ANALYST-UPGRADE ·Filed Oct 7, 2026
Barclays initiates coverage on ISRG at Overweight
Latest settled — T+5d
ISRG ▲ +1.82% at T+5d
LONG call ✓ call won +1.82% · α vs SPY +1.72% · entry $414.52 → $422.06
Latest observation: T+7 +2.37% FF3 residual α
T+1d
+0.21%
call +0.21% · α +0.64%
$415.41
settled 11d ago
T+5d
+1.82%
call +1.82% · α +1.72%
$422.06
settled 5d ago
T+20d
—
call — · α —
—
in 16d
T+60d
—
call — · α —
—
in 3mo
Price Chart
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Executive Summary
Barclays initiates coverage on ISRG at Overweight
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
29 (73%)
Hold
10
Sell / Strong Sell
1
Total Analysts
29
Mean PT
$476.34
Median PT
$483.00
High PT
$685.00
Low PT
$324.00
Current Price
$406.48
Implied Upside
+17.2%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-10-07 | Barclays | initiate | Overweight | $485.00 |
| 2026-09-08 | BTIG | reiterate | Buy | $469.00 |
| 2026-08-12 | Oppenheimer | upgrade | Outperform | $500.00 |
| 2026-07-30 | HSBC | downgrade | Hold | $931.00 |
| 2026-07-17 | Raymond James | maintain | Outperform | $483.00 |
| 2026-07-17 | Piper Sandler | reiterate | Overweight | $470.00 |
| 2026-07-17 | JP Morgan | maintain | Overweight | $450.00 |
| 2026-07-17 | Mizuho | maintain | Neutral | $400.00 |
| 2026-07-17 | Wells Fargo | maintain | Overweight | $487.00 |
| 2026-07-17 | TD Cowen | maintain | Buy | $485.00 |
Firm Track Record — Barclays
Barclays accuracy: 54% on 6742 calls | avg return: 4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Morgan Stanley | 100% | 3/3 | 9.9% | top tier |
| Baird | 100% | 5/5 | 12.1% | top tier |
| Stifel | 100% | 4/4 | 11.7% | top tier |
| BTIG | 91% | 10/11 | 14.5% | top tier |
| Evercore ISI Group | 86% | 6/7 | 9.9% | top tier |
| Piper Sandler | 75% | 6/8 | 7.9% | top tier |
| RBC Capital | 71% | 5/7 | 6.3% | top tier |
| JP Morgan | 67% | 2/3 | 4.8% | top tier |
| Barclays | 67% | 2/3 | 11.3% | top tier |
| Truist Securities | 64% | 7/11 | 3.6% | top tier |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1q | $2.84 | $2.72 — $3.02 | $3.2B | ↑1 ↓0 |
| 0q | $2.64 | $2.53 — $2.76 | $2.9B | ↑2 ↓0 |
| +1y | $12.09 | $11.28 — $12.72 | $13.3B | ↑0 ↓0 |
| 0y | $10.78 | $10.38 — $11.08 | $11.8B | ↑0 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Ro Khanna (democrat) — sell $1,001 - $15,000
Institutional
QRG CAPITAL MANAGEMENT, INC. — add (34%)
Institutional
Integrated Wealth Concepts LLC — add (37.4%)
Institutional
Allianz Asset Management GmbH — add (40.8%)
Short Interest
Short: 465,403 | Exempt: 78 | TRF Vol: 786,162 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Investment Themes
Healthcare & Medical DevicesRobotics & Automation
Documents Analyzed
Report based on filing metadata.
24 reports for ISRG
57% Hit rate best @ T+60▲ +23.80%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 11d ago | ANALYST-UPGRADE | $414.52 $422.06 | ▲ +1.82% | ▲ +1.72% | $426.70 (+2.94%) |
Sep 16, 2026 4w ago | Insider Cluster | $382.29 $398.30 | ▲ +4.19% | ▲ +1.62% | $426.70 (+11.62%) |
Aug 19, 2026 8w ago | Insider Cluster | $374.48 $367.07 | ▼ −1.98% | ▼ −3.09% | $426.70 (+13.94%) |
Aug 13, 2026 9w ago | Court Ruling | $401.27 $374.48 | ▲ +6.68% | ▲ +4.71% | $426.70 (−6.34%) |
Aug 12, 2026 9w ago | ANALYST-UPGRADE | $401.27 $397.72 | ▼ −0.88% | ▼ −0.44% | $426.70 (+6.34%) |
Aug 12, 2026 9w ago | Insider Cluster | $401.27 $397.72 | ▼ −0.88% | ▼ −0.44% | $426.70 (+6.34%) |
Aug 11, 2026 9w ago | Insider Cluster | $401.27 $397.72 | ▼ −0.88% | ▼ −0.44% | $426.70 (+6.34%) |
Jul 30, 2026 11w ago | ANALYST-DOWNGRADE | $352.97 $373.71 | ▲ +5.88% | ▲ +2.25% | $426.70 (+20.89%) |
Jul 16, 2026 13w ago | Press Release | $345.42 $332.02 | ▼ −3.88% | ▼ −3.19% | $426.70 (+23.53%) |
Jul 9, 2026 14w ago | ANALYST-UPGRADE | $411.55 $402.33 | ▼ −2.24% | ▼ −2.11% | $426.70 (+3.68%) |
Showing 10 of 24
US Market Status
Market Closed — Opens in 5h 51m
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