Intuitive Surgical Inc's stock fell 3.02% and hit a 20-day low amid a broader market decline, with the Nasdaq-100 down 1.76% and the S&P 500 down 1.06%.
The company recently received FDA clearance for its da Vinci 5 cardiac surgery system, which is expected to enhance minimally invasive cardiac procedures significantly. This advancement is anticipated to improve patient outcomes and solidify Intuitive's position in the medical technology market. Additionally, TD Cowen analyst Mathew Blackman initiated coverage on Intuitive with a Buy rating and a price target of $660, reflecting confidence in the company's innovative technologies despite current market pressures.
The FDA clearance for the da Vinci 5 system represents a crucial milestone for Intuitive Surgical, potentially driving future growth in a competitive landscape. However, the stock's decline indicates investor caution amid broader market weakness.
Wall Street analysts forecast ISRG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ISRG is 637.32 USD with a low forecast of 575.00 USD and a high forecast of 740.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
Wall Street analysts forecast ISRG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ISRG is 637.32 USD with a low forecast of 575.00 USD and a high forecast of 740.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
4 Hold
0 Sell
Strong Buy
Current: 522.040
Low
575.00
Averages
637.32
High
740.00
Current: 522.040
Low
575.00
Averages
637.32
High
740.00
Freedom Capital
Hold
to
Buy
upgrade
$560 -> $610
2026-01-26
New
Reason
Freedom Capital
Price Target
$560 -> $610
AI Analysis
2026-01-26
New
upgrade
Hold
to
Buy
Reason
Freedom Capital upgraded Intuitive Surgical to Buy from Hold with a price target of $610, up from $560. The firm believes the rollout of the da Vinci 5 will support Intuitive's system sales and procedure volumes in 2026. It cites higher revenue expectations for 2026 and 2027 for the upgrade.
TD Cowen
NULL -> Buy
initiated
$660
2026-01-26
New
Reason
TD Cowen
Price Target
$660
2026-01-26
New
initiated
NULL -> Buy
Reason
TD Cowen initiated coverage of Intuitive Surgical with a Buy rating and $660 price target. The firm initiated six companies in the medical technology space. While Intuitive is a "consensus long," survey work indicates that the Street is not appreciating the company's "longer-tailed" and higher procedure volume growth outlook, the analyst tells investors in a research note. TD views Intuitive Surgical as a "must-own, secular growth story."
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Barclays
Overweight
maintain
$686 -> $712
2026-01-26
New
Reason
Barclays
Price Target
$686 -> $712
2026-01-26
New
maintain
Overweight
Reason
Barclays raised the firm's price target on Intuitive Surgical to $712 from $686 and keeps an Overweight rating on the shares following the Q4 report. The firm says the company's 2026 guidance is in line with its recent annual initial growth guidance for the past three years.
Piper Sandler
Overweight
maintain
$610 -> $620
2026-01-23
Reason
Piper Sandler
Price Target
$610 -> $620
2026-01-23
maintain
Overweight
Reason
Piper Sandler raised the firm's price target on Intuitive Surgical to $620 from $610 and keeps an Overweight rating on the shares. The firm notes the company reported full Q4 results that topped consensus on both the top and bottom line. Management reaffirmed its initial 2026 procedure guidance provided earlier this month.
About ISRG
Intuitive Surgical, Inc. develops, manufactures, and markets da Vinci surgical systems and the Ion endoluminal system. The Company specializes in invasive care and robotic-assisted surgery. Its technologies include the da Vinci surgical systems and the Ion endoluminal system. The da Vinci surgical system is designed to enable surgeons to perform a range of surgical procedures within its targeted general surgery, urologic, gynecologic, cardiothoracic, and head and neck specialties and consists of a surgeon's console or consoles, a patient-side cart, and a high-performance vision system. The Ion endoluminal system is a flexible, robotic-assisted, catheter-based platform for which the cleared indication is minimally invasive biopsies in the lung and consists of a system cart, a controller, a catheter, and a vision probe. Its Ion system extends its commercial offering beyond surgery into diagnostic and endoluminal procedures.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
