Intuitive Surgical, Inc. (NASDAQ:ISRG) Receives $622.17 Average Price Target from Analysts

Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) have been given an average recommendation of “Moderate Buy” by the twenty-seven analysts that are presently covering the company, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, eight have given a hold recommendation, sixteen have given a buy recommendation and two have issued a strong buy recommendation on the company. The average twelve-month price target among brokerages that have issued ratings on the stock in the last year is $622.1667.

A number of brokerages have weighed in on ISRG. Royal Bank Of Canada increased their price target on Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Mizuho set a $575.00 target price on Intuitive Surgical in a research report on Wednesday, October 22nd. Sanford C. Bernstein reissued an “outperform” rating and issued a $740.00 price target (up from $700.00) on shares of Intuitive Surgical in a research note on Friday, January 9th. Wells Fargo & Company upped their price objective on shares of Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Finally, Wall Street Zen upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Saturday.

Intuitive Surgical News Roundup

Here are the key news stories impacting Intuitive Surgical this week:

• Positive Sentiment: Phase‑3 update on IS‑001 imaging drug — Intuitive advanced its Phase‑3 study aimed at reducing ureter injuries in robotic colorectal surgery, a safety-focused adjoint that could expand the company’s addressable offering and reinforce surgical‑safety differentiation. Intuitive Surgical Advances Phase 3 Imaging Drug
• Positive Sentiment: daVinci systems demand highlighted — Company commentary and industry coverage say system performance “exceeded expectations” and Intuitive is pushing for more placements, supporting procedure growth and recurring consumable revenue. Intuitive says daVinci systems ‘exceeded expectations,’ it wants more
• Positive Sentiment: Analyst support remains — At least some brokers (e.g., Bernstein) have reiterated buy ratings, signaling continued sell‑side conviction in ISRG’s long‑term growth profile despite near‑term noise. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Investor take: “buying the dip” narratives are emerging — Several bullish commentaries argue the pullback is an entry point given Intuitive’s wide moat, recurring consumables and procedure tailwinds. Intuitive Surgical: Buying The Dip On This Wide-Moat Compounder
• Neutral Sentiment: Analysts preparing for Q4 — Preview pieces outline the metrics (procedures, system placements, ASPs, margin drivers) that will matter when full Q4 results and guidance details arrive; these previews can amplify volatility around the print. Intuitive Surgical (ISRG) Q4 Earnings on the Horizon
• Neutral Sentiment: Brokerage commentary roundup — Coverage pieces remind investors that analyst ratings and model changes often move shares; they’re useful context but not a definitive signal by themselves. Brokers Suggest Investing in Intuitive Surgical (ISRG)
• Negative Sentiment: Preliminary Q4 revenue reaction — Although Intuitive reported strong preliminary Q4 and full‑year revenue growth, shares dipped as investors parsed procedure trends, margin dynamics and what management said about demand cadence. That disconnect between a beat and stock action is a key reason for the pullback. Intuitive Surgical Stock Dips on Q4 Preliminary Revenue Results
• Negative Sentiment: Softer 2026 outlook flagged — Company commentary and reporting point to a softer 2026 outlook that trimmed forward expectations, which is the primary negative driver behind today’s weakness. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Market reaction analysis — Coverage asking “why did shares dive?” notes investors punished the stock for guidance/trajectory concerns despite the beat, illustrating that forward commentary and margin clarity matter more than one‑time beats. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?

Insider Buying and Selling

In related news, SVP Mark Brosius sold 4,500 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $547.36, for a total value of $2,463,120.00. Following the transaction, the senior vice president directly owned 907 shares of the company’s stock, valued at approximately $496,455.52. This trade represents a 83.23% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Henry L. Charlton sold 13,731 shares of Intuitive Surgical stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $7,963,980.00. Following the completion of the transaction, the executive vice president owned 3,056 shares in the company, valued at $1,772,480. The trade was a 81.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 114,007 shares of company stock worth $63,533,844 over the last 90 days. Company insiders own 0.70% of the company’s stock.

Hedge Funds Weigh In On Intuitive Surgical

A number of large investors have recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in Intuitive Surgical by 0.8% in the third quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock valued at $15,026,776,000 after buying an additional 263,828 shares during the period. State Street Corp increased its position in shares of Intuitive Surgical by 1.2% in the second quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock worth $8,451,223,000 after acquiring an additional 182,871 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Intuitive Surgical by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock valued at $4,429,590,000 after acquiring an additional 109,904 shares during the period. Capital World Investors raised its stake in shares of Intuitive Surgical by 1.5% in the 3rd quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock valued at $3,456,223,000 after acquiring an additional 116,034 shares during the period. Finally, Norges Bank acquired a new position in shares of Intuitive Surgical during the 2nd quarter valued at $2,569,260,000. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Intuitive Surgical Price Performance

Intuitive Surgical stock opened at $535.00 on Monday. The stock has a market capitalization of $191.79 billion, a P/E ratio of 70.77, a P/E/G ratio of 4.35 and a beta of 1.67. Intuitive Surgical has a 12-month low of $425.00 and a 12-month high of $616.00. The firm’s 50-day moving average is $566.32 and its two-hundred day moving average is $511.86.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings data on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.99 by $0.41. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The business had revenue of $2.51 billion for the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter in the prior year, the firm posted $1.84 earnings per share. The company’s quarterly revenue was up 22.9% compared to the same quarter last year. As a group, analysts forecast that Intuitive Surgical will post 6.43 EPS for the current year.

About Intuitive Surgical

Intuitive Surgical, founded in 1995 and headquartered in Sunnyvale, California, is a medical technology company focused on the design, manufacture and service of robotic-assisted surgical systems. The company is best known for its da Vinci surgical systems, which enable minimally invasive procedures by translating a surgeon’s hand movements into finer, scaled motions of small instruments inside the patient. Intuitive’s business centers on supplying hospitals and surgical centers with systems, instruments and related technologies that aim to improve precision, visualization and control in the operating room.

In addition to its core surgical platforms, Intuitive markets a portfolio of reusable and disposable instruments, accessories, and proprietary software, and provides training, servicing and clinical support to its customers.