Market Cap
$151.2B
ISRG
INTUITIVE SURGICAL INC
$426.70 ▼ -0.27%
Prev close $427.86Market cap$151.2B
ConsensusBuy
12-mo target$478.53 (+12.1%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)4 New Institutional Positions3 Institutional ExitsCongressional Activity (2) Healthcare & Medical DevicesRobotics & Automation
Snapshot
The big-picture read on ISRG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
19 funds
Inst. Value
$924.8M
Inst. Activity
4 buys / 3 sells
Insider Activity
$0.00 buy / $7.8M sell
Insider Net $
-$7.8M
Social Sentiment
72° Bullish
SEC Reports
20
Congressional
4 trades
Price chart 30d +11.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 20, 2026 earnings_calendar
Oct 12, 2026 SEC ISRG Q3 2026 Earnings After Market Close — 2026-10-20
Barclays initiates coverage on ISRG at Overweight
ANALYST-UPGRADE — Impact 4/10
Oct 10, 2026 Insider
LOEB GARY surrendered for taxes 1,296 shares
EVP & Chief Legal and Complian @ $423.96 ($549.5K)
Oct 10, 2026 Insider
WADORS PATRICIA L acquired via exercise 2,140 shares
SVP Chief Human Resources Offi
Oct 10, 2026 Insider
WADORS PATRICIA L surrendered for taxes 1,062 shares
SVP Chief Human Resources Offi @ $423.96 ($450.2K)
Sep 30, 2026 Inst.
Assenagon Asset Management S.A. — ADD
1,557,940 shares ($633.5M)
Sep 30, 2026 Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — ADD
174,342 shares ($64.7M)
Sep 29, 2026 Event
Axcess Instruments IP Holding Company v. Intuitive Surgical, Inc. et al
Court ruling (txed) — Docket: 2:25-cv-00559
Analyst ratings buy % +10.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 40 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 12, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Oct 7, 2026 | Barclays | INITIATE | Overweight | 54% |
| Sep 8, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 12, 2026 | Oppenheimer | UPGRADE | Outperform | 52% |
| Jul 30, 2026 | HSBC | DOWNGRADE | Hold | 55% |
| Jul 17, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Jul 17, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 17, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 17, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 17, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 16 | 10 | 1 | 0 | 73% | |
| Aug 1, 2026 | 12 | 16 | 11 | 1 | 0 | 70% | |
| Jul 1, 2026 | 11 | 17 | 11 | 1 | 0 | 70% | |
| Jun 1, 2026 | 11 | 17 | 11 | 1 | 0 | 70% | |
| May 1, 2026 | 11 | 18 | 11 | 1 | 0 | 71% | |
| Apr 1, 2026 | 11 | 18 | 11 | 1 | 0 | 71% | |
| Mar 1, 2026 | 10 | 19 | 12 | 1 | 0 | 69% | |
| Feb 1, 2026 | 10 | 19 | 12 | 1 | 0 | 69% |
Price targets
Where 30 covering analysts think ISRG trades over the next 12 months.
$478.53 +12.1% upside Buy
Current$426.70 Low$324.00 Median$484.00 High$685.00 30 analysts
$324.00$685.00
Analyst rating Buy· 1.8/5 as of Oct 19, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
72°
Bullish
BearishNeutralBullish
Recent posts
Looking to streamline holdings into 10–12 core positions. Heavy AI/Tech focus, feedback welcome!
▲ 1 · 💬 5· ⚡ 0.5
Feedback on my 5-year aggressive tech/growth setup (PLTR, SMH, VRT, RKLB, CRWD, CEG, ISRG)
▲ 1 · 💬 0· ⚡ 0.5
PRCT: the next ISRG?
▲ 1 · 💬 1· ⚡ 0.5
BSX Earnings. Another undervalued MedTech name.
▲ 1 · 💬 3· ⚡ 0.5
ISRG dropped Earnings aftermarket. Stock Falling.
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 5 bullish, 3 bearish, 2 mixed, 10 neutral · avg impact 4.0/10.
MIXEDANALYST-UPGRADE3/10
BMO Capital initiates ISRG at Outperform — PT $518 (+24.8%)
Jul 9, 2026
BULLISHANALYST-UPGRADE4/10
Barclays initiates coverage on ISRG at Overweight
Oct 12, 2026
MIXEDANALYST-DOWNGRADE2/10
HSBC downgrades ISRG to Hold — PT $931 (+163.7%)
Jul 30, 2026
BULLISHANALYST-UPGRADE4/10
Oppenheimer upgrades ISRG to Outperform — PT $500 (+24.6%)
Aug 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 20, 2026
earnings_calendar
ISRG Q3 2026 Earnings After Market Close — 2026-10-20
Oct 16, 2026
short_volume
Short Volume: ISRG — 66.4% short (0.6M / 1.0M)
Short: 643,059 | Exempt: 314 | TRF Vol: 969,084 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Oct 9, 2026
short_volume
Short Volume: ISRG — 59.2% short (0.5M / 0.8M)
Short: 465,403 | Exempt: 78 | TRF Vol: 786,162 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Oct 5, 2026
short_volume
Short Volume: ISRG — 57.6% short (0.4M / 0.7M)
Short: 375,176 | Exempt: 2,143 | TRF Vol: 651,147 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
Enforcement
Axcess Instruments IP Holding Company v. Intuitive Surgical, Inc. et al
Court ruling (txed) — Docket: 2:25-cv-00559
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.64 | $2.53–$2.76 | 10.0% | +0.1% | 1↑ 0↓ | $2.9B | 24 |
| Next Q | $2.84 | $2.72–$3.02 | 12.4% | -0.0% | 0↑ 1↓ | $3.2B | 24 |
| Current FY | $10.80 | $10.66–$11.08 | 21.0% | +0.1% | 0↑ 1↓ | $11.8B | 27 |
| Next FY | $12.11 | $11.28–$12.72 | 12.1% | +0.1% | 1↑ 1↓ | $13.3B | 27 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.641 | — |
| 7d ago | $2.641 | — |
| 30d ago | $2.639 | +0.002 |
| 60d ago | $2.638 | +0.003 |
| 90d ago | $2.616 | +0.025 |
Institutional ownership
Which big funds own ISRG (from quarterly 13F filings) and who is adding or trimming.
