ISRG

INTUITIVE SURGICAL INC

Nasdaq · Orthopedic, Prosthetic & Surgical Appliances & Supplies · Inc. DE · CIK 0001035267
$440.62 -1.87% $159.0B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)
Vol
Market Cap$159.0B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders10 funds
Inst. Value$33.3B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 11S
Insider Net $-$3.5M
Reddit Sentiment58° Warm
SEC Reports14
Congressional2 trades
Exchange Nasdaq·Sector Orthopedic, Prosthetic & Surgical Appliances & Supplies·Inc. DE·CIK 0001035267·Prev Close $449.03

Recent Activity

Jul 20, 2026 earnings_calendar
ISRG Q2 2026 Earnings After Market Close — 2026-07-20
EPS est: $2.53 | Rev est: $2.9B
May 21, 2026 Event
Samesurf, Inc. v. Intuit Inc.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-2268
May 20, 2026 Insider
Brosius Mark sold 18 shares
EVP & Chief Mfg and Supply Cha @ $440.38 ($7.9K)
May 19, 2026 Insider
Brosius Mark sold 18 shares
EVP & Chief Mfg and Supply Cha @ $440.70 ($7.9K)
May 18, 2026 Insider
Brosius Mark sold 18 shares
EVP & Chief Mfg and Supply Cha @ $422.47 ($7.6K)
May 1, 2026 SEC
Citigroup upgrades ISRG to Buy from Neutral, PT $590 (+29%) — Part of a 10-firm cluster, but low-accuracy firm limits impact
ANALYST-UPGRADE — Impact 1/10
Apr 21, 2026 SEC
Intuitive Surgical reported Q1 2026 revenue of $2.77B (23% YoY growth) and non-GAAP EPS of $2.50, beating consensus esti
PRESS-RELEASE — Impact 8/10
Apr 21, 2026 SEC
Intuitive Surgical reported strong Q1 2026 results with revenue of $2.77 billion (23% YoY growth) and GAAP EPS of $2.28,
8-K — Impact 8/10

Price Targets

$572.68 +30.0% upside Strong Buy
Current $440.62 Low $378.00 Median $578.50 High $750.00 30 analysts
$378.00 $750.00

Analyst Ratings

Buy71% buy · 41 analysts
11Strong Buy
18Buy
11Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 23, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 22, 2026 Leerink Partners MAINTAIN Outperform → Outperform
Apr 22, 2026 Baird MAINTAIN Outperform → Outperform
Apr 22, 2026 Piper Sandler MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.50 ▲ +1.1% $2.41 — $2.61 14% YoY 25
Next Q $2.58 $2.44 — $2.75 8% YoY 25
Current FY $10.41 ▲ +4.1% $10.14 — $10.76 17% YoY 27
Next FY $11.79 ▲ +3.2% $10.86 — $12.61 13% YoY 28

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$19.0B
FMR LLC$3.7BADD
MORGAN STANLEY$3.3B
NORGES BANK$2.9BNEW
BANK OF AMERICA CORP$2.0B

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Brosius MarkSELL$7.9K
May 19, 2026Brosius MarkSELL$7.9K
May 18, 2026Brosius MarkSELL$7.6K
May 11, 2026LOEB GARYSELL$178.8K
Apr 30, 2026CHEW LEWISM$0.00

