Intuitive Surgical, Inc. — Wall Street Analyst Estimates & Price Targets

ISRG

NASDAQHealthcareMedical - Instruments & SuppliesCIK 0001035267intuitive.comAbout ISRG

Last close · Oct 16, 2026426.70−1.16 (−0.27%)

Market cap$150.7B

6 firms' latest targets, last 90 days: median $434.50 ($357.44–$500.00), 2% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 6 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-13	Mizuho Securities	$415.00	$400.00	▲ 4%	-3%	-3%
2026-10-12	BTIG	$454.00	$469.00	▼ 3%	+7%	+6%
2026-10-06	Barclays	$485.00	$651.00	▼ 25%	+20%	+14%
2026-07-30	HSBC	$391.00	—	—	+11%	-8%
2026-07-28	UBS	$500.00	$570.00	▼ 12%	+40%	+17%
2026-07-27	Piper Sandler	$357.44	$470.00	▼ 24%	+0%	-16%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$7.1B	+14%	$5.03	+38%	est. $7.1B+1%	est. $5.60	14
2024reported	$8.4B	+17%	$6.42	+28%	est. $8.2B+2%	est. $6.89	14
2025reported	$10.1B	+21%	$7.87	+23%	est. $10.0B+1%	est. $8.68	15
2026	$11.8B	+17%	$10.80	+24%	$11.6B–$11.8B	$10.44–$10.96	24
2027	$13.3B	+13%	$12.10	+12%	$12.9B–$13.9B	$11.83–$12.68	24
2028	$15.0B	+13%	$13.62	+13%	$13.7B–$16.2B	$12.22–$14.63	25
2029	$16.8B	+12%	$15.57	+14%	$16.1B–$17.5B	$14.79–$16.39	12
2030	$18.4B	+10%	$16.92	+9%	$17.7B–$19.1B	$16.07–$17.82	12

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$434.50median target, 2% above the last close

Firms with a target · last 90 days: 6
Lowest – highest target: $357.44 – $500.00
Current grades of 22 firms: positive / neutral / negative: 18 / 4 / 0
Upgrades / downgrades · 12 months: 3 / 2
Consensus revenue growth · next 3 FY: +14% a year

Current grades

each firm's latest · 22 firms

As of	Firm	Grade
2026-10-12	BTIG	“Buy”
2026-08-12	Oppenheimer	“Outperform”
2026-07-30	HSBC	“Hold”
2026-07-17	Wells Fargo	“Overweight”
2026-07-17	Evercore ISI	“In Line”
2026-07-17	Mizuho	“Neutral”
2026-07-17	TD Cowen	“Buy”
2026-07-17	Baird	“Outperform”
2026-07-17	Leerink Partners	“Outperform”
2026-07-17	Bernstein	“Outperform”

12 more

2026-07-17	Citigroup	“Buy”
2026-07-17	Stifel	“Buy”
2026-07-17	J.P. Morgan	“Overweight”
2026-07-17	Piper Sandler	“Overweight”
2026-07-17	Raymond James	“Outperform”
2026-07-17	RBC Capital	“Outperform”
2026-07-16	Truist	“Buy”
2026-05-18	Bank of America	“Buy”
2026-04-23	Barclays	“Overweight”
2026-04-09	Goldman Sachs	“Buy”
2026-03-17	UBS	“Neutral”
2026-01-27	Freedom Capital Markets	“Buy”

Grade changes

last 24 months · 8

Date	Firm	Grade
2026-08-12	Oppenheimer	“Perform” → “Outperform” upgrade
2026-07-30	HSBC	“Buy” → “Hold” downgrade
2026-03-11	Citigroup	“Neutral” → “Buy” upgrade
2026-01-27	Freedom Capital Markets	“Hold” → “Buy” upgrade
2025-12-11	Citigroup	“Buy” → “Neutral” downgrade
2025-06-09	Deutsche Bank	“Hold” → “Sell” downgrade
2024-12-02	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2024-11-19	Erste Group	“Hold” → “Buy” upgrade

