FY2026 EPS Estimate for Intuitive Surgical Raised by Analyst

Intuitive Surgical, Inc. (NASDAQ:ISRG) – Equities researchers at Erste Group Bank raised their FY2026 earnings per share estimates for shares of Intuitive Surgical in a research report issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now forecasts that the medical equipment provider will post earnings of $8.94 per share for the year, up from their prior estimate of $8.93. The consensus estimate for Intuitive Surgical’s current full-year earnings is $8.87 per share.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.48 by $0.32. The company had revenue of $2.89 billion during the quarter, compared to analyst estimates of $2.83 billion. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The firm’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.81 EPS.

ISRG has been the subject of a number of other reports. Piper Sandler reissued an “overweight” rating on shares of Intuitive Surgical in a research note on Friday, August 21st. HSBC cut shares of Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 target price on the stock. in a research note on Thursday, July 30th. BMO Capital Markets restated an “outperform” rating on shares of Intuitive Surgical in a research note on Monday, July 20th. Mizuho set a $415.00 target price on shares of Intuitive Surgical in a report on Tuesday. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $487.00 price target (down from $654.00) on shares of Intuitive Surgical in a research note on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $498.83.

Intuitive Surgical Trading Down 1.3%

NASDAQ ISRG opened at $422.06 on Wednesday. Intuitive Surgical has a 12 month low of $328.57 and a 12 month high of $603.88. The stock has a market cap of $149.11 billion, a price-to-earnings ratio of 48.35, a PEG ratio of 3.23 and a beta of 1.46. The company’s 50 day moving average is $388.49 and its two-hundred day moving average is $410.14.

Hedge Funds Weigh In On Intuitive Surgical

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Plato Investment Management Ltd bought a new stake in Intuitive Surgical during the second quarter worth approximately $4,315,000. Hikari Power Ltd bought a new stake in shares of Intuitive Surgical in the 2nd quarter valued at approximately $5,619,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of Intuitive Surgical in the 2nd quarter valued at approximately $14,316,000. S&CO Inc. bought a new stake in shares of Intuitive Surgical in the 2nd quarter valued at approximately $2,036,000. Finally, Nykredit A S purchased a new position in shares of Intuitive Surgical in the 2nd quarter worth approximately $48,464,000. 83.64% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Mark Brosius sold 77 shares of the firm’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $375.57, for a total value of $28,918.89. Following the completion of the transaction, the executive vice president directly owned 881 shares of the company’s stock, valued at approximately $330,877.17. This trade represents a 8.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Fredrik Widman sold 1,089 shares of the firm’s stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $374.44, for a total transaction of $407,765.16. Following the completion of the transaction, the vice president directly owned 1,026 shares of the company’s stock, valued at approximately $384,175.44. This trade represents a 51.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 12,370 shares of company stock worth $4,891,989. 0.60% of the stock is owned by corporate insiders.

Intuitive Surgical News Summary

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 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.