Intuitive Surgical rises as investors revisit growth story after recent selloff

Intuitive Surgical (ISRG) is up 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks tied to improving sentiment after investors reassessed Intuitive’s recent pullback and refocused on its still-strong underlying business. Recent commentary around the company’s leadership in robotic surgery, plus fresh visibility on AI and product innovation, likely helped support a rebound.

Details:

Intuitive’s second-quarter update showed higher year-over-year profit, continued system placements, and an installed base that kept expanding, even though the market initially reacted negatively to softer U.S. procedure growth commentary.

Management said 2026 worldwide da Vinci-assisted procedure growth is still expected within its prior range, with results tracking near the midpoint, which may have reassured investors that the long-term growth story remains intact.

A recent industry-event research note described Intuitive as the likely dominant share player in robotic-assisted surgery for the foreseeable future, despite increasing competition.

The company also recently highlighted its AI roadmap and a large dataset built from more than 20 million da Vinci procedures, adding another positive angle for investors looking beyond the last earnings reaction.

Sources:

Intuitive Surgical, SEC, TipRanks, Reuters

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ISRG Insider Trading Activity

$ISRG 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.

$ISRG Hedge Fund Activity

We have seen 1,025 institutional investors add shares of $ISRG stock to their portfolio, and 1,099 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.

$ISRG 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:

INTUITIVE DAVINCI ROBOT MAINTENANCE SERVICE: $172,000

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.

$ISRG 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.

$ISRG 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.