Intuitive Surgical (ISRG) to Release Quarterly Earnings on Thursday

Intuitive Surgical (NASDAQ:ISRG) is anticipated to announce its Q4 2025 results after the market closes on Thursday, January 22nd. Analysts expect the company to announce earnings of $2.25 per share and revenue of $2.7238 billion for the quarter. Interested persons may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, January 22, 2026 at 4:30 PM ET.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share for the quarter, topping the consensus estimate of $1.99 by $0.41. The business had revenue of $2.51 billion during the quarter, compared to the consensus estimate of $2.41 billion. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The business’s quarterly revenue was up 22.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.84 earnings per share. On average, analysts expect Intuitive Surgical to post $6 EPS for the current fiscal year and $8 EPS for the next fiscal year.

Intuitive Surgical Stock Down 2.7%

Shares of ISRG stock opened at $546.76 on Thursday. The stock’s 50-day moving average price is $566.95 and its 200 day moving average price is $512.09. The stock has a market capitalization of $196.00 billion, a PE ratio of 72.32, a price-to-earnings-growth ratio of 4.57 and a beta of 1.67. Intuitive Surgical has a 52-week low of $425.00 and a 52-week high of $616.00.

Insider Buying and Selling at Intuitive Surgical

In other news, EVP Myriam Curet sold 7,562 shares of the stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $548.43, for a total value of $4,147,227.66. Following the completion of the transaction, the executive vice president owned 353 shares in the company, valued at $193,595.79. This trade represents a 95.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO David J. Rosa sold 24,500 shares of the firm’s stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $547.55, for a total transaction of $13,414,975.00. Following the completion of the sale, the chief executive officer owned 234,256 shares of the company’s stock, valued at $128,266,872.80. This trade represents a 9.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 114,007 shares of company stock worth $63,533,844. Company insiders own 0.70% of the company’s stock.

Institutional Investors Weigh In On Intuitive Surgical

Several institutional investors have recently modified their holdings of the company. Prosperity Consulting Group LLC grew its holdings in shares of Intuitive Surgical by 0.5% in the 3rd quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock worth $1,804,000 after acquiring an additional 19 shares during the period. CYBER HORNET ETFs LLC boosted its position in Intuitive Surgical by 3.3% during the third quarter. CYBER HORNET ETFs LLC now owns 961 shares of the medical equipment provider’s stock worth $430,000 after purchasing an additional 31 shares in the last quarter. Riggs Asset Managment Co. Inc. grew its holdings in Intuitive Surgical by 84.2% in the second quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after purchasing an additional 32 shares during the last quarter. Quarry LP increased its position in shares of Intuitive Surgical by 23.6% in the third quarter. Quarry LP now owns 173 shares of the medical equipment provider’s stock valued at $77,000 after buying an additional 33 shares in the last quarter. Finally, Sivia Capital Partners LLC increased its position in shares of Intuitive Surgical by 3.8% in the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock valued at $504,000 after buying an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: William Blair reiterated a Buy rating, citing early DV5 adoption, a strong innovation pipeline and a robust multi‑year growth outlook that supports a premium valuation. Intuitive Surgical: DV5 Adoption, Innovation Pipeline, and Robust Growth Outlook Support Premium-Valued Buy Rating
• Neutral Sentiment: Intuitive issued preliminary Q4 and FY‑2025 results and updated guidance showing revenue ahead of Street expectations (preliminary Q4 revenue ~ $2.9B vs. ~$2.7B consensus; FY revenue ~ $10.1B vs. ~$9.9B consensus), which supports near‑term top‑line strength. Intuitive Announces Preliminary Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Market reaction skewed negative because management’s 2026 da Vinci growth projection disappointed investors — growth for da Vinci placements and procedures did not meet some forecasts, weighing on near‑term sentiment. Intuitive Surgical falls as 2026 da Vinci growth projection misses expectations
• Negative Sentiment: Several market writeups note the stock dropped after the report as investors parsed mixed signals — strong revenue but slower expected device growth and the risk that a high valuation (rich P/E) leaves little room for upside if growth moderates. What’s Going On With Intuitive Surgical Stock Wednesday?
• Negative Sentiment: The international rollout of the da Vinci 5 faces pricing, budget and reimbursement sensitivity that could slow overseas adoption, a potential headwind to multi‑year unit growth if uptake lags outside the U.S. da Vinci 5 Expands Globally: Can ISRG Beat Overseas Cost Hurdles?

Analyst Ratings Changes

Several research analysts have weighed in on the company. The Goldman Sachs Group reiterated a “buy” rating and issued a $714.00 target price on shares of Intuitive Surgical in a research note on Friday, January 9th. Mizuho set a $575.00 price objective on shares of Intuitive Surgical in a research report on Wednesday, October 22nd. Leerink Partners boosted their price objective on shares of Intuitive Surgical from $593.00 to $600.00 and gave the company an “outperform” rating in a research note on Wednesday, October 22nd. Royal Bank Of Canada upped their price objective on shares of Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. Finally, Robert W. Baird set a $655.00 target price on shares of Intuitive Surgical in a report on Wednesday, October 22nd. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and a consensus price target of $622.17.

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.