Intuitive Surgical Experiences a 3% Decline
Intuitive Surgical, Inc. (ISRG) has faced a notable decline of 3.0% in its stock price today. The underlying factors contributing to this movement warrant a thorough examination.
Analysis: The downward trend appears to be a response to heightened risk aversion, primarily driven by ongoing concerns regarding the company’s operating environment.
Recent developments include a safety communication from U.S. regulators concerning specific stapler products utilized with da Vinci systems and a reported cybersecurity breach affecting internal administrative frameworks.
Given the stock’s elevated valuation, any added uncertainty can exert pressure on share prices, even in the absence of immediate earnings revelations.
Details: A U.S. regulatory body has flagged issues surrounding certain stapler and reload products compatible with da Vinci systems, citing reports of severe injuries and a fatality connected to incomplete staple lines (as of February 23, 2026).
In March 2026, the company acknowledged unauthorized intrusions into part of its internal network, resulting from a targeted phishing attack. It clarified that the incident did not affect the surgical systems operationally.
The early 2026 trading period has remained sensitive to updates regarding procedure growth and system placements, which significantly influence expectations for revenue from recurring instruments and accessories.
This stock movement may also indicate a shift towards de-risking ahead of earnings or a broader rotation within the med-tech sector, as investors assess immediate concerns against long-term growth prospects.
$ISRG Insider Trading Activity
Insiders at $ISRG have engaged in 47 stock transactions on the open market over the past six months. Notably, 0 transactions were purchases while 47 were sales.
Below is an enumeration of recent insider trading activities involving the $ISRG stock:
- GARY S GUTHART: 0 purchases and 7 sales totaling 81,706 shares, worth approximately $44,794,586.
- DAVID J. ROSA (CEO): 24,500 shares sold, equating to around $13,414,979.
- MYRIAM CURET (EVP & Chief Medical Officer): 0 purchases, 16 sales totaling 16,206 shares for an estimated $8,440,205.
- HENRY L CHARLTON (EVP & Chief Commercial and Marketing Officer): 0 purchases, 5 sales of 13,731 shares for approximately $7,963,980.
- MARK BROSIUS (SVP & Chief Manufacturing Officer): 0 purchases, 8 sales of 10,379 shares worth about $5,417,654.
- BRIAN EDWARD MILLER (EVP & Chief Digital Officer): 0 purchases, 2 sales totaling 3,500 shares for an estimated $2,012,500.
- CRAIG H BARRATT: 0 purchases, 2 sales of 2,943 shares for around $1,636,785.
- FREDRIK WIDMAN (VP Corporate Controller): 0 purchases, 5 sales comprising 2,567 shares with an estimated value of $1,384,594.
- PATRICIA L WADORS (SVP Chief Human Resources Officer): 220 shares sold for an estimated $109,936.
For ongoing updates on insider transactions, visit Quiver Quantitative’s insider trading dashboard.
$ISRG Hedge Fund Activity
A total of 1,219 institutional investors have increased their holdings in $ISRG, while 860 have reduced their positions in the most recent quarter.
Highlighted below are some of the most significant transactions:
- UBS AM, a segment of UBS Asset Management Americas LLC, divested 9,726,221 shares (-76.8%) in Q4 2025, approximating a total of $5,508,542,525.
- J. STERN & CO. LLP significantly increased its portfolio by adding 2,115,814 shares (+18504.6%) in Q4 2025, estimated at $1,198,312,417.
- FMR LLC augmented its holdings with an addition of 1,577,557 shares (+31.6%) in Q4 2025, valued at $893,465,182.
- MILLENNIUM MANAGEMENT LLC expanded its portfolio by 1,225,985 shares (+469.8%) in Q4 2025, approximately worth $694,348,864.
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO increased holdings by 1,224,734 shares (+1043.3%) in Q4 2025, with an estimated value of $693,640,348.
- BLACKROCK, INC. divested 1,027,783 shares (-3.3%) in Q4 2025, approximating $582,095,179.
- AMUNDI reduced its holdings by 992,212 shares (-30.7%) in Q4 2025, estimated at $561,949,188.
Access detailed analyses of hedge fund activities via Quiver Quantitative’s institutional holdings dashboard.
$ISRG Government Contracts
A total of $1,454,955 has been awarded to $ISRG through government contracts over the past year.
Below are some of the notable awards disbursed in the last year:
For further information on government contracts involving publicly traded entities, refer to Quiver Quantitative’s government contracts dashboard.
$ISRG Congressional Stock Trading
Over the past six months, members of Congress have engaged in trading $ISRG stock four times, all of which were purchases, resulting in 0 sales.
For a snapshot of congressional trading activity concerning $ISRG, visit Quiver Quantitative’s congressional trading dashboard.
$ISRG Analyst Ratings
In recent months, Wall Street analysts have published reports on $ISRG, with six firms issuing buy ratings and none issuing sell ratings.
Highlighted below are some recent analyst evaluations:
- BTIG assigned a “Buy” rating on 01/23/2026.
- Truist Securities provided a “Buy” rating on 12/18/2025.
- RBC Capital maintained an “Outperform” rating on 12/17/2025.
- Wells Fargo issued an “Overweight” rating on 10/22/2025.
- Raymond James also maintained an “Outperform” rating on 10/22/2025.
- Piper Sandler issued an “Overweight” rating on 10/22/2025.
To monitor analyst ratings and forecasts for $ISRG, check Quiver Quantitative’s $ISRG forecast page.
$ISRG Price Targets
Recently, numerous analysts established price targets for $ISRG. In the last six months, 16 analysts provided price estimates with a median target set at $606.0.
Here are some of the latest target prices:
- Richard Newitter of Truist Securities set a target price of $580.0 on 04/15/2026.
- Anthony Petrone from Mizuho issued a target of $525.0 on 04/13/2026.
- Ryan Zimmerman from BTIG set a target price of $616.0 on 04/10/2026.
- David Roman from Goldman Sachs assigned a target of $609.0 on 04/09/2026.
- Vijay Kumar from Evercore ISI Group formulated a target of $480.0 on 04/06/2026.
- Andre Salles from UBS proposed a target price of $550.0 on 03/17/2026.
- Joanne Wuensch of Citigroup set a target of $590.0 on 03/11/2026.
This article is not intended as financial advice. For additional information, consult Quiver Quantitative’s disclaimers. Note that inaccuracies may arise from ticker-mapping errors and other anomalies.
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