19 institutional holders with $924.8M total value (2,290,103 shares) as of 2026-Q3. Top holders: Assenagon, WEALTH, FJARDE. Net buying activity: 4 institutions added/increased vs 3 reduced.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | 1,557,940 | $633.5M | 68.5% | ADD +55.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 174,342 | $64.7M | 7.0% | ADD +49.0% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 117,314 | $47.7M | 5.2% | — |
| Czech National Bank | 101,505 | $41.3M | 4.5% | — |
| IFM Investors Pty Ltd | 84,854 | $34.5M | 3.7% | — |
| Vontobel Holding Ltd. | 56,929 | $23.1M | 2.5% | — |
| TD Waterhouse Canada Inc. | 39,455 | $15.8M | 1.7% | — |
| BANQUE PICTET & CIE SA | 35,243 | $14.3M | 1.5% | — |
| CONGRESS ASSET MANAGEMENT CO | 33,101 | $13.5M | 1.5% | NEAR_EXIT -89.0% |
| WASATCH ADVISORS LP | 26,888 | $10.9M | 1.2% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | ADD | 999,841 | 1,557,940 | +55.8% | $633.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 117,043 | 174,342 | +49.0% | $64.7M |
| CONGRESS ASSET MANAGEMENT CO | NEAR_EXIT | 300,950 | 33,101 | -89.0% | $13.5M |
| WASATCH ADVISORS LP | NEW | — | 26,888 | — | $10.9M |
| Farther Finance Advisors, LLC | ADD | 16,027 | 22,837 | +42.5% | $9.3M |
| DAVENPORT & Co LLC | NEAR_EXIT | 153,227 | 8,095 | -94.7% | $3.3M |
| ATWOOD & PALMER INC | NEAR_EXIT | 172 | 4 | -97.7% | $1.6K |
| NORGES BANK | NEW | — | 4,954,874 | — | $2.0B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 2,105,544 | 3,744,497 | +77.8% | $1.5B |
| Capital Research Global Investors | ADD | 966,639 | 1,551,664 | +60.5% | $617.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net -$7.8M — $0.00 bought, $7.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 10, 2026 | LOEB GARY | EVP & Chief Legal and Complian | TAX W/H | 1,296 | $423.96 | $549.5K |
| Oct 10, 2026 | WADORS PATRICIA L | SVP Chief Human Resources Offi | EXERCISE | 2,140 | — | — |
| Oct 10, 2026 | WADORS PATRICIA L | SVP Chief Human Resources Offi | TAX W/H | 1,062 | $423.96 | $450.2K |
| Oct 10, 2026 | LOEB GARY | EVP & Chief Legal and Complian | EXERCISE | 2,612 | — | — |
| Sep 15, 2026 | Widman Fredrik | VP Corporate Controller | EXERCISE | 546 | $79.64 | $43.5K |
| Sep 15, 2026 | Widman Fredrik | VP Corporate Controller | SELL | 546 | $374.44 | $204.4K |
| Sep 15, 2026 | Widman Fredrik | VP Corporate Controller | EXERCISE | 543 | $109.49 | $59.5K |
| Sep 15, 2026 | Widman Fredrik | VP Corporate Controller | SELL | 543 | $374.44 | $203.3K |
| Sep 11, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | SELL | 25 | $365.79 | $9.1K |
| Sep 10, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | SELL | 23 | $347.66 | $8.0K |
Congressional trades
ISRG trades disclosed by members of Congress, with disclosure delay.
4 members · 3 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Intuitive Surgical Inc | Sep 7, 2026(29d) |
| Aug 7, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Intuitive Surgical Inc | Oct 16, 2026(71d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Intuitive Surgical Inc | Feb 16, 2026(18d) |
| Dec 29, 2025 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Intuitive Surgical Inc | Jan 16, 2026(19d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ISRG.
Shares short
7,411,662
Settlement Sep 30, 2026
Change vs prior
-8.7%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All ISRG filing & press-release reports (24)
- BMO Capital initiates ISRG at Outperform — PT $518 (+24.8%)Jul 9, 2026
- Barclays initiates coverage on ISRG at OverweightOct 12, 2026
- HSBC downgrades ISRG to Hold — PT $931 (+163.7%)Jul 30, 2026
- Oppenheimer upgrades ISRG to Outperform — PT $500 (+24.6%)Aug 12, 2026
- CLUSTER reportSep 16, 2026
- CLUSTER reportAug 19, 2026
- COURT-RULING reportAug 14, 2026
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 11, 2026
- PRESS-RELEASE reportJul 17, 2026
- CLUSTER reportJun 12, 2026
- 8-K reportMay 28, 2026
- PRESS-RELEASE reportApr 21, 2026
- 8-K reportApr 21, 2026
- DEFA14A reportMar 13, 2026
- CLUSTER reportMar 11, 2026
- CLUSTER reportMar 10, 2026
- CLUSTER reportMar 3, 2026
- CLUSTER reportMar 3, 2026
- CLUSTER reportMar 3, 2026
- CLUSTER reportMar 3, 2026
- CLUSTER reportMar 2, 2026
- CLUSTER reportMar 2, 2026
- CLUSTER reportMar 2, 2026