Intuitive Surgical Inc. ($ISRG) reported fourth-quarter fiscal 2025 results with total revenue of $2.87 billion (down 36.0% year-over-year) while gross profit increased to $1.90 billion (up 16.0% YoY). Revenue topped the consensus estimate of $2.80 billion.
Quarter highlights:
Balance sheet and cash flow:
Notable trends and margins:
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Intuitive Surgical Inc. Insider Trading Activity
Intuitive Surgical Inc. insiders have traded $ISRG stock on the open market 33 times in the past 6 months. Of those trades, 0 have been purchases and 33 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by insiders over the last 6 months:
- GARY S GUTHART (Executive Chair of the Board o) has made 0 purchases and 8 sales selling 94,459 shares for an estimated $49,513,559.
- DAVID J. ROSA (Chief Executive Officer (CEO)) sold 24,500 shares for an estimated $13,414,979
- HENRY L CHARLTON (EVP & Chief Commercial and Mkt) has made 0 purchases and 5 sales selling 13,731 shares for an estimated $7,963,980.
- MYRIAM CURET (EVP & Chief Medical Officer) has made 0 purchases and 8 sales selling 12,521 shares for an estimated $6,619,381.
- MARK BROSIUS (SVP & Chief Mfg and Supply Cha) has made 0 purchases and 3 sales selling 5,428 shares for an estimated $2,972,118.
- BRIAN EDWARD MILLER (EVP & Chief Digital Officer) has made 0 purchases and 2 sales selling 3,500 shares for an estimated $2,012,500.
- CRAIG H BARRATT has made 0 purchases and 2 sales selling 2,943 shares for an estimated $1,636,785.
- FREDRIK WIDMAN (VP Corporate Controller) has made 0 purchases and 2 sales selling 2,067 shares for an estimated $1,136,850.
- AMY L LADD has made 0 purchases and 2 sales selling 671 shares for an estimated $305,588.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intuitive Surgical Inc. Hedge Fund Activity
We have seen 1,065 institutional investors add shares of Intuitive Surgical Inc. stock to their portfolio, and 1,003 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 4,175,405 shares (-54.4%) from their portfolio in Q3 2025, for an estimated $1,867,366,378
- FMR LLC removed 3,659,932 shares (-42.3%) from their portfolio in Q3 2025, for an estimated $1,636,831,388
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,899,223 shares (+84.4%) to their portfolio in Q3 2025, for an estimated $1,296,619,502
- D. E. SHAW & CO., INC. added 1,388,122 shares (+220.1%) to their portfolio in Q3 2025, for an estimated $620,809,802
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,302,661 shares (-45.6%) from their portfolio in Q3 2025, for an estimated $582,589,079
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,146,204 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $512,616,814
- INVESCO LTD. removed 903,666 shares (-20.4%) from their portfolio in Q3 2025, for an estimated $404,146,545
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intuitive Surgical Inc. Government Contracts
We have seen $18,628,520 of award payments to $ISRG over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: NX ORDERS PLACE FROM MARCH, 2024 THROUGH DECEMBER, 2024: $14,398,185
- 8511346118!DAVINCI MAINTENANCE - 4TH QTR: $512,000
- 8511321272!MEDICAL CAPITAL EQUIPMENT - I: $318,000
- PREVENTATIVE MAINTENANCE AGREEMENT FOR THE DAVINCI XI ROBOT USED FOR PROSTATECTOMY AND PARTIAL NEPHRECTOMY ...: $165,000
- 8511286764!DAVINCI MAINTENANCE - 4TH QTR: $159,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Intuitive Surgical Inc. Congressional Stock Trading
Members of Congress have traded $ISRG stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $150,000 on 12/29, 09/24 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/10, 11/18 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 09/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intuitive Surgical Inc. Analyst Ratings
Wall Street analysts have issued reports on $ISRG in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 12/18/2025
- RBC Capital issued a "Outperform" rating on 12/17/2025
- BTIG issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Raymond James issued a "Outperform" rating on 10/22/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
To track analyst ratings and price targets for Intuitive Surgical Inc., check out Quiver Quantitative's $ISRG forecast page.
Intuitive Surgical Inc. Price Targets
Multiple analysts have issued price targets for $ISRG recently. We have seen 11 analysts offer price targets for $ISRG in the last 6 months, with a median target of $616.0.
Here are some recent targets:
- Lee Hambright from Bernstein set a target price of $740.0 on 01/09/2026
- Ryan Zimmerman from BTIG set a target price of $616.0 on 01/07/2026
- Matt Miksic from Barclays set a target price of $686.0 on 01/07/2026
- Richard Newitter from Truist Securities set a target price of $650.0 on 12/18/2025
- Shagun Singh from RBC Capital set a target price of $650.0 on 12/17/2025
- Joanne Wuensch from Citigroup set a target price of $635.0 on 12/11/2025
- Danielle Antalffy from UBS set a target price of $600.0 on 10/23/2025
