Intuitive Surgical (NASDAQ:ISRG) Price Target Raised to $615.00

Intuitive Surgical (NASDAQ:ISRG) had its price target raised by Raymond James Financial from $603.00 to $615.00 in a research note released on Friday,MarketScreener reports. They currently have an outperform rating on the medical equipment provider’s stock.

ISRG has been the subject of several other research reports. Weiss Ratings restated a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Leerink Partners upped 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 raised their price objective on Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Wells Fargo & Company lifted their target price on Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Finally, Evercore ISI decreased their target price on Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating for the company in a research report on Friday. One research 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 assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $617.57.

Intuitive Surgical Stock Performance

NASDAQ:ISRG opened at $523.99 on Friday. Intuitive Surgical has a 1 year low of $425.00 and a 1 year high of $609.08. The stock has a market cap of $187.84 billion, a P/E ratio of 66.41, a P/E/G ratio of 4.26 and a beta of 1.67. The stock has a 50-day simple moving average of $562.32 and a 200-day simple moving average of $511.56.

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

Insider Activity

In other Intuitive Surgical news, Director Craig H. Barratt sold 750 shares of the stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total transaction of $435,000.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Gary S. Guthart sold 22,806 shares of Intuitive Surgical stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $570.89, for a total value of $13,019,717.34. Following the completion of the transaction, the insider owned 2,694 shares in the company, valued at $1,537,977.66. This trade represents a 89.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 55,714 shares of company stock worth $31,617,799 over the last quarter. 0.70% of the stock is owned by insiders.

Institutional Trading of Intuitive Surgical

Several hedge funds have recently made changes to their positions in the company. Riversedge Advisors LLC raised its holdings in Intuitive Surgical by 1.9% during the fourth quarter. Riversedge Advisors LLC now owns 901 shares of the medical equipment provider’s stock worth $510,000 after purchasing an additional 17 shares in the last quarter. Fiduciary Financial Group LLC increased its position in Intuitive Surgical by 2.1% during the 4th quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock worth $521,000 after purchasing an additional 19 shares during the period. Prosperity Consulting Group LLC raised its stake in shares of Intuitive Surgical by 0.5% during the 3rd quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock worth $1,804,000 after buying an additional 19 shares in the last quarter. Rossmore Private Capital lifted its holdings in shares of Intuitive Surgical by 2.0% in the 3rd quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock valued at $446,000 after buying an additional 20 shares during the period. Finally, Activest Wealth Management boosted its stake in shares of Intuitive Surgical by 21.7% in the third quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock valued at $50,000 after buying an additional 20 shares in the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Key Stories Impacting Intuitive Surgical

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.