Intuitive Surgical (ISRG) Stock Forecast for December 1, 2025: Price, News and Analysis Before the Bell

As U.S. markets get ready to open on Monday, December 1, 2025, Intuitive Surgical, Inc. (NASDAQ: ISRG) heads into the new month sitting near the top of its 52‑week range after a powerful earnings rally, heavy institutional activity, and fresh AI‑driven research coverage.

At the last full trading session on Friday, November 28, 2025, Intuitive Surgical stock closed around $573.5 per share, down only a fraction on the day but up strongly over the past month and quarter. That price implies a market capitalization of roughly $203–205 billion and leaves the stock less than 10% below recent 52‑week highs in the low $600s. ^[1]

Below is a structured look at ISRG’s price, news, analysis and forward-looking outlook, with a special focus on what happened between November 28 and 30, 2025 and what it could mean before today’s market open.

Key Takeaways for ISRG Before the December 1 Open

• Last close: About $573–574 per share on November 28, 2025, after an 8%+ gain over the past month and a ~21% gain over the past three months. ^[2]
• Position in range: Trading near the upper end of a ~$430–$610 52‑week range, just below record territory. ^[3]
• Fundamentals: Q3 2025 revenue grew about 23% year over year to $2.51 billion, with adjusted EPS of $2.40, crushing estimates and prompting a double‑digit post‑earnings rally. ^[4]
• Ownership and flows (Nov 28–29): Large asset managers Loomis Sayles, Grantham Mayo Van Otterloo and Schroder all raised their stakes in ISRG, while Edgewood Management trimmed its position but remains a major holder. Overall, institutions control more than 80% of the float. ^[5]
• Valuation: ISRG trades at a P/E near 76 and a PEG near 5, placing it at a premium to both the broader market and the medical sector, according to MarketBeat and Meyka. ^[6]
• Analyst targets: Most one‑year price targets cluster in the high $500s to low $600s, implying low‑ to mid‑single‑digit upside from Friday’s close. Ratings skew toward “Buy” / “Moderate Buy”, but several analysts flag valuation risk. ^[7]

Intuitive Surgical Stock Price Today: Where ISRG Stands

Last Session Snapshot (November 28, 2025)

• Last regular close: About $573.48 per share on November 28, 2025. ^[8]
• Daily move: Roughly ‑0.1% on the day, a relatively flat session after a strong November rally. ^[9]
• Extended trading: MarketBeat data show after‑hours levels slightly below the close (around $573.2), suggesting no major late‑session shock. ^[10]
• Performance: Over the last
  • 5 days: About ‑1%,
  • 1 month: Around +8%,
  • 3 months: About +21%,
  • 1 year: Around +5–6%. ^[11]

The upshot: ISRG enters December in a confirmed uptrend, but not in the middle of a parabolic blow‑off. The stock has digested its post‑earnings surge and is consolidating just under resistance near prior highs.

52‑Week Context

Depending on the data provider, Intuitive Surgical’s 52‑week low sits in the mid‑$420s and the high in the low $600s (around $610–616). ^[12]

At roughly $573–574, that puts the stock:

• Well above its lows, reflecting strong recovery from earlier in the year, and
• Roughly 7–8% below its top, leaving room for a potential retest of all‑time highs if momentum continues.

What Happened Between November 28 and 30, 2025?

The three days heading into December were busy for institutional flows and fresh analysis, even without a company‑specific press release.

1. Big Funds Quietly Add — and One Trims

November 28, 2025 – Loomis Sayles & Co. and Grantham Mayo Van Otterloo add shares

• Loomis Sayles & Co. increased its stake in Intuitive Surgical by 1.6% in Q2, taking its position to 1.73 million shares (about 0.48% of ISRG) worth roughly $939 million. Intuitive is now the firm’s 18th‑largest holding. ^[13]
• Grantham Mayo Van Otterloo (GMO) also lifted its holdings by 1.4%, to just over 1.08 million shares valued at about $592 million, making ISRG the 21st‑largest position in its portfolio. ^[14]

Both MarketBeat notes highlight ISRG’s strong Q3 beat and a consensus price target around the low $600s, reinforcing the idea that long‑only asset managers remain comfortable paying a premium for Intuitive’s growth profile. ^[15]

November 29, 2025 – Edgewood trims, Schroder increases

• Edgewood Management LLC sold 180,895 shares, cutting its stake by 7% to 2.39 million shares (about 0.67% of ISRG) valued near $1.3 billion. Despite the sale, ISRG still represents roughly 4.1% of Edgewood’s portfolio, remaining one of its larger positions. ^[16]
• Schroder Investment Management Group moved the other way, boosting its position by 1.6% to about 426,000 shares worth roughly $232 million. ^[17]

Taken together, these November 28–29 filings paint a nuanced picture:

• Net‑net, multiple large institutions are still adding to ISRG at current levels.
• At the same time, at least one major growth manager is locking in profits after the post‑earnings surge, which is normal behavior for a high‑flyer with a stretched valuation.

