Intuitive Surgical (ISRG) Stock on November 30, 2025: Fresh News, Big Earnings Beat, and What It Means for Investors

Intuitive Surgical, Inc. (NASDAQ: ISRG) – the company behind the da Vinci robotic surgery platform – is closing out November 2025 with a mix of powerful earnings, heavy institutional activity, and a stock price near record territory. As of the last close on November 28, 2025, Intuitive Surgical stock traded around $573.48 with a market capitalization of roughly $203.6 billion, placing it firmly in mega‑cap territory. ^[1]

Below is a structured look at the most current news and analysis relevant as of November 30, 2025, focusing on what’s been happening with ISRG stock, its fundamentals, and the outlook that’s now driving analyst and institutional behavior.

Intuitive Surgical stock today: price, performance and sentiment

According to StockTitan’s real‑time feed, Intuitive Surgical shares recently closed at $573.48 on November 28, 2025, implying a market cap of about $203.6 billion. Institutions are estimated to hold close to 89% of the float, while insiders own roughly 0.5–0.7% of the company. ^[2]

Other recent data from MarketBeat shows ISRG trading in a one‑year range of roughly $425 to $616, with a current forward valuation that implies a price‑to‑earnings ratio well above the sector average, consistent with its status as a high‑growth, premium robotics name. ^[3]

Performance‑wise, several analyst notes point to a sharp rebound since the autumn lows:

Zacks reports that ISRG is up about 7.1% since its October 21 earnings release, beating the S&P 500 over the same period. ^[4]
Investor’s Business Daily notes the stock is up roughly 30%–31% from October lows, as investors reacted to a “powerful earnings turnaround.” ^[5]
Over the last four weeks, Nasdaq/Zacks calculate that a hypothetical $1,000 invested ten years ago would be worth about $10,079 today, a gain of roughly 908%, versus about 219% for the S&P 500 over the same period. ^[6]

Yet in November, ISRG has still underperformed the Nasdaq Composite on some time frames, a fact highlighted in a recent Barchart analysis – though that same piece notes Wall Street’s consensus rating remains a “Moderate Buy” with an average price target around $610, implying mid‑single‑digit upside from recent levels. ^[7]

Fresh headlines as of November 30, 2025

1. Institutional investors are quietly adding – and trimming

The most time‑sensitive news around Intuitive Surgical stock right now comes from institutional 13F filings and commentary published in late November:

Grantham Mayo Van Otterloo & Co. LLC
Raised its ISRG position by about 1.4% in Q2 to 1.09 million shares worth roughly $592 million, making Intuitive its 21st‑largest holding. Institutional ownership across the register is estimated at ~83.6%. ^[8]
Schroder Investment Management Group
Increased its stake by around 1.6%, to more than 426,000 shares worth about $231.8 million. ^[9]
Coldstream Capital Management
Boosted its holdings by 7.6% in Q2 to nearly 11,700 shares, valuing the stake at about $6.35 million. ^[10]
Rhenman & Partners Asset Management AB
Went the other way, trimming its ISRG position by 13.9% in Q2, though the stock still accounts for roughly 3% of the fund and remains its 5th‑largest holding. ^[11]

Across these filings, a consistent theme emerges: institutions as a group remain heavily invested in Intuitive, but some are locking in profits after the autumn rally.

At the same time, multiple MarketBeat summaries note significant insider selling – in aggregate more than 100,000 shares sold over the last 90 days, worth roughly $48–62 million, leaving insiders with around 0.7% of shares outstanding. ^[12]

That combination – heavy institutional ownership, selective buying on the dips, and insiders taking profits after a strong run – is central to the current ISRG stock narrative.

2. UFP Technologies partnership expansion

On November 29, Simply Wall St highlighted UFP Technologies’ negotiations to expand a major contract with Intuitive Surgical, tied to manufacturing components for robotic surgery systems. ^[13]

Key points from that analysis:

UFP disclosed plans to expand a “significant contract” with Intuitive, with two new robotic surgery programs expected to generate more than US$10 million in revenue in 2026. ^[14]
The piece frames Intuitive as a core multi‑year growth driver for UFP Technologies, while also acknowledging concentration risk for UFP – a reminder of Intuitive’s purchasing power in its supply chain. ^[15]

For ISRG shareholders, the news underscores how Intuitive’s growing installed base and product roadmap are creating multi‑year revenue visibility not only for itself but also for its suppliers.

