Intuitive Surgical stock slips as analysts cite $508.68
Published on 08/25/2026 at 18:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Intuitive Surgical (US46120E6023) stock traded at $371.67 on August 25, 2026, with a market cap of $131.97 billion and a 52-week range of $328.57 to $603.88. A recent broker summary showed a consensus Moderate Buy rating from 31 analysts and an average 12-month target of $508.68.
Valuation stays elevated
The same analyst snapshot put the shares below the target by $137.01, while the forward price-to-earnings multiple cited in the coverage stood at 33.1. That gap matters because the stock has already moved far from its 52-week high of $603.88, even after a session that opened at $373.57 and then slipped to $371.67.
In the latest quarterly results cited in the coverage, revenue reached $2.89 billion, up 18.4% from the same quarter a year earlier, and EPS came in at $2.80 versus a $2.48 estimate. That combination of faster sales growth and a $0.32 EPS beat is the clearest reason analysts still describe the name as a premium medical-device holding.
Robotic surgery scale
A separate market note said Intuitive Surgical placed 468 da Vinci systems in the most recent quarter, up 18% from 395 in the same quarter last year. Another figure in the same coverage put recurring revenue at 85% of total revenue, a mix that helps explain why investors keep paying up for the franchise.
For context, the company generated $7.6 billion of revenue from instruments, accessories, and services in fiscal 2025, equal to 75% of total revenue that year. That historical split is still the clearest sign of how much the installed base drives the business.
Da Vinci remains the anchor
The da Vinci Surgical System remains the company's core product and the main link between procedure growth, instrument demand, and service revenue. The most recent quarter's 468 system placements show that the installed base is still expanding at a pace that supports the recurring model.
At $371.67 on August 25, 2026, Intuitive Surgical shares were well below the $508.68 consensus target and below the $603.88 52-week high. The market still values the company at a premium, but the latest figures show why: double-digit revenue growth, a $2.80 EPS print, and a revenue mix dominated by recurring sales.
Company details
Company: Intuitive Surgical, Inc.
ISIN: US46120E6023
Ticker: ISRG
Exchange: Nasdaq
Price (as of August 25, 2026, 11:16 a.m. ET): $371.67 USD
Market cap: $131.97 billion (as of August 25, 2026)
Sector / Industry: Health care / Medical devices and equipment
Index membership: Nasdaq-100
