Analysts Split on Intuitive Surgical, Inc. (ISRG) Valuation Despite Strong Operating Momentum

Core Insights - Intuitive Surgical, Inc. (ISRG) is recognized as one of the most profitable stocks over the last 20 years, with strong performance metrics in revenue and earnings per share (EPS) [1] Analyst Ratings - Evercore ISI analyst Vijay Kumar lowered the price target for ISRG to $550 from $580 while maintaining an In Line rating, citing performance in line with expectations and notable revenue and EPS beats due to strong system placements and procedure growth [1] - Conversely, Piper Sandler raised its price target for ISRG to $620 from $610, maintaining an Overweight rating, highlighting that Q4 revenue and earnings exceeded consensus projections [2] Operational Milestones - ISRG announced that its da Vinci robotic systems have performed surgery on over 20 million patients globally, with over 3.1 million da Vinci procedures completed worldwide by the end of 2025, indicating continued adoption and expanded patient access to its technology [3] Company Overview - Intuitive Surgical, Inc. is a U.S. medical technology company specializing in the design, manufacture, and marketing of robotic systems for minimally invasive surgery, with its flagship products being the da Vinci Surgical System and Ion endoluminal platform [4]