Yahoo · Oct 7, 2026
Intel downgraded, Marvell upgraded: Wall Street's top analyst calls
Intel downgraded, Marvell upgraded: Wall Street's top analyst calls
NYSE · ISRG
Intuitive Surgical, Inc.
Healthcare · Medical - Instruments & Supplies
$404.76
Up+$9.76 (+2.41%)
Updated Oct 7, 2026, 9:02 PM
SID Score
5.0/10
Composite research score
Smart Money
33/100
Bearish
- Market cap
- 195.51B
- P/E ratio
- 71.05
- Dividend yield
- 0.00%
- 52-week range
- $328.57 – $603.88
- Volume
- 1.65M
- Avg. volume
- 2.26M
Price performance · ISRG
ISRG price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 6, 2026
ISRG closed at $404.76 after 21 trading sessions, up 15.59% for the selected period.
- Last close
- $404.76
- Period change
- +15.59%
- Period low
- $350.16
- Period high
- $414.79
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 6, 2026 | $405.20 | $409.34 | $402.00 | $404.76 | 1.65M |
| Oct 5, 2026 | $389.76 | $407.63 | $389.11 | $406.48 | 1.66M |
| Oct 2, 2026 | $405.15 | $406.47 | $391.39 | $391.95 | 1.83M |
| Oct 1, 2026 | $409.05 | $410.5199 | $399.25 | $401.24 | 1.51M |
| Sep 30, 2026 | $408.05 | $410.74 | $405.51 | $406.63 | 1.66M |
| Sep 29, 2026 | $411.90 | $414.2043 | $407.07 | $412.18 | 1.89M |
| Sep 28, 2026 | $405.18 | $416.51 | $402.75 | $414.79 | 2.57M |
| Sep 25, 2026 | $397.645 | $406.39 | $391.92 | $405.18 | 2.5M |
| Sep 24, 2026 | $396.725 | $404.19 | $395.18 | $399.52 | 1.57M |
| Sep 23, 2026 | $400.88 | $404.44 | $396.05 | $398.30 | 1.69M |
| Sep 22, 2026 | $403.00 | $403.97 | $397.72 | $402.09 | 1.86M |
| Sep 21, 2026 | $393.89 | $403.48 | $391.04 | $401.65 | 2.97M |
| Sep 18, 2026 | $381.51 | $394.91 | $379.50 | $393.33 | 4.93M |
| Sep 17, 2026 | $385.57 | $388.20 | $378.2801 | $383.54 | 2.39M |
| Sep 16, 2026 | $378.00 | $387.29 | $377.16 | $382.29 | 2.14M |
| Sep 15, 2026 | $374.54 | $379.11 | $368.8501 | $377.16 | 1.98M |
| Sep 14, 2026 | $374.60 | $378.58 | $372.15 | $377.94 | 2.43M |
| Sep 11, 2026 | $363.56 | $374.48 | $363.56 | $369.15 | 3.35M |
| Sep 10, 2026 | $347.66 | $362.475 | $345.25 | $360.46 | 3.37M |
| Sep 9, 2026 | $350.20 | $357.99 | $349.855 | $353.24 | 2.42M |
| Sep 8, 2026 | $361.305 | $362.53 | $347.52 | $350.16 | 3.2M |
Latest ISRG news
The latest Smart Investors Daily articles mentioning ISRG.
Stock researchCompany · Overview
Company
Market Activity
Research & News
ISRG research
Overview
Company profile and research snapshot.
Company profile
Intuitive develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed more than 10,000 da Vinci systems in hospitals worldwide, with more than 6,000 installations in the US and a growing number in emerging markets.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $618.00
- Implied upside
- —
- Analysts
- 23
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 8, 2026 | BTIG | Buy | — |
| Aug 12, 2026 | Oppenheimer | Outperform | — |
| Jul 30, 2026 | HSBC | Hold | — |
| Jul 17, 2026 | Mizuho | Neutral | — |
| Jul 17, 2026 | TD Cowen | Buy | — |
News briefing
Generated Oct 7, 2026, 7:00 PM
Why Is ISRG Up Today?
Intuitive Surgical gained 2.52% today as the surgical robotics leader continues to attract analyst attention and investor interest despite recent valuation compression. A fresh bullish call from Barclays and renewed focus on the company's long-term growth narrative are providing tailwinds for the stock, even as the broader market reassesses the company's premium multiple.
Bottom line: ISRG's 2.52% gain reflects a combination of fresh analyst support from Barclays and renewed interest in the company's long-term value proposition after a significant valuation reset. While near-term multiple expansion may face headwinds, the underlying business story remains compelling for patient capital, making this a pivotal moment to reassess the risk-reward for surgical robotics exposure. Investors should monitor quarterly execution, procedure growth rates, and adoption trends to determine if the company can justify re-rating higher.
Benzinga · Oct 7, 2026
Barclays Initiates Coverage On Intuitive Surgical with Overweight Rating, Announces Price Target of $485
Barclays analyst Christopher Pasquale initiates coverage on Intuitive Surgical (NASDAQ:ISRG) with a Overweight rating and announces Price Target of $485.
