Should I Buy ISRG? ISRG 2026 Analysis

Should You Buy Intuitive Surgical Inc (ISRG) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

488.150

1 Day change

2.48%

52 Week Range

609.080

Analysis Updated At

2026/02/05

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Buy now: ISRG is trading near key support (S1 ~476.6) with an extremely oversold RSI, setting up a high-probability mean-reversion bounce for an impatient buyer.
Fundamentals and Wall Street positioning remain broadly constructive (multiple Buy/Overweight reiterations and raised targets) despite near-term guidance concerns.
Congress activity is notably positive (4 buys, 0 sells in last 90 days), reinforcing bullish longer-term sentiment.
Intellectia Proprietary Trading Signals
- AI Stock Picker: no signal on given stock today.
- SwingMax: No signal on given stock recently.

Technical Analysis

Trend/Momentum: MACD histogram -5.932 and negatively expanding signals downside momentum still active (trend is currently bearish).
Oversold condition: RSI_6 = 6.705 indicates an extreme oversold reading, often followed by sharp rebounds even within downtrends.
Levels to watch: Pivot 504.948 (first upside hurdle); Resistance R1 533.335; Support S1 476.562 (price is hovering just above); deeper support S2 459.024.
Moving averages: Converging MAs suggest the prior trend is losing clarity; combined with extreme RSI, this favors a snapback attempt.
Pattern-based odds (given data): 60% chance of -1.23% next day, but +4.15% next week and +4.94% next month—supports a near-term chop followed by rebound bias.

Options Data

Neutral

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Positioning: Open interest put/call ~1.01 is essentially neutral, but today’s volume put/call ~1.99 shows short-term trading skewed bearish/defensive.
Activity: Options volume is elevated (today vs 30-day avg ~116.5%), indicating heightened interest around the post-earnings/guidance period.
Volatility: 30D IV ~29.56 vs historical vol ~23.53 (IV somewhat rich); IV percentile ~48.6 is mid-range—fear is present but not extreme.

Technical Summary

Sell

Buy

Positive Catalysts

- Strong Q4/2025 operating performance: Revenue +~19% YoY and strong system placements (532 in Q4; 1,721 in 2025, ~13% YoY) reinforce durable demand.
- da Vinci 5 rollout: Multiple analysts cite Dv5 as a meaningful 2026–2027 growth driver (systems + recurring I&A utilization upside).
- Congress buying: 4 purchase transactions, 0 sales in the last 90 days (sizeable reported ranges), supportive for sentiment.
- Likely technical bounce setup: Extreme oversold RSI near support increases odds of a sharp rebound on any incremental positive catalyst or stabilization.

Neutral/Negative Catalysts

- Guidance / growth deceleration concern: News highlights investor worry about a slowdown in procedure volume growth for 2026, which can cap near-term multiple expansion.
- Technical damage: MACD continuing to worsen implies sellers still have control; rebounds may be volatile and face resistance near the pivot (~505).
- Options tape is bearish short-term: Put-heavy volume suggests traders are still hedging or speculating downside in the immediate term.
- Margin pressure: Gross margin declined YoY in the latest quarter (see financials), a watch item if it persists.

Financial Performance

Latest quarter: 2025/Q4
Revenue: $2.866B, +18.76% YoY (strong top-line growth).
Net Income: $794.8M, +15.91% YoY (profit growth remains solid).
EPS: $2.21, +17.55% YoY (healthy earnings leverage).
Gross Margin: 66.44% (down ~2.35% YoY), indicating some mix/cost pressure even as growth remains robust.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent trend: Predominantly bullish actions post-Q4—multiple firms raised price targets and reiterated/initiated Buy/Overweight (e.g., Barclays to $712 Overweight; Goldman to $714 Buy; TD Cowen initiated Buy $660; Freedom upgraded to Buy $610).
Notable dissent/mixed: A couple of Neutral/In-Line views trimmed targets (Evercore to $550 In Line; Citi to $590 Neutral), largely framing results/guidance as “inline” rather than upside surprise.
Wall Street pros: Secular growth story, procedure-driven recurring revenue, Dv5 cycle supports 2026–27 system and utilization growth.
Wall Street cons: Sensitivity to procedure growth guidance and margin trajectory; near-term sentiment can wobble when guidance implies deceleration.

20 Analyst Rating

Wall Street analysts forecast ISRG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ISRG is 637.32 USD with a low forecast of 575 USD and a high forecast of 740 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

16 Buy

4 Hold

0 Sell

Strong Buy

Current: 476.320

Low

575

Averages

637.32

High

740

Current: 476.320

Low

575

Averages

637.32

High

740

Freedom Capital

Hold

Buy

upgrade

$560 -> $610

AI Analysis

2026-01-26

Reason

Freedom Capital

Price Target

$560 -> $610

AI Analysis

2026-01-26

upgrade

Hold

Buy

Reason

Freedom Capital upgraded Intuitive Surgical to Buy from Hold with a price target of $610, up from $560. The firm believes the rollout of the da Vinci 5 will support Intuitive's system sales and procedure volumes in 2026. It cites higher revenue expectations for 2026 and 2027 for the upgrade.

TD Cowen

NULL -> Buy

initiated

$660

2026-01-26

Reason

TD Cowen

Price Target

$660

2026-01-26

initiated

NULL -> Buy

Reason

TD Cowen initiated coverage of Intuitive Surgical with a Buy rating and $660 price target. The firm initiated six companies in the medical technology space. While Intuitive is a "consensus long," survey work indicates that the Street is not appreciating the company's "longer-tailed" and higher procedure volume growth outlook, the analyst tells investors in a research note. TD views Intuitive Surgical as a "must-own, secular growth story."

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ISRG Should I Buy

ISRG Should I Buy

Should You Buy Intuitive Surgical Inc (ISRG) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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