Reddit Sentiment

58°
Warm
Bearish Neutral Bullish
9 mentions 2 bullish 0 bearish

Congressional Trades

2 members: 2 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
Markwayne MullinRBUY$15,001 - $50,000
10 institutional holders with $33.3B total value (58,732,165 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC33,613,298$19.0B57.2%
2FMR LLC6,577,517$3.7B11.2%ADD +31.6%
3MORGAN STANLEY5,741,035$3.3B9.8%
4NORGES BANK5,044,472$2.9B8.6%NEW
5BANK OF AMERICA CORP /DE/3,500,681$2.0B6.0%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,554,514$1.4B4.3%NEW
7WELLS FARGO & COMPANY/MN1,087,439$615.9M1.9%
8TWO SIGMA INVESTMENTS, LP459,879$260.5M0.8%ADD +37.5%
9RENAISSANCE TECHNOLOGIES LLC152,830$86.6M0.3%NEW
10DODGE & COX500$283.2K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD4,999,9606,577,517+31.6%$3.7B2025-Q4
NORGES BANKNEW5,044,472$2.9B2025-Q4
FMR LLCTRIM8,659,8924,999,960-42.3%$2.2B2025-Q3
TWO SIGMA INVESTMENTS, LPADD400,871551,017+37.5%$246.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW194,530$87.0M2025-Q3
NORGES BANKEXIT4,728,0330-100.0%$0.002025-Q3
NORGES BANKNEW4,728,033$2.6B2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT114,5300-100.0%$0.002025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED68,310411,661+502.6%$203.9M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED7,630114,530+1401.0%$56.7M2025-Q1
NORGES BANKEXIT4,600,9130-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM1,594,3741,160,654-27.2%$605.8M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT92,3307,630-91.7%$4.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,227,467$1.1B2024-Q3
16 unique insiders with 11 transactions. Net insider value: -$3.5M ($0.00 bought, $3.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Brosius MarkEVP & Chief Mfg and Supply ChaSELL18$440.38$7.9K
May 19, 2026Brosius MarkEVP & Chief Mfg and Supply ChaSELL18$440.70$7.9K
May 18, 2026Brosius MarkEVP & Chief Mfg and Supply ChaSELL18$422.47$7.6K
May 11, 2026LOEB GARYEVP & Chief Legal and ComplianSELL400$446.95$178.8K
Apr 30, 2026CHEW LEWISDirectorM531$0.00$0.00
Apr 30, 2026CHEW LEWISDirectorM531$0.00$0.00
Apr 30, 2026Ladd Amy LDirectorM531$0.00$0.00
Apr 30, 2026CHEW LEWISDirectorA554$0.00$0.00
Apr 30, 2026Johnson Amal MDirectorM531$0.00$0.00
Apr 30, 2026Johnson Amal MDirectorM531$0.00$0.00
Apr 30, 2026Leonard Keith RDirectorM531$0.00$0.00
Apr 30, 2026Leonard Keith RDirectorA554$0.00$0.00
Apr 30, 2026NACHTSHEIM JAMI KDirectorM531$0.00$0.00
Apr 30, 2026NACHTSHEIM JAMI KDirectorM531$0.00$0.00
Apr 30, 2026NACHTSHEIM JAMI KDirectorA554$0.00$0.00
Apr 30, 2026Kolli SreelakshmiDirectorM531$0.00$0.00
Apr 30, 2026Kolli SreelakshmiDirectorM531$0.00$0.00
Apr 30, 2026Kolli SreelakshmiDirectorA554$0.00$0.00
Apr 30, 2026GUTHART GARY SDirectorA554$0.00$0.00
Apr 30, 2026Reed Monica PDirectorM531$0.00$0.00
Apr 30, 2026Reed Monica PDirectorM531$0.00$0.00
Apr 30, 2026Reed Monica PDirectorA554$0.00$0.00
Apr 30, 2026BARRATT CRAIG HDirectorM750$0.00$0.00
Apr 30, 2026BARRATT CRAIG HDirectorM750$0.00$0.00
Apr 30, 2026BARRATT CRAIG HDirectorA643$0.00$0.00
Apr 30, 2026Beery Joseph CDirectorM531$0.00$0.00
Apr 30, 2026Beery Joseph CDirectorM531$0.00$0.00
Apr 30, 2026Beery Joseph CDirectorA554$0.00$0.00
Apr 30, 2026Ladd Amy LDirectorA554$0.00$0.00
Apr 30, 2026Ladd Amy LDirectorM531$0.00$0.00
Apr 30, 2026Leonard Keith RDirectorM531$0.00$0.00
Apr 29, 2026Ladd Amy LDirectorSELL119$463.50$55.2K
Apr 28, 2026Ladd Amy LDirectorSELL500$473.46$236.7K
Mar 10, 2026Curet MyriamEVP & Chief Medical OfficerM105$229.39$24.1K
Mar 10, 2026Curet MyriamEVP & Chief Medical OfficerSELL105$493.95$51.9K
Mar 10, 2026Curet MyriamEVP & Chief Medical OfficerM105$0.00$0.00
