William Blair analyst Brandon Vazquez has maintained their bullish stance on ISRG stock, giving a Buy rating on January 20.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Brandon Vazquez has given his Buy rating due to a combination of factors that highlight Intuitive Surgical’s durable growth profile and earnings momentum. He notes that the company delivered a solid fourth quarter, with revenue matching already strong preliminary figures and earnings per share substantially exceeding market expectations, driven by ongoing strength in core procedure volumes and growing adoption of newer platforms like da Vinci 5, Ion, and SP. Vazquez emphasizes that the company is expanding its addressable market through recent procedural clearances in cardiac and breast surgery, advancing new imaging capabilities, and building inventory of newer systems positioned to penetrate ambulatory surgery centers and price-sensitive international regions.
At the same time, he underscores that as these platforms scale and new products are commercialized, Intuitive is demonstrating significant operating leverage, supporting roughly 20% annual EPS growth and underpinning his view of sustained upside into 2026 and beyond. He characterizes the story as one of the most resilient growth cases in the medtech space, supported by multiple structural tailwinds and upcoming catalysts. While acknowledging that investor sentiment and headlines around emerging competitors represent the primary stock risk, Vazquez believes the company’s strong fundamentals and execution will continue to outweigh these concerns, justifying a Buy rating even at a premium valuation multiple to 2026 earnings.
In another report released on January 20, Piper Sandler also maintained a Buy rating on the stock with a $610.00 price target.