3. New da Vinci 5 installations at St. Francis Hospital

CommonSpirit Health announced on November 20, 2025 that St. Francis Hospital in Colorado Springs has acquired Intuitive’s da Vinci 5 surgical system, becoming the first hospital in the CommonSpirit Mountain Region to do so. ^[16]

The hospital emphasized:

Use across urology, gynecology, thoracic and general surgeries.
The da Vinci 5 is described as Intuitive’s “most advanced and integrated platform”, designed to boost outcomes, efficiency and surgical insights. ^[17]

This kind of hospital‑level adoption is one of the practical drivers behind Intuitive’s rising procedure volume and system placements, which are front‑and‑center in its latest earnings.

4. Intuitive‑backed telesurgery and remote robotics

Robotics industry coverage throughout November highlighted Intuitive’s role in next‑generation remote surgery platforms:

MD+DI reported that an Intuitive‑backed remote robotic surgery firm raised around $40–41 million in fresh funding this month, supporting development of telesurgery platforms that could extend specialist access to remote regions. ^[18]
Earlier in 2025, Intuitive itself demonstrated long‑distance telesurgery using a dual‑console da Vinci 5 system across roughly 4,000 miles, showing surgeons in Europe and the U.S. sharing control of instruments over a network connection. ^[19]

This isn’t yet mainstream clinical practice – the software remains in development and is not fully cleared for routine use – but it’s part of the strategic narrative that investors are now weighing around ISRG’s long‑term growth beyond today’s operating rooms.

Earnings recap: Q3 2025 beat with strong robotics momentum

Most of the bullish commentary around Intuitive Surgical stock in late November is anchored in its third‑quarter 2025 results, released on October 21.

Multiple sources (including the company’s own disclosures, Zacks, and QuiverQuant) agree on several key numbers: ^[20]

Revenue:
Q3 2025 revenue came in at $2.51 billion, up about 23% year‑over‑year, and ahead of Wall Street estimates by roughly 4%.
Earnings:
- Adjusted EPS: $2.40, beating consensus of $1.99 by over 20%, and up roughly 30% versus the prior year. ^[21]
- GAAP EPS: $1.95, up about 25% year‑on‑year. ^[22]
Procedure growth:
- Worldwide procedures rose around 20%, with da Vinci volumes up 19% and Ion lung‑biopsy procedures up over 50%. ^[23]
System placements and installed base:
- Intuitive placed 427 da Vinci systems in the quarter.
- Of those, 240 were the new da Vinci 5 systems, up from 180 in Q2 2025. ^[24]
- The global installed base reached about 10,763 da Vinci systems and 954 Ion systems, expanding the recurring revenue footprint. ^[25]
Margins and guidance:
- Adjusted gross margin was about 68%, slightly down year‑on‑year due largely to costs and tariffs, but still elite for medical devices. ^[26]
- Management increased its 2025 procedure growth guidance to roughly 17–17.5%, and raised its gross margin outlook to about 67–67.5%, even after including tariff headwinds. ^[27]

Put simply, the Q3 numbers showed robust demand, accelerating adoption of da Vinci 5, and powerful operating leverage – the exact combination growth investors want to see in a high‑multiple stock.

Product and technology roadmap: da Vinci 5, AI and new tools

Several 2025 announcements, still very relevant as of November 30, shape the technology story behind the stock:

da Vinci 5 launch and approvals
Intuitive’s fifth‑generation system, da Vinci 5, has 10,000x the computing power of the previous Xi model and more than 150 design enhancements, including advanced 3D imaging and Force Feedback technology. ^[28]
- The system gained FDA clearance in 2024, followed by CE mark approval in Europe and additional regulatory green lights in Japan during 2025. ^[29]
Real‑time surgical insights & software upgrades
A September software update introduced:
- Force Gauge – a dashboard‑like indicator of force at the instrument tip (roughly 0–6.5 Newtons).
- In‑Console Video Replay, letting surgeons review key moments without leaving the console.
- Network CCM, for remote software updates and fleet management. ^[30]
New instruments and energy tools
Intuitive received FDA clearance for a new Vessel Sealer Curved instrument for multiport da Vinci systems, capable of sealing vessels up to 7mm and even lymphatic vessels, enhancing its advanced energy portfolio. ^[31]

These product moves are crucial for defending Intuitive’s lead in robotic‑assisted surgery just as competition intensifies from Medtronic, Johnson & Johnson, and a growing array of regional players. Recent Motley Fool and Nasdaq coverage explicitly frame the key question as: Can Intuitive maintain dominance while newcomers flood the field? Their answer: the company still looks well‑positioned thanks to its installed base, training ecosystem and vast procedure opportunity. ^[32]

