Intuitive Surgical (NASDAQ:ISRG) Upgraded by Wall Street Zen to Buy Rating

Intuitive Surgical (NASDAQ:ISRG) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

A number of other brokerages have also commented on ISRG. Jefferies Financial Group boosted their price objective on shares of Intuitive Surgical from $550.00 to $560.00 and gave the stock a “hold” rating in a research report on Wednesday, October 22nd. Evercore ISI set a $580.00 price objective on shares of Intuitive Surgical in a research note on Monday, January 5th. Citigroup cut Intuitive Surgical from a “buy” rating to a “neutral” rating and decreased their price objective for the company from $650.00 to $635.00 in a report on Thursday, December 11th. HSBC increased their price target on Intuitive Surgical from $595.00 to $644.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Finally, Leerink Partners raised their price target on Intuitive Surgical from $593.00 to $600.00 and gave the company an “outperform” rating in a research note on Wednesday, October 22nd. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $622.17.

Intuitive Surgical Stock Down 1.2%

Shares of NASDAQ:ISRG opened at $535.00 on Friday. The firm has a market cap of $191.79 billion, a price-to-earnings ratio of 70.77, a PEG ratio of 4.40 and a beta of 1.67. Intuitive Surgical has a 12 month low of $425.00 and a 12 month high of $616.00. The company’s fifty day simple moving average is $566.32 and its 200 day simple moving average is $512.24.

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 analysts’ consensus estimates of $1.99 by $0.41. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The firm had revenue of $2.51 billion during the quarter, compared to analyst estimates of $2.41 billion. During the same period in the prior year, the business earned $1.84 EPS. The company’s revenue for the quarter was up 22.9% compared to the same quarter last year. Research analysts expect that Intuitive Surgical will post 6.43 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Myriam Curet sold 7,562 shares of the company’s 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 transaction, the executive vice president owned 353 shares in the company, valued at approximately $193,595.79. This represents a 95.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO David J. Rosa sold 24,500 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $547.55, for a total transaction of $13,414,975.00. Following 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 114,007 shares of company stock valued at $63,533,844. 0.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On Intuitive Surgical

A number of large investors have recently made changes to their positions in ISRG. Evexia Wealth LLC bought a new stake in Intuitive Surgical in the 4th quarter valued at $248,000. Omnia Family Wealth LLC acquired a new stake in shares of Intuitive Surgical during the fourth quarter worth $233,000. Beaumont Financial Advisors LLC lifted its holdings in shares of Intuitive Surgical by 6.4% during the fourth quarter. Beaumont Financial Advisors LLC now owns 650 shares of the medical equipment provider’s stock worth $368,000 after buying an additional 39 shares in the last quarter. Worth Financial Advisory Group LLC bought a new stake in shares of Intuitive Surgical in the fourth quarter valued at about $211,000. Finally, Earned Wealth Advisors LLC grew its stake in shares of Intuitive Surgical by 19.1% in the fourth quarter. Earned Wealth Advisors LLC now owns 686 shares of the medical equipment provider’s stock valued at $389,000 after acquiring an additional 110 shares in the last quarter. 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: Phase‑3 update on IS‑001 imaging drug — Intuitive advanced its Phase‑3 study aimed at reducing ureter injuries in robotic colorectal surgery, a safety-focused adjoint that could expand the company’s addressable offering and reinforce surgical‑safety differentiation. Intuitive Surgical Advances Phase 3 Imaging Drug
• Positive Sentiment: daVinci systems demand highlighted — Company commentary and industry coverage say system performance “exceeded expectations” and Intuitive is pushing for more placements, supporting procedure growth and recurring consumable revenue. Intuitive says daVinci systems ‘exceeded expectations,’ it wants more
• Positive Sentiment: Analyst support remains — At least some brokers (e.g., Bernstein) have reiterated buy ratings, signaling continued sell‑side conviction in ISRG’s long‑term growth profile despite near‑term noise. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Investor take: “buying the dip” narratives are emerging — Several bullish commentaries argue the pullback is an entry point given Intuitive’s wide moat, recurring consumables and procedure tailwinds. Intuitive Surgical: Buying The Dip On This Wide-Moat Compounder
• Neutral Sentiment: Analysts preparing for Q4 — Preview pieces outline the metrics (procedures, system placements, ASPs, margin drivers) that will matter when full Q4 results and guidance details arrive; these previews can amplify volatility around the print. Intuitive Surgical (ISRG) Q4 Earnings on the Horizon
• Neutral Sentiment: Brokerage commentary roundup — Coverage pieces remind investors that analyst ratings and model changes often move shares; they’re useful context but not a definitive signal by themselves. Brokers Suggest Investing in Intuitive Surgical (ISRG)
• Negative Sentiment: Preliminary Q4 revenue reaction — Although Intuitive reported strong preliminary Q4 and full‑year revenue growth, shares dipped as investors parsed procedure trends, margin dynamics and what management said about demand cadence. That disconnect between a beat and stock action is a key reason for the pullback. Intuitive Surgical Stock Dips on Q4 Preliminary Revenue Results
• Negative Sentiment: Softer 2026 outlook flagged — Company commentary and reporting point to a softer 2026 outlook that trimmed forward expectations, which is the primary negative driver behind today’s weakness. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Market reaction analysis — Coverage asking “why did shares dive?” notes investors punished the stock for guidance/trajectory concerns despite the beat, illustrating that forward commentary and margin clarity matter more than one‑time beats. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?

Intuitive Surgical Company Profile

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.