Intuitive Surgical (ISRG) is down 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The pullback appears tied less to the quarter itself and more to investor reaction to the outlook. Intuitive posted strong second-quarter growth, but its full-year procedure growth range stayed relatively measured, while tariff-related margin pressure and concern about how much of the quarter’s profit strength was boosted by tariff refunds may have limited enthusiasm.

Details:

Sources:

Intuitive Surgical, SEC, Reuters

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ISRG Insider Trading Activity

$ISRG insiders have traded $ISRG stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 have been sales.

Here’s a breakdown of recent trading of $ISRG stock by insiders over the last 6 months:

• GARY S GUTHART has made 0 purchases and 3 sales selling 27,300 shares for an estimated $14,475,672.
• MYRIAM CURET (EVP & Chief Medical Officer) has made 0 purchases and 9 sales selling 8,185 shares for an estimated $4,036,984.
• MARK BROSIUS (EVP & Chief Mfg and Supply Cha) has made 0 purchases and 15 sales selling 5,158 shares for an estimated $2,533,881.
• IMAN JEDDI (SVP & GM da Vinci Platforms &) sold 5,625 shares for an estimated $2,365,593
• AMY L LADD has made 0 purchases and 2 sales selling 619 shares for an estimated $291,886.
• FREDRIK WIDMAN (VP Corporate Controller) has made 0 purchases and 3 sales selling 500 shares for an estimated $247,744.
• GARY LOEB (EVP & Chief Legal and Complian) sold 400 shares for an estimated $169,656
• PATRICIA L WADORS (SVP Chief Human Resources Offi) sold 220 shares for an estimated $109,936

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$ISRG Hedge Fund Activity

We have seen 1,003 institutional investors add shares of $ISRG stock to their portfolio, and 1,051 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• J. STERN & CO. LLP removed 2,123,089 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $978,722,798
• NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,205,349 shares (-89.8%) from their portfolio in Q1 2026, for an estimated $555,653,835
• FMR LLC removed 1,100,283 shares (-16.7%) from their portfolio in Q1 2026, for an estimated $507,219,460
• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,027,475 shares (+95.3%) to their portfolio in Q1 2026, for an estimated $473,655,700
• TWO SIGMA INVESTMENTS, LP added 945,455 shares (+205.6%) to their portfolio in Q1 2026, for an estimated $435,845,300
• HOLOCENE ADVISORS, LP added 880,745 shares (+552.4%) to their portfolio in Q1 2026, for an estimated $406,014,637
• ASSENAGON ASSET MANAGEMENT S.A. removed 745,167 shares (-42.7%) from their portfolio in Q2 2026, for an estimated $296,338,012

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ISRG Government Contracts

We have seen $272,040 of award payments to $ISRG over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

• INTUITIVE DAVINCI ROBOT MAINTENANCE SERVICE: $172,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$ISRG Congressional Stock Trading

Members of Congress have traded $ISRG stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $ISRG stock by members of Congress over the last 6 months:

• SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
• REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ISRG Price Targets

Multiple analysts have issued price targets for $ISRG recently. We have seen 15 analysts offer price targets for $ISRG in the last 6 months, with a median target of $580.0.

Here are some recent targets:

• Vik Chopra from BMO Capital set a target price of $518.0 on 07/09/2026
• Vijay Kumar from Evercore ISI Group set a target price of $430.0 on 07/06/2026
• Travis Steed from B of A Securities set a target price of $520.0 on 05/18/2026
• Matt Miksic from Barclays set a target price of $651.0 on 04/23/2026
• Ryan Zimmerman from BTIG set a target price of $574.0 on 04/22/2026
• Mike Kratky from Leerink Partners set a target price of $573.0 on 04/22/2026
• David Rescott from Baird set a target price of $610.0 on 04/22/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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