2. Insider Selling Remains Elevated

Across several of these MarketBeat filings, one theme keeps appearing: heavy insider selling over the past quarter.

• Insiders have sold roughly 86,800 shares over the last 90 days, worth around $48 million, including large disposals from top executives. ^[18]
• After these moves, insiders own only about 0.7% of the company, while institutions own well over 80%. ^[19]

Insider selling doesn’t automatically signal trouble — executives often sell for diversification or tax reasons — but the scale and consistency of sales, combined with a rich valuation, is one factor cautious investors are watching.

3. ISRG Named a “Promising Healthcare Stock” to Watch

On November 30, MarketBeat placed Intuitive Surgical on a list of seven healthcare stocks to follow “today” (i.e., November 30). The selection was driven primarily by high recent dollar trading volume, signaling strong investor interest and liquidity. ^[20]

The note doesn’t add new stock‑specific numbers, but it does underline that ISRG remains one of the most actively followed names in the med‑tech complex heading into December.

4. TS² Article: “Fresh News, Big Earnings Beat”

Also on November 30, 2025, TechStock² (TS²) published a detailed piece titled “Intuitive Surgical (ISRG) Stock on November 30, 2025: Fresh News, Big Earnings Beat, and What It Means for Investors.” TS2 Tech

Key points from that article include:

• ISRG is closing out November near record highs, around $573.48 per share, with a market value of roughly $203.6 billion. TS2 Tech+1
• The piece synthesizes recent data from sources like StockTitan and MarketBeat, highlighting extremely strong Q3 numbers, robust institutional ownership, and a premium valuation that leaves limited short‑term upside unless growth continues to surprise. MarketBeat+3TS2 Tech+3Stock Titan+3

In other words, TS² essentially frames ISRG as a high‑quality growth stock priced for excellence, not mediocrity.

5. AI‑Focused Analysis: Meyka’s November 29 Report

On November 29, Meyka published “Why Intuitive Surgical (ISRG) is a Key Player in the AI‑Driven Healthcare Market,” positioning ISRG squarely inside the AI and robotics narrative. ^[21]

Highlights:

• Meyka notes a P/E near 75–76 and describes ISRG as carrying a “premium valuation” typical of fast‑growing healthcare innovators. ^[22]
• The article cites a consensus price target around $602.18, with highs near $685 and lows around $525, and a consensus rating of “Buy” (13 buys, 2 holds, 2 sells). ^[23]
• Technically, Meyka flags:
  • RSI around the mid‑60s (close to overbought, but not extreme),
  • ADX around 41, indicating a strong uptrend, and
  • The stock trading near the upper Bollinger Band, suggesting either continued momentum or a potential pause/consolidation. ^[24]

Meyka’s conclusion: ISRG is a leading AI‑enabled surgical platform with strong financials and momentum, but investors must be comfortable paying a high multiple.

Earnings Momentum: Q3 2025 Still Driving the Story

The bullish tone across late‑November research fundamentally traces back to Intuitive Surgical’s blow‑out Q3 2025 earnings, reported on October 21, 2025. ^[25]

Across Reuters, MarketBeat, Benzinga and StockStory, the numbers line up:

• Revenue: About $2.51 billion, beating forecasts around $2.40–2.41 billion, up roughly 22.9–23% year over year.
• Adjusted EPS: Approximately $2.40, beating expectations of about $1.98–1.99 by more than 20%.
• Procedure growth: Worldwide da Vinci procedures up roughly 20% year over year, driven by higher volumes and growing adoption of newer platforms like da Vinci 5. ^[26]
• System placements: Around 427 da Vinci systems placed in the quarter, bringing the installed base to more than 10,700 systems. ^[27]
• Guidance: Management raised full‑year 2025 guidance for procedure growth to about 17–17.5%, up from prior 15.5–17%, and nudged gross margin expectations higher to roughly 67–67.5% of revenue, even after factoring in tariff headwinds. ^[28]
• Capital allocation: The company repurchased about 4 million shares for roughly $1.9 billion during the quarter and still ended with around $8.4 billion in cash and investments, underscoring a fortress balance sheet. ^[29]

