Intuitive Surgical Stock: Is Wall Street Bullish or Bearish?

Core Insights - Intuitive Surgical, Inc. (ISRG) is valued at a market cap of $196 billion and is a leader in robotic-assisted surgery, known for the da Vinci Surgical System [1] Financial Performance - In Q3 2025, Intuitive Surgical reported revenue of $2.51 billion, a 23% year-over-year increase, driven by growth in global procedure volumes and adoption of robotic platforms [4] - Revenue from instruments and accessories rose by 20% annually to $1.52 billion [4] - Adjusted operating income increased to $976 million from $755 million a year earlier, with adjusted EPS at $2.40, surpassing analyst expectations of approximately $1.99 [4] - For the current fiscal year, analysts project ISRG's EPS to rise 6.9% year-over-year to $6.93 [5] Market Performance - Over the past 52 weeks, ISRG shares have increased by 3.6%, while the S&P 500 Index has gained 13.7% [2] - Year-to-date, ISRG is up 4.7%, compared to the S&P 500's 13.4% return [2] - ISRG has outperformed the SPDR S&P Health Care Equipment ETF (XHE), which declined by 8.5% over the past 52 weeks [3] Analyst Ratings - Among 29 analysts covering ISRG, the consensus rating is a "Moderate Buy," with 19 "Strong Buy," 2 "Moderate Buy," 7 "Hold," and 1 "Strong Sell" [5] - The analyst sentiment has improved, with 18 analysts now suggesting a "Strong Buy" rating [6]