Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) – Analysts at Erste Group Bank reduced their FY2027 earnings per share (EPS) estimates for Intuitive Surgical in a report released on Tuesday, March 24th. Erste Group Bank analyst H. Engel now forecasts that the medical equipment provider will earn $9.54 per share for the year, down from their prior forecast of $9.55. The consensus estimate for Intuitive Surgical’s current full-year earnings is $6.43 per share.
A number of other analysts also recently commented on ISRG. Citigroup raised shares of Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price objective on the stock in a report on Wednesday, March 11th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $714.00 target price on shares of Intuitive Surgical in a report on Friday, January 9th. TD Cowen upgraded shares of Intuitive Surgical to a “strong-buy” rating in a research report on Tuesday, January 27th. Zacks Research raised Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research note on Thursday, February 19th. Finally, Piper Sandler restated 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. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $614.95.
Intuitive Surgical Stock Down 3.4%
NASDAQ:ISRG opened at $452.66 on Friday. The firm’s fifty day simple moving average is $494.50 and its 200-day simple moving average is $513.24. The stock has a market cap of $160.75 billion, a PE ratio of 57.37, a price-to-earnings-growth ratio of 3.49 and a beta of 1.66. Intuitive Surgical has a fifty-two week low of $425.00 and a fifty-two week high of $603.88.
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last released its 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. The company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.Intuitive Surgical’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same quarter last year, the company earned $2.21 earnings per share.
Institutional Trading of Intuitive Surgical
Large investors have recently made changes to their positions in the stock. Norges Bank purchased a new position in Intuitive Surgical in the 4th quarter valued at about $2,856,987,000. J. Stern & Co. LLP grew its holdings in shares of Intuitive Surgical by 18,504.6% during the fourth quarter. J. Stern & Co. LLP now owns 2,127,248 shares of the medical equipment provider’s stock worth $1,204,788,000 after buying an additional 2,115,814 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Intuitive Surgical by 1,043.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,342,121 shares of the medical equipment provider’s stock worth $760,124,000 after buying an additional 1,224,734 shares in the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of Intuitive Surgical in the third quarter valued at approximately $388,436,000. Finally, Polen Capital Management LLC purchased a new position in shares of Intuitive Surgical during the fourth quarter valued at approximately $477,225,000. Institutional investors and hedge funds own 83.64% of the company’s stock.
Insider Buying and Selling at Intuitive Surgical
In related news, VP Fredrik Widman sold 133 shares of Intuitive Surgical stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total transaction of $65,829.68. Following the completion of the transaction, the vice president directly owned 660 shares in the company, valued at $326,673.60. The trade was a 16.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Mark Brosius sold 2,362 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $498.68, for a total value of $1,177,882.16. Following the completion of the sale, the senior vice president directly owned 3,554 shares in the company, valued at approximately $1,772,308.72. The trade was a 39.93% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 32,943 shares of company stock worth $17,279,568. 0.60% of the stock is currently owned by insiders.
Key Intuitive Surgical News
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.
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