive Surgical in the first quarter worth $30,000. North Point Portfolio Managers Corp OH purchased a new position in shares of Intuitive Surgical in the third quarter worth $27,000. Vermillion Wealth Management Inc. raised its stake in shares of Intuitive Surgical by 58.1% in the first quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider’s stock worth $31,000 after purchasing an additional 25 shares during the last quarter. Evergreen Advisors LLC purchased a new position in shares of Intuitive Surgical in the first quarter worth $35,000. Finally, Compass Financial Management LLC purchased a new position in shares of Intuitive Surgical in the second quarter worth $30,000. 83.64% of the stock is owned by institutional investors.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Intuitive Surgical reported third-quarter revenue of $3.05 billion, up 21.7% year over year and above the approximately $2.91 billion analyst estimate. Adjusted earnings of $3.00 per share also exceeded consensus, while worldwide procedures increased about 15% and da Vinci system placements rose to 546 from 427 a year earlier. Intuitive Surgical Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Several analysts remain constructive: Bernstein reaffirmed a Buy rating with a $685 price target, BTIG maintained Buy, Baird raised its target to $550, and Erste Group upgraded the stock to Buy. These actions reflect confidence in robotic-surgery demand, the da Vinci platform and Intuitive’s innovation pipeline. Analyst Ratings and Price Target
• Neutral Sentiment: RBC Capital retained its Outperform rating while lowering its target to $550 from $575. Raymond James also trimmed its target to $480 from $483, while Mizuho cut its target to $400 and kept a Neutral rating, creating a mixed analyst picture. RBC Capital Price Target Update
• Negative Sentiment: GAAP profit fell to $1.49 per share because Intuitive recorded a $450 million pretax charge, or approximately $0.99 per share after tax, tied to a proposed antitrust settlement. The settlement still requires court approval, adding legal and earnings uncertainty. Antitrust Settlement Charge
• Negative Sentiment: Management narrowed its 2026 global da Vinci procedure-growth forecast to 14%-15%. Planned actions to reduce per-procedure instrument costs by roughly 3%-5% may support long-term adoption but could pressure near-term revenue and margins. Reports also highlighted a slowdown in U.S. procedure growth, which amplified the market’s reaction. Intuitive Narrows 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.