Netflix, Cisco, ISRG, Visa, P&G Trending With Analysts

Analysts are intrested in these 5 stocks: ( (NFLX) ), ( (CSCO) ), ( (ISRG) ), ( (V) ) and ( (PG) ). Here is a breakdown of their recent ratings and the rationale behind them.

Netflix has caught the eye of analysts again, with Helena Wang upgrading the stock to Buy and lifting her target price to $100. She argues that Netflix’s growth story is far from over, pointing to a 17% jump in revenue last year, powered by an 8% rise in subscribers, higher prices, and rapid scaling of its advertising business, which grew 2.5 times in 2025. Management is guiding for another 15% revenue increase in early 2026 and plans to boost content spending by about 10%, leaning on a strong slate of series like Stranger Things, Emily in Paris, and live sports-style events such as NFL specials and international baseball. The ad-supported tier is emerging as a powerful monetization engine, already making up 3% of revenue and often earning more per viewer than some premium plans. The main cloud over the story is the planned Warner Bros. deal, which will add $8.2 billion of new debt and bring regulatory and integration risks, but Wang believes Netflix’s strong cash generation and leadership in streaming leave it structurally well-positioned for long-term investors willing to stomach volatility.

Cisco Systems is back in favor on Wall Street, with analyst Amit Daryanani upgrading the stock to an Outperform (equivalent to Buy) rating and raising his target price to $100 from $80. He sees Cisco as a rare “defensive tech” play that can still deliver attractive growth, driven by an overdue upgrade cycle in corporate networks, rising demand from artificial intelligence workloads, and a recovering telecom and enterprise spending environment. According to his checks, campus networking is set for steady 6–8% industry growth through 2026 as companies replace older hardware like the Cat 4K and 6K series and prepare their systems for new WiFi-7 standards and higher power requirements. On top of that, Cisco’s AI-related business is expected to reach around $3 billion in revenue in 2026, with orders potentially doubling from the prior year, as cloud giants seek more vendor diversity and adopt Cisco’s Silicon One and high-speed optics. Daryanani also sees room for yearly margin improvement of 50–100 basis points and believes that delivering more than $5 in earnings per share by 2027 could justify a valuation of 20 times earnings or more, giving the stock a clear runway, in his view, toward the triple-digit price target.

Intuitive Surgical is being framed as a long-term winner in the medical technology space, with analyst Mathew Blackman initiating coverage with a Buy rating and a $660 price target. His bullish view centers on the new da Vinci 5 (DV5) robotic surgery platform, which he believes will spark a multi-year “ripple effect” across Intuitive’s installed base and procedure volumes. Hospitals upgrading to DV5 are expected both to expand their fleets and to swap out older systems, which Intuitive can refurbish and redeploy as lower-cost XiR units in more price-sensitive markets and smaller hospitals, unlocking new patient volume. A proprietary survey of heads of major robotic programs backs this thesis: about half of new purchases are expected to add capacity rather than just replace existing systems, and roughly 80% of respondents’ anticipated robotic buys over the next two years still favor Intuitive’s da Vinci systems despite rising competition. Blackman forecasts that these dynamics—along with new surgical indications, geographic expansion, and shifting procedures from traditional operating rooms into new sites of care—will support mid-teens annual growth in procedures and push Intuitive’s revenue and earnings above current market expectations through 2028.

Visa enters the analyst spotlight as a top pick in a broader call on the future of financial infrastructure, with Ramsey El Assal initiating coverage of the stock at Buy and a $400 price target. His thesis is that the global “plumbing” of money transfers, long dominated by traditional card networks and bank rails, is undergoing a generational overhaul driven by blockchain technology and artificial intelligence. While this wave of change may sound threatening to incumbents, El Assal argues Visa is actually one of the best-positioned players to adapt and thrive, using its scale, partnerships, and technology to plug into new models rather than be displaced by them. Within a 19-stock launch across fintech and digital assets, Visa is flagged as a “sector champion” because it has direct or developing exposure to the main disruptive themes he highlights: stablecoins, tokenization of real-world assets, agentic commerce (AI-powered transactions), and embedded finance. For investors, the message is that Visa remains a central toll collector on the movement of money, and as the pipes evolve, it has the resources and reach to stay at the heart of the system while capturing new sources of growth.

Procter & Gamble is moving in the opposite direction of the other names, with analyst Robert Moskow downgrading the stock to Hold from Buy and setting a $156 price target amid concerns that its recovery could be slower and weaker than many bullish investors expect. He believes organic sales growth, which recently dipped to flat, is unlikely to snap back quickly and instead may hover around a modest 2% annually for the next one to two years, hampered by limited pricing power and rising competition. In key categories like diapers and laundry detergent, shoppers are trading down to cheaper alternatives, and promotions as a share of sales have climbed back toward pre-COVID levels as manufacturers chase volume. P&G’s management acknowledges it has been playing catch-up in digital marketing and e-commerce and is now reorganizing to better use data and analytics, but Moskow questions how quickly this will translate into regained market share, noting recent declines across laundry, baby care, skin care, and deodorant. He also flags a new structural headwind: policy pressure on U.S. immigration, which could slow growth in the Hispanic population—a demographic that has historically been a powerful volume driver for P&G due to larger families and heavier use of home- and baby-care products—suggesting that the company may face a tougher growth environment than its premium valuation reflects.