52 older than 24 months

2024-08-02	Rothschild & Co Redburn	“Neutral” → “Buy” upgrade
2022-04-06	Wolfe Research	“Peer Perform” → “Perform” revised
2022-02-02	UBS	“Neutral” → “Buy” upgrade
2022-01-31	Piper Sandler	“Neutral” → “Overweight” upgrade
2022-01-25	Rothschild & Co Redburn	“Buy” → “Neutral” downgrade
2022-01-21	Citigroup	“Neutral” → “Buy” upgrade
2022-01-10	BTIG	“Neutral” → “Buy” upgrade
2021-10-01	Citigroup	“Buy” → “Neutral” downgrade
2021-07-21	Leerink Partners	“Market Perform” → “Perform” revised
2021-06-01	Evercore ISI	“Underperform” → “In Line” upgrade
2021-04-21	Baird	“Neutral” → “Outperform” upgrade
2021-04-21	Oppenheimer	“Underperform” → “Perform” upgrade
2020-12-15	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2020-09-08	Bank of America	“Buy” → “Neutral” downgrade
2020-04-28	Piper Sandler	“Overweight” → “Neutral” downgrade
2020-04-17	Leerink Partners	“Outperform” → “Market Perform” downgrade
2020-04-09	Evercore ISI	“In Line” → “Underperform” downgrade
2020-04-01	Oppenheimer	“Perform” → “Underperform” downgrade
2020-01-27	Deutsche Bank	“Buy” → “Hold” downgrade
2018-10-19	Canaccord Genuity	“Hold” → “Buy” upgrade
2018-10-10	Piper Sandler	“Neutral” → “Overweight” upgrade
2017-01-04	Evercore ISI	“Buy” → “Hold” downgrade
2016-06-02	Goldman Sachs	“Buy” → “Neutral” downgrade
2016-04-01	BTIG Research	“Buy” → “Neutral” downgrade
2016-01-04	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2015-07-06	Morgan Stanley	“Equal Weight” → “Underweight” downgrade
2014-10-22	Northland Securities	“Underperform” → “Market Perform” upgrade
2014-10-22	BTIG	“Neutral” → “Buy” upgrade
2014-10-17	Leerink Partners	“Market Perform” → “Outperform” upgrade
2014-10-06	Goldman Sachs	“Neutral” → “Buy” upgrade
2014-09-22	RBC Capital	“Sector Perform” → “Perform” revised
2014-07-23	Stifel	“Hold” → “Buy” upgrade
2014-07-23	Raymond James	“Market Perform” → “Outperform” upgrade
2014-04-29	Sterne Agee	“Underperform” → “Neutral” upgrade
2014-04-02	JMP Securities	“Market Underperform” → “Market Outperform” upgrade
2014-03-04	Cantor Fitzgerald	“Buy” → “Hold” downgrade
2014-01-21	Evercore ISI	“Strong Buy” → “Buy” downgrade
2013-10-18	Northland	“Market Perform” → “Underperform” downgrade
2013-09-03	First Analysis	“Equal Weight” → “Underweight” downgrade
2013-07-19	Northland Securities	“Underperform” → “Market Perform” upgrade
2013-07-19	JMP Securities	“Market Perform” → “Market Underperform” downgrade
2013-07-09	Goldman Sachs	“Buy” → “Neutral” downgrade
2013-07-09	Raymond James	“Outperform” → “Market Perform” downgrade
2013-07-09	Ameriprise Financial	“Buy” → “Sell” downgrade
2013-07-09	Canaccord Genuity	“Buy” → “Hold” downgrade
2013-07-09	JMP Securities	“Market Outperform” → “Market Perform” downgrade
2013-03-18	Canaccord Genuity	“Hold” → “Buy” upgrade
2013-03-01	Cantor Fitzgerald	“Hold” → “Buy” upgrade
2013-02-22	Goldman Sachs	“Neutral” → “Buy” upgrade
2013-01-14	Lazard	“Neutral” → “Buy” upgrade
2012-10-31	Barrington Research	“Market Perform” → “Outperform” upgrade
2012-10-19	Bank of America	“Neutral” → “Buy” upgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.