Intuitive Surgical (NASDAQ:ISRG) Price Target Raised to $750.00

Intuitive Surgical (NASDAQ:ISRG) had its price objective hoisted by Sanford C. Bernstein from $740.00 to $750.00 in a research report sent to investors on Friday, MarketBeat reports. The firm currently has an outperform rating on the medical equipment provider’s stock.

A number of other brokerages have also recently commented on ISRG. Wells Fargo & Company increased their price target 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. UBS Group reaffirmed a “neutral” rating on shares of Intuitive Surgical in a report on Thursday, January 15th. Barclays reiterated an “overweight” rating and set a $686.00 price target (up previously from $635.00) on shares of Intuitive Surgical in a report on Wednesday, January 7th. Daiwa Capital Markets boosted their price target on Intuitive Surgical from $510.00 to $550.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $620.00 price objective (up from $610.00) on shares of Intuitive Surgical in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $617.57.

Intuitive Surgical Stock Down 0.3%

ISRG stock opened at $523.99 on Friday. The company has a market cap of $187.84 billion, a price-to-earnings ratio of 66.41, a P/E/G ratio of 4.26 and a beta of 1.67. Intuitive Surgical has a twelve month low of $425.00 and a twelve month high of $609.08. The business has a 50 day moving average price of $562.32 and a two-hundred day moving average price of $511.56.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The company had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.72 billion. During the same quarter in the prior year, the business posted $2.21 EPS. The business’s revenue was up 18.8% compared to the same quarter last year. On average, equities research analysts anticipate that Intuitive Surgical will post 6.43 EPS for the current fiscal year.

Insider Transactions at Intuitive Surgical

In related news, SVP Mark Brosius sold 4,500 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were 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 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 SEC, which is accessible through this link. Also, EVP Brian Edward Miller sold 3,500 shares of Intuitive Surgical stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $575.00, for a total transaction of $2,012,500.00. Following the completion of the sale, the executive vice president owned 5,758 shares of the company’s stock, valued at $3,310,850. This trade represents a 37.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 55,714 shares of company stock worth $31,617,799. 0.70% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Tobam boosted its stake in shares of Intuitive Surgical by 666.7% in the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after buying an additional 40 shares during the period. Holos Integrated Wealth LLC bought a new stake in shares of Intuitive Surgical during the 4th quarter valued at $25,000. Newbridge Financial Services Group Inc. lifted its position in shares of Intuitive Surgical by 300.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 33 shares during the period. Kilter Group LLC acquired a new stake in shares of Intuitive Surgical during the 2nd quarter worth $27,000. Finally, Greykasell Wealth Strategies Inc. bought a new position in shares of Intuitive Surgical in the third quarter worth $27,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Q4 results beat Wall Street: Revenue and adjusted EPS topped estimates, backed by higher procedure volumes and system demand — a primary near‑term driver of recurring instrument sales. Reuters: Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Positive Sentiment: Analysts boost some targets and reaffirm conviction: Bernstein raised its target sharply (big upside), Raymond James and BTIG reaffirmed/outperform with higher targets — supporting upside potential from elongation of the company’s growth runway. Benzinga: Analysts revise forecasts after Q4
• Neutral Sentiment: Guidance is measured: Management expects mid‑teens da Vinci procedure growth (midpoint ~14%) and 2026 gross margin around 67–68%, while flagging higher operating expenses for R&D — signaling steady growth but potential margin/operating‑leverage moderation. MarketBeat: Intuitive Surgical Just Proved the Growth Engine Still Runs
• Neutral Sentiment: JURA clinical update and milestone PRs add long‑term optionality: Early imaging data from the JURA feasibility study and a new 20 million‑patient da Vinci milestone reinforce long‑term growth narratives beyond core platforms. TipRanks: JURA feasibility study update GlobeNewswire: 20 Million Patients Benefit from da Vinci Surgery
• Negative Sentiment: Tariffs and gross‑margin pressure noted: Management expects tariffs to cut gross margins (about a 1.2% headwind in 2026) and flagged some gross‑margin decline vs. recent quarters — a medium‑term profitability risk. Zacks: Q4 beat but gross margin declines
• Negative Sentiment: Mixed analyst moves and a few downgrades: Some firms trimmed targets or moved to in‑line/hold (Evercore, Zacks), creating near‑term debate over valuation vs. growth and muting upside for traders focused on short‑term catalysts. The Fly: Evercore lowers price target

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.