Insider Trading January 30, 2026

Intuitive Surgical EVP Sells Shares, Exercises Options Amid Strong Quarterly Results

Myriam Curet executed a Rule 10b5-1 sale and option exercise as the company posted robust Q4 2025 results and received analyst upgrades

By Sofia Navarro ISRG
Intuitive Surgical EVP Sells Shares, Exercises Options Amid Strong Quarterly Results
ISRG

Myriam Curet, Executive Vice President and Chief Medical Officer of Intuitive Surgical Inc (ISRG), sold 126 shares and exercised options for 126 shares under a pre-arranged trading plan. The transactions coincided with the company’s reported strong fourth-quarter 2025 results and multiple analyst upgrades tied to the da Vinci 5 rollout.

Key Points

  • Executive transaction - Myriam Curet sold 126 shares for $65,522 and exercised options for 126 shares under a Rule 10b5-1 plan set to expire July 29, 2026.
  • Company performance - Intuitive Surgical reported Q4 2025 revenue of $2.87 billion, a 19% increase year over year, exceeding Stifel and consensus estimates of $2.72 billion.
  • Analyst responses - Several firms adjusted ratings and price targets following results and the da Vinci 5 rollout, including upgrades and Buy initiations.

Myriam Curet, Executive Vice President and Chief Medical Officer at Intuitive Surgical Inc (NASDAQ:ISRG), carried out a series of equity transactions at the end of January 2026, according to a Form 4 filed with the Securities and Exchange Commission.

On January 29, 2026, Curet sold 126 shares of Intuitive Surgical common stock at a per-share price of $520.02, for aggregate proceeds of $65,522. The same filing shows she exercised stock options to purchase 126 shares of common stock at an exercise price of $208.9, representing a total exercise cost of $26,321. The disposition of shares was made under a pre-arranged trading plan established in compliance with SEC Rule 10b5-1; that plan is scheduled to expire on July 29, 2026.

Separately, the filing records that Curet acquired 5,585 performance stock units on January 28, 2026. After these reported moves, her direct ownership of Intuitive Surgical common stock stands at 125 shares, with an indirect holding of 353 shares held by a trust.


These insider transactions come as Intuitive Surgical reported strong operating results for the fourth quarter of 2025. The company posted revenues of $2.87 billion for the period, a 19% year-over-year increase that topped both Stifel and consensus estimates of $2.72 billion. Brokerage commentary cited in public reports noted meaningful earnings-per-share upside in the quarter.

Truist Securities commented that results exceeded expectations even in the face of incremental tariff challenges. Intuitive Surgical’s guidance for gross margin in 2026 indicated a 90 basis point improvement year over year. RBC Capital reiterated an Outperform rating on the stock, highlighting revenue and earnings-per-share results that outpaced expectations by roughly 4% and 11%, respectively.

Analyst actions following the quarter included an upgrade from Freedom Capital Markets, which moved the stock from Hold to Buy and raised its price target to $610.00, citing the rollout of the company’s da Vinci 5 surgical system and its potential to drive sales and procedure volumes through 2026. TD Cowen initiated coverage with a Buy rating and a $660.00 price target, describing Intuitive Surgical as a core MedTech holding with sustainable growth prospects.


The filings and the company’s reported quarterly performance present a coincident set of developments: an executive-level equity sale and option exercise under an approved trading plan, the receipt of performance stock units, and a string of analyst reactions to revenue and margin guidance tied to product rollout expectations.

Risks

  • Incremental tariff challenges noted by Truist Securities that may affect margins and operating costs - impacts Healthcare and MedTech sectors.
  • Reliance on the successful rollout and adoption of the da Vinci 5 surgical system, which underpins recent analyst optimism - impacts MedTech and procedure-volume projections.
  • Timing and expiration of the pre-arranged trading plan (set to expire July 29, 2026) introduces a known schedule to insider dispositions, which may affect perceptions of insider liquidity - impacts Capital Markets and investor relations.

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