Earnings Release: Social media buzz around Intuitive Surgical highlighted the company's latest quarterly results, noting revenue growth of nearly 19 percent alongside an earnings beat. Observers pointed to steady procedure volume increases and recurring revenue from instruments as key positives. Concerns emerged over softening growth in the U.S. market, tempering immediate enthusiasm.
Valuation Shift: Discussion focused on the stock's pullback from prior highs near $600 to the mid-$300s, placing it near the lower end of its historical range. Some analysts initiated coverage with buy ratings and price targets around $500, viewing fears over capital spending and market saturation as overstated. Participants described the shares as offering a potential re-rating opportunity for a high-quality healthcare compounder.
Growth Outlook: Broader commentary emphasized resilient demand for robotic surgical systems and expansion into new regions. The recurring revenue model drew praise for providing durable earnings visibility despite cyclical hospital spending patterns. Overall, the tone reflected measured interest in the company's long-term positioning.
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 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by insiders over the last 6 months:
- MYRIAM CURET (EVP & Chief Medical Officer) has made 0 purchases and 6 sales selling 7,829 shares for an estimated $3,848,961.
- MARK BROSIUS (EVP & Chief Mfg and Supply Cha) has made 0 purchases and 20 sales selling 5,298 shares for an estimated $2,583,375.
- 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 2 sales selling 619 shares for an estimated $291,886.
- FREDRIK WIDMAN (VP Corporate Controller) has made 0 purchases and 3 sales selling 500 shares for an estimated $247,744.
- GARY LOEB (EVP & Chief Legal and Complian) sold 400 shares for an estimated $169,656
- PATRICIA L WADORS (SVP Chief Human Resources Offi) sold 220 shares for an estimated $109,936
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 1,021 institutional investors add shares of Intuitive Surgical stock to their portfolio, and 1,103 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 2,123,089 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $978,722,798
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,205,349 shares (-89.8%) from their portfolio in Q1 2026, for an estimated $555,653,835
- FMR LLC removed 1,100,283 shares (-16.7%) from their portfolio in Q1 2026, for an estimated $507,219,460
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,027,475 shares (+95.3%) to their portfolio in Q1 2026, for an estimated $473,655,700
- TWO SIGMA INVESTMENTS, LP added 945,455 shares (+205.6%) to their portfolio in Q1 2026, for an estimated $435,845,300
- HOLOCENE ADVISORS, LP added 880,745 shares (+552.4%) to their portfolio in Q1 2026, for an estimated $406,014,637
- ASSENAGON ASSET MANAGEMENT S.A. removed 745,167 shares (-42.7%) from their portfolio in Q2 2026, for an estimated $296,338,012
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 13 analysts offer price targets for $ISRG in the last 6 months, with a median target of $574.0.
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.
