Market Cap
$143.7B
ISRG
INTUITIVE SURGICAL INC
$391.95 ▼ -2.32%
Prev close $401.24Market cap$143.7B
ConsensusBuy
12-mo target$476.34 (+21.5%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional ExitsCongressional Activity (1) 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
50 funds
Inst. Value
$83.6B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $7.8M sell
Insider Net $
-$7.8M
Social Sentiment
72° Bullish
SEC Reports
20
Congressional
3 trades
Price chart 30d +6.0%
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.
Sep 29, 2026 Event
Axcess Instruments IP Holding Company v. Intuitive Surgical, Inc. et al
Court ruling (txed) — Docket: 2:25-cv-00559
Sep 28, 2026 short_volume
Short Volume: ISRG — 64.1% short (0.7M / 1.1M)
Short: 716,726 | Exempt: 3,722 | TRF Vol: 1,118,510 | Short Ratio: 64.1% | Off-exchange volume (dark
Sep 15, 2026 Insider
Widman Fredrik acquired via exercise 546 shares
VP Corporate Controller @ $79.64 ($43.5K)
Sep 15, 2026 Insider
Widman Fredrik sold 546 shares
VP Corporate Controller @ $374.44 ($204.4K)
Sep 15, 2026 Insider
Aug 12, 2026 SEC Widman Fredrik acquired via exercise 543 shares
VP Corporate Controller @ $109.49 ($59.5K)
Oppenheimer upgrades ISRG to Outperform — PT $500 (+24.6%)
ANALYST-UPGRADE — Impact 4/10
Aug 10, 2026 Congress
Jul 30, 2026 SEC Ro Khanna sell
$1,001 - $15,000 — House
HSBC downgrades ISRG to Hold — PT $931 (+163.7%)
ANALYST-DOWNGRADE — Impact 2/10
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 |
|---|---|---|---|---|
| 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% |
| Jul 17, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 17, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
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 29 covering analysts think ISRG trades over the next 12 months.
$476.34 +21.5% upside Strong Buy
Current$391.95 Low$324.00 Median$483.00 High$685.00 29 analysts
$324.00$685.00
Analyst rating Buy· 1.8/5 as of Oct 2, 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 · 4 bullish, 3 bearish, 2 mixed, 11 neutral · avg impact 4.0/10.
MIXEDANALYST-DOWNGRADE2/10
HSBC downgrades ISRG to Hold — PT $931 (+163.7%)
Jul 30, 2026
MIXEDANALYST-UPGRADE3/10
BMO Capital initiates ISRG at Outperform — PT $518 (+24.8%)
Jul 9, 2026
BULLISHANALYST-UPGRADE4/10
Oppenheimer upgrades ISRG to Outperform — PT $500 (+24.6%)
Aug 12, 2026
NEUTRALCLUSTER3/10
No summary provided
Sep 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
Enforcement
Axcess Instruments IP Holding Company v. Intuitive Surgical, Inc. et al
Court ruling (txed) — Docket: 2:25-cv-00559
Sep 28, 2026
short_volume
Short Volume: ISRG — 64.1% short (0.7M / 1.1M)
Short: 716,726 | Exempt: 3,722 | TRF Vol: 1,118,510 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: ISRG — 58.1% short (0.6M / 1.1M)
Short: 628,808 | Exempt: 10,771 | TRF Vol: 1,082,804 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: ISRG — 72.1% short (0.8M / 1.1M)
Short: 792,001 | Exempt: 1,057 | TRF Vol: 1,097,918 | Short Ratio: 72.1% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: ISRG — 60.6% short (0.7M / 1.1M)
Short: 696,379 | Exempt: 627 | TRF Vol: 1,148,270 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
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% | 21↑ 2↓ | $2.9B | 24 |
| Next Q | $2.84 | $2.72–$3.02 | 12.4% | -0.0% | 12↑ 9↓ | $3.2B | 24 |
| Current FY | $10.78 | $10.38–$11.08 | 20.7% | -0.1% | 1↑ 0↓ | $11.8B | 27 |
| Next FY | $12.09 | $11.28–$12.72 | 12.2% | +0.2% | 24↑ 1↓ | $13.3B | 27 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.639 | — |
| 7d ago | $2.639 | +0.000 |
| 30d ago | $2.642 | -0.002 |
| 60d ago | $2.638 | +0.002 |
| 90d ago | $2.588 | +0.051 |
Institutional ownership
Which big funds own ISRG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $83.6B total value (209,669,259 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 30,024,648 | $11.9B | 14.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 23,131,099 | $9.2B | 11.0% | — |
| STATE STREET CORP | 16,063,040 | $6.4B | 7.6% | — |
| Invesco Ltd. | 11,843,563 | $4.7B | 5.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,534,767 | $3.4B | 4.0% | — |
| Capital World Investors | 7,742,681 | $3.1B | 3.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,243,264 | $2.9B | 3.4% | — |
| MORGAN STANLEY | 6,561,322 | $2.6B | 3.1% | — |
| NORGES BANK | 4,954,874 | $2.0B | 2.4% | NEW |
| JPMORGAN CHASE & CO | 4,231,033 | $1.7B | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| 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 |
| Alyeska Investment Group, L.P. | DOUBLED | 501,443 | 1,065,869 | +112.6% | $423.9M |
| Assenagon Asset Management S.A. | TRIM | 1,745,008 | 999,841 | -42.7% | $397.6M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 648,649 | 925,814 | +42.7% | $368.2M |
| CITIGROUP INC | ADD | 630,762 | 834,667 | +32.3% | $331.9M |
| GQG Partners LLC | NEW | — | 780,428 | — | $310.4M |
| Squarepoint Ops LLC | DOUBLED | 238,254 | 745,189 | +212.8% | $296.3M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | DOUBLED | 239,048 | 636,834 | +166.4% | $253.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$7.8M — $0.00 bought, $7.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 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 |
| Sep 9, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | SELL | 23 | $350.20 | $8.1K |
| Sep 8, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | SELL | 46 | $361.23 | $16.6K |
| Aug 21, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | SELL | 77 | $375.57 | $28.9K |
| Aug 20, 2026 | Brosius Mark | EVP & Chief Mfg and Supply Cha | SELL | 77 | $396.37 | $30.5K |
Congressional trades
ISRG trades disclosed by members of Congress, with disclosure delay.
3 members · 2 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) |
| 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
8,117,017
Settlement Sep 15, 2026
Change vs prior
+5.0%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
Of shares outstanding
≈2.3%
Estimate — not % of float
All ISRG filing & press-release reports (23)
- HSBC downgrades ISRG to Hold — PT $931 (+163.7%)Jul 30, 2026
- BMO Capital initiates ISRG at Outperform — PT $518 (+24.8%)Jul 9, 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