Robert W. Baird Cuts Intuitive Surgical (NASDAQ:ISRG) Price Target to $645.00

Intuitive Surgical (NASDAQ:ISRG) had its target price trimmed by Robert W. Baird from $655.00 to $645.00 in a research report released on Friday,MarketScreener reports. The firm currently has an outperform rating on the medical equipment provider’s stock.

Several other analysts have also commented on ISRG. The Goldman Sachs Group reiterated a “buy” rating and set a $714.00 price objective on shares of Intuitive Surgical in a report on Friday, January 9th. Zacks Research lowered Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, January 21st. Wells Fargo & Company raised their price target on Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Citigroup restated a “neutral” rating and set a $590.00 price target (down previously from $635.00) on shares of Intuitive Surgical in a research note on Friday. Finally, Royal Bank Of Canada lifted their target price on shares of Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and an average target price of $617.57.

Intuitive Surgical Price Performance

ISRG opened at $523.99 on Friday. The firm has a market capitalization of $187.84 billion, a PE ratio of 66.41, a price-to-earnings-growth ratio of 4.26 and a beta of 1.67. The business’s 50-day moving average is $562.32 and its two-hundred day moving average is $511.56. Intuitive Surgical has a 1 year low of $425.00 and a 1 year high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. 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 business earned $2.21 EPS. The company’s revenue was up 18.8% compared to the same quarter last year. As a group, sell-side analysts expect that Intuitive Surgical will post 6.43 EPS for the current year.

Insider Buying and Selling at Intuitive Surgical

In other news, EVP Myriam Curet sold 104 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $559.90, for a total value of $58,229.60. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Mark Brosius sold 464 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $548.49, for a total transaction of $254,499.36. Following the completion of the sale, the senior vice president owned 131 shares in the company, valued at $71,852.19. The trade was a 77.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 55,714 shares of company stock worth $31,617,799. Corporate insiders own 0.70% of the company’s stock.

Hedge Funds Weigh In On Intuitive Surgical

A number of hedge funds have recently bought and sold shares of ISRG. Riversedge Advisors LLC grew its stake in Intuitive Surgical by 1.9% in the 4th quarter. Riversedge Advisors LLC now owns 901 shares of the medical equipment provider’s stock valued at $510,000 after acquiring an additional 17 shares during the period. Fiduciary Financial Group LLC raised its position in Intuitive Surgical by 2.1% during the fourth quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock worth $521,000 after acquiring an additional 19 shares during the period. Prosperity Consulting Group LLC lifted its holdings in Intuitive Surgical by 0.5% during the third quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock valued at $1,804,000 after purchasing an additional 19 shares in the last quarter. Rossmore Private Capital grew its position in shares of Intuitive Surgical by 2.0% in the third quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock valued at $446,000 after purchasing an additional 20 shares during the period. Finally, Activest Wealth Management increased its stake in shares of Intuitive Surgical by 21.7% during the third quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock worth $50,000 after purchasing an additional 20 shares in the last quarter. 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.