Strong 2025 Performance: Recent discussions on social media have centered around Intuitive Surgical's preliminary Q4 and full-year 2025 results, with reported revenue growth impressing many. Posts highlight a significant uptick in sales and robust adoption of the da Vinci 5 system, fueling excitement. However, some note a dip in stock price despite the positive numbers.
2026 Outlook Concerns: There’s also notable chatter about the company’s tempered 2026 procedure growth outlook, which has sparked concern among followers. Many are debating whether this signals potential challenges ahead amid tough comparisons and market volatility. The focus remains on how this might impact long-term confidence in the robotic surgery leader.
Note: This discussion summary was generated from an AI condensation of post data.
Intuitive Surgical Insider Trading Activity
Intuitive Surgical insiders have traded $ISRG stock on the open market 33 times in the past 6 months. Of those trades, 0 have been purchases and 33 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by insiders over the last 6 months:
- GARY S GUTHART (Executive Chair of the Board o) has made 0 purchases and 8 sales selling 94,459 shares for an estimated $49,513,559.
- DAVID J. ROSA (Chief Executive Officer (CEO)) sold 24,500 shares for an estimated $13,414,979
- HENRY L CHARLTON (EVP & Chief Commercial and Mkt) has made 0 purchases and 5 sales selling 13,731 shares for an estimated $7,963,980.
- MYRIAM CURET (EVP & Chief Medical Officer) has made 0 purchases and 8 sales selling 12,521 shares for an estimated $6,619,381.
- MARK BROSIUS (SVP & Chief Mfg and Supply Cha) has made 0 purchases and 3 sales selling 5,428 shares for an estimated $2,972,118.
- BRIAN EDWARD MILLER (EVP & Chief Digital Officer) has made 0 purchases and 2 sales selling 3,500 shares for an estimated $2,012,500.
- CRAIG H BARRATT has made 0 purchases and 2 sales selling 2,943 shares for an estimated $1,636,785.
- FREDRIK WIDMAN (VP Corporate Controller) has made 0 purchases and 2 sales selling 2,067 shares for an estimated $1,136,850.
- AMY L LADD has made 0 purchases and 2 sales selling 671 shares for an estimated $305,588.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intuitive Surgical Revenue
Intuitive Surgical had revenues of $2.5B in Q3 2025. This is an increase of 22.91% from the same period in the prior year.
You can track ISRG financials on Quiver Quantitative's ISRG stock page.
Intuitive Surgical Congressional Stock Trading
Members of Congress have traded $ISRG stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $150,000 on 12/29, 09/24 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/10, 11/18 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 09/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intuitive Surgical Hedge Fund Activity
We have seen 1,039 institutional investors add shares of Intuitive Surgical stock to their portfolio, and 1,018 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 4,175,405 shares (-54.4%) from their portfolio in Q3 2025, for an estimated $1,867,366,378
- FMR LLC removed 3,659,932 shares (-42.3%) from their portfolio in Q3 2025, for an estimated $1,636,831,388
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,899,223 shares (+84.4%) to their portfolio in Q3 2025, for an estimated $1,296,619,502
- D. E. SHAW & CO., INC. added 1,388,122 shares (+220.1%) to their portfolio in Q3 2025, for an estimated $620,809,802
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,302,661 shares (-45.6%) from their portfolio in Q3 2025, for an estimated $582,589,079
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,146,204 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $512,616,814
- INVESCO LTD. removed 903,666 shares (-20.4%) from their portfolio in Q3 2025, for an estimated $404,146,545
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intuitive Surgical Government Contracts
We have seen $18,691,570 of award payments to $ISRG over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: NX ORDERS PLACE FROM MARCH, 2024 THROUGH DECEMBER, 2024: $14,398,185
- 8511346118!DAVINCI MAINTENANCE - 4TH QTR: $512,000
- 8511321272!MEDICAL CAPITAL EQUIPMENT - I: $318,000
- PREVENTATIVE MAINTENANCE AGREEMENT FOR THE DAVINCI XI ROBOT USED FOR PROSTATECTOMY AND PARTIAL NEPHRECTOMY ...: $165,000
- 8511286764!DAVINCI MAINTENANCE - 4TH QTR: $159,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Intuitive Surgical Analyst Ratings
Wall Street analysts have issued reports on $ISRG in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 12/18/2025
- RBC Capital issued a "Outperform" rating on 12/17/2025
- Raymond James issued a "Outperform" rating on 10/22/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- BTIG issued a "Buy" rating on 10/22/2025
To track analyst ratings and price targets for Intuitive Surgical, check out Quiver Quantitative's $ISRG forecast page.
Intuitive Surgical Price Targets
Multiple analysts have issued price targets for $ISRG recently. We have seen 11 analysts offer price targets for $ISRG in the last 6 months, with a median target of $616.0.
Here are some recent targets:
- Lee Hambright from Bernstein set a target price of $740.0 on 01/09/2026
- Matt Miksic from Barclays set a target price of $686.0 on 01/07/2026
- Ryan Zimmerman from BTIG set a target price of $616.0 on 01/07/2026
- Richard Newitter from Truist Securities set a target price of $650.0 on 12/18/2025
- Shagun Singh from RBC Capital set a target price of $650.0 on 12/17/2025
- Joanne Wuensch from Citigroup set a target price of $635.0 on 12/11/2025
- Danielle Antalffy from UBS set a target price of $600.0 on 10/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
