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

BTIG Research reissued their buy rating on shares of Intuitive Surgical (NASDAQ:ISRG) in a research note released on Wednesday,Benzinga reports. They currently have a $454.00 target price on the medical equipment provider’s stock.

Several other analysts also recently issued reports on ISRG. Weiss Ratings reiterated a “hold (c)” rating on shares of Intuitive Surgical in a report on Friday, August 14th. Wall Street Zen cut Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Sunday, September 20th. Wells Fargo & Company restated an “overweight” rating and set a $486.00 price objective (down from $487.00) on shares of Intuitive Surgical in a research note on Wednesday. Barclays reaffirmed an “overweight” rating and issued a $500.00 target price (up from $485.00) on shares of Intuitive Surgical in a research report on Wednesday. Finally, TD Cowen reiterated a “buy” rating and issued a $485.00 target price on shares of Intuitive Surgical in a research note on Monday. Twenty-three analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $493.54.

Intuitive Surgical Stock Up 1.9%

Intuitive Surgical stock opened at $452.29 on Wednesday. Intuitive Surgical has a 52-week low of $328.57 and a 52-week high of $603.88. The firm has a fifty day moving average of $395.50 and a 200-day moving average of $409.13. The firm has a market capitalization of $156.78 billion, a P/E ratio of 49.76, a PEG ratio of 3.31 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG) last issued its earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 EPS for the quarter, beating analysts’ consensus estimates of $2.65 by $0.35. The business had revenue of $3.05 billion for the quarter, compared to the consensus estimate of $2.91 billion. Intuitive Surgical had a net margin of 25.54% and a return on equity of 18.17%. The business’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter last year, the firm posted $2.40 EPS. On average, research analysts expect that Intuitive Surgical will post 8.87 EPS for the current fiscal year.

Insider Buying and Selling at Intuitive Surgical

In related news, VP Fredrik Widman sold 1,089 shares of the business’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $374.44, for a total value of $407,765.16. Following the completion of the sale, the vice president directly owned 1,026 shares of the company’s stock, valued at $384,175.44. The trade was a 51.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark Brosius sold 77 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $375.57, for a total value of $28,918.89. Following the sale, the executive vice president owned 881 shares in the company, valued at $330,877.17. The trade was a 8.04% decrease in their position. 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 ninety days, 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

Hedge funds have recently made changes to their positions in the company. Plato Investment Management Ltd acquired a new stake in Intuitive Surgical in the 2nd quarter valued at approximately $4,315,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Intuitive Surgical during the 2nd quarter valued at $14,316,000. Hikari Power Ltd acquired a new position in Intuitive Surgical during the 2nd quarter worth $5,619,000. Nykredit A S acquired a new position in Intuitive Surgical during the 2nd quarter worth $48,464,000. Finally, NewEdge Advisors LLC boosted its position in Intuitive Surgical by 19.1% during the 2nd quarter. NewEdge Advisors LLC now owns 50,825 shares of the medical equipment provider’s stock worth $20,212,000 after acquiring an additional 8,142 shares during the period. Institutional investors and hedge funds own 83.64% of the company’s stock.

Intuitive Surgical News Summary

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

• Positive Sentiment: Intuitive Surgical reported third-quarter revenue of approximately $3.05 billion, up more than 20% year over year, while earnings exceeded consensus expectations. The company also highlighted continued international expansion and adoption of its robotic-surgery systems. Intuitive Surgical Stock: Margin Hit Masks Strong Q3 Growth Story
• Positive Sentiment: Several firms remain constructive: BTIG, Stifel Nicolaus, Piper Sandler, and Oppenheimer reaffirmed or maintained Buy ratings. Baird also raised its price target, while Erste Group upgraded the stock to Buy. ISRG was added to the Zacks Rank #1 Strong Buy list. New Strong Buy Stocks for October 23rd
• Neutral Sentiment: The quarter included roughly $450 million of costs tied to an antitrust settlement, along with pricing-related pressure, which reduced margins. These items appear largely nonrecurring, but investors are assessing their effect on near-term profitability. Intuitive Surgical Reports Q3 2026 Earnings Impacted by $450M Antitrust Settlement
• Negative Sentiment: The key concern is that U.S. da Vinci procedure growth slowed to its lowest level since the COVID period. Investors worry that decelerating domestic demand could make it harder for Intuitive Surgical to sustain its premium valuation, which remains above 50 times earnings. Intuitive Surgical Sinks as U.S. da Vinci Growth Slows
• Negative Sentiment: RBC lowered its expectations for ISRG, and an analyst downgrade contributed to a gap lower in the shares. The market is emphasizing forward growth and valuation rather than the headline earnings beat. Intuitive Surgical Shares Gap Down Following Analyst Downgrade

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.