Intuitive Surgical, Inc. (NASDAQ:ISRG) Stock Rated "Moderate Buy" by Wall Street Brokerages

Key Points

• Wall Street maintains a favorable outlook: Intuitive Surgical has a “Moderate Buy” consensus from 31 analysts, including 22 buy and one strong-buy ratings, with an average 12-month price target of $498.83.
• Recent results showed strong growth: The company reported quarterly EPS of $2.80 versus the $2.48 consensus and revenue of $2.89 billion, up 18.4% year over year.
• Growth opportunities remain balanced against valuation risks: A next-generation robotic endoscope submission could expand the company into gastrointestinal procedures, but BTIG lowered its target to $454 and the stock’s elevated valuation leaves it sensitive to disappointing results or guidance.

Intuitive Surgical, Inc. (NASDAQ:ISRG - Get Free Report) has earned a consensus rating of "Moderate Buy" from the thirty-one analysts that are presently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, seven have given a hold recommendation, twenty-two have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $498.83.

Several analysts have recently weighed in on ISRG shares. Piper Sandler restated an "overweight" rating on shares of Intuitive Surgical in a research report on Friday, August 21st. BNP Paribas Exane raised shares of Intuitive Surgical to an "outperform" rating in a report on Tuesday, July 28th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Intuitive Surgical in a research report on Wednesday, August 12th. Citigroup cut their target price on shares of Intuitive Surgical from $590.00 to $500.00 and set a "buy" rating for the company in a research report on Friday, July 17th. Finally, BTIG Research reduced their target price on Intuitive Surgical from $469.00 to $454.00 and set a "buy" rating on the stock in a research note on Monday.

Insider Activity

In other news, Director Gary S. Guthart sold 10,000 shares of the stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $400.00, for a total transaction of $4,000,000.00. Following the transaction, the director directly owned 1,245,679 shares in the company, valued at approximately $498,271,600. This represents a 0.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 firm's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $375.57, for a total value of $28,918.89. Following the transaction, the executive vice president directly owned 881 shares in the company, valued at approximately $330,877.17. This represents a 8.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 12,370 shares of company stock valued at $4,891,989. 0.60% of the stock is owned by insiders.

Institutional Trading of Intuitive Surgical

Several hedge funds and other institutional investors have recently bought and sold shares of ISRG. Motiv8 Investments LLC purchased a new stake in Intuitive Surgical during the 4th quarter valued at about $34,000. Main Street Group LTD purchased a new position in Intuitive Surgical in the first quarter worth about $30,000. North Point Portfolio Managers Corp OH purchased a new position in Intuitive Surgical in the third quarter worth about $27,000. Vermillion Wealth Management Inc. raised its holdings in Intuitive Surgical by 58.1% in the first quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider's stock worth $31,000 after buying an additional 25 shares during the last quarter. Finally, Evergreen Advisors LLC purchased a new position in Intuitive Surgical in the first quarter worth about $35,000. Hedge funds and other institutional investors 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: Intuitive Surgical is expanding beyond traditional surgery by submitting a next-generation robotic endoscope to the FDA for gastrointestinal procedures. Approval could open a significant new growth market and broaden the company’s recurring-procedure opportunity. ISRG Is Expanding Beyond Surgery: Here's Why the GI Opportunity Matters
• Positive Sentiment: Zacks upgraded ISRG to Rank #2, or “Buy,” citing improving earnings prospects. The upgrade may support sentiment ahead of the company’s quarterly report. Intuitive Surgical Upgraded to Buy
• Positive Sentiment: UBS reiterated a Buy rating and maintained a $500 price target, pointing to Intuitive Surgical’s long-term robotic-surgery growth runway. Leerink Partners also maintained its Buy recommendation. Intuitive Surgical Buy Rating Reiterated
• Positive Sentiment: Erste Group raised its fiscal 2027 EPS estimate slightly to $10.09 from $10.06, above the current-year consensus estimate of $8.87, reinforcing expectations for continued earnings growth.
• Neutral Sentiment: Intuitive Surgical is being highlighted as a sales-growth stock ahead of third-quarter earnings. Its prior quarter included 18.4% year-over-year revenue growth and an earnings beat, but investors are likely waiting for updated results and guidance. 3 Sales Growth Stocks to Buy as Q3 Earnings Get Underway
• Negative Sentiment: BTIG lowered its price target to $454 from $469 while keeping a Buy rating. Although the revised target still implies upside, the cut may weigh on near-term sentiment and signals more cautious expectations.
• Negative Sentiment: Valuation remains a potential pressure point: Intuitive Surgical trades at a substantially higher forward earnings multiple than Abbott Laboratories, leaving the stock sensitive to any earnings miss, slower procedure growth, or conservative guidance. Abbott Laboratories vs. Intuitive Surgical

Intuitive Surgical Trading Down 1.3%

ISRG stock opened at $422.06 on Wednesday. The company's 50 day moving average is $388.49 and its 200 day moving average is $410.14. The stock has a market cap of $149.11 billion, a price-to-earnings ratio of 48.35, a price-to-earnings-growth ratio of 3.23 and a beta of 1.46. Intuitive Surgical has a 1-year low of $328.57 and a 1-year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last announced its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.48 by $0.32. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The business had revenue of $2.89 billion during the quarter, compared to analyst estimates of $2.83 billion. During the same period in the previous year, the business posted $1.81 earnings per share. Intuitive Surgical's revenue for the quarter was up 18.4% on a year-over-year basis. As a group, sell-side analysts forecast that Intuitive Surgical will post 8.87 EPS for the current fiscal year.

Intuitive Surgical Company Profile

Intuitive Surgical, Inc develops and commercializes robotic-assisted systems and related technologies designed to support minimally invasive medical procedures. The company's products are intended to help surgeons perform operations through small incisions while providing enhanced visualization, precision, and control.

Its principal product is the da Vinci Surgical System, a platform used across a range of specialties, including general surgery, urology, gynecology, thoracic surgery, and cardiac procedures.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.