Robert W. Baird Issues Pessimistic Forecast for Intuitive Surgical (NASDAQ:ISRG) Stock Price

Intuitive Surgical (NASDAQ:ISRG) had its target price cut by equities research analysts at Robert W. Baird from $655.00 to $645.00 in a note issued to investors on Friday,MarketScreener reports. The brokerage presently has an “outperform” rating on the medical equipment provider’s stock. Robert W. Baird’s price target points to a potential upside of 22.67% from the company’s previous close.

Several other equities analysts also recently weighed in on the stock. Rothschild & Co Redburn lifted their target price on shares of Intuitive Surgical from $610.00 to $615.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. BTIG Research reaffirmed a “buy” rating and issued a $616.00 price objective on shares of Intuitive Surgical in a report on Friday. Wells Fargo & Company raised their price target on Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Leerink Partners boosted their price target on shares of Intuitive Surgical from $593.00 to $600.00 and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Finally, Wall Street Zen upgraded Intuitive Surgical from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $621.83.

Intuitive Surgical Trading Up 0.4%

Shares of NASDAQ ISRG opened at $525.81 on Friday. The stock has a fifty day simple moving average of $562.83 and a two-hundred day simple moving average of $511.86. Intuitive Surgical has a 1-year low of $425.00 and a 1-year high of $616.00. The firm has a market cap of $188.49 billion, a price-to-earnings ratio of 69.55, a price-to-earnings-growth ratio of 4.26 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. The firm had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.72 billion. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The business’s revenue for the quarter was up 18.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.21 EPS. Analysts forecast that Intuitive Surgical will post 6.43 EPS for the current year.

Insider Activity

In related news, SVP Mark Brosius sold 4,500 shares of the company’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the completion of the sale, the senior vice president owned 907 shares in the company, valued at approximately $496,455.52. This represents a 83.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Myriam Curet sold 7,562 shares of the company’s stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $548.43, for a total transaction of $4,147,227.66. Following the completion of the transaction, the executive vice president directly owned 353 shares of the company’s stock, valued at $193,595.79. This represents a 95.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 55,714 shares of company stock worth $31,617,799. Insiders own 0.70% of the company’s stock.

Hedge Funds Weigh In On Intuitive Surgical

Hedge funds have recently modified their holdings of the stock. Brown Lisle Cummings Inc. grew its stake in Intuitive Surgical by 4.2% during the fourth quarter. Brown Lisle Cummings Inc. now owns 2,734 shares of the medical equipment provider’s stock valued at $1,549,000 after acquiring an additional 110 shares in the last quarter. Wallace Advisory Group LLC bought a new stake in shares of Intuitive Surgical in the fourth quarter worth about $260,000. Diligent Investors LLC lifted its position in shares of Intuitive Surgical by 6.2% in the fourth quarter. Diligent Investors LLC now owns 2,133 shares of the medical equipment provider’s stock worth $1,208,000 after buying an additional 125 shares in the last quarter. Gibbs Wealth Management boosted its stake in Intuitive Surgical by 312.7% during the fourth quarter. Gibbs Wealth Management now owns 2,241 shares of the medical equipment provider’s stock valued at $1,314,000 after buying an additional 1,698 shares during the last quarter. Finally, Factory Mutual Insurance Co. boosted its stake in Intuitive Surgical by 190.8% during the fourth quarter. Factory Mutual Insurance Co. now owns 44,500 shares of the medical equipment provider’s stock valued at $25,203,000 after buying an additional 29,200 shares during the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

More Intuitive Surgical News

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

• Positive Sentiment: Q4 results beat consensus — Intuitive reported $2.53 EPS and $2.87B revenue, both topping Street estimates and showing strong procedure-driven demand for its da Vinci platform. Reuters: Intuitive Surgical beats quarterly estimates
• Positive Sentiment: Sanford C. Bernstein raised its price target to $750 and kept an Outperform — a very bullish signal that implies material upside (~42% from the $525.81 reference). Benzinga: Sanford C. Bernstein raises target
• Positive Sentiment: BTIG reaffirmed a Buy with a $616 target and other firms (William Blair, BofA mentions) reiterated bullish ratings — analyst support is amplifying demand for the stock. TipRanks: BTIG buy rating
• Neutral Sentiment: Company guidance is constructive but cautious — Intuitive expects procedure growth to slow from recent levels (midpoint guidance implies deceleration) and flags tariff headwinds that will modestly pressure gross margin in 2026. GlobeNewswire: Q4 press release
• Neutral Sentiment: Analyst commentary and longer-term writeups highlight durable growth (procedure mix, recurring consumables, new platforms like Ion and SP) but note Intuitive’s premium valuation — supporting a buy case but suggesting limited margin for disappointment. Yahoo/analysis: 5‑year outlook
• Negative Sentiment: Zacks downgraded ISRG from Strong-Buy to Hold, trimming the bullish cohort and signaling some analysts see less near-term upside despite the beat. Zacks: downgrade
• Negative Sentiment: Notable insider selling and institutional position changes highlighted by third-party trackers could worry some investors about near-term conviction among insiders and large holders. QuiverQuant: insider activity & institutional moves

Intuitive Surgical Company Profile

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.