StockStory adds longer‑term color:

• 5‑year revenue CAGR: ~17.4%
• 5‑year EPS CAGR: ~20.9%
• Free‑cash‑flow margin: About 19% on average
• 5‑year average ROIC: Around 17.4%. ^[30]

No surprise, then, that Q3 was followed by a 15–17% one‑day post‑earnings jump and that late‑November commentary still references that report as the primary driver of today’s valuation. ^[31]

Fundamental Snapshot: Growth, Margins and the Robotics/AI Edge

Business Model and Technology

Intuitive Surgical remains:

• The global leader in robotic‑assisted surgery, anchored by the da Vinci family and the Ion endoluminal system. ^[32]
• A company with nearly 17 million cumulative da Vinci procedures performed globally and tens of thousands of trained surgeons. ^[33]

Recent product and technology milestones in 2025 include:

• da Vinci 5: A fifth‑generation system with over 150 enhancements, including Force Feedback, improved 3D vision and significantly increased computing power. ^[34]
• European CE Mark for da Vinci 5, broadening its addressable market across adult and pediatric abdominopelvic and thoracoscopic procedures. ^[35]
• New “Vessel Sealer Curved” instrument, cleared by the FDA in July, extending Intuitive’s advanced energy portfolio with a more precise and flexible sealing tool for da Vinci systems. ^[36]
• A high‑profile telesurgery demo showing transatlantic robotic collaboration between surgeons in the U.S. and Europe, underlining the long‑term potential of remote surgery (though the software is still under development and not yet cleared). ^[37]

This technology moat, plus recurring revenue from instruments, accessories and service contracts, is what underpins the premium multiples you see in November’s valuation discussions.

Valuation in Late November

Several independent analyses in the days leading up to December 1 emphasize the same message: this is a great business at a demanding price.

• P/E ratio: Roughly 75–76x trailing earnings, well above both the overall market (around 39x) and the broader medical sector (also ~38x). ^[38]
• PEG ratio: Around 4.9–5.0, suggesting the stock price already reflects substantial future growth. ^[39]
• Forward P/E: DirectorsTalk pegs it near 58x, still elevated by most standards but consistent with top‑tier, high‑moat growth franchises. ^[40]

DirectorsTalk, StockStory, Simply Wall St and Trefis all, in different ways, argue that:

• The quality metrics (growth, margins, ROE, FCF) justify a premium,
• But valuation leaves only modest upside at current prices unless the company keeps beating expectations or accelerates growth further. ^[41]

Wall Street Forecasts Going Into December 2025

Different data providers give slightly different aggregates, but they’re tightly clustered:

• Average 12‑month price targets:
  • Around $592.96 (StockStory, DirectorsTalk). ^[42]
  • Around $602.18 (Meyka). ^[43]
  • MarketBeat’s institutional‑flow articles repeatedly cite a consensus near $608.92 with individual targets stretching into the mid‑$600s. ^[44]

From Friday’s close around $573.5, that translates into:

• Roughly 3–6% implied upside using the sub‑$600 targets, and
• Up to ~6–8% using the higher MarketBeat composite.

On ratings:

• MarketBeat’s broader coverage shows a “Moderate Buy” consensus, with 2 strong buys, 19 buys, 7 holds and 1 sell. ^[45]
• DirectorsTalk notes 22 buy ratings, 10 hold and 2 sell, also implying a strong positive tilt but a meaningful minority of skeptics. ^[46]
• Meyka’s sample shows 13 buys, 2 holds, 2 sells, again dominated by bullish opinions. ^[47]

On earnings:

• MarketBeat’s earnings summary expects EPS to grow about 18.7% next year, from roughly $6.43 to $7.63 per share. ^[48]

Bottom line on Street expectations:
Analysts generally like the business a lot, see solid double‑digit earnings growth, but do not see huge upside from current price levels unless Intuitive keeps delivering upside surprises or valuations in the sector expand further.

