China's Warning on Humanoid Robotics: The National Development and Reform Commission of China has issued a warning about the rapid growth of the humanoid robotics sector, indicating potential market overheating and a risk of a bubble due to the increasing number of similar companies.
Market Regulation Plans: The agency plans to implement stricter regulations for market entry and exit, aiming to foster fair competition and support the development of key technologies in the humanoid robotics industry.
Leading Companies in the Sector: Notable companies in the humanoid robotics market include UBTECH Robotics and Unitree Robotics in China, and Figure AI and Boston Dynamics in the U.S., with significant investments and projected growth in sales.
Global Robotics Market Growth: The global robotics market is experiencing strong growth, with total industry sales expected to reach $50 billion in 2025, driven primarily by mobile and industrial robots, while humanoid robots are gaining a larger share of the market.
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: 525.810
Low
575.00
Averages
637.32
High
740.00
Current: 525.810
Low
575.00
Averages
637.32
High
740.00
Citi
Joanne Wuensch
Neutral
downgrade
$635 -> $590
2026-01-23
New
Reason
Citi
Joanne Wuensch
Price Target
$635 -> $590
AI Analysis
2026-01-23
New
downgrade
Neutral
Reason
Citi analyst Joanne Wuensch lowered the firm's price target on Intuitive Surgical to $590 from $635 and keeps a Neutral rating on the shares following the preliminary Q4 report. The firm views the announcement as inline with expectations.
Bernstein
Bernstein
Outperform
maintain
$740 -> $750
2026-01-23
New
Reason
Bernstein
Bernstein
Price Target
$740 -> $750
2026-01-23
New
maintain
Outperform
Reason
Bernstein raised the firm's price target on Intuitive Surgical to $750 from $740 and keeps an Outperform rating on the shares. The firm notes Q4 EPS of $2.53 grew 14% and beat consensus by 12%, despite a higher-than-expected $70M donation to the Intuitive Foundation. Margins finished strong, with Q4 gross margin of 67.8% and operating margin of 37.3%, 90bps and 160bps ahead of consensus, respectively, Bernstein adds.
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Goldman Sachs
NULL -> Buy
maintain
$621 -> $714
2026-01-09
Reason
Goldman Sachs
Price Target
$621 -> $714
2026-01-09
maintain
NULL -> Buy
Reason
Goldman Sachs raised the firm's price target on Intuitive Surgical to $714 from $621 and keeps a Buy rating on the shares. After a year when fundamentals diverged from stock performance, 2026 should represent a return to normalized patterns where organic growth defines relative valuation, the analyst tells investors in a research note.
Bernstein
Outperform
maintain
$700 -> $740
2026-01-09
Reason
Bernstein
Price Target
$700 -> $740
2026-01-09
maintain
Outperform
Reason
Bernstein raised the firm's price target on Intuitive Surgical to $740 from $700 and keeps an Outperform rating on the shares. After a low point in September 2025, U.S. healthcare stocks have begun to perform better over the past several months, the firm notes. As the market gets more clarity on many of the macro / policy uncertainties that weighed on healthcare stocks during the course of 2025, Bernstein anticipates better days ahead for healthcare stocks in 2026.
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.
