Intuitive Surgical (NASDAQ:ISRG) Upgraded at TD Cowen

TD Cowen upgraded shares of Intuitive Surgical (NASDAQ:ISRG) to a strong-buy rating in a research report report published on Tuesday,Zacks.com reports.

Several other equities analysts have also issued reports on ISRG. HSBC increased their target price on Intuitive Surgical from $644.00 to $653.00 and gave the stock a “buy” rating in a research note on Monday. Truist Financial increased their price target on shares of Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Hsbc Global Res raised shares of Intuitive Surgical to a “strong-buy” rating in a research note on Thursday, October 23rd. Zacks Research cut shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 21st. Finally, Daiwa Capital Markets increased their target price on shares of Intuitive Surgical from $510.00 to $550.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $620.41.

Intuitive Surgical Stock Performance

Intuitive Surgical stock opened at $507.55 on Tuesday. The company’s 50 day simple moving average is $559.78 and its 200-day simple moving average is $511.72. Intuitive Surgical has a 1 year low of $425.00 and a 1 year high of $609.08. The company has a market capitalization of $181.95 billion, a price-to-earnings ratio of 64.33, a price-to-earnings-growth ratio of 4.05 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping analysts’ consensus estimates 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 net margin of 28.38% and a return on equity of 15.06%. The firm’s quarterly revenue was up 18.8% on a year-over-year basis. During the same quarter last year, the company posted $2.21 EPS. Equities analysts expect that Intuitive Surgical will post 6.43 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Gary S. Guthart sold 24,500 shares of the stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $530.10, for a total value of $12,987,450.00. Following the transaction, the director owned 3,694 shares of the company’s stock, valued at $1,958,189.40. This represents a 86.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Henry L. Charlton sold 13,731 shares of the firm’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $7,963,980.00. Following the completion of the sale, the executive vice president owned 3,056 shares in the company, valued at approximately $1,772,480. This represents a 81.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 75,557 shares of company stock worth $42,000,903. Corporate insiders own 0.70% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. Tobam increased its stake in Intuitive Surgical by 666.7% in the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 40 shares during the last quarter. Holos Integrated Wealth LLC acquired a new position in shares of Intuitive Surgical in the 4th quarter valued at $25,000. Newbridge Financial Services Group Inc. grew its position in shares of Intuitive Surgical by 300.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after buying an additional 33 shares during the last quarter. Kilter Group LLC acquired a new stake in Intuitive Surgical during the 2nd quarter worth $27,000. Finally, Greykasell Wealth Strategies Inc. purchased a new stake in Intuitive Surgical in the third quarter valued at $27,000. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: FDA clearance expands the da Vinci 5 indication set into select advanced cardiac procedures — large addressable‑market implication and a long‑term revenue tail for systems and consumables. Read More.
• Positive Sentiment: TD Cowen initiated/raised coverage to a strong‑buy, which can attract institutional demand and support near‑term buying interest. Read More.
• Positive Sentiment: Major sell‑side support continues (Barclays reaffirmed buy) and HSBC issued a bullish price‑appreciation forecast — both reinforce positive analyst momentum around growth prospects. Read More. Read More.
• Positive Sentiment: Active managers (Polen Capital) are highlighting ISRG as a core growth holding, signaling conviction from long‑term growth investors. Read More.
• Neutral Sentiment: Analysts are split on valuation — some price‑target trims (e.g., Evercore ISI) coexist with higher targets from other firms; that creates mixed guidance for short‑term price direction. Read More.
• Neutral Sentiment: Coverage pieces questioning whether to “reassess” ISRG after recent share weakness may drive flows from momentum or value‑oriented investors, but they’re not direct catalysts. Read More.
• Negative Sentiment: Significant insider selling by director Gary S. Guthart (24,500 shares + 2,800 shares disclosed) — large, disclosed sales can trigger profit‑taking and amplify downward pressure on the stock near term. Read More.
• Negative Sentiment: EVP Myriam Curet sold 230 shares (smaller amount) — adds to the day’s insider activity and can increase negative sentiment despite being immaterial in size. Read More.

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.