Should I Buy ISRG? ISRG 2026 Analysis

Should You Buy Intuitive Surgical Inc (ISRG) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

507.550

1 Day change

-2.78%

52 Week Range

609.080

Analysis Updated At

2026/01/26

Intuitive Surgical Inc (ISRG) is a good buy for a beginner investor with a long-term strategy and $50,000-$100,000 available for investment. The stock has strong financial performance, positive congressional trading sentiment, and consistent analyst support, despite some short-term technical and growth challenges.

Technical Analysis

The stock is currently oversold with an RSI of 17.876, indicating a potential rebound opportunity. However, the MACD is negative (-6.365) and contracting, suggesting weak momentum. The price is near a key support level at $523.802, which aligns with the current price of $523.71, making this a potential entry point for long-term investors.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Strong Q4 financial performance with revenue up 18.76% YoY and EPS up 17.55% YoY.
Congressional trading shows heavy buying with no selling in the last 90 days, indicating confidence in the stock.
Analysts maintain positive ratings with multiple price target increases, including Piper Sandler ($620), Bernstein ($750), and Goldman Sachs ($714).
Continued growth in da Vinci surgical robots with a 13% increase in installations and a 19% rise in surgeries performed in 2025.

Neutral/Negative Catalysts

Slowing growth rate for da Vinci procedures in 2026, estimated at 13%-15%.
Challenges in Japan due to increased competition and slowing procedure growth.
Decline in Ion system placements from 69 to 42 YoY in Q
Gross margin dropped to 66.44%, down 2.35% YoY.

Financial Performance

In Q4 2025, Intuitive Surgical reported revenue of $2.87 billion, up 18.76% YoY. Net income increased by 15.91% YoY to $794.8 million, and EPS rose 17.55% YoY to $2.21. However, gross margin dropped to 66.44%, down 2.35% YoY, indicating some cost pressures.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are generally positive on ISRG, with multiple price target increases. Piper Sandler raised its target to $620, Bernstein to $750, and Goldman Sachs to $714, citing strong financial performance and growth potential. However, Evercore ISI and Citi lowered their targets to $550 and $590, respectively, citing slower growth expectations and inline performance.

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 USD and a high forecast of 740 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

Averages

637.32

High

740

Current: 522.040

Low

575

Averages

637.32

High

740

Freedom Capital

Hold

Buy

upgrade

$560 -> $610

AI Analysis

2026-01-26

New

Reason

Freedom Capital

Price Target

$560 -> $610

AI Analysis

2026-01-26

New

upgrade

Hold

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."

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for ISRG

Unlock Now

ISRG Should I Buy

ISRG Should I Buy

Should You Buy Intuitive Surgical Inc (ISRG) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

People Also Watch