Intuitive Surgical (NASDAQ:ISRG) Stock Rating Reaffirmed as Buy by BTIG Research

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating reiterated by analysts at BTIG Research in a report issued on Wednesday, Benzinga reports. They presently have a $454.00 target price on the medical equipment provider’s stock. BTIG Research‘s price target would indicate a potential upside of 7.07% from the company’s current price.

Other equities research analysts have also issued research reports about the company. Barclays reaffirmed an “overweight” rating and issued a $500.00 price objective (up from $485.00) on shares of Intuitive Surgical in a report on Wednesday. Raymond James Financial reaffirmed an “outperform” rating and issued a $480.00 price objective on shares of Intuitive Surgical in a report on Wednesday. KeyCorp reaffirmed an “overweight” rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. Mizuho set a $415.00 price objective on Intuitive Surgical in a report on Tuesday, October 13th. Finally, Erste Group Bank raised Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Wednesday. Twenty-five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $497.39.

Intuitive Surgical Stock Performance

ISRG traded down $13.97 during trading on Wednesday, reaching $424.03. The company’s stock had a trading volume of 1,735,678 shares, compared to its average volume of 2,409,454. Intuitive Surgical has a 52-week low of $328.57 and a 52-week high of $603.88. The company’s fifty day moving average price is $392.96 and its 200-day moving average price is $409.06. The company has a market capitalization of $149.80 billion, a price-to-earnings ratio of 48.45, a price-to-earnings-growth ratio of 3.27 and a beta of 1.46.

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 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 for the quarter, compared to analyst estimates of $2.91 billion. During the same quarter in the previous year, the company earned $2.40 EPS. The firm’s revenue for the quarter was up 21.7% compared to the same quarter last year. Equities analysts predict that Intuitive Surgical will post 8.87 earnings per share for the current year.

Insider Buying and Selling at Intuitive Surgical

In other news, EVP Mark Brosius sold 77 shares of the business’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $375.57, for a total transaction of $28,918.89. Following the sale, the executive vice president owned 881 shares of the company’s stock, valued at $330,877.17. The trade was a 8.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary S. Guthart sold 10,000 shares of the business’s stock in a transaction that occurred 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 12,370 shares of company stock worth $4,891,989. Corporate insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Intuitive Surgical

Institutional investors have recently modified their holdings of the company. Bank of New York Mellon Corp purchased a new stake in Intuitive Surgical during the 2nd quarter worth $1,335,753,000. Arrowstreet Capital Limited Partnership boosted its position in Intuitive Surgical by 95.3% in the 1st 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 last quarter. Assenagon Asset Management S.A. boosted its position in Intuitive Surgical by 55.8% in the 3rd quarter. Assenagon Asset Management S.A. now owns 1,557,940 shares of the medical equipment provider’s stock valued at $633,505,000 after buying an additional 558,099 shares during the last quarter. Amundi boosted its position in Intuitive Surgical by 8.6% in the 1st 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 last quarter. Finally, Temasek Holdings Private Ltd boosted its position in Intuitive Surgical by 416.4% in the 1st quarter. Temasek Holdings Private Ltd now owns 227,211 shares of the medical equipment provider’s stock valued at $104,742,000 after buying an additional 183,211 shares during the last quarter. Hedge funds and other 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: 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

About Intuitive Surgical

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.