Intuitive SurgicalISRG
ISRG
About: Intuitive Surgical develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed more than 9,500 da Vinci systems in hospitals worldwide, with more than 5,500 installations in the US and a growing number in emerging markets.
Employees: 15,638
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
251% more first-time investments, than exits
New positions opened: 270 | Existing positions closed: 77
16% more repeat investments, than reductions
Existing positions increased: 806 | Existing positions reduced: 693
9% more capital invested
Capital invested by funds: $145B [Q3] → $159B (+$13.7B) [Q4]
8% more funds holding
Funds holding: 1,918 [Q3] → 2,074 (+156) [Q4]
1.57% more ownership
Funds ownership: 83.45% [Q3] → 85.02% (+1.57%) [Q4]
1% more funds holding in top 10
Funds holding in top 10: 67 [Q3] → 68 (+1) [Q4]
10% less call options, than puts
Call options by funds: $1.44B | Put options by funds: $1.6B
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$470
9%
downside
Avg. target
$575
11%
upside
High target
$635
23%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Barclays Matt Miksic 48% 1-year accuracy 20 / 42 met price target | 23%upside $635 | Overweight Maintained | 24 Apr 2025 |
RBC Capital Shagun Singh 49% 1-year accuracy 33 / 68 met price target | 17%upside $605 | Outperform Maintained | 23 Apr 2025 |
Truist Securities Richard Newitter 57% 1-year accuracy 29 / 51 met price target | 14%upside $590 | Buy Maintained | 23 Apr 2025 |
Piper Sandler Adam Maeder 54% 1-year accuracy 7 / 13 met price target | 11%upside $575 | Overweight Maintained | 23 Apr 2025 |
Evercore ISI Group Vijay Kumar 30% 1-year accuracy 12 / 40 met price target | 9%downside $470 | In-Line Maintained | 23 Apr 2025 |
Financial journalist opinion
Based on 40 articles about ISRG published over the past 30 days
Positive
Seeking Alpha
1 day ago
Baron Health Care Fund Q1 2025 Top Net Purchases And Sales
Initiated positions in Waters Corporation, Penumbra, McKesson, Masimo, and added to UnitedHealth Group due to strong market positions and growth potential. Waters Corporation's growth driven by biopharmaceutical quality control, new regulations, and product replacement cycles, targeting high single to low double-digit revenue growth. Penumbra's mechanical thrombectomy devices target underpenetrated markets with potential FDA approval for Thunderbolt device as a growth catalyst.
Positive
Seeking Alpha
1 day ago
Baron Health Care Fund Q1 2025 Top Contributors And Detractors
Boston Scientific's shares rose due to strong market growth, innovative products like pulsed field ablation, and disciplined cost management, driving double-digit EPS growth. Vertex Pharmaceuticals saw increased investor confidence in its cystic fibrosis franchise and evolving pipeline, including promising non-opioid pain treatments and kidney disease drugs. UnitedHealth Group's shares gained as 2024 headwinds subsided, Medicare Advantage rates improved, and higher-margin Optum segments grew, insulating it from tariff impacts.
Positive
Zacks Investment Research
1 day ago
ISRG vs. SYK: Which Robotic-Device Innovator Is a Better Buy?
As robotic-assisted surgery becomes a cornerstone of modern healthcare, two medtech giants — Intuitive Surgical ISRG and Stryker SYK — are leading the charge. Intuitive, the pioneer behind the da Vinci Surgical System, has long dominated soft tissue procedures.
Positive
Zacks Investment Research
1 day ago
Intuitive Surgical, Inc. (ISRG) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Intuitive Surgical (ISRG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Neutral
The Motley Fool
4 days ago
2 Growth Stocks to Buy on the Dip if the Market Crashes Again
Anxious investors who picked April to go on a long internet-free vacation couldn't have planned it better. Earlier this month, the S&P 500 index quickly sank more than 10% after President Donald Trump unveiled tariff rules that threatened the U.S. economy.
Positive
CNBC Television
5 days ago
Trade Tracker: Stephanie Link buys Intuitive Surgical
Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest buy of Intuitive Surgical
Neutral
MarketBeat
5 days ago
Is Intuitive Surgical a Buy After Volatile Reaction to Earnings?
Shares of Intuitive Surgical Inc. NASDAQ: ISRG are leveling off after some volatile price movement around the company's quarterly earnings. On April 22, the robotics surgery company delivered a beat on the top and bottom lines.
Neutral
Seeking Alpha
5 days ago
Intuitive Surgical: Decent Results But Waiting For An Entry Point
Intuitive Surgical's Q1 2025 earnings showed mixed results, with revenue and EPS beating expectations, but gross margins impacted by tariffs and a lower-margin product mix. Procedure volume growth was strong, especially outside the US, and management raised full-year growth targets, indicating optimism despite macroeconomic uncertainties. The company's valuation is high, trading at 60x forward P/E, making it expensive; I'm looking for a lower entry point around 45x forward P/E.
Positive
The Motley Fool
6 days ago
Is Intuitive Surgical Stock a Buy?
Intuitive Surgical (ISRG 2.05%) has rewarded long-term investors by climbing nearly 200% over the past five years. This is thanks to the company's leadership in a hot growth area: robotic surgery.
Positive
Benzinga
1 week ago
Analysts Remain Bullish On Intuitive Surgical Despite Macro Uncertainty
Intuitive Surgical Inc ISRG reported first-quarter 2025 revenue of $2.25 billion, beating analyst estimates of $2.19 billion.
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