Raymond James reiterates Outperform rating on Intuitive Surgical stock

Published 23/07/2025, 12:00
Raymond James reiterates Outperform rating on Intuitive Surgical stock

Investing.com - Raymond (NSE:RYMD) James maintained its Outperform rating and $592.00 price target on Intuitive Surgical (NASDAQ:ISRG), a surgical robotics giant with a market capitalization of $183 billion, following the company’s stronger-than-expected second-quarter results. According to InvestingPro data, the stock is currently trading above its Fair Value, with a P/E ratio of 73.8x.

The surgical robotics company reported revenue growth of 21% year-over-year, exceeding consensus estimates by 400 basis points, with all three business segments contributing to the outperformance. This growth aligns with the company’s impressive 67% gross profit margin and healthy current ratio of 4.98x. Earnings per share reached $2.19, representing 23% growth compared to the same period last year and significantly ahead of the $1.92 consensus estimate.

Intuitive Surgical placed 180 da Vinci (EPA:SGEF) 5 (dV5) systems during the quarter, surpassing analyst expectations of 168 units and improving from 147 systems in the first quarter. The company began its broad U.S. launch of the dV5 platform during the second quarter, with supply now described as unconstrained.

The company also received regulatory clearances for the dV5 system in Europe and Japan during the quarter, although the launch in these regions will be measured until year-end 2025. The only noted weakness was in the international systems market, both in the first and second quarters.

Raymond James cited Intuitive Surgical’s unique growth profile of approximately 16% revenue growth and over 20% EPS growth over the past two years, competitive advantages, and disciplined capital allocation strategy as key factors supporting its Outperform rating. InvestingPro analysis reveals the company maintains a "GREAT" financial health score of 3.1, with 13 additional ProTips available to subscribers, offering deeper insights into the company’s performance and valuation metrics.

In other recent news, Intuitive Surgical reported strong second-quarter 2025 financial results, with revenue reaching $2.44 billion, marking a 21% year-over-year increase. The company’s adjusted earnings per share came in at $2.19, surpassing analysts’ expectations of $1.93. This performance led several firms to raise their price targets for Intuitive Surgical. BTIG increased its target to $571 while maintaining a Buy rating, noting the company’s impressive earnings results. Piper Sandler also raised its price target to $595, highlighting the company’s strong operating margin performance of 38.8%, which exceeded the consensus estimate. Baird followed suit by increasing its price target to $600, citing accelerating revenue and EPS growth across all business segments. These developments reflect the strong market response to Intuitive Surgical’s recent earnings announcement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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