Leerink Partnrs Has Optimistic Outlook of ISRG Q3 Earnings

Key Points

• Equities analysts at Leerink Partners have raised their Q3 2025 earnings estimate for Intuitive Surgical from $1.56 to $1.63 per share, while the consensus full-year earnings estimate stands at $6.43 per share.
• In its latest quarterly earnings report, Intuitive Surgical reported an EPS of $2.19, exceeding analysts' expectations of $1.93, with revenue of $2.44 billion, marking a 21.4% increase year-over-year.
• Investment firms have varied opinions on the stock, with a consensus rating of "Moderate Buy" and an average price target of $592.05, reflecting mixed sentiment among analysts.

Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) - Investment analysts at Leerink Partnrs lifted their Q3 2025 earnings estimates for Intuitive Surgical in a report issued on Wednesday, July 23rd. Leerink Partnrs analyst M. Kratky now forecasts that the medical equipment provider will post earnings of $1.63 per share for the quarter, up from their previous estimate of $1.56. The consensus estimate for Intuitive Surgical's current full-year earnings is $6.43 per share.

Other research analysts have also issued reports about the stock. Erste Group Bank reaffirmed a "hold" rating on shares of Intuitive Surgical in a research note on Wednesday, July 23rd. Wells Fargo & Company boosted their target price on shares of Intuitive Surgical from $559.00 to $599.00 and gave the company an "overweight" rating in a research note on Wednesday, July 23rd. Evercore ISI boosted their target price on shares of Intuitive Surgical from $470.00 to $550.00 and gave the company an "in-line" rating in a research note on Tuesday, July 8th. Deutsche Bank Aktiengesellschaft lowered shares of Intuitive Surgical from a "hold" rating to a "sell" rating and lowered their target price for the company from $515.00 to $440.00 in a research note on Monday, June 9th. Finally, BTIG Research boosted their target price on shares of Intuitive Surgical from $566.00 to $571.00 and gave the company a "buy" rating in a research note on Wednesday, July 23rd. One equities research analyst has rated the stock with a sell rating, five have issued a hold rating and fifteen have given a buy rating to the company. According to MarketBeat, Intuitive Surgical presently has an average rating of "Moderate Buy" and a consensus price target of $592.05.

Intuitive Surgical Stock Performance

NASDAQ ISRG traded up $1.70 on Friday, hitting $497.56. 844,750 shares of the stock were exchanged, compared to its average volume of 1,985,336. The stock has a fifty day moving average price of $529.86 and a two-hundred day moving average price of $535.01. The firm has a market capitalization of $178.37 billion, a P/E ratio of 69.39, a P/E/G ratio of 5.20 and a beta of 1.64. Intuitive Surgical has a 52-week low of $425.00 and a 52-week high of $616.00.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last posted its quarterly earnings data on Tuesday, July 22nd. The medical equipment provider reported $2.19 EPS for the quarter, topping the consensus estimate of $1.93 by $0.26. The company had revenue of $2.44 billion during the quarter, compared to analyst estimates of $2.35 billion. Intuitive Surgical had a net margin of 28.51% and a return on equity of 14.56%. Intuitive Surgical's quarterly revenue was up 21.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.78 earnings per share.

Insiders Place Their Bets

In other Intuitive Surgical news, Director Jami K. Nachtsheim sold 2,400 shares of the business's stock in a transaction dated Thursday, May 1st. The shares were sold at an average price of $520.00, for a total value of $1,248,000.00. Following the completion of the transaction, the director directly owned 6,371 shares in the company, valued at approximately $3,312,920. The trade was a 27.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Mark Brosius sold 216 shares of the business's stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $563.11, for a total transaction of $121,631.76. Following the completion of the transaction, the senior vice president owned 907 shares of the company's stock, valued at $510,740.77. This represents a 19.23% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 7,610 shares of company stock worth $3,858,340. 0.70% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Intuitive Surgical

Large investors have recently added to or reduced their stakes in the company. Chilton Capital Management LLC increased its holdings in shares of Intuitive Surgical by 614.3% during the first quarter. Chilton Capital Management LLC now owns 50 shares of the medical equipment provider's stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. Parvin Asset Management LLC acquired a new position in shares of Intuitive Surgical during the fourth quarter valued at about $26,000. Global Financial Private Client LLC increased its holdings in shares of Intuitive Surgical by 253.3% during the first quarter. Global Financial Private Client LLC now owns 53 shares of the medical equipment provider's stock valued at $26,000 after acquiring an additional 38 shares in the last quarter. Elite Financial Inc. acquired a new position in shares of Intuitive Surgical during the first quarter valued at about $26,000. Finally, Hurley Capital LLC acquired a new position in shares of Intuitive Surgical during the fourth quarter valued at about $28,000. 83.64% of the stock is currently owned by institutional investors.

About Intuitive Surgical

Intuitive Surgical, Inc develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System that enables complex surgery using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic procedures enabling minimally invasive biopsies in the lung.