Intuitive Surgical opens the week with a clear analyst view, shares in the NASDAQ-100 spotlight

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-28, 11:45.

Intuitive Surgical (US46120E6023) begins the new week with a solid analyst backdrop on Nasdaq, where the shares are part of the NASDAQ-100. The robotic surgery specialist continues to attract positive long-term assessments from Wall Street houses focusing on structural growth in minimally invasive procedures.

What analysts are saying now

On MarketScreener, 26 analysts cover Intuitive Surgical, with a majority rating the stock as Buy and only a small minority on Hold or Sell, underlining a broadly constructive stance on the name. MarketScreener consensus overview The average 12-month price target in this sample sits markedly above the current share price, signaling that analysts still see upside potential based on earnings growth expectations.

According to a recent consensus update compiled by FactSet and cited by several broker notes, analysts project double-digit revenue growth for Intuitive Surgical over the next two fiscal years, driven by procedure volume increases and installed base expansion in key markets such as the United States and Western Europe. Reuters commentary on US growth stocks This growth profile positions Intuitive Surgical alongside other high-quality medical technology names like Stryker and Boston Scientific in institutional portfolios.

Tuesday focus on consensus and expectations

For the current fiscal year, analysts on LSEG and Refinitiv platforms expect Intuitive Surgical to generate several billion dollars in revenue, with operating margins staying robust thanks to the high-margin instruments and accessories segment that accompanies each procedure performed on the da Vinci systems. LSEG estimates methodology Earnings per share are forecast to grow at a double-digit percentage rate, reflecting both volume leverage and ongoing cost discipline.

In its most recent quarterly release, Intuitive Surgical reported higher procedure volumes compared with the prior year period, confirming the structural trend toward robotic-assisted surgery in fields such as urology, gynecology and general surgery. Intuitive Surgical Q1 2026 IR release Analysts have incorporated these trends into their models and, in several cases, have fine-tuned estimates upward to reflect stronger-than-expected system utilization.

The product behind the stock

Intuitive Surgical generates most of its revenue with the da Vinci surgical system, a robotic-assisted platform that enables minimally invasive surgery with enhanced precision and visualization in procedures such as prostatectomies, hysterectomies and colorectal operations. The business model combines system sales with recurring revenue from instruments, accessories and service contracts.

Where the stock trades today

The Intuitive Surgical shares (US46120E6023) trade on 2026-06-26 at 353.95 euros on Tradegate, with the primary listing on Nasdaq in US dollars.

Disclaimer: This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities. Investors should conduct their own research and consider their individual financial situation before making investment decisions.