Intuitive Surgical, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

21
Somewhat Bullish +45

ABN AMRO Bank N.V. Sells 23,961 Shares of Intuitive Surgical, Inc ...

AI-generated analysis

Intuitive Surgical (NASDAQ:ISRG) saw a mixed institutional landscape in the first quarter, highlighted by ABN AMRO Bank N.V. reducing its stake by 37.1% to 40,572 shares, worth approximately $18.9 million. Conversely, several smaller hedge funds including Riversedge Advisors LLC and Fiduciary Financial Group LLC increased...

Bullish Signals

  • Q1 revenue hit $2.77 billion, up 23% year-over-year.
  • Earnings per share reached $2.50, beating estimates by $0.42.
  • Net margin of 28.15% and ROE of 15.98% reported.
  • Analysts rate stock 'Moderate Buy' with $573.42 target.

Bearish Signals

  • Zacks Research downgraded Intuitive Surgical to 'hold' on March 30th.
  • UBS cut price target from $570.00 to $550.00 with neutral rating.
  • Bank of America lowered price target from $520.00 to $515.00.
  • ABN AMRO Bank reduced position by 37.1% in first quarter.
  • Insiders sold 7,169 shares worth $3.06 million last quarter.
22
Slightly Bullish +25

Divergent Trades: Intuitive Surgical's Record Quarter Fails to Unite Investors - AD HOC NEWS

AI-generated analysis

Intuitive Surgical (ISRG) reported a record first quarter with revenue climbing 23% to $2.77 billion and earnings per share of $2.50, significantly beating the analyst consensus of $2.08. Despite these strong fundamentals, shares dropped approximately 25% since the start of the year, trading around EUR...

Bullish Signals

  • Revenue grew 23% YoY to $2.77 billion.
  • EPS of $2.50 beat the $2.08 estimate.
  • Installed 431 new da Vinci systems this quarter.
  • Recurring revenue now forms the bulk of business.
  • Focus Partners Wealth stake rose nearly 42%.
  • Vanguard holding enlarged by 11.5% recently.
  • 22 of 31 brokers rate the stock a buy.
  • Mean price target stands at $571.
  • Japan reimbursement expansion expected in June 2026.

Bearish Signals

  • Shares down 25% since year start.
  • FDA warning requires surgical stapler recall.
  • Chinese rivals escalate competition in robotics.
  • OpenAI enters medical robotics as rival.
  • Insiders sold over 7,000 shares recently.
  • High volatility at 36% increases risk.
  • Deutsche Bank targets $366 bearish view.
  • RSI at 44 lacks upward technical support.
23
Somewhat Bullish +45

Intuitive Surgical instala más robots a pesar de la caída del stock ...

Commercial deployment AI-generated analysis

Intuitive Surgical reported placing 546 new da Vinci surgical robots in the third quarter of 2026, marking a significant increase in hardware deployments despite a notable decline in its stock price of approximately 20% during the same period. The company's revenue model is heavily anchored...

Bullish Signals

  • Intuitive Surgical placed 546 new da Vinci robots in Q3 2026.

Bearish Signals

  • Stock price dropped ~20% in Q3 2026.
24
Somewhat Bullish +35

How Earnings Upgrades At Intuitive Surgical Stock Have Changed Its Investment Story

Company update Leadership change AI-generated analysis

Intuitive Surgical (ISRG) recently expanded its board to include Aaron Martin, a former Amazon healthcare executive and current President of Insurance at Humana. This appointment is viewed as a strategic move to strengthen the company's long-term positioning regarding payer relationships, reimbursement dynamics, and digital care...

Bullish Signals

  • Board added Aaron Martin for payer/telehealth expertise.
  • Analysts project 11.9% annual revenue growth through 2029.

Bearish Signals

  • Trades at >50x P/E with margins under scrutiny.
  • Bearish models project 2029 revenue as low as $14.9B.
25
Bullish +62

Intuitive Surgical (NASDAQ:ISRG) Stock: Insider Craig Barratt Sells ...

Insider transaction AI-generated analysis

Intuitive Surgical, Inc. (NASDAQ:ISRG) director Craig Barratt sold 1,150 shares of company stock on November 4th for a total transaction value of $529,000 at an average price of $460.00 per share. This sale represented a 50% decrease in his direct ownership, though the transaction was...

Bullish Signals

  • Earnings beat at $3.00/share vs $2.65 consensus.

Bearish Signals

  • HSBC downgraded to 'Hold' with $391 target below current price.
  • Director Craig Barratt sold 50% of holdings via pre-arranged plan.