Intuitive Surgical, Inc.

Intuitive Surgical, Inc.

ISRGยทNASDAQ

$407.29

-1.2%
HealthcareMedical - Devices

Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System to enable complex surgery using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic procedures enabling minimally invasive biopsies in the lung. It also provides a suite of stapling, energy, and core instrumentation for its surgical systems; progressive learning pathways to support the use of its technology; a complement of services to its customers, including support, installation, repair, and maintenance; and integrated digital capabilities providing unified and connected offerings, streamlining performance for hospitals with program-enhancing insights. The company was incorporated in 1995 and is headquartered in Sunnyvale, California.

At a Glance

Live Snapshot
Market Cap$144.25B
EPS8.0000
P/E Ratio50.91
Earnings Date07/28/2026
isrg

Intuitive Surgical, Inc. Street Expectations Map

ISRG ยท NASDAQ

Wall Street analysts project that ISRG stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 603.00, with estimates ranging from a low of 525.00 to a high of 750.00.

Lowest Target
525.00
28.90%
Consensus Target
603.00
48.05%
Highest Target
750.00
84.14%

The consensus 1-year price target stands at 603.00, with estimates ranging from a low of 525.00 to a high of 750.00.

Analyst Consensus Analysis

Upside Potential

+48.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

37.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

isrg

Intuitive Surgical, Inc. Forward Estimates of Revenue

ISRG ยท NASDAQ
Latest Revenue
10.06B
FY 2025
Avg Estimate
11.38B
FY 2026
Estimate Range
11.10B - 11.61B
Analyst Spread

Forward Growth Analysis

Projected Growth+13.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

isrg

Intuitive Surgical, Inc. Forward Estimates of Net Income

ISRG ยท NASDAQ
Latest Net Income
2.86B
FY 2025
Avg Estimate
3.50B
FY 2026
Estimate Range
3.38B - 3.62B
Analyst Spread

Forward Growth Analysis

Projected Growth+22.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Intuitive Surgical, Inc. Forward Estimates of EPS

ISRG ยท NASDAQ
Latest EPS
8.00
FY 2025
Avg Estimate
$9.70
FY 2026
Estimate Range
$9.34 - $9.99
Analyst Spread

Forward Growth Analysis

Projected Growth+21.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Intuitive Surgical, Inc. Forward Estimates of EBIT

ISRG ยท NASDAQ
Latest EBIT
2.95B
FY 2025
Avg Estimate
3.05B
FY 2026
Estimate Range
2.97B - 3.11B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

isrg

Intuitive Surgical, Inc. Forward Estimates of EBITDA

ISRG ยท NASDAQ
Latest EBITDA
3.62B
FY 2025
Avg Estimate
3.71B
FY 2026
Estimate Range
3.62B - 3.79B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

isrg

Intuitive Surgical, Inc. Forward Estimates of SG&A Expense

ISRG ยท NASDAQ
Latest SG&A Expense
2.38B
FY 2025
Avg Estimate
3.07B
FY 2026
Estimate Range
2.99B - 3.13B
Analyst Spread

Forward Growth Analysis

Projected Growth+28.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

isrg

Intuitive Surgical, Inc. Insider Positioning

ISRG ยท NASDAQ

During the last 12 months, insiders have sold $68.30M worth of ISRG shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

8.8K

3.88M

Net Activity

-3.9M

-$3.88M

3-6 Months

Bought

0

0.00

Sold

18.9K

9.73M

Net Activity

-9.7M

-$9.73M

6-9 Months

Bought

0

0.00

Sold

60.5K

33.89M

Net Activity

-33.9M

-$33.89M

9-12 Months

Bought

0

0.00

Sold

43.3K

20.81M

Net Activity

-20.8M

-$20.81M

Top Buyers

No buying activity

Top Sellers

1
GGS

Guthart Gary S

Director

62.9K sharesโ€ข5 transactions

$32.34M

2
RDJ

Rosa David J.

Director, Officer: Chief Executive Officer (Ceo)

24.5K sharesโ€ข1 transactions

$13.41M

3
CM

Curet Myriam

Officer: Evp & Chief Medical Officer

14.4K sharesโ€ข14 transactions

$7.21M

4
BM

Brosius Mark

Officer: Evp & Chief Mfg And Supply Cha

11.6K sharesโ€ข18 transactions

$6.11M

5
CHL

Charlton Henry L

Officer: Evp & Chief Commercial And Mkt

4.7K sharesโ€ข1 transactions

$2.74M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $68.30M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$3.88M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.