Mar 9, 2026Brosius MarkSVP & Chief Mfg and Supply ChaSELL645$485.01$312.8K
Mar 6, 2026Brosius MarkSVP & Chief Mfg and Supply ChaSELL648$490.19$317.6K
Mar 3, 2026Widman FredrikVP Corporate ControllerSELL118$487.18$57.5K
Mar 3, 2026Curet MyriamEVP & Chief Medical OfficerSELL4,728$487.18$2.3M
Mar 2, 2026Curet MyriamEVP & Chief Medical OfficerM125$208.90$26.1K
Mar 2, 2026Curet MyriamEVP & Chief Medical OfficerM125$0.00$0.00
Feb 28, 2026Jeddi ImanSVP & GM da Vinci Platforms &M626$0.00$0.00
Feb 28, 2026Brosius MarkSVP & Chief Mfg and Supply ChaM8,378$0.00$0.00
Feb 28, 2026Curet MyriamEVP & Chief Medical OfficerM1,002$0.00$0.00
Feb 28, 2026Curet MyriamEVP & Chief Medical OfficerM8,378$0.00$0.00
Feb 28, 2026Curet MyriamEVP & Chief Medical OfficerM1,002$0.00$0.00
Feb 28, 2026LOEB GARYEVP & Chief Legal and ComplianM3,148$0.00$0.00
Feb 28, 2026Rosa David J.Chief Executive Officer (CEO)M1,503$0.00$0.00
Feb 28, 2026Rosa David J.Chief Executive Officer (CEO)M14,363$0.00$0.00
14 SEC filing reports analyzed. Sentiment: 2 bullish, 2 bearish, 1 mixed, 9 neutral. Avg impact: 4.1/10.
MIXED ANALYST-UPGRADE 1/10
Citigroup upgrades ISRG to Buy from Neutral, PT $590 (+29%) — Part of a 10-firm cluster, but low-accuracy firm limits impact
May 1, 2026
BULLISH PRESS-RELEASE 8/10
Intuitive Surgical reported Q1 2026 revenue of $2.77B (23% YoY growth) and non-GAAP EPS of $2.50, be
Apr 21, 2026
BULLISH 8-K 8/10
Intuitive Surgical reported strong Q1 2026 results with revenue of $2.77 billion (23% YoY growth) an
Apr 21, 2026
NEUTRAL COURT-RULING 2/10
A federal magistrate judge ruled that plaintiff John Yoon must travel to San Francisco, California f
Apr 21, 2026
NEUTRAL DEFA14A 3/10
Analysis based on filing metadata only — document content was unavailable
Mar 13, 2026
BEARISH CLUSTER 5/10
Two senior executives at Intuitive Surgical — EVP Myriam Curet and SVP Mark Brosius — sold shares in
Mar 11, 2026
NEUTRAL CLUSTER 3/10
SVP and Chief Manufacturing and Supply Chain Officer Mark Brosius sold a total of 1,293 shares in tw
Mar 10, 2026
NEUTRAL CLUSTER 4/10
Multiple Intuitive Surgical insiders, including the CEO, CFO, and other C-suite executives, exercise
Mar 3, 2026
BEARISH CLUSTER 6/10
Intuitive Surgical insiders executed a cluster of 19 transactions over seven days, including two ope
Mar 3, 2026
NEUTRAL CLUSTER 3/10
A cluster of insider transactions at Intuitive Surgical over the past seven days consists primarily
Mar 3, 2026
NEUTRAL CLUSTER 3/10
A cluster of insider transactions at Intuitive Surgical over the past week consists primarily of non
Mar 3, 2026
NEUTRAL CLUSTER 3/10
A cluster of insider transactions at Intuitive Surgical over the past seven days consists primarily
Mar 2, 2026
NEUTRAL CLUSTER 4/10
Over the past seven days, seven executives at Intuitive Surgical exercised stock options totaling 15
Mar 2, 2026
NEUTRAL CLUSTER 4/10
Intuitive Surgical insiders executed a cluster of derivative exercises and open-market sales over th
Mar 2, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (71% buy). Based on 41 analysts: 11 strong buy, 18 buy, 11 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$572.68 mean target +30.0% upside Strong Buy (1.91)
$378.00 Low $750.00 High
MetricValue
Current Price$440.62
Target Low$378.00
Target Mean$572.68
Target Median$578.50
Target High$750.00
# Analysts30
RecommendationStrong Buy (1.91)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.50 $2.41 $2.61 14.3% +1.1% 15↑ 6↓ $2.8B 15.8% 25
Next Q
2026-09-30
$2.58 $2.44 $2.75 7.6% +0.3% 9↑ 11↓ $2.9B 15.5% 25
Current FY
2026-12-31
$10.41 $10.14 $10.76 16.6% +4.1% 25↑ 1↓ $11.7B 16.3% 27
Next FY
2027-12-31
$11.79 $10.86 $12.61 13.2% +3.2% 26↑ 0↓ $13.3B 13.3% 28

