Intuitive Surgical (NASDAQ:ISRG) Stock Lifted to “Strong-Buy” by Zacks Research

Intuitive Surgical (NASDAQ:ISRG) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Thursday, Zacks reports.

Other analysts also recently issued reports about the company. BNP Paribas Exane raised Intuitive Surgical to an “outperform” rating in a research note on Tuesday, July 28th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Intuitive Surgical in a research report on Friday, August 14th. Evercore set a $430.00 price target on Intuitive Surgical in a research report on Monday, July 6th. Robert W. Baird increased their price target on Intuitive Surgical from $513.00 to $550.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, BMO Capital Markets restated an “outperform” rating on shares of Intuitive Surgical in a research note on Monday, July 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $493.54.

Intuitive Surgical Trading Up 1.9%

Shares of ISRG stock opened at $452.29 on Thursday. The firm has a fifty day simple moving average of $395.50 and a two-hundred day simple moving average of $409.13. Intuitive Surgical has a 12 month low of $328.57 and a 12 month high of $603.88. The firm has a market capitalization of $156.78 billion, a PE ratio of 54.69, a price-to-earnings-growth ratio of 3.31 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, beating analysts’ consensus estimates of $2.65 by $0.35. The firm had revenue of $3.05 billion for the quarter, compared to analyst estimates of $2.91 billion. Intuitive Surgical had a net margin of 25.54% and a return on equity of 18.17%. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same period last year, the firm earned $2.40 earnings per share. On average, equities analysts predict that Intuitive Surgical will post 8.87 earnings per share for the current fiscal year.

Insider Transactions at Intuitive Surgical

In related news, VP Fredrik Widman sold 1,089 shares of the stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $374.44, for a total value of $407,765.16. Following the sale, the vice president owned 1,026 shares in the company, valued at approximately $384,175.44. This trade represents a 51.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 400 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the sale, the director owned 251 shares in the company, valued at $95,129. This trade represents a 61.44% decrease in their position. 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. Over the last 90 days, insiders sold 12,370 shares of company stock worth $4,891,989. 0.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Intuitive Surgical

A number of institutional investors have recently added to or reduced their stakes in ISRG. Trueblood Wealth Management LLC raised its stake in Intuitive Surgical by 1.7% in the third quarter. Trueblood Wealth Management LLC now owns 1,551 shares of the medical equipment provider’s stock valued at $631,000 after purchasing an additional 26 shares in the last quarter. Norris Perne & French LLP MI lifted its position in Intuitive Surgical by 118.2% during the third quarter. Norris Perne & French LLP MI now owns 2,082 shares of the medical equipment provider’s stock valued at $847,000 after purchasing an additional 1,128 shares during the last quarter. Signaturefd LLC lifted its position in Intuitive Surgical by 8.3% during the third quarter. Signaturefd LLC now owns 7,582 shares of the medical equipment provider’s stock valued at $3,083,000 after purchasing an additional 582 shares during the last quarter. Corecam Pte. Ltd. grew its stake in Intuitive Surgical by 23.2% in the 3rd quarter. Corecam Pte. Ltd. now owns 690 shares of the medical equipment provider’s stock worth $281,000 after buying an additional 130 shares in the last quarter. Finally, McGuire Investment Group LLC increased its holdings in shares of Intuitive Surgical by 0.8% in the 3rd quarter. McGuire Investment Group LLC now owns 29,119 shares of the medical equipment provider’s stock worth $11,841,000 after buying an additional 224 shares during the last quarter. 83.64% of the stock is currently owned by institutional investors.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Intuitive Surgical reported third-quarter revenue of approximately $3.05 billion, up more than 20% year over year, while earnings exceeded consensus expectations. The company also highlighted continued international expansion and adoption of its robotic-surgery systems. Intuitive Surgical Stock: Margin Hit Masks Strong Q3 Growth Story
• Positive Sentiment: Several firms remain constructive: BTIG, Stifel Nicolaus, Piper Sandler, and Oppenheimer reaffirmed or maintained Buy ratings. Baird also raised its price target, while Erste Group upgraded the stock to Buy. ISRG was added to the Zacks Rank #1 Strong Buy list. New Strong Buy Stocks for October 23rd
• Neutral Sentiment: The quarter included roughly $450 million of costs tied to an antitrust settlement, along with pricing-related pressure, which reduced margins. These items appear largely nonrecurring, but investors are assessing their effect on near-term profitability. Intuitive Surgical Reports Q3 2026 Earnings Impacted by $450M Antitrust Settlement
• Negative Sentiment: The key concern is that U.S. da Vinci procedure growth slowed to its lowest level since the COVID period. Investors worry that decelerating domestic demand could make it harder for Intuitive Surgical to sustain its premium valuation, which remains above 50 times earnings. Intuitive Surgical Sinks as U.S. da Vinci Growth Slows
• Negative Sentiment: RBC lowered its expectations for ISRG, and an analyst downgrade contributed to a gap lower in the shares. The market is emphasizing forward growth and valuation rather than the headline earnings beat. Intuitive Surgical Shares Gap Down Following Analyst Downgrade

About Intuitive Surgical

Intuitive Surgical, Inc develops and manufactures robotic-assisted systems and related technologies for minimally invasive surgery. Its products are designed to help surgeons perform procedures through small incisions while providing enhanced visualization, precision and control. The company’s primary platform is the da Vinci Surgical System, which is used across a range of specialties, including urology, gynecology, general surgery, cardiothoracic surgery and other procedures.

The company also offers the Ion endoluminal system, which is designed to support minimally invasive lung biopsy procedures.