Intuitive Surgical, Inc. (NASDAQ:ISRG) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) have been assigned an average recommendation of “Moderate Buy” from the twenty-five research firms that are covering the firm, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, six have assigned a hold rating, sixteen have assigned a buy rating and two have given a strong buy rating to the company. The average 12 month price objective among brokers that have covered the stock in the last year is $614.9545.

Several equities research analysts have commented on ISRG shares. Piper Sandler reaffirmed an “overweight” rating and issued a $620.00 price target (up from $610.00) on shares of Intuitive Surgical in a report on Friday, January 23rd. Barclays set a $712.00 price objective on Intuitive Surgical and gave the company an “overweight” rating in a research note on Monday, January 26th. Royal Bank Of Canada boosted their price objective on Intuitive Surgical from $625.00 to $650.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Argus lowered their target price on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Finally, UBS Group dropped their target price on Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating on the stock in a report on Tuesday, March 17th.

Insider Activity

In related news, EVP Myriam Curet sold 105 shares of the stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $493.95, for a total transaction of $51,864.75. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Fredrik Widman sold 133 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total transaction of $65,829.68. Following the sale, the vice president owned 660 shares in the company, valued at approximately $326,673.60. This represents a 16.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 32,943 shares of company stock worth $17,279,568 over the last 90 days. Company insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Intuitive Surgical

Several hedge funds have recently modified their holdings of the company. Riversedge Advisors LLC increased its stake in shares of 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 purchasing an additional 17 shares in the last quarter. Fiduciary Financial Group LLC boosted 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 purchasing an additional 19 shares in the last quarter. Prosperity Consulting Group LLC boosted its position 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 worth $1,804,000 after purchasing an additional 19 shares in the last quarter. Rossmore Private Capital increased 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 buying an additional 20 shares in the last quarter. Finally, Activest Wealth Management raised its stake in shares of Intuitive Surgical by 21.7% during the 3rd quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock worth $50,000 after buying an additional 20 shares during the period. 83.64% of the stock is owned by hedge funds and other institutional investors.

Intuitive Surgical Price Performance

Shares of ISRG opened at $452.66 on Friday. The company’s fifty day moving average price is $494.50 and its 200-day moving average price is $512.92. Intuitive Surgical has a 1-year low of $425.00 and a 1-year high of $603.88. The firm has a market capitalization of $160.75 billion, a PE ratio of 57.37, a price-to-earnings-growth ratio of 3.62 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly 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. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The company had revenue of $2.87 billion for the quarter, compared to the consensus estimate of $2.72 billion. During the same quarter in the prior year, the company earned $2.21 EPS. Intuitive Surgical’s quarterly revenue was up 18.8% on a year-over-year basis. As a group, research analysts anticipate that Intuitive Surgical will post 6.43 EPS for the current fiscal year.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Investment note praising ISRG’s leadership — RiverPark’s Q4 2025 investor letter underscores Intuitive’s dominant position in robotic-assisted surgery and durable growth prospects, reinforcing a long-term bullish thesis for system and consumable revenue. What Makes Intuitive Surgical (ISRG) a Clear Leader in Robotic-Assisted Surgery?
• Positive Sentiment: Bullish coverage highlighting ISRG as a top pure-play robotics name — Financial write-ups continue to label Intuitive as a leading pure-play in surgical robotics based on its installed base and recurring-revenue model, supporting investor confidence in medium-term growth. Is Intuitive Surgical Inc. (ISRG) the best pure-play robotics stock to buy now?
• Positive Sentiment: Competitive moat emphasized by former executive — A former Intuitive exec points to training and surgeon relationships as core, durable advantages that limit competition and support pricing power for systems and consumables. Intuitive Surgical stock moat lies in training, former exec says
• Neutral Sentiment: Mention in broader “cash-heavy” screeners — ISRG appears in coverage of cash-rich companies, which can be reassuring for balance-sheet stability but doesn’t materially change near-term demand or margin outlook. 2 Cash-Heavy Stocks with Solid Fundamentals and 1 Facing Headwinds
• Negative Sentiment: Market-wide geopolitical shock driving selling — Shares fell as indexes weakened on escalating U.S.–Iran tensions and related oil/uncertainty concerns; this is a macro-driven headwind that can pressure even fundamentally strong names like ISRG in the short term. Artivion, Intuitive Surgical, GE HealthCare, LeMaitre, and Globus Medical Shares Plummet, What You Need To Know
• Negative Sentiment: Small analyst EPS trim — Erste Group marginally reduced its FY2027 EPS forecast for ISRG (tiny cut), a reminder analysts are watching margin and growth cadence — the revision is small but contributes to short-term pressure when combined with macro risk. Intuitive Surgical (ISRG) — MarketBeat coverage

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.