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.503
7d ago$2.503
30d ago$2.474+0.028
60d ago$2.482+0.021
90d ago$2.477+0.026
17 analyst firms have rated this stock: 3 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 B of A Securities MAINTAIN Buy Buy
Apr 23, 2026 Barclays MAINTAIN Overweight Overweight
Apr 22, 2026 Leerink Partners MAINTAIN Outperform Outperform
Apr 22, 2026 Baird MAINTAIN Outperform Outperform
Apr 22, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 22, 2026 BTIG REITERATE Buy Buy
Apr 15, 2026 Truist Securities MAINTAIN Buy Buy
Apr 13, 2026 Mizuho MAINTAIN Neutral Neutral
Apr 10, 2026 BTIG REITERATE Buy Buy
Apr 9, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 6, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 17, 2026 UBS MAINTAIN Neutral Neutral
Mar 11, 2026 Citigroup UPGRADE Neutral Buy
Feb 24, 2026 UBS MAINTAIN Neutral Neutral
Jan 27, 2026 Freedom Capital Markets UPGRADE Hold Buy
Jan 27, 2026 TD Cowen INITIATE Buy
Jan 26, 2026 Barclays MAINTAIN Overweight Overweight
Jan 26, 2026 Freedom Broker UPGRADE Hold Buy
Jan 23, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 23, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 23, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 23, 2026 Bernstein MAINTAIN Outperform Outperform
Jan 23, 2026 BTIG REITERATE Buy Buy
Jan 9, 2026 Bernstein MAINTAIN Outperform Outperform
Jan 7, 2026 Barclays MAINTAIN Overweight Overweight
Jan 7, 2026 BTIG MAINTAIN Buy Buy
Dec 18, 2025 Truist Securities MAINTAIN Buy Buy
Dec 17, 2025 RBC Capital MAINTAIN Outperform Outperform
Dec 11, 2025 Citigroup DOWNGRADE Buy Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20261118111071%
Apr 1, 20261118111071%
Mar 1, 20261019121069%
Feb 1, 20261019121069%
Jan 1, 20261015141063%
Dec 1, 20251115131065%
Nov 1, 20251215131066%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 2 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Intuitive Surgical IncFeb 16, 2026 (18d)
Dec 29, 2025Markwayne MullinRSENATEBUY$15,001 - $50,000Intuitive Surgical IncJan 16, 2026 (19d)
58°
Warm
Bearish Neutral Bullish
9 mentions 2 bullish 0 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 21, 2026150° Neutral001
Apr 20, 2026150° Neutral001
Apr 20, 2026258° Warm102
Apr 20, 2026258° Warm102
Mar 13, 2026250° Neutral002
Mar 13, 2026150° Neutral001

