Q3 Earnings Surge: Intuitive Surgical (ISRG) has sparked significant buzz on X following its recent third-quarter earnings report, which showed a remarkable 17% stock surge in extended trading. Posts on the platform highlight the company’s revenue and earnings per share exceeding expectations, driven by robust growth in da Vinci surgical system procedures. The discussion reflects excitement over the raised full-year guidance for 2025.
Innovation in Focus: Much of the chatter on X centers on ISRG’s advancements, particularly with the da Vinci 5 system and AI-driven features like Real-Time Surgical Insights. Users are intrigued by how these innovations could cement the company’s dominance in robotic-assisted surgery. Several posts note growing global demand as a key factor fueling optimism.
Analyst Upgrades: Recent posts on X also mention Wall Street analysts raising price targets for ISRG, with some calling the stock a strong performer due to its product cycle strength. The sentiment is bolstered by discussions of the company’s consistent revenue compounding over decades. However, a few users caution about potential risks like tariff probes that could impact future growth.
Note: This discussion summary was generated from an AI condensation of post data.
Intuitive Surgical Congressional Stock Trading
Members of Congress have traded $ISRG stock 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 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 purchased up to $100,000 on 09/24.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 09/03.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 07/10 and 2 sales worth up to $30,000 on 07/16, 06/09.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intuitive Surgical Insider Trading Activity
Intuitive Surgical insiders have traded $ISRG stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 4 sales selling 40,053 shares for an estimated $19,194,645.
- AMY L LADD has made 0 purchases and 7 sales selling 9,447 shares for an estimated $4,742,258.
- MYRIAM CURET (EVP & Chief Medical Officer) has made 0 purchases and 2 sales selling 8,500 shares for an estimated $4,268,880.
- JAMI K NACHTSHEIM sold 2,400 shares for an estimated $1,248,000
- GARY LOEB (EVP & Chief Legal and Complian) sold 1,700 shares for an estimated $872,405
- MARK BROSIUS (SVP & Chief Mfg and Supply Cha) has made 0 purchases and 10 sales selling 1,184 shares for an estimated $657,803.
- ROBERT DESANTIS (EVP & Chief Strategy & Corp Op) has made 0 purchases and 6 sales selling 990 shares for an estimated $508,508.
- JAMIE SAMATH (See Remarks) sold 915 shares for an estimated $483,074
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intuitive Surgical Hedge Fund Activity
We have seen 1,149 institutional investors add shares of Intuitive Surgical stock to their portfolio, and 872 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WCM INVESTMENT MANAGEMENT, LLC removed 1,189,761 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $646,528,025
- FMR LLC removed 1,072,651 shares (-11.0%) from their portfolio in Q2 2025, for an estimated $582,889,279
- VICTORY CAPITAL MANAGEMENT INC added 943,348 shares (+219.1%) to their portfolio in Q2 2025, for an estimated $512,624,736
- JPMORGAN CHASE & CO removed 896,971 shares (-10.5%) from their portfolio in Q2 2025, for an estimated $487,423,011
- ASSENAGON ASSET MANAGEMENT S.A. removed 840,025 shares (-53.1%) from their portfolio in Q3 2025, for an estimated $375,684,380
- AMUNDI removed 815,166 shares (-24.7%) from their portfolio in Q2 2025, for an estimated $442,969,356
- VANGUARD GROUP INC added 670,302 shares (+2.1%) to their portfolio in Q2 2025, for an estimated $364,248,809
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intuitive Surgical Government Contracts
We have seen $21,369,555 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
- 8510991656!MEDICAL CAPITAL EQUIPMENT - I: $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 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 10/22/2025
- RBC Capital issued a "Outperform" rating on 08/19/2025
- Piper Sandler issued a "Overweight" rating on 07/23/2025
- Wells Fargo issued a "Overweight" rating on 07/23/2025
- Deutsche Bank issued a "Sell" rating on 06/09/2025
- Citigroup issued a "Buy" rating on 05/22/2025
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 9 analysts offer price targets for $ISRG in the last 6 months, with a median target of $589.0.
Here are some recent targets:
- Ryan Zimmerman from BTIG set a target price of $589.0 on 10/22/2025
- Richard Newitter from Truist Securities set a target price of $525.0 on 10/15/2025
- Vijay Kumar from Evercore ISI Group set a target price of $450.0 on 10/07/2025
- Shagun Singh from RBC Capital set a target price of $615.0 on 08/19/2025
- Danielle Antalffy from UBS set a target price of $585.0 on 07/23/2025
- Larry Biegelsen from Wells Fargo set a target price of $599.0 on 07/23/2025
- Adam Maeder from Piper Sandler set a target price of $595.0 on 07/23/2025
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.
