Intuitive Surgical (NASDAQ:ISRG) Announces Quarterly Earnings Results

Intuitive Surgical (NASDAQ:ISRG) released its earnings results on Thursday. The medical equipment provider reported $2.37 earnings per share for the quarter, missing analysts’ consensus estimates of $2.48 by ($0.11), Zacks reports. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.

Intuitive Surgical Stock Up 3.4%

Shares of NASDAQ ISRG traded up $13.36 during midday trading on Thursday, reaching $402.33. 5,259,270 shares of the company’s stock traded hands, compared to its average volume of 2,233,255. The company has a market cap of $142.49 billion, a price-to-earnings ratio of 48.77, a P/E/G ratio of 3.09 and a beta of 1.46. The stock’s 50 day simple moving average is $418.39 and its 200-day simple moving average is $469.98. Intuitive Surgical has a one year low of $378.50 and a one year high of $603.88.

Insider Buying and Selling

In other Intuitive Surgical news, SVP Iman Jeddi sold 5,625 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $420.55, for a total transaction of $2,365,593.75. Following the sale, the senior vice president owned 6,463 shares of the company’s stock, valued at approximately $2,718,014.65. This trade represents a 46.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 500 shares of Intuitive Surgical stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $473.46, for a total value of $236,730.00. Following the completion of the transaction, the director owned 239 shares in the company, valued at $113,156.94. This represents a 67.66% 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. Insiders sold 7,169 shares of company stock valued at $3,059,135 over the last 90 days. Corporate insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On Intuitive Surgical

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its holdings in shares of Intuitive Surgical by 24.9% during the fourth quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock valued at $1,916,000 after buying an additional 731 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Intuitive Surgical by 3.8% during the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after acquiring an additional 34 shares during the period. Schnieders Capital Management LLC. raised its position in Intuitive Surgical by 38.0% during the second quarter. Schnieders Capital Management LLC. now owns 973 shares of the medical equipment provider’s stock valued at $529,000 after acquiring an additional 268 shares in the last quarter. Prosperity Bancshares Inc acquired a new stake in shares of Intuitive Surgical during the 4th quarter worth approximately $64,000. Finally, Caden Capital Partners LP acquired a new position in shares of Intuitive Surgical in the fourth quarter worth about $92,000. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Intuitive Surgical News Summary

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

• Positive Sentiment: Intuitive Surgical announced second-quarter earnings, which could provide a catalyst if results show continued demand for da Vinci systems and strong procedure growth. Intuitive Announces Second Quarter Earnings
• Positive Sentiment: Truist Financial kept a buy rating on ISRG, even after lowering its price target to $510 from $580, signaling analysts still see upside from current levels.
• Positive Sentiment: BMO Capital initiated coverage on Intuitive Surgical with an Outperform rating, adding to bullish sentiment around the stock.
• Positive Sentiment: Several reports highlighted ongoing growth opportunities from Intuitive’s AI-enabled da Vinci 5 rollout and its Ion lung biopsy platform, suggesting additional long-term revenue drivers beyond core surgery systems.
• Neutral Sentiment: Options traders are pricing in a large post-earnings move, reflecting elevated uncertainty rather than a clear directional bet. Options Traders Brace for ISRG Earnings – Here’s the Expected Stock Range
• Neutral Sentiment: Market commentary ahead of earnings focused on whether ISRG can defend leadership as global robotic-surgery competition intensifies, a longer-term competitive issue that is not necessarily an immediate earnings hit. Can ISRG Defend Its Leadership as Global Competition Intensifies?
• Negative Sentiment: Investor concern persists over the April 2026 Class II worldwide recall of certain da Vinci components, which has raised questions about product reliability and near-term sentiment. Intuitive Surgical (ISRG) Is Down 6.3% After Class II Recall of da Vinci Components Has The Bull Case Changed?

Wall Street Analyst Weigh In

A number of research analysts have recently commented on ISRG shares. Zacks Research cut shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a report on Monday, March 30th. Mizuho set a $500.00 target price on shares of Intuitive Surgical and gave the stock a “neutral” rating in a research note on Wednesday. Truist Financial decreased their price target on shares of Intuitive Surgical from $580.00 to $510.00 and set a “buy” rating for the company in a research note on Thursday. BTIG Research set a $512.00 price objective on Intuitive Surgical in a research note on Monday. Finally, Wall Street Zen raised Intuitive Surgical from a “hold” rating to a “buy” rating in a research report on Saturday, June 13th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $562.62.

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.