Recent Reddit Threads

r/investing Neutral 2mo ago
ISRG vs AMZN for monthly DCA
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 1mo ago
ISRG - Intuitive Surgical will have a down week
▲ 1 💬 1 ⚡ 0.5
r/options Bullish 1mo ago
ISRG - BUY PUTS
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
VICR, ISRG, IBKR - reporting tomorrow.
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 1mo ago
ISRG REPORTS TUESDAY. BE PREPARED
▲ 1 💬 0 ⚡ 0.5
r/options Bullish 1mo ago
ISRG BUY PUTS
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
ISRG vs AMZN for monthly DCA
▲ 1 💬 0 ⚡ 0.5
Jul 20, 2026
earnings_calendar
ISRG Q2 2026 Earnings After Market Close — 2026-07-20
EPS est: $2.53 | Rev est: $2.9B
May 21, 2026
other
Intuitive Announces Innovations to Advance Quintuple Aim
Latest innovations include enhanced telecollaboration capabilities, extended uses for Force Feedback technology, and advancements in product and instr
May 21, 2026
Enforcement
Samesurf, Inc. v. Intuit Inc.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-2268
Apr 27, 2026
short_volume
Short Volume: ISRG — 55.5% short (0.4M / 0.7M)
Short: 391,232 | Exempt: 15,341 | TRF Vol: 704,995 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: ISRG — 2.3M shares, 87,648 trades
Week starting 2026-04-27. Total ATS volume: 2,291,781 shares across 87,648 trades.
Apr 24, 2026
short_volume
Short Volume: ISRG — 58.0% short (0.6M / 1.1M)
Short: 628,485 | Exempt: 33,450 | TRF Vol: 1,083,583 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
earnings
Intuitive Announces First Quarter Earnings
<p align="justify">SUNNYVALE, Calif., April 21, 2026 (GLOBE NEWSWIRE) -- Intuitive (the “Company”) (Nasdaq: ISRG), a global technology leader in min
Apr 21, 2026
earnings_calendar
ISRG Q1 2026 Earnings After Market Close — 2026-04-21
EPS est: $2.16 | Rev est: $2.7B
Apr 21, 2026
earnings_calendar
ISRG Q1 2026 Earnings After Market Close — 2026-04-21
Apr 21, 2026
short_volume
Short Volume: ISRG — 58.7% short (0.6M / 1.1M)
Short: 639,026 | Exempt: 589 | TRF Vol: 1,088,174 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: ISRG — 4.3M shares, 131,108 trades
Week starting 2026-04-20. Total ATS volume: 4,259,755 shares across 131,108 trades.
Apr 14, 2026
short_volume
Short Volume: ISRG — 59.6% short (0.4M / 0.7M)
Short: 445,983 | Exempt: 143 | TRF Vol: 747,757 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: ISRG — 3.0M shares, 92,205 trades
Week starting 2026-04-13. Total ATS volume: 2,987,661 shares across 92,205 trades.
Apr 10, 2026
short_interest
FTD: ISRG — 2,412 shares ($1.1M) failed to deliver
Settlement: 20260410, Price: $454.94, FTD Value: $1,097,315.28, INTUITIVE SURGICAL INC
Apr 7, 2026
Enforcement
Intuit Inc. v. Samesurf, Inc.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-2298
Apr 6, 2026
dark_pool
Dark Pool: ISRG — 2.3M shares, 88,183 trades
Week starting 2026-04-06. Total ATS volume: 2,322,281 shares across 88,183 trades.
Apr 1, 2026
short_volume
Short Volume: ISRG — 57.3% short (0.3M / 0.6M)
Short: 341,281 | Exempt: 157 | TRF Vol: 596,015 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Mar 20, 2026
Enforcement
Intuit v. FTC
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 24-60040
Jan 20, 2026
Enforcement
John Yoon v. Intuit Inc.
Court ruling from District Court, N.D. California. Docket: 5:25-cv-03469