Intuitive Surgical stock gains after strong first-quarter revenue growth
Published on 09/13/2026 at 14:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Intuitive Surgical stock (ISIN US46120E6023) remains supported by strong operational momentum, with first-quarter 2026 revenue rising to USD 2.77 billion from USD 2.25 billion a year earlier, a year-over-year increase of about 23 percent according to StockTitan in its summary of the latest 10-Q filing.
Recent price performance and valuation
Per Nasdaq data as compiled by Yahoo Finance, Intuitive Surgical stock closed at USD 369.15 on Nasdaq on September 11, 2026, up 2.41% from the previous close of USD 360.46, indicating renewed buying interest after recent volatility.
The same overview from Yahoo Finance shows a trailing year-to-date total return of 34.82% for Intuitive Surgical as of September 11, 2026, compared with the S&P 500 benchmark, underscoring the stock’s strong performance in 2026 despite periods of drawdown.
Fundamental momentum and segment mix
According to a report on the company’s second-quarter 2026 results cited by NetEase, Intuitive Surgical generated total revenue of USD 2.892 billion in the second quarter of 2026, up 19 percent year over year.
In that same second-quarter 2026 period, Intuitive Surgical’s instruments and accessories revenue reached USD 1.735 billion, representing around 60 percent of total sales and rising 18 percent year over year, while systems revenue came in at USD 685 million, about 24 percent of sales and up 19 percent year over year, as detailed by NetEase.
The same analysis from NetEase notes that services revenue for Intuitive Surgical reached USD 472 million in second-quarter 2026, accounting for roughly 16 percent of total revenue and growing 21 percent year over year, indicating that the company’s recurring service income is expanding faster than its hardware businesses.
Analyst views and price targets
The price-target overview on Yahoo Finance highlights that BTIG reiterated its Buy rating on Intuitive Surgical stock on September 8, 2026, maintaining a price target of USD 469, which implies potential upside compared with the September 11, 2026 closing price.
Separately, the aggregated one-year price target data compiled by TradingView show an average 12-month price target of USD 479.11 for Intuitive Surgical, with a maximum estimate of USD 685.00 and a minimum of USD 324.00 based on 27 analyst forecasts, positioning the current share price below the consensus target range.
Risk factors and technical picture
The same TradingView overview for Intuitive Surgical indicates that the current technical rating is set to ‘sell’, reflecting recent negative momentum, with the stock quoted at around USD 366.55 and showing a monthly decline of 10.62 percent and a 12-month performance of minus 24.92 percent as of mid-September 2026, according to TradingView.
Investors thus see a mixed picture: operational figures in first-quarter and second-quarter 2026 show double-digit revenue growth and a faster-expanding services segment, while the share price has experienced notable drawdowns over the past year, and technical indicators currently point to weakness despite supportive fundamental and analyst data compiled by TradingView.
Upcoming earnings and events
Looking ahead, Intuitive Surgical is scheduled to publish its next earnings report on October 20, 2026, according to the earnings calendar referenced by TradingView, making that date a key checkpoint for investors monitoring whether the company can extend its mid-teens to low-twenties revenue growth rates.
For detailed financial statements and guidance commentary, investors can review Intuitive Surgical’s filings and presentations on the company’s investor relations website at Intuitive Surgical, which hosts quarterly reports and additional disclosures.
Stock level and market capitalization
Based on the September 11, 2026 Nasdaq close of USD 369.15 for Intuitive Surgical stock and the company’s share count referenced in market data, the resulting market capitalization stands around USD 140 billion, underscoring the group’s position as one of the largest medical technology companies globally.
Intuitive Surgical stock - key data
- Company: Intuitive Surgical, Inc.
- ISIN: US46120E6023
- Ticker: ISRG
- Trading venue: Nasdaq
- Price (as of September 11, 2026, 16:00): 369.15 USD
- Market capitalization: 140,000,000,000 USD (as of September 11, 2026)
- Sector / Industry: Health Care / Medical Devices
- Index membership: S&P 500
- Next earnings date: October 20, 2026
