Intuitive Surgical attracts institutional attention, with recent stock price increases but a decline since the beginning of the year

K-LinePoet · 2026-02-11T22:46:51+00:00

TD Cowen gives an Outperform rating to Intuitive Surgical with a target price of $660, citing positive growth prospects. The earnings report shows that revenue and net profit are both expected to grow by over 20% in 2025. However, CICC maintains a Neutral rating, noting that the stock price has already reflected the fundamentals' expectations.

K-LinePoet

2026-02-11 22:46:51

Abstract generation in progress

Economic Observer Network TD Cowen issued an initial buy rating for Intuitive Surgical on February 10, 2026, with a target price of $660, believing the company’s growth prospects are positive. Meanwhile, China International Capital Corporation (601995) released a report on February 5, 2026, maintaining a neutral rating with a target price of $531, noting that the current stock price may have already partially reflected the fundamentals.

Financial Analysis

Intuitive Surgical’s 2025 performance exceeded expectations, with revenue reaching $10.065 billion, up 20.5% year-over-year, and net income attributable to shareholders of $2.856 billion, up 23.0% year-over-year, mainly driven by the increased installation volume of the fifth-generation da Vinci surgical robot (dV5). The company expects a 13%-15% growth in surgical procedures in 2026, with a non-GAAP gross margin guidance of 67%-68%.

Recent Stock Performance

Over the past 7 trading days (February 5 to 11, 2026), Intuitive Surgical’s stock price increased by 2.88%, closing at $492.28, but has declined 13.08% since the beginning of the year. During the same period, the U.S. medical device sector declined by 0.34%.

Recent Events

On January 26, 2026, the company announced that the dV5 received FDA approval to perform certain cardiac surgeries using non-force feedback consumables, expanding the application scope of surgical robots.

The above information is compiled from public sources and does not constitute investment advice.

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