Intuitive Surgical (NASDAQ:ISRG) Stock Price Target Raised at Robert W. Baird

Intuitive Surgical (NASDAQ:ISRG) had its price objective upped by research analysts at Robert W. Baird from $513.00 to $550.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The firm presently has an “outperform” rating on the medical equipment provider’s stock. Robert W. Baird’s price objective points to a potential upside of 25.57% from the company’s previous close.

ISRG has been the subject of several other reports. Barclays reaffirmed an “overweight” rating and issued a $500.00 price target on shares of Intuitive Surgical in a research note on Wednesday. KeyCorp reiterated an “overweight” rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. Mizuho set a $415.00 price objective on shares of Intuitive Surgical in a research report on Tuesday, October 13th. Evercore set a $430.00 target price on Intuitive Surgical in a research note on Monday, July 6th. Finally, Royal Bank Of Canada reduced their target price on Intuitive Surgical from $650.00 to $600.00 and set an “outperform” rating for the company in a research note on Monday, July 13th. Twenty-five investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Intuitive Surgical has a consensus rating of “Moderate Buy” and a consensus target price of $501.13.

Intuitive Surgical Stock Up 1.1%

NASDAQ:ISRG opened at $438.00 on Wednesday. The company has a fifty day moving average of $392.96 and a 200-day moving average of $409.06. The firm has a market capitalization of $154.74 billion, a P/E ratio of 50.17, a P/E/G ratio of 3.27 and a beta of 1.46. Intuitive Surgical has a twelve month low of $328.57 and a twelve month high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.65 by $0.35. The company had revenue of $3.05 billion for the quarter, compared to the consensus estimate of $2.91 billion. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. Intuitive Surgical’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.40 EPS. On average, analysts anticipate that Intuitive Surgical will post 8.87 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Gary Guthart sold 10,000 shares of Intuitive Surgical stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $400.00, for a total value of $4,000,000.00. Following the completion of the sale, the director owned 1,245,679 shares of the company’s stock, valued at approximately $498,271,600. This trade represents a 0.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy Ladd sold 400 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $379.00, for a total transaction of $151,600.00. Following the sale, the director owned 251 shares of the company’s stock, valued at $95,129. This trade represents a 61.44% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 12,370 shares of company stock worth $4,891,989 over the last quarter. Corporate insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. 3Chopt Investment Partners LLC lifted its position in Intuitive Surgical by 5.2% in the 1st quarter. 3Chopt Investment Partners LLC now owns 462 shares of the medical equipment provider’s stock valued at $213,000 after acquiring an additional 23 shares in the last quarter. Vermillion Wealth Management Inc. boosted its stake in Intuitive Surgical by 58.1% during the 1st quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider’s stock valued at $31,000 after purchasing an additional 25 shares during the last quarter. W.G. Shaheen & Associates DBA Whitney & Co increased its holdings in Intuitive Surgical by 1.0% during the 1st quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 2,542 shares of the medical equipment provider’s stock worth $1,172,000 after purchasing an additional 25 shares in the last quarter. Blue Fin Capital Inc. increased its holdings in Intuitive Surgical by 0.5% during the 1st quarter. Blue Fin Capital Inc. now owns 4,794 shares of the medical equipment provider’s stock worth $2,210,000 after purchasing an additional 25 shares in the last quarter. Finally, Red Spruce Capital LLC increased its holdings in Intuitive Surgical by 4.1% during the 2nd quarter. Red Spruce Capital LLC now owns 640 shares of the medical equipment provider’s stock worth $255,000 after purchasing an additional 25 shares in the last quarter. 83.64% of the stock is currently owned by institutional investors and hedge funds.

More Intuitive Surgical News

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 21.7% year over year to $3.05 billion, above the approximately $2.91 billion consensus, while adjusted earnings reached $3.00 per share versus estimates of roughly $2.61–$2.65. Intuitive Surgical Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Underlying demand remained healthy: Worldwide procedures increased approximately 15%, including 14% growth for da Vinci procedures and 31% for Ion procedures. Intuitive placed 546 robotic systems, up from 427 a year earlier. Intuitive Announces Third Quarter Earnings
• Positive Sentiment: Potentially broader adoption: Intuitive plans to extend instrument life and reduce per-procedure costs in 2027. Although this could pressure near-term revenue per procedure, management views it as a way to make robotic surgery more affordable and expand the installed base. Why ISRG Is Lowering Instrument Costs Despite Strong Profitability
• Neutral Sentiment: Leasing is supporting placements: Operating leases represented 54% of second-quarter da Vinci placements, up from 49% a year earlier. Leasing may accelerate hospital adoption, but it can also make Intuitive’s returns more dependent on future procedure volume. Does Leasing Make Growth More Durable or More Capital Intensive?
• Negative Sentiment: Large antitrust settlement charge hurt GAAP earnings: Intuitive recorded a $450 million pre-tax charge, or $347 million after tax, related to a proposed settlement. GAAP net income fell to $523 million, or $1.49 per share, from $704 million, or $1.95 per share, a year earlier; court approval is still required. Antitrust Settlement Charge Overshadows Strong Q3 Growth
• Negative Sentiment: 2026 procedure-growth guidance was narrowed to 14%–15%: The tighter outlook, along with planned pricing actions targeting a 3%–5% reduction in instrument and accessory costs per procedure, raised concerns that growth and margins may moderate. Intuitive Narrows 2026 Procedure Growth Outlook

Intuitive Surgical Company Profile

Intuitive Surgical, Inc develops and manufactures robotic-assisted systems and related technologies for minimally invasive surgery. Its products are designed to help surgeons perform procedures through small incisions while providing enhanced visualization, precision and control. The company’s primary platform is the da Vinci Surgical System, which is used across a range of specialties, including urology, gynecology, general surgery, cardiothoracic surgery and other procedures.

The company also offers the Ion endoluminal system, which is designed to support minimally invasive lung biopsy procedures.