Intuitive Surgical, Inc. (NASDAQ:ISRG) Stock Has Average Price Target of $493.54 According to Brokerages

Key Points

• Analysts are moderately bullish on Intuitive Surgical: 23 of 30 covering analysts rate it Buy and one rates it Strong Buy, with a consensus 12-month price target of $493.54.
• The company beat quarterly estimates, reporting $3.00 in earnings per share and $3.05 billion in revenue, up 21.7% year over year.
• Da Vinci system placements rose 28% year over year to 546, though analysts caution that multisystem orders and upgrades may have contributed and the increase may not reflect broad-based hospital spending.

Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the thirty analysts that are currently covering the stock, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, five have issued a hold recommendation, twenty-three have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $493.54.

A number of brokerages recently weighed in on ISRG. HSBC downgraded shares of Intuitive Surgical from a "buy" rating to a "hold" rating and set a $391.00 price target on the stock. in a research report on Thursday, July 30th. BMO Capital Markets restated an "outperform" rating on shares of Intuitive Surgical in a report on Monday, July 20th. Wall Street Zen raised shares of Intuitive Surgical from a "hold" rating to a "buy" rating in a research note on Saturday, October 31st. Wells Fargo & Company reaffirmed an "overweight" rating and issued a $486.00 target price (down from $487.00) on shares of Intuitive Surgical in a research note on Wednesday, October 21st. Finally, UBS Group reiterated a "buy" rating on shares of Intuitive Surgical in a report on Tuesday, October 13th.

Insider Buying and Selling

In related news, Director Gary Guthart sold 20,095 shares of the firm's stock in a transaction on Friday, October 23rd. The stock was sold at an average price of $451.61, for a total transaction of $9,075,102.95. Following the sale, the director owned 1,204,530 shares of the company's stock, valued at approximately $543,977,793.30. This trade represents a 1.64% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy Ladd sold 400 shares of the firm'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 sale, the director directly owned 251 shares in the company, valued at $95,129. The trade was 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. Insiders have sold 49,928 shares of company stock worth $21,917,367 over the last ninety days. Insiders own 0.60% of the company's stock.

Institutional Investors Weigh In On Intuitive Surgical

A number of hedge funds have recently modified their holdings of ISRG. Bank of America Corp DE lifted its stake in Intuitive Surgical by 3.3% in the first quarter. Bank of America Corp DE now owns 3,616,973 shares of the medical equipment provider's stock valued at $1,667,388,000 after buying an additional 116,292 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in shares of Intuitive Surgical in the second quarter valued at approximately $1,335,753,000. Amundi boosted its holdings in shares of Intuitive Surgical by 8.6% in the first 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 period. Arrowstreet Capital Limited Partnership increased its position in shares of 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 acquiring an additional 1,027,475 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. increased its position in shares of Intuitive Surgical by 10.8% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,893,485 shares of the medical equipment provider's stock worth $769,948,000 after acquiring an additional 184,044 shares in the last quarter. 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: Da Vinci system placements increased 28% year over year to 546 in the third quarter of 2026, and net placements rose 40%, expanding the installed base and supporting future revenue from instruments and services. Article: ISRG System Placements Rise 28%
• Neutral Sentiment: Analysts caution that the placement jump may have been driven partly by multisystem orders and upgrades, so it does not necessarily signal a broad-based increase in hospital capital spending or guarantee the pace will continue. Article: ISRG System Placements Rise 28%: Is Capital Equipment Demand Rising?
• Neutral Sentiment: Recent Zacks coverage says ISRG is attracting investor attention but, in the information provided, identifies no new fundamental development that would explain a change in the stock’s prospects. Article: ISRG is Attracting Investor Attention
• Negative Sentiment: Directors Gary Guthart and Craig Barratt reported sales of 10,000 and 1,150 shares, respectively. Both transactions were made under pre-arranged Rule 10b5-1 plans, which may lessen their signaling significance, but insider selling can still add a modest sentiment headwind. SEC filing: Gary Guthart transaction SEC filing: Craig Barratt transaction

Intuitive Surgical Stock Down 3.4%

Shares of Intuitive Surgical stock opened at $452.80 on Friday. The business has a fifty day simple moving average of $409.93 and a 200 day simple moving average of $431.89. The stock has a market cap of $156.96 billion, a PE ratio of 54.75, a price-to-earnings-growth ratio of 3.12 and a beta of 1.45. Intuitive Surgical has a 12 month low of $328.57 and a 12 month high of $603.88.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last released its earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, beating the consensus estimate of $2.65 by $0.35. Intuitive Surgical had a return on equity of 18.17% and a net margin of 25.54%. The firm had revenue of $3.05 billion for the quarter, compared to analyst estimates of $2.91 billion. During the same quarter in the prior year, the firm posted $2.40 earnings per share. The company's quarterly revenue was up 21.7% on a year-over-year basis. Analysts expect that Intuitive Surgical will post 9.37 EPS for the current fiscal year.

Intuitive Surgical Company Profile

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