Key Points
- Director Gary Guthart sold 10,000 Intuitive Surgical shares for $4.57 million, trimming his stake by 0.83% to 1,194,530 shares. The sale was made under a pre-arranged Rule 10b5-1 plan.
- Intuitive Surgical reported quarterly EPS of $3.00, beating the $2.65 consensus, and revenue of $3.05 billion, up 21.7% year over year. Da Vinci placements also rose 28% year over year to 546.
- Analysts maintain a “Moderate Buy” consensus, with an average price target of $493.54; shares opened at $468.52 and were reported down 2.8%.
Intuitive Surgical, Inc. (NASDAQ:ISRG - Get Free Report) Director Craig Barratt sold 1,150 shares of the company's stock in a transaction on Wednesday, November 4th. The shares were sold at an average price of $460.00, for a total transaction of $529,000.00. Following the completion of the sale, the director directly owned 1,150 shares in the company, valued at approximately $529,000. This represents a 50.00% decrease in their ownership of the stock. The transaction 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.
Intuitive Surgical Stock Down 2.8%
ISRG opened at $468.52 on Friday. Intuitive Surgical, Inc. has a twelve month low of $328.57 and a twelve month high of $603.88. The company has a fifty day moving average of $408.22 and a 200-day moving average of $432.27. The stock has a market cap of $162.41 billion, a PE ratio of 56.65, a price-to-earnings-growth ratio of 3.32 and a beta of 1.45.
Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last announced its earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, topping analysts' consensus estimates of $2.65 by $0.35. The business had revenue of $3.05 billion during the quarter, compared to the consensus estimate of $2.91 billion. Intuitive Surgical had a net margin of 25.54% and a return on equity of 18.17%. Intuitive Surgical's quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the firm earned $2.40 earnings per share. Sell-side analysts anticipate that Intuitive Surgical, Inc. will post 9.37 EPS for the current fiscal year.
Key Stories Impacting Intuitive Surgical
Here are the key news stories impacting Intuitive Surgical this week:
- Positive Sentiment: Da Vinci system placements rose 28% year over year to 546 in Q3 2026, while net placements increased 40%, pointing to continued demand for Intuitive Surgical’s robotic-surgery systems and expansion of its installed base. Article: ISRG System Placements Rise 28%
- Neutral Sentiment: The placements increase may reflect multisystem orders and upgrades, rather than a broad-based upswing in hospital capital-equipment budgets. That leaves open whether the strong pace can be sustained. Article: ISRG System Placements Rise 28%: Is Capital Equipment Demand Rising?
- Negative Sentiment: Two directors disclosed share sales: Gary Guthart sold 10,000 shares (0.83% of his position), and Craig Barratt sold 1,150 shares. Both transactions were made under pre-arranged Rule 10b5-1 plans, which may temper—but not eliminate—their significance as a sentiment overhang. SEC filing: Gary Guthart transaction SEC filing: Craig Barratt transaction
Analyst Upgrades and Downgrades
A number of analysts have weighed in on ISRG shares. Sanford C. Bernstein reiterated an "outperform" rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. BMO Capital Markets reissued an "outperform" rating on shares of Intuitive Surgical in a research note on Monday, July 20th. Wall Street Zen raised Intuitive Surgical from a "hold" rating to a "buy" rating in a research note on Saturday, October 31st. HSBC lowered Intuitive Surgical from a "buy" rating to a "hold" rating and set a $391.00 target price on the stock. in a research report on Thursday, July 30th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Intuitive Surgical in a research note on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, Intuitive Surgical currently has a consensus rating of "Moderate Buy" and a consensus target price of $493.54.
Read Our Latest Stock Analysis on ISRG
Institutional Trading of Intuitive Surgical
Hedge funds have recently modified their holdings of the stock. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Intuitive Surgical in the second quarter valued at $14,316,000. Plato Investment Management Ltd acquired a new position in shares of Intuitive Surgical during the second quarter valued at about $4,315,000. Hikari Power Ltd bought a new position in shares of Intuitive Surgical during the 2nd quarter worth about $5,619,000. NewEdge Advisors LLC boosted its position in shares of Intuitive Surgical by 19.1% during the 2nd quarter. NewEdge Advisors LLC now owns 50,825 shares of the medical equipment provider's stock worth $20,212,000 after purchasing an additional 8,142 shares in the last quarter. Finally, QRG Capital Management Inc. boosted its position in shares of Intuitive Surgical by 34.0% during the 2nd quarter. QRG Capital Management Inc. now owns 95,883 shares of the medical equipment provider's stock worth $38,131,000 after purchasing an additional 24,352 shares in the last quarter. Institutional investors own 83.64% of the company's stock.
About Intuitive Surgical
(
Get Free Report)
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.
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