Intuitive Surgical (NASDAQ:ISRG) Given New $550.00 Price Target at Evercore ISI

Intuitive Surgical (NASDAQ:ISRG) had its target price lowered by Evercore ISI from $580.00 to $550.00 in a research report released on Friday morning, MarketBeat reports. The brokerage currently has an in-line rating on the medical equipment provider’s stock.

A number of other research analysts have also recently commented on ISRG. Royal Bank Of Canada boosted their price target on Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Wall Street Zen raised shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Argus upped their target price on shares of Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. Hsbc Global Res upgraded shares of Intuitive Surgical to a “strong-buy” rating in a report on Thursday, October 23rd. Finally, BTIG Research reissued a “buy” rating and set a $616.00 price objective on shares of Intuitive Surgical in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $617.57.

Intuitive Surgical Stock Performance

ISRG opened at $523.99 on Friday. The stock has a market cap of $187.84 billion, a price-to-earnings ratio of 66.41, a price-to-earnings-growth ratio of 4.28 and a beta of 1.67. The firm’s fifty day moving average is $562.32 and its 200 day moving average is $511.79. Intuitive Surgical has a fifty-two week low of $425.00 and a fifty-two week high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.18% and a net margin of 28.38%.The business had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.72 billion. During the same period last year, the firm earned $2.21 earnings per share. The business’s quarterly revenue was up 18.8% on a year-over-year basis. On average, equities research analysts predict that Intuitive Surgical will post 6.43 earnings per share for the current year.

Insiders Place Their Bets

In related news, EVP Brian Edward Miller sold 3,500 shares of the stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $575.00, for a total value of $2,012,500.00. Following the completion of the transaction, the executive vice president owned 5,758 shares of the company’s stock, valued at approximately $3,310,850. This trade represents a 37.81% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Gary S. Guthart sold 22,806 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $570.89, for a total value of $13,019,717.34. Following the sale, the insider directly owned 2,694 shares in the company, valued at $1,537,977.66. The trade was a 89.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 55,714 shares of company stock worth $31,617,799. Insiders own 0.70% of the company’s stock.

Hedge Funds Weigh In On Intuitive Surgical

Institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in Intuitive Surgical by 0.8% in the third quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock worth $15,026,776,000 after buying an additional 263,828 shares during the last quarter. State Street Corp raised its stake in shares of Intuitive Surgical by 1.2% in the second quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock valued at $8,451,223,000 after acquiring an additional 182,871 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Intuitive Surgical by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock worth $4,429,590,000 after acquiring an additional 109,904 shares during the last quarter. Capital World Investors boosted its stake in shares of Intuitive Surgical by 1.5% during the 3rd quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock worth $3,456,223,000 after purchasing an additional 116,034 shares during the period. Finally, Norges Bank purchased a new position in shares of Intuitive Surgical during the 2nd quarter worth about $2,569,260,000. Hedge funds and other institutional investors own 83.64% of the company’s stock.

More Intuitive Surgical News

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

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.