Intuitive Surgical (NASDAQ:ISRG) Given New $645.00 Price Target at Robert W. Baird

Intuitive Surgical (NASDAQ:ISRG) had its price objective dropped by equities researchers at Robert W. Baird from $655.00 to $645.00 in a research report issued on Friday,MarketScreener reports. The brokerage presently has an “outperform” rating on the medical equipment provider’s stock. Robert W. Baird’s target price points to a potential upside of 22.67% from the stock’s previous close.

A number of other research firms have also weighed in on ISRG. Barclays restated an “overweight” rating and set a $686.00 target price (up previously from $635.00) on shares of Intuitive Surgical in a report on Wednesday, January 7th. Mizuho set a $575.00 price target on Intuitive Surgical in a research note on Wednesday, October 22nd. Wall Street Zen upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. BTIG Research reissued a “buy” rating and set a $616.00 target price on shares of Intuitive Surgical in a report on Friday. Finally, Jefferies Financial Group lifted their target price on shares of Intuitive Surgical from $550.00 to $560.00 and gave the company a “hold” rating in a report on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $621.83.

Intuitive Surgical Price Performance

Shares of NASDAQ:ISRG opened at $525.81 on Friday. Intuitive Surgical has a 1 year low of $425.00 and a 1 year high of $616.00. The firm has a market capitalization of $188.49 billion, a PE ratio of 69.55, a price-to-earnings-growth ratio of 4.26 and a beta of 1.67. The business has a 50 day simple moving average of $562.83 and a two-hundred day simple moving average of $511.86.

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

Insider Buying and Selling

In other news, EVP Myriam Curet sold 104 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $559.90, for a total transaction of $58,229.60. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Henry L. Charlton sold 13,731 shares of the stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total transaction of $7,963,980.00. Following the completion of the sale, the executive vice president directly owned 3,056 shares of the company’s stock, valued at approximately $1,772,480. This trade represents a 81.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 55,714 shares of company stock worth $31,617,799 over the last quarter. Corporate insiders own 0.70% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Newbridge Financial Services Group Inc. lifted its holdings in shares of Intuitive Surgical by 300.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock worth $25,000 after acquiring an additional 33 shares during the last quarter. Holos Integrated Wealth LLC acquired a new stake in Intuitive Surgical in the 4th quarter valued at approximately $25,000. Tobam raised its position in Intuitive Surgical by 666.7% in the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 40 shares during the period. Kilter Group LLC acquired a new position in Intuitive Surgical during the second quarter worth $27,000. Finally, Olistico Wealth LLC purchased a new position in shares of Intuitive Surgical during the fourth quarter worth $28,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Q4 results beat consensus — Intuitive reported $2.53 EPS and $2.87B revenue, both topping Street estimates and showing strong procedure-driven demand for its da Vinci platform. Reuters: Intuitive Surgical beats quarterly estimates
• Positive Sentiment: Sanford C. Bernstein raised its price target to $750 and kept an Outperform — a very bullish signal that implies material upside (~42% from the $525.81 reference). Benzinga: Sanford C. Bernstein raises target
• Positive Sentiment: BTIG reaffirmed a Buy with a $616 target and other firms (William Blair, BofA mentions) reiterated bullish ratings — analyst support is amplifying demand for the stock. TipRanks: BTIG buy rating
• Neutral Sentiment: Company guidance is constructive but cautious — Intuitive expects procedure growth to slow from recent levels (midpoint guidance implies deceleration) and flags tariff headwinds that will modestly pressure gross margin in 2026. GlobeNewswire: Q4 press release
• Neutral Sentiment: Analyst commentary and longer-term writeups highlight durable growth (procedure mix, recurring consumables, new platforms like Ion and SP) but note Intuitive’s premium valuation — supporting a buy case but suggesting limited margin for disappointment. Yahoo/analysis: 5?year outlook
• Negative Sentiment: Zacks downgraded ISRG from Strong-Buy to Hold, trimming the bullish cohort and signaling some analysts see less near-term upside despite the beat. Zacks: downgrade
• Negative Sentiment: Notable insider selling and institutional position changes highlighted by third-party trackers could worry some investors about near-term conviction among insiders and large holders. QuiverQuant: insider activity & institutional moves

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.