William Blair Analysts Increase Earnings Estimates for ISRG

Key Points

• William Blair analysts have raised their FY2025 earnings per share estimate for Intuitive Surgical to $6.53, up from $6.36, exceeding the current consensus estimate of $6.43.
• Intuitive Surgical reported a Q2 earnings per share of $2.19, beating the consensus estimate of $1.93, along with revenues of $2.44 billion, up 21.4% year-over-year.
• Institutional investors now hold 83.64% of Intuitive Surgical's stock, with significant acquisitions by firms like Nuveen LLC and GAMMA Investing LLC in the recent quarter.

Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) - Analysts at William Blair boosted their FY2025 earnings per share estimates for Intuitive Surgical in a research report issued on Wednesday, July 23rd. William Blair analyst B. Vazquez now expects that the medical equipment provider will post earnings of $6.53 per share for the year, up from their previous forecast of $6.36. The consensus estimate for Intuitive Surgical's current full-year earnings is $6.43 per share. William Blair also issued estimates for Intuitive Surgical's Q4 2025 earnings at $1.76 EPS, Q1 2026 earnings at $1.63 EPS, Q2 2026 earnings at $1.93 EPS, Q3 2026 earnings at $1.91 EPS, Q4 2026 earnings at $2.15 EPS and FY2026 earnings at $7.62 EPS.

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

ISRG has been the topic of several other reports. Citigroup restated a "buy" rating and issued a $650.00 price objective (up from $590.00) on shares of Intuitive Surgical in a research report on Thursday, May 22nd. Barclays decreased their target price on Intuitive Surgical from $684.00 to $635.00 and set an "overweight" rating on the stock in a research report on Thursday, April 24th. BTIG Research boosted their target price on Intuitive Surgical from $566.00 to $571.00 and gave the stock a "buy" rating in a research report on Wednesday, July 23rd. Truist Financial boosted their target price on Intuitive Surgical from $590.00 to $600.00 and gave the stock a "buy" rating in a research report on Wednesday, July 23rd. Finally, UBS Group boosted their target price on Intuitive Surgical from $547.00 to $585.00 and gave the stock a "neutral" rating in a research report on Wednesday, July 23rd. One research analyst has rated the stock with a sell rating, five have given a hold rating and fifteen have given a buy rating to the stock. According to MarketBeat.com, Intuitive Surgical has a consensus rating of "Moderate Buy" and an average price target of $592.05.

Intuitive Surgical Stock Up 1.5%

Shares of Intuitive Surgical stock opened at $495.86 on Monday. The stock's 50-day simple moving average is $529.86 and its 200-day simple moving average is $535.01. Intuitive Surgical has a 52 week low of $425.00 and a 52 week high of $616.00. The company has a market capitalization of $177.76 billion, a price-to-earnings ratio of 69.16, a PEG ratio of 5.20 and a beta of 1.64.

Insider Activity

In other news, EVP Myriam Curet sold 4,500 shares of the company's stock in a transaction that occurred on Friday, July 25th. The stock was sold at an average price of $492.48, for a total transaction of $2,216,160.00. Following the transaction, the executive vice president owned 353 shares of the company's stock, valued at approximately $173,845.44. This represents a 92.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Mark Brosius sold 216 shares of the company's stock in a transaction that occurred on Friday, June 6th. The shares were sold at an average price of $563.11, for a total value of $121,631.76. Following the transaction, the senior vice president directly owned 907 shares in the company, valued at approximately $510,740.77. This represents a 19.23% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 7,610 shares of company stock valued at $3,858,340. 0.70% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of ISRG. Nuveen LLC bought a new position in Intuitive Surgical in the first quarter worth approximately $1,715,899,000. GAMMA Investing LLC grew its stake in Intuitive Surgical by 54,010.7% in the first quarter. GAMMA Investing LLC now owns 3,028,576 shares of the medical equipment provider's stock worth $14,999,630,000 after purchasing an additional 3,022,979 shares in the last quarter. Capital Research Global Investors grew its stake in Intuitive Surgical by 25.5% in the fourth quarter. Capital Research Global Investors now owns 3,381,302 shares of the medical equipment provider's stock worth $1,764,904,000 after purchasing an additional 687,906 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in Intuitive Surgical by 26.1% in the first quarter. Goldman Sachs Group Inc. now owns 2,819,666 shares of the medical equipment provider's stock worth $1,396,496,000 after purchasing an additional 584,375 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Intuitive Surgical by 20.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,393,951 shares of the medical equipment provider's stock worth $1,680,922,000 after purchasing an additional 566,979 shares in the last quarter. Institutional investors own 83.64% of the company's stock.

Intuitive Surgical Company Profile

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.

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