Q2 Earnings Impact: Social media discussions centered on Intuitive Surgical's recent quarterly results, noting a deceleration in U.S. procedure growth to 12% amid shifting subsidies and competitive pressures from GLP-1 drugs. Analysts and observers pointed to the company's decision to hold full-year guidance despite these headwinds as a sign of resilience in its core robotic surgery platform.
Stock Drawdown Analysis: Participants observed the shares trading near $370 after a sharp decline from peaks above $600, with some highlighting a potential technical recovery toward key moving averages based on historical patterns. Others questioned whether the current 30x earnings multiple remains justified given ongoing market challenges and new entrants in surgical robotics.
Long-Term Business Outlook: Conversations emphasized the firm's strong margins and installed base expansion over the past decade, even as short-term sentiment reflected caution around valuation and procedure trends. Observers noted institutional interest in the name amid the pullback but stopped short of consensus on near-term catalysts.
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 29 times in the past 6 months. Of those trades, 0 have been purchases and 29 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by insiders over the last 6 months:
- GARY S GUTHART sold 10,000 shares for an estimated $4,000,000
- IMAN JEDDI (SVP & GM da Vinci Platforms &) sold 5,625 shares for an estimated $2,365,593
- AMY L LADD has made 0 purchases and 4 sales selling 1,091 shares for an estimated $471,789.
- GARY LOEB (EVP & Chief Legal and Complian) has made 0 purchases and 2 sales selling 800 shares for an estimated $321,256.
- MARK BROSIUS (EVP & Chief Mfg and Supply Cha) has made 0 purchases and 20 sales selling 732 shares for an estimated $288,056.
- MYRIAM CURET (EVP & Chief Medical Officer) sold 105 shares for an estimated $51,864
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Intuitive Surgical Revenue
Intuitive Surgical had revenues of $2.9B in Q2 2026. This is an increase of 18.54% from the same period in the prior year.
You can track ISRG financials on Quiver Quantitative's ISRG stock page.
You can access data on ISRG stock through the Quiver Quantitative API.
Intuitive Surgical Congressional Stock Trading
Members of Congress have traded $ISRG stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Intuitive Surgical Hedge Fund Activity
We have seen 1,070 institutional investors add shares of Intuitive Surgical stock to their portfolio, and 1,312 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 8,106,133 shares (+216.9%) to their portfolio in Q2 2026, for an estimated $3,223,646,971
- JPMORGAN CHASE & CO added 4,231,033 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,682,597,203
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,802,568 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,114,525,242
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,638,953 shares (+77.8%) to their portfolio in Q2 2026, for an estimated $651,778,829
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,263,437 shares (-10.1%) from their portfolio in Q2 2026, for an estimated $502,443,626
- FMR LLC removed 1,226,104 shares (-22.4%) from their portfolio in Q2 2026, for an estimated $487,597,038
- WINSLOW CAPITAL MANAGEMENT, LLC removed 1,152,910 shares (-99.4%) from their portfolio in Q2 2026, for an estimated $458,489,248
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Intuitive Surgical Government Contracts
We have seen $272,040 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:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Intuitive Surgical Price Targets
Multiple analysts have issued price targets for $ISRG recently. We have seen 12 analysts offer price targets for $ISRG in the last 6 months, with a median target of $573.5.
Here are some recent targets:
- Vik Chopra from BMO Capital set a target price of $518.0 on 07/09/2026
- Vijay Kumar from Evercore ISI Group set a target price of $430.0 on 07/06/2026
- Travis Steed from B of A Securities set a target price of $520.0 on 05/18/2026
- Matt Miksic from Barclays set a target price of $651.0 on 04/23/2026
- Ryan Zimmerman from BTIG set a target price of $574.0 on 04/22/2026
- Mike Kratky from Leerink Partners set a target price of $573.0 on 04/22/2026
- David Rescott from Baird set a target price of $610.0 on 04/22/2026
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.
