William Blair analyst Brandon Vazquez has maintained their bullish stance on ISRG stock, giving a Buy rating yesterday.
Claim 70% 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 underscore Intuitive Surgical’s solid operating momentum and strategic positioning. He points out that preliminary 2025 results indicate better-than-anticipated system placements and revenue performance, driven in large part by accelerating adoption of the DV5 platform, which enhances the company’s mix and long-term revenue visibility. While the market reacted negatively to modestly conservative procedure guidance—particularly the 2026 procedure growth outlook coming in slightly below last year’s initial target—he views this shortfall as relatively minor in the context of the company’s broader trajectory rather than a sign of structural weakness.
At the same time, Vazquez emphasizes that fourth-quarter trends support sustained growth into 2026 and that management’s early disclosures about the product pipeline are an important positive. New imaging capabilities, intraoperative decision-support tools, and technologies aimed at expanding dexterity in the operating room are expected to deepen Intuitive’s competitive differentiation and reinforce its status as the leading robotic surgery platform. Even with the shares trading at a premium multiple—about 55 times his 2026 EPS estimate—he believes the company’s innovation runway, installed base expansion, and procedure growth justify maintaining a Buy recommendation, as these factors should continue to support attractive long-term shareholder returns.
According to TipRanks, Vazquez is a 3-star analyst with an average return of 5.4% and a 51.02% success rate. Vazquez covers the Healthcare sector, focusing on stocks such as Ceribell, Inc., Penumbra, and Dexcom.
In another report released yesterday, TipRanks – xAI also initiated coverage with a Buy rating on the stock with a $664.00 price target.