SeekingAlpha · Oct 6, 2026
Intuitive Surgical: The Multiple Fell, The Story Didn't
Intuitive Surgical remains a wide-moat leader in robotic surgery with strong secular tailwinds and high recurring revenue potential. Read why ISRG stock is a Buy.
Yahoo · Oct 5, 2026
Inspire Medical Gains New CPT Codes for Hypoglossal Nerve Stimulation
INSP gains new Category I CPT codes for Inspire V procedures, creating a dedicated coding framework effective Jan. 1, 2028.
AI research layers
Interpretive context generated from the platform’s current data sources.
Intuitive Surgical Stock Performance
Intuitive Surgical shares closed at $404.76, reflecting a daily decline of 0.85% per SID market data. Over the trailing one-month period, the stock has gained 10.38%, while the three-month return stands at negative 2.49%, indicating a broader consolidation trend. On a twelve-month basis, ISRG has declined 30.19%, significantly underperforming the broader healthcare sector. The stock currently trades above its 50-day moving average of $382.38 but remains well below its 200-day moving average of $436.62, suggesting near-term momentum improvement within a longer-term downtrend. The 14-day relative strength index reads 64.2, approaching overbought territory but still within a neutral-to-bullish range. According to Massive/Polygon data, average daily trading volume is approximately 2.26 million shares. The company's beta of 1.686 indicates substantially higher volatility relative to the broader market, consistent with its growth-oriented valuation profile.
Intuitive Surgical Valuation Analysis
Intuitive Surgical carries a market capitalization of approximately $195.5 billion, positioning it among the largest companies in the healthcare sector, according to SID market data. The stock trades at a price-to-earnings ratio of 71.05, reflecting a significant premium relative to both the broader market and healthcare sector peers. The PEG ratio stands at 13.30, suggesting that the current valuation substantially exceeds what the company's earnings growth rate alone would justify. Additionally, ISRG trades at a price-to-book ratio of 11.53, per SEC filings, underscoring the market's premium assigned to Intuitive Surgical's intangible assets, brand strength, and dominant position in robotic-assisted surgery. The company pays no dividend, directing capital instead toward research, development, and expansion of its da Vinci and Ion platforms. These valuation metrics collectively indicate the stock is priced for sustained high growth in procedure volumes and system placements over the coming years.
Smart Money Activity for ISRG
Intuitive Surgical's composite smart money score stands at 33 out of 100, generating a bearish signal according to SID market data. The institutional component scores a perfect 25 out of 25, reflecting strong fund-level conviction and broad ownership across major asset managers. However, the insider trading component scores just 2.0 out of 25, driven by a notable imbalance in recent transactions. Per SEC Form 4 filings, there have been 13 insider trades over the past 90 days, comprising 10 sales and only 3 purchases, indicating that corporate insiders have been net sellers of shares during this period. The dark pool activity score registers at 5.0 out of 25, suggesting limited accumulation through off-exchange channels. Congressional trading activity scores 0.8 out of 25, reflecting minimal disclosed positions among members of Congress. The divergence between strong institutional ownership and persistent insider selling presents a mixed signal, with the insider activity contributing heavily to the overall bearish composite reading.
Intuitive Surgical Earnings Outlook
Intuitive Surgical has delivered consecutive earnings beats in its two most recent reporting periods, according to company earnings reports. In the quarter reported on April 21, 2026, the company posted earnings per share of $2.50 against analyst estimates of $1.92, representing a positive surprise of $0.58, or approximately 30.2%. The following quarter reported on July 16, 2026, produced EPS of $2.80 versus the consensus estimate of $2.41, yielding a $0.39 upside surprise. Looking ahead, analysts estimate EPS of $2.41 for the quarter with results expected on July 21, 2026, and $2.53 for the quarter scheduled for October 20, 2026, per consensus analyst estimates. The pattern of substantial upside surprises suggests that Wall Street models may be conservatively calibrated relative to the company's procedure volume growth and system placement trajectory. These forward estimates imply continued year-over-year earnings expansion for the robotic surgery leader.
Wall Street Analyst Ratings for ISRG
Recent Wall Street coverage of Intuitive Surgical reflects a generally constructive but mixed outlook, per SID consensus data. On September 8, 2026, BTIG reiterated its Buy rating, maintaining conviction in the company's long-term growth thesis. Oppenheimer upgraded ISRG to Outperform from Perform on August 12, 2026, signaling renewed confidence following the company's strong earnings results. Conversely, HSBC downgraded the stock to Hold from Buy on July 30, 2026, potentially reflecting valuation concerns given the elevated P/E ratio of 71.05. On July 17, 2026, both Mizuho and TD Cowen maintained their respective ratings, with Mizuho reiterating Neutral and TD Cowen reaffirming Buy, according to Wall Street analyst reports. The divergence in views highlights the central tension in the ISRG investment case: the company's dominant competitive position and consistent earnings beats are weighed against a premium valuation that leaves limited margin for execution missteps. Three of the five most recent ratings carry bullish or outperform designations.
