Key Points
- Amy L. Ladd sold 500 shares under a pre-arranged Rule 10b5-1 plan at an average price of $473.46 for about $236,730, leaving her with 239 shares (a 67.66% reduction in ownership).
- Strong Q1 results: Intuitive reported $2.50 EPS vs. $2.08 expected and $2.77B revenue (up 23% YoY) and has completed a $9.08B share buyback, supporting earnings per share growth.
- The stock pulled back (~2.7%) amid an FDA early alert about certain 8mm SureForm 30 reloads and post-earnings profit-taking, but analysts remain largely optimistic with a consensus target near $581.91 and some targets as high as $750.
Intuitive Surgical, Inc. (NASDAQ:ISRG - Get Free Report) Director Amy Ladd sold 119 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $463.50, for a total transaction of $55,156.50. Following the sale, the director owned 120 shares of the company's stock, valued at approximately $55,620. This represents a 49.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Intuitive Surgical Price Performance
Shares of ISRG opened at $453.83 on Thursday. Intuitive Surgical, Inc. has a one year low of $427.84 and a one year high of $603.88. The company has a 50-day simple moving average of $475.70 and a two-hundred day simple moving average of $516.39. The firm has a market capitalization of $160.73 billion, a PE ratio of 55.01, a price-to-earnings-growth ratio of 3.79 and a beta of 1.68.
Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, topping the consensus estimate of $2.08 by $0.42. Intuitive Surgical had a net margin of 28.15% and a return on equity of 15.98%. The business had revenue of $2.77 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same period last year, the business posted $1.81 earnings per share. Intuitive Surgical's quarterly revenue was up 23.0% compared to the same quarter last year. Analysts expect that Intuitive Surgical, Inc. will post 8.5 EPS for the current fiscal year.
Analyst Ratings Changes
Several analysts have commented on ISRG shares. Argus lowered their price objective on shares of Intuitive Surgical from $630.00 to $560.00 and set a "buy" rating for the company in a report on Wednesday, February 4th. JPMorgan Chase & Co. lowered their price objective on shares of Intuitive Surgical from $625.00 to $550.00 and set an "overweight" rating for the company in a report on Wednesday, April 22nd. TD Cowen lowered their price objective on shares of Intuitive Surgical from $660.00 to $585.00 and set a "buy" rating for the company in a report on Wednesday, April 22nd. Raymond James Financial lowered their price objective on shares of Intuitive Surgical from $615.00 to $577.00 and set an "outperform" rating for the company in a report on Wednesday, April 22nd. Finally, The Goldman Sachs Group raised their target price on shares of Intuitive Surgical from $609.00 to $621.00 and gave the company a "buy" rating in a research note on Wednesday, April 22nd. Eighteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $581.91.
Check Out Our Latest Report on ISRG
Intuitive Surgical News Roundup
Here are the key news stories impacting Intuitive Surgical this week:
- Positive Sentiment: Erste Group raised its EPS forecasts (FY2026 to $8.56 and FY2027 to $9.83), signaling rising analyst confidence in Intuitive’s profitability outlook — this supports longer-term upside versus consensus.
- Positive Sentiment: Strong Q1 results and completed buyback — Intuitive reported better-than-expected Q1 revenue and EPS and finished a multi-year $9.08B repurchase (29.44M shares), boosting EPS via a smaller share count and demonstrating shareholder-return focus. How Strong Q1 2026 Results and Completed Buyback Will Impact Intuitive Surgical (ISRG) Investors
- Neutral Sentiment: Director Amy L. Ladd sold shares under a pre-arranged Rule 10b5-1 plan (transactions at ~$463–$473); scheduled plan sales limit the informational value of the trades but can add short-term supply. SEC Filing — Insider Sale
- Neutral Sentiment: International mix: analysts note stronger overall OUS growth but some pressure in China and delays in Japan that could temper international upside relative to the U.S. momentum. Is ISRG's International Weakness a Temporary Drag or Structural Risk?
- Negative Sentiment: FDA early alert about removal of certain 8mm SureForm 30 gray reloads (curved-tip staplers) re-focused investor attention on product-safety/regulatory risk; that notice, combined with profit-taking after a post-earnings rally, is the proximate cause of today’s pullback. Intuitive Surgical slips as investors weigh recent FDA stapler notice and post-earnings expectations
- Negative Sentiment: Valuation sensitivity after the strong post-earnings rally — some investors and at least one bank have trimmed price targets or tempered projections, making the stock vulnerable to short-term profit-taking despite solid fundamentals.
Hedge Funds Weigh In On Intuitive Surgical
Institutional investors and hedge funds have recently made changes to their positions in the business. Holos Integrated Wealth LLC bought a new stake in shares of Intuitive Surgical during the fourth quarter valued at approximately $25,000. Newbridge Financial Services Group Inc. increased its position in shares of Intuitive Surgical by 300.0% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider's stock valued at $25,000 after acquiring an additional 33 shares in the last quarter. Greykasell Wealth Strategies Inc. bought a new stake in shares of Intuitive Surgical during the third quarter valued at approximately $27,000. Olistico Wealth LLC bought a new stake in shares of Intuitive Surgical during the fourth quarter valued at approximately $28,000. Finally, Caitlin John LLC bought a new stake in shares of Intuitive Surgical during the third quarter valued at approximately $30,000. Institutional investors own 83.64% of the company's stock.
About Intuitive Surgical
(
Get Free Report)
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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