Valuation: rich, but supported by growth (for now)

Analysts and data platforms are converging on a few valuation themes:

High but easing multiple
Simply Wall St and Zacks estimate that ISRG trades at a forward P/E in the low‑60s, elevated vs. the broader medical instruments sector but actually lower than its own five‑year median multiple (around the low‑70s). ^[33]
Earnings growth expectations
The consensus view now implies mid‑teens to high‑teens EPS growth in 2025, with one Zacks dataset citing an expected ~17% rise in 2025 earnings compared with 2024. ^[34]
Estimate revisions and long‑term returns
- Zacks notes 10 upward earnings estimate revisions for fiscal 2025 and none downward since the Q3 report, with the consensus EPS estimate itself drifting higher. ^[35]
- Over the last decade, that same Zacks analysis pegs ISRG’s total price return at roughly 908%, significantly outpacing both the S&P 500 and gold. ^[36]
Target prices
MarketBeat and Barchart compile analyst price targets that cluster around $608–$610, with several large banks setting targets in the $620–$685 range, and the consensus rating hovering at “Moderate Buy”. ^[37]

Taken together, the current news on November 30, 2025 paints a picture of a stock that remains expensive by traditional metrics, but where earnings, procedure growth, and product momentum have recently “grown into” the valuation enough to keep bullish narratives alive.

Risk factors still dominating the debate

Recent coverage also highlights why some investors remain cautious, even after the earnings beat and price recovery:

Rich valuation & volatility
Articles from The Motley Fool and Insider Monkey stress that a premium multiple exposes ISRG to sharp drawdowns if expectations stumble, as seen earlier in 2025 when fears about obesity drugs (GLP‑1 therapies) reducing surgical volumes hit the stock hard. ^[38]
Insider selling
MarketBeat’s institutional round‑ups emphasize that while institutions are net long, corporate insiders have been steady sellers, disposing of more than 100,000 shares in the past quarter. That doesn’t automatically signal trouble – insiders diversify for many reasons – but it is a data point that cautious investors are watching. ^[39]
Competitive pressure in robotic surgery
Nasdaq and Motley Fool commentary underscores that Intuitive’s leadership is being challenged by new robotic platforms and larger device rivals scaling up their own systems. The core thesis remains that the addressable surgical market is large enough for multiple winners, but competitive intensity is clearly rising. ^[40]
Operational & workforce headlines
Earlier in 2025, MassDevice reported that Intuitive filed notice to lay off 331 workers in California, effective October 27, 2025, as part of a restructuring. ^[41]
While not directly altering the growth story, it’s a reminder that even high‑growth medtech names are managing costs, tariffs and supply‑chain complexity behind the scenes. ^[42]
Regulatory & tariff headwinds
Reuters and Zacks both note that tariffs are still shaving tens of basis points off gross margins, even after management lowered its 2025 tariff impact estimate from about 1% of revenue to roughly 0.7%. ^[43]

How the latest news fits into the long‑term Intuitive Surgical story

When you line up the latest November 2025 headlines around Intuitive Surgical, a coherent picture emerges:

Fundamentals are strong: double‑digit revenue and procedure growth, expanding installed base, and rising margins after a standout Q3. ^[44]
The product roadmap is deep: da Vinci 5 deployments, AI‑enhanced features, new instruments, and early‑stage telesurgery are keeping the company in a clear innovation lead for now. ^[45]
Institutions remain committed: net institutional inflows in Q2 from major funds offset some profit‑taking, with ownership still above 80%. ^[46]
But the stock is not cheap: valuation is high, insider selling is notable, and competition plus macro/tariff risks are real, not theoretical. ^[47]

For readers tracking Intuitive Surgical stock as of November 30, 2025, the latest wave of news supports a narrative of a dominant, fast‑growing robotics leader whose shares already reflect a lot of that success. Future returns from here will likely depend on whether Intuitive can:

Sustain high‑teens procedure and earnings growth,
Defend and expand its moat against new robotic rivals, and
Continue translating its technology and clinical advantages into durable, high‑margin recurring revenue.

Nothing in this article is investment advice, but if you’re following ISRG for your own portfolio or editorial coverage, the stories summarized above are the core developments shaping market perception right now.

Intuitive Surgical (ISRG) Q3 2025 Earnings SMASH Expectations! Da Vinci 5 Drives 23% Revenue Surge