Citigroup has downgraded Intuitive Surgical Inc (ISRG) from Buy to Neutral, a decision announced on December 10, 2025. This change reflects a more cautious outlook for the company, which is known for its robotic-assisted surgical solutions and invasive care technologies, including the da Vinci surgical systems and the Ion endoluminal system.
As of the latest trading session, Intuitive Surgical's shares are priced at $548.86, with a market capitalization of $201.0 billion. The company reported a trailing twelve months (TTM) price-to-earnings (P/E) ratio of 73.16 and earnings per share (EPS) of 7.56. Upcoming earnings are scheduled for July 20, 2026, with an estimated EPS of $2.47 and revenue of $2.8 billion.
The downgrade suggests that Citigroup may be responding to competitive pressures, market conditions, or execution risks that could affect the company’s performance. Analyst ratings, while informative, are based on various assumptions and estimates that may not always align with actual outcomes. It is essential for investors to consider a range of factors, including company fundamentals and industry trends, before making investment decisions.
Analyst consensus remains relatively positive, with 11 Strong Buy, 15 Buy, 13 Hold, 1 Sell, and no Strong Sell ratings as of December 1, 2025. This indicates that while caution is advised, there remains a significant level of confidence in Intuitive Surgical's long-term prospects.