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

Intuitive Surgical (NASDAQ:ISRG - Get Free Report)'s stock had its "buy" rating reaffirmed by stock analysts at BTIG Research in a research note issued to investors on Wednesday, Benzinga reports. They currently have a $454.00 price target on the medical equipment provider's stock. BTIG Research's price target indicates a potential upside of 3.65% from the stock's previous close.

A number of other equities research analysts have also commented on ISRG. BMO Capital Markets restated an "outperform" rating on shares of Intuitive Surgical in a research report on Monday, July 20th. HSBC downgraded Intuitive Surgical from a "buy" rating to a "hold" rating and set a $391.00 price objective on the stock. in a report on Thursday, July 30th. Robert W. Baird upped their price objective on Intuitive Surgical from $513.00 to $550.00 and gave the stock an "outperform" rating in a report on Wednesday. TD Cowen reaffirmed a "buy" rating on shares of Intuitive Surgical in a report on Monday. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. Twenty-five 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. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $498.68.

Intuitive Surgical Price Performance

NASDAQ ISRG opened at $438.00 on Wednesday. The firm has a market cap of $154.74 billion, a PE ratio of 50.17, a price-to-earnings-growth ratio of 3.27 and a beta of 1.46. Intuitive Surgical has a one year low of $328.57 and a one year high of $603.88. 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 - Get Free Report) last released its quarterly earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 EPS for the quarter, topping analysts' consensus estimates of $2.65 by $0.35. The business had revenue of $3.05 billion for the quarter, compared to analyst estimates of $2.91 billion. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%. Intuitive Surgical's revenue for the quarter was up 21.7% on a year-over-year basis. During the same period in the prior year, the company earned $2.40 EPS. As a group, equities analysts expect that Intuitive Surgical will post 8.87 earnings per share for the current year.

Insider Activity

In other Intuitive Surgical news, EVP Gary Loeb sold 400 shares of the company's stock in a transaction on Monday, August 10th. The stock was sold at an average price of $379.00, for a total transaction of $151,600.00. Following the transaction, the executive vice president owned 5,320 shares of the company's stock, valued at approximately $2,016,280. This represents a 6.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 400 shares of the company's stock in a transaction 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 director directly owned 251 shares in the company, valued at approximately $95,129. This represents a 61.44% 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. In the last 90 days, insiders have sold 12,370 shares of company stock worth $4,891,989. 0.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Bank of New York Mellon Corp bought a new position in Intuitive Surgical during the second quarter worth about $1,335,753,000. Arrowstreet Capital Limited Partnership grew its holdings in Intuitive Surgical by 95.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 2,105,544 shares of the medical equipment provider's stock worth $970,635,000 after purchasing an additional 1,027,475 shares during the period. Assenagon Asset Management S.A. grew its holdings in Intuitive Surgical by 55.8% during the third quarter. Assenagon Asset Management S.A. now owns 1,557,940 shares of the medical equipment provider's stock worth $633,505,000 after purchasing an additional 558,099 shares during the period. Amundi grew its holdings in Intuitive Surgical by 8.6% during the first quarter. Amundi now owns 2,428,356 shares of the medical equipment provider's stock worth $1,119,448,000 after purchasing an additional 193,096 shares during the period. Finally, Temasek Holdings Private Ltd grew its holdings in Intuitive Surgical by 416.4% during the first quarter. Temasek Holdings Private Ltd now owns 227,211 shares of the medical equipment provider's stock worth $104,742,000 after purchasing an additional 183,211 shares during the period. Institutional investors and hedge funds 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

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.