ISRG INTUITIVE SURGICAL INC

BULLISH Impact: 2/10 ANALYST-UPGRADE
Processed 12d 18h ago SEC analyst-ISRG-citigrou-20260311
9 firms acted on ISRG: Citigroup, Freedom Capital Markets, TD Cowen, Freedom Broker, Citigroup, Deutsche Bank, Morgan Stanley, Erste Group, Redburn Atlantic
Final — all horizons settled through T+60d ⚠ clustered
ISRG ▼ -17.14% at T+60d
LONG call ✗ call lost -17.14% · α vs SPY -28.66% · entry $491.53 → $407.29
Currently $411.06 · -16.37% from $491.53 entry
Entry anchored
Mar 11, 09:56 AM ET
via Databento tick
T+1d
-2.56%
call -2.56% · α -1.08%
$478.93
settled 3mo ago
T+5d
-2.82%
call -2.82% · α -0.63%
$477.67
settled 3mo ago
T+20d
-7.66%
call -7.66% · α -8.19%
$453.87
settled 2mo ago
T+60d
-17.14%
call -17.14% · α -28.66%
$407.29
settled 8d ago

Price Chart

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Executive Summary

9 firms acted on ISRG: Citigroup, Freedom Capital Markets, TD Cowen, Freedom Broker, Citigroup, Deutsche Bank, Morgan Stanley, Erste Group, Redburn Atlantic

Impact Score

Base Score
2/7
LLM Adjustment
+0
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
29 (71%)
Hold
11
Sell / Strong Sell
1
Total Analysts
29
Mean PT
$567.80
Median PT
$574.00
High PT
$750.00
Low PT
$378.00
Current Price
$424.64
Implied Upside
+33.7%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-18 B of A Securities maintain Buy $520.00
2026-04-23 Barclays maintain Overweight $651.00
2026-04-22 Leerink Partners maintain Outperform $573.00
2026-04-22 Baird maintain Outperform $610.00
2026-04-22 Piper Sandler maintain Overweight $580.00
2026-04-22 BTIG reiterate Buy $574.00
2026-04-15 Truist Securities maintain Buy $580.00
2026-04-13 Mizuho maintain Neutral $525.00
2026-04-10 BTIG reiterate Buy $616.00
2026-04-09 Goldman Sachs maintain Buy $609.00

Firm Track Record — Citigroup

Citigroup accuracy: 55% on 4355 calls | avg return: 4.9%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Morgan Stanley 100% 3/3 9.9% top tier
Baird 100% 5/5 12.1% top tier
Stifel 100% 4/4 11.7% top tier
BTIG 91% 10/11 14.5% top tier
Evercore ISI Group 86% 6/7 9.9% top tier
Piper Sandler 75% 6/8 7.9% top tier
RBC Capital 71% 5/7 6.3% top tier
JP Morgan 67% 2/3 4.8% top tier
Barclays 67% 2/3 11.3% top tier
Truist Securities 64% 7/11 3.6% top tier

Earnings Estimates

Next earnings: Jul 20, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $2.50 $2.41 — $2.61 $2.8B ↑16 ↓0
+1y $11.79 $10.86 — $12.61 $13.3B ↑4 ↓0
+1q $2.59 $2.44 — $2.75 $2.9B ↑9 ↓0
0y $10.42 $10.14 — $10.76 $11.7B ↑1 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 5 sells
Institutional
FMR LLC — add (31.6%)
Institutional
NORGES BANK — new
Institutional
FMR LLC — trim (-42.3%)
Short Interest
Short: 547,814 | Exempt: 3,377 | TRF Vol: 971,686 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)

Documents Analyzed

Report based on filing metadata.

16 reports for ISRG
Performance horizon
50% Hit rate 2 of 4 directional calls best @ T+60▲ +15.66%Mar 3, 2026
Filters
Rows
Reports for ISRG — sortable, filterable
Type Now
Jun 12, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$411.09 awaiting T+5awaiting T+5$411.06 (−0.01%)
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$491.53 $477.67▼ −2.82%▼ −0.63%$411.06 (−16.37%)
May 28, 2026
15d ago
8-K
NEUTRAL ★ 2/10
$423.73 $421.91▼ −0.43%▲ +2.09%$411.06 (−2.99%)
May 1, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 1/10
$491.53 $477.67▼ −2.82%▼ −0.63%$411.06 (−16.37%)
Apr 21, 2026
7w ago
Press Release
BULLISH ★ 8/10
$483.42 $451.52▼ −6.60%▼ −6.65%$411.06 (−14.97%)
Apr 21, 2026
7w ago
8-K
BULLISH ★ 8/10
$483.42 $451.52▼ −6.60%▼ −6.65%$411.06 (−14.97%)
Mar 13, 2026
13w ago
DEFA14A
NEUTRAL ★ 3/10
$483.23 $476.73▼ −1.34%▲ +0.70%$411.06 (−14.93%)
Mar 3, 2026
14w ago
Insider Cluster
BEARISH ★ 5/10
$496.27 $485.63▲ +2.14%▲ +1.67%$411.06 (+17.17%)
Feb 27, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$502.05 $490.10▼ −2.38%▼ −0.40%$411.06 (−18.12%)
Feb 27, 2026
15w ago
Insider Cluster
NEUTRAL ★ 4/10
$502.05 $490.10▼ −2.38%▼ −0.40%$411.06 (−18.12%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (46h 44m)

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