Intuitive Surgical, Inc. (ISRG) Stock Price & Analysis

Intuitive Surgical, Inc. (ISRG) closed at USD 443.85 on Thursday, October 22, 2026, up 3.67% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 428.12; the Oct 22, 2026 session ranged USD 427.47–444.15 on volume of 2,776,287 shares. Market capitalization is $156.80B, with a 52-week range of USD 328.57–603.88 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:21 UTC.

Also available as compact Markdown for AI agents: nexqual.com/ISRG.md

Latest Earnings Results (ISRG)

Intuitive Surgical, Inc. (ISRG) reported Q3 2026 results on Oct 20, 2026, 4:05:00 PM ET: adjusted EPS $3.00 vs. estimate $2.64 (beat), revenue $3.05B vs. estimate $2.91B (beat). Guidance: The company expects worldwide da Vinci procedure growth of 14% to 15% for the full year 2026. Source: company press release. Nexqual published it 11 min 15 s after release.

Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.

Key facts (ISRG)

• Last four reported quarters (through Sep 30, 2026): revenue $11.6B, net income $2.96B (25.5% margin), free cash flow $3.60B (SEC filings).
• Valuation: P/E 53.0x (avg 73.5x at the last 3 fiscal year-ends).
• 2 of 80 tracked superinvestors hold ISRG (13F, Q2 2026): 0 new, 1 added, 1 reduced, 0 unchanged.
• Insider open-market sales, last ~7 months: 18 Form 4 filings, $8.1M; 0 not under a Rule 10b5-1 plan ($0K); 1 by opportunistic insiders (0 outside 10b5-1 plans), 3 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.03 on a 1–5 scale) (34 analysts), mean target USD 480.13 (range 324–685).
• Total return with dividends: 1Y -19.5% vs S&P 500 +14.9%; 5Y +30.0% vs S&P 500 +80.3%.
• Next earnings: 2027-01-21, EPS estimate USD 2.95, revenue estimate $3.23B.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ISRG)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Sep 30, 2026) (ISRG)

P/E 53.0x · P/S 13.5x · P/FCF 43.6x · P/B 9.8x · FCF yield 2.29% · Earnings yield 1.89% · Buyback yield (TTM) 2.95%

P/E at fiscal year-ends: Dec 2025 71.9x, Dec 2024 81.4x, Dec 2023 67.1x.

Superinvestors (SEC 13F-HR, Q2 2026) (ISRG)

2 of 80 tracked investors hold ISRG. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (ISRG)

18 of 18 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (ISRG)

Consensus Buy (mean 2.03 on a 1–5 scale), 34 analysts; mean target USD 480.13 (low 324, high 685).

Rating changes, last 120 days:

Total return (dividends reinvested) (ISRG)

ISRG revenue by product line (quarter ended Sep 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

ISRG suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 3, 2026.

ISRG company outlook (results filed Oct 20, 2026)

• “The Company expects the following results for the full year of 2026: • Worldwide da Vinci procedure growth of approximately 14% to 15% in 2026.”
• “The Company expects to be closer to the midpoint of this range. • Non-GAAP* gross profit margin to be within a range of 68.7% to 69.3% of revenue in 2026.”
• “The range for expected non-GAAP* gross profit margin reflects the Company's estimates of the adverse impact from tariffs that are currently in effect as of the time of this press release and assumes such tariffs remain in place through the end of the year.”
• “Should additional tariffs beyond our expectations be implemented, the additional impact on the Company's financial results in 2026, including the change in expected non-GAAP* gross profit margin, could be material.”

Quoted word-for-word from the SEC 8-K results press release.

ISRG analyst estimates and revisions

ISRG options: expected move

Options price a move of about ±16.4% (±$72.65) by Feb 19, 2027, which includes earnings on Jan 21, 2027; the earnings reaction alone is priced at about ±6.3%. Over the last 8 reports the stock moved ±5.2% on average.

30-day implied volatility 33.1% vs 26.1% realized over the last 30 trading days. Put/call ratio (volume) 0.69. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:21 UTC)

Technical Analysis (ISRG)

Nexqual's technical model rates ISRG "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:21 UTC.

Analyst Ratings (ISRG)

Wall Street analysts rate ISRG "Buy" based on 34 analysts, with a mean price target of USD 480.13 (range USD 324–685), per Nexqual as of October 23, 2026 at 09:21 UTC.

Earnings (ISRG)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 09:21 UTC.

Financials & Fundamentals (ISRG)

Source: Nexqual, October 23, 2026 at 09:21 UTC.

Ownership (ISRG)

Source: Nexqual, October 23, 2026 at 09:21 UTC.

Leadership (ISRG)

Intuitive Surgical, Inc. is led by David J. Rosa, CEO & Director, per Nexqual as of October 23, 2026 at 09:21 UTC.

Major Backers & Investors (ISRG)

Notable institutional backers of Intuitive Surgical, Inc. include Invesco, Price (T.Rowe) Associates Inc, Capital Group, according to Nexqual as of October 23, 2026 at 09:21 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 09:21 UTC.

From Intuitive Surgical, Inc.'s Latest SEC 10-K Filing (filed 2026-02-03)

Key Strengths & Strategy (as disclosed to the SEC)

• We generally rely upon a combination of intellectual property laws, confidentiality procedures, and contractual provisions to protect our proprietary technology.
• Our fully featured da Vinci 5 and da Vinci Xi surgical systems with advanced instruments (including the da Vinci energy and da Vinci stapler products) and our Integrated Table Motion product target the more complex procedure segment.
• We also train our sales organization to educate hospital management on the potential benefits of adopting our technology, including the clinical benefits of robotic-assisted surgery with a da Vinci surgical system or robotic-assisted bronchoscopy with an Ion endoluminal system, in support of their Quintuple Aim objectives.
• As of December 31, 2025, we owned more than 5,600 patents granted and still in force and more than 2,500 patents pending worldwide.

Partnerships

• Fourth, we aim to help lower the total cost of care per patient episode when compared with existing treatment alternatives, providing a return on investment for hospitals and healthcare systems and value for payers.

Legal & Regulatory Risks (Item 1A, quoted)

• The FDA may not act favorably or quickly in its review of any marketing application submissions, or we may encounter significant difficulties and costs in our efforts to obtain marketing authorization from the FDA, either of which could delay or preclude the sale of new products in the U.S.
• We expect additional state and federal healthcare reform measures to be adopted in the future that could have a material adverse effect on our industry generally and on our customers.
• The Dodd-Frank Wall Street Reform and Consumer Protection Act requires us to track and disclose the source of any tantalum, tin, gold, and tungsten used in manufacturing that may originate in the Democratic Republic of the Congo or adjoining regions (so called "conflict minerals").
• Compliance with complex foreign and U.S. laws and regulations that apply to our OUS operations increases our cost of doing business in foreign jurisdictions and could expose us or our employees to fines and penalties in the U.S. and/or abroad.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:21 UTC. This page is informational and not investment advice.

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