Intuitive Surgical (NASDAQ:ISRG) Stock Price Target Lowered at Royal Bank Of Canada

Intuitive Surgical (NASDAQ:ISRG) had its target price lowered by Royal Bank Of Canada from $575.00 to $550.00 in a research note issued on Wednesday, Benzinga reports. The firm presently has an “outperform” rating on the medical equipment provider’s stock. Royal Bank Of Canada’s target price points to a potential upside of 25.57% from the company’s previous close.

A number of other research firms also recently weighed in on ISRG. Piper Sandler reissued an “overweight” rating on shares of Intuitive Surgical in a research note on Friday, August 21st. Leerink Partners reduced their price objective on shares of Intuitive Surgical from $573.00 to $454.00 and set an “outperform” rating on the stock in a research note on Friday, July 17th. Evercore set a $430.00 target price on shares of Intuitive Surgical in a report on Monday, July 6th. Barclays reiterated an “overweight” rating and set a $500.00 target price on shares of Intuitive Surgical in a research report on Wednesday. Finally, Erste Group Bank upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a research report on Wednesday. Twenty-five analysts have rated the stock with a Buy rating, six 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 an average rating of “Moderate Buy” and an average price target of $498.72.

Intuitive Surgical Trading Up 1.1%

Shares of NASDAQ:ISRG opened at $438.00 on Wednesday. Intuitive Surgical has a 1-year low of $328.57 and a 1-year high of $603.88. The stock 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. The business has a 50-day moving average price of $392.96 and a two-hundred day moving average price of $409.06.

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

Insider Activity at Intuitive Surgical

In related news, EVP Mark Brosius sold 77 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $375.57, for a total value of $28,918.89. Following the sale, the executive vice president directly owned 881 shares in the company, valued at $330,877.17. This trade represents a 8.04% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 5,320 shares in the company, valued at $2,016,280. This represents a 6.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 12,370 shares of company stock worth $4,891,989. 0.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of ISRG. Main Street Group LTD bought a new position in shares of Intuitive Surgical during the first quarter worth $30,000. North Point Portfolio Managers Corp OH acquired a new position in shares of Intuitive Surgical in the 3rd quarter valued at $27,000. Vermillion Wealth Management Inc. grew its holdings in shares of Intuitive Surgical by 58.1% in the 1st quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider’s stock valued at $31,000 after buying an additional 25 shares during the period. Evergreen Advisors LLC bought a new stake in shares of Intuitive Surgical in the 1st quarter valued at $35,000. Finally, Compass Financial Management LLC bought a new stake in shares of Intuitive Surgical in the 2nd quarter valued at $30,000. 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: 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

About Intuitive Surgical

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.