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$ISRG
INTUITIVE SURGICAL INC
Intuitive Surgical develops and supplies robotic-assisted systems, instruments and accessories, customer training, support services, and digital products for minimally invasive care. Its systems serve surgeons, physicians, hospitals, and healthcare teams. The da Vinci platforms support surgical procedures across general, urologic, gynecologic, cardiothoracic, and head and neck specialties. The Ion endoluminal system supports diagnostic procedures, including minimally invasive lung biopsies. Intuitive also sells surgical instruments and accessories, including stapling and energy products, and offers training through programs such as Intuitive Learning and SimNow. Intuitive earns money from its systems, instruments and accessories, learning offerings, services, and digital solutions. Its services include system installation, repair, maintenance, technical support, and hospital program assistance. Digital products include My Intuitive, My Intuitive+, and 3D modeling services. Intuitive is headquartered in Sunnyvale, California.
Intuitive Surgical (ISRG) trades at 51.6x earnings, the highest in its peer group, despite a 17.6% drop. It leads in revenue growth (20.5%) and operating margin (32.3%), which is nearly double that of Globus Medical (21.4%). ISRG's revenue is mostly recurring, with instruments and accessories making up 59% of fiscal 2025 sales. Da Vinci procedures grew 14% in Q3 2026, with U.S. growth at 10% and international at 20%.
Intuitive Surgical (ISRG) filed an 8-K with the SEC on November 2, 2026, disclosing corporate changes and voting matters. The filing includes exhibits and is related to other recent filings by the company. Investors should review the details for potential impacts on the business.
Intuitive Surgical (ISRG) expanded its board to 11 directors, appointing Aaron Martin, Humana's president of insurance, as an independent director. Martin brings experience in insurance, digital health, and health-system leadership. The company has a $486.00 price target and is rated as a Buy. ISRG is praised for its financial performance but faces valuation concerns and near-term headwinds.
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ISRG sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 10 news stories mentioning ISRG (INTUITIVE SURGICAL INC). Coverage has skewed bullish: 2 bullish, 7 neutral, and 1 bearish.
Recent ISRG coverage spans financial news, corporate actions and earnings.
In the last 30 days, ISRG insiders filed 10 SEC Form 4 transactions — no purchases and 10 sales ($14.4M). The most active reporter was Brosius Mark, EVP & Chief Mfg and Supply Cha, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
What's driving ISRG
Intuitive Surgical's high valuation and margin profile are highlighted, suggesting limited immediate price catalyst.
AlphAI scores every news story that mentions ISRG with an AI model for sentiment and relevance, and aggregates insider trades from INTUITIVE SURGICAL INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Intuitive Surgical (ISRG) trades at 51.6x earnings, the highest in its peer group, despite a 17.6% drop. It leads in revenue growth (20.5%) and operating margin (32.3%), which is nearly double that of Globus Medical (21.4%). ISRG's revenue is mostly recurring, with instruments and accessories making up 59% of fiscal 2025 sales. Da Vinci procedures grew 14% in Q3 2026, with U.S. growth at 10% and international at 20%.
Intuitive Surgical (ISRG) filed an 8-K with the SEC on November 2, 2026, disclosing corporate changes and voting matters. The filing includes exhibits and is related to other recent filings by the company. Investors should review the details for potential impacts on the business.
Intuitive Surgical (ISRG) expanded its board to 11 directors, appointing Aaron Martin, Humana's president of insurance, as an independent director. Martin brings experience in insurance, digital health, and health-system leadership. The company has a $486.00 price target and is rated as a Buy. ISRG is praised for its financial performance but faces valuation concerns and near-term headwinds.
INTUITIVE SURGICAL INC (ISRG) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 Intuitive Appoints Aaron Martin to its Board of Directors SUNNYVALE, Calif., Nov. 02, 2026 (GLOBE NEWSWIRE) – Intuitive (NASDAQ: ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced the appointment
Widman Fredrik (VP Corporate Controller) sold 5,448 shares of INTUITIVE SURGICAL INC (ISRG) at $436.06 ($2.38M total) on 2026-10-30 under a Rule 10b5-1 trading plan.
Intuitive Surgical (ISRG) shares fell 3.73% despite a 22% revenue increase, as investors focus on competition from Medtronic (MDT) and Johnson & Johnson (JNJ). The company sold more da Vinci systems in Q3 2026 than Q3 2025, with procedures rising 15% and installed systems up 12%. Revenue is driven more by instruments, accessories, and services (75%) than robot sales (25%).
Argus analyst David H. Toung raised the price target for Intuitive Surgical, Inc. (ISRG) to $500. The company designs and markets da Vinci robotic surgical systems. Toung covers medical devices and healthcare services.
Intuitive Surgical (ISRG) gained 27% in 3 months, while Boston Scientific (BSX) declined 8.6%. ISRG reported 22% revenue growth and 25% EPS increase, with strong margins. BSX saw 1.5% organic growth and EPS decline, citing cybersecurity disruptions. ISRG's growth is driven by robotic surgery adoption, while BSX faces challenges in EP and WATCHMAN. ISRG trades at a premium P/E of 36.5X, while BSX offers a discount at 11.33X. Analysts favor ISRG for its growth prospects.
iShares U.S. Medical Devices ETF (IHI) added $79.7M in assets, increasing positions in 48 holdings. Largest buys included ABT ($14.1M), ISRG ($12.4M), and MDT ($9.0M). IHI has $3.64B in AUM, a 0.37% expense ratio, and a YTD return of -11.92%.
Group 1 Automotive (GPI) saw a $24.2M insider purchase by Conifer Management, while Corebridge Financial (CRBG) had an $8.7M buy by Nippon Life. Optimum Communications (OPTU) and Korro Bio (KRRO) also reported insider buys. Gentherm (THRM) had a $532.6K purchase. On the sell side, Intuitive Surgical (ISRG), Charles River Labs (CRL), Lam Research (LRCX), United Therapeutics (UTHR), and PACS Group (PACS) reported insider sales.
