Intuitive Surgical (NASDAQ:ISRG) Given Buy Rating at BTIG Research

Intuitive Surgical (NASDAQ:ISRG)‘s stock had its “buy” rating restated by research analysts at BTIG Research in a report issued on Friday,Benzinga reports. They currently have a $616.00 price objective on the medical equipment provider’s stock. BTIG Research’s price target would suggest a potential upside of 17.15% from the stock’s previous close.

A number of other brokerages have also recently weighed in on ISRG. Citigroup reaffirmed a “neutral” rating on shares of Intuitive Surgical in a research report on Friday. Evercore ISI set a $580.00 target price on shares of Intuitive Surgical in a report on Monday, January 5th. Truist Financial upped their price target on shares of Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Argus increased their price target on Intuitive Surgical from $600.00 to $630.00 in a report on Monday, October 27th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $622.58.

Intuitive Surgical Stock Up 0.4%

Shares of NASDAQ:ISRG opened at $525.81 on Friday. The business has a fifty day simple moving average of $562.83 and a 200-day simple moving average of $511.86. Intuitive Surgical has a 52 week low of $425.00 and a 52 week high of $616.00. The company has a market cap of $188.49 billion, a P/E ratio of 69.55, a P/E/G ratio of 4.26 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The firm had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. During the same quarter in the previous year, the business earned $2.21 earnings per share. The firm’s quarterly revenue was up 18.8% compared to the same quarter last year. Sell-side analysts expect that Intuitive Surgical will post 6.43 earnings per share for the current fiscal year.

Insider Activity

In other Intuitive Surgical news, insider Gary S. Guthart sold 22,806 shares of the firm’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $570.89, for a total transaction of $13,019,717.34. Following the completion of the transaction, the insider directly owned 2,694 shares of the company’s stock, valued at $1,537,977.66. This trade represents a 89.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Mark Brosius sold 4,500 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the completion of the sale, the senior vice president directly owned 907 shares of the company’s stock, valued at $496,455.52. The trade was a 83.23% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 55,714 shares of company stock worth $31,617,799 over the last ninety days. Insiders own 0.70% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in Intuitive Surgical by 0.8% during the third quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock valued at $15,026,776,000 after purchasing an additional 263,828 shares during the last quarter. State Street Corp boosted its holdings in shares of 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 valued at $8,451,223,000 after buying an additional 182,871 shares during the period. Geode Capital Management LLC grew its position in shares of Intuitive Surgical by 1.4% during the 2nd 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 buying an additional 109,904 shares during the last quarter. Capital World Investors lifted its holdings in Intuitive Surgical by 1.5% in the third quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock worth $3,456,223,000 after acquiring an additional 116,034 shares during the last quarter. Finally, Norges Bank acquired a new position in Intuitive Surgical in the second quarter valued at approximately $2,569,260,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Key Intuitive Surgical News

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

• Positive Sentiment: Q4 results beat revenue and EPS estimates — Intuitive reported $2.87B revenue and $2.53 adjusted EPS, above Street estimates, driven by procedure growth and improved margins; the market reacted positively. Read More.
• Positive Sentiment: Procedure growth and recurring consumables remain the core growth engine — da Vinci procedure trends (mid?teens growth) underpin recurring instrument & service revenue, supporting margin expansion and long?term visibility. Read More.
• Positive Sentiment: Analysts remain constructive — multiple firms (including William Blair and Bank of America coverage) continue with Buy/Outperform views and above?consensus price targets, supporting upside expectations. Read More.
• Neutral Sentiment: Company guidance signals deceleration but remains constructive — Intuitive expects procedure growth to moderate (guidance midpoint lower than recent quarters) and modest tariff headwinds; investors are parsing near?term growth versus multi?year opportunity. Read More.
• Neutral Sentiment: Full earnings disclosure & call available — the company press release and the earnings call transcript provide detail on margins, R&D spending and geographic trends for investors doing deeper due diligence. Read More. and Read More.
• Negative Sentiment: Tariff impact and rising operating expenses could weigh on margins — management flagged a larger tariff drag in 2026 and expects operating expenses to grow faster as R&D ramps, which may temper operating leverage near?term. Read More.
• Negative Sentiment: Insider selling and mixed institutional moves noted — recent filings show significant insider sales and some large institutional reallocations, which investors may view as a caution signal to monitor. Read More.

Intuitive Surgical Company Profile

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.