Technical Picture: Momentum vs. Overextension

Late‑November technical reads from DirectorsTalk, Meyka and MarketBeat converged on a similar conclusion: ISRG is in a healthy uptrend, but not obviously cheap.

Key technical signals:

• Above major moving averages:
  • Trading well above its 50‑day moving average (~$492) and 200‑day moving average (~$510), a classic sign of a sustained uptrend. ^[49]
• Momentum:
  • RSI readings are generally in the mid‑50s to mid‑60s, which suggests positive momentum but not yet extreme overbought conditions. ^[50]
  • ADX around 41 (Meyka) indicates a strong trend — buyers have been firmly in control since the earnings gap. ^[51]
• Short‑term performance: Up mid‑single digits over the past week and month, and double‑digits over three months, as noted earlier. ^[52]

For traders watching December 1 pre‑market, the setup looks like this:

• The trend is up, with price comfortably above key moving averages.
• The oscillators are firm but not wildly overbought, giving room for either a grind higher or a normal pullback.
• With the stock just below resistance near prior highs in the low $600s, many short‑term traders will likely watch how ISRG behaves if it approaches that zone again.

What Could Move ISRG Stock at the Open on December 1?

With no fresh company press release since Q3, today’s pre‑open narrative is mostly about how markets digest the late‑November flow of information:

1. Institutional positioning
   • News of multiple large funds adding to ISRG may underpin the stock on dips.
   • Edgewood’s trim reminds investors that some long‑term holders are happy to take profits near these levels, potentially adding supply on rallies. ^[53]
2. Valuation vs. growth
   • The market must reconcile high‑teens expected EPS growth with a mid‑70s P/E and near‑5 PEG. ^[54]
   • Any change in the broader “quality growth” trade (for example, driven by rates or macro fears) can therefore have outsized impact on ISRG.
3. Sector flows and AI sentiment
   • Intuitive is repeatedly framed as a core AI‑and‑robotics healthcare play, which means it can move with broader AI baskets as well as med‑tech peers. ^[55]
   • If the market opens risk‑on, AI and robotics names could see renewed bids; if risk‑off, richly valued growth may be among the first sold.
4. Upcoming catalysts
   • The next major scheduled catalyst is Q4 2025 earnings, expected around January 22, 2026, according to MarketBeat’s calendar. ^[56]
   • Between now and then, investors will watch for:
     • Additional regulatory clearances or product updates (da Vinci 5, instrument launches, Ion expansions), ^[57]
     • Any tariff or trade headlines that might affect margins, as discussed in prior Reuters coverage, ^[58]
     • Further institutional filings or insider activity that either confirm or contradict the late‑November pattern.

Because pre‑market quotes can change rapidly and are often thin for even large‑cap names, traders should rely on real‑time data from their broker or trading platform for precise pricing just before the open.

Is Intuitive Surgical Stock a Buy, Hold or Watch Into the Open?

Whether ISRG is attractive at today’s levels depends heavily on your time horizon and risk tolerance:

• For long‑term growth investors:
  • The business case remains very strong: high procedure growth, leading technology, expanding installed base, and robust margins and cash generation. ^[59]
  • The AI and robotics angle plus new platforms like da Vinci 5 and Ion give Intuitive a long runway in minimally invasive surgery and diagnostics. ^[60]
  • The main trade‑off is valuation: buying here means accepting a high multiple in exchange for exposure to what many see as a category‑defining franchise.
• For value‑oriented or more cautious investors:
  • Several detailed November analyses — including StockStory, DirectorsTalk and Simply Wall St — explicitly describe ISRG as expensive relative to its growth, even if they admire the business. ^[61]
  • Insider selling and premium P/E and PEG ratios may be signals to wait for a better entry point or for fundamentals to catch up further to price.
• For short‑term traders:
  • ISRG heads into the December 1 open in a strong uptrend above key moving averages, with sentiment broadly bullish but not euphoric. ^[62]
  • The stock is close enough to prior highs that headlines or macro moves could trigger either a breakout attempt toward $600+ or a tactical pullback as some fast money books gains.

Final Note

This article is meant for informational and educational purposes only and is not financial advice or a recommendation to buy or sell Intuitive Surgical stock. All investing involves risk, including possible loss of principal.

If you’re considering a position in ISRG before today’s open, it’s worth combining this overview with:

• Your own technical levels and risk management rules,
• A close read of the latest earnings call and filings, and
• Professional advice tailored to your individual financial situation.

References

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