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BSBSX

Boston Scientific Corporation

$BSX·$64B·Medical - Devices·Healthcare
$44.39+0.6%YTD-53.9%1Y-54.6%
Price updated 8h ago·X counts updated 5d ago
BSBSX
$BSXBoston Scientific Corporation
$44.39+0.57%226 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BSX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

226X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BSX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 51% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-15

Boston Scientific files an Item 1.05 confirming the Aug 25 cyberattack will materially impact Q3 and FY26 results, with management unlikely to meet prior guidance. Shares down 4%+ and roughly 50% YTD; posters call it a textbook cybersecurity-risk lesson with no balance-sheet buffer to absorb it.

Read what X is saying about $BSX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BSX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

Boston Scientific down 56% YTD on a cybersecurity hit confirmed to materially impact Q3 and FY26 — operational storm, not just a cycle.

Boston Scientific is a global medical-device leader — cardiology (including Watchman LAAO), MedSurg, endoscopy, and now a growing structural-heart franchise. The stock has been destroyed 56% YTD after a confirmed cybersecurity incident that materially impacts Q3 and FY26 results.

  • The underlying business was accelerating before the attack: Q1 2026 revenue of $5.2B at +11.6% YoY with 20% operating margins — the Watchman LAAO and Farapulse PFA franchises were driving growth, which is why the cybersecurity-driven selloff is especially frustrating for holders.
  • The cybersecurity hit is confirmed material: BSX filed an Item 1.05 confirming the Aug 25 cyberattack will materially impact Q3 and FY26, management unlikely to meet prior guidance — this is the specific driver of the YTD collapse.
  • Executive turnover is also live: EVP Butcher (MedSurg + Asia Pacific) retiring Jan 1, 2027 — adds operational uncertainty on top of the cybersecurity recovery, which the market isn't rewarding.

Oct 28 Q3 earnings with cybersecurity-impact quantification plus a credible FY26 guide revision restarts the setup; another material miss or FY27 guide cut and the breakdown extends toward $40.

Agrees with X sentimentX is bearish and correctly so — the Item 1.05 filing confirming the cyberattack will materially impact Q3 and FY26 is the specific catalyst behind the 50%+ YTD decline. The crowd correctly identifies the "no balance-sheet buffer to absorb it" risk framing as the structural concern.

What to watch: Oct 28 Q3 earnings — the cybersecurity-impact quantification (dollar hit to Q3 and FY26), FY26 guide revision versus consensus, operating-margin recovery timeline, and any update on EVP Butcher succession. A credible operational recovery narrative re-rates it; another material miss extends the breakdown.

On the calendar: 2026-10-28 — Q3 2026 earnings

Read the AI verdict on $BSX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Medical device company spanning cardiac rhythm, endoscopy, and neuro with a broad interventional portfolio.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $BSX.

Medical - Devices · Healthcare

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $BSX

Partial — Medical device company spanning cardiac rhythm, endoscopy, and neuro with a broad interventional portfolio.

Industry benchmark

21-name peer basket
+12.6%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
70.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.86$0.83+3.0%
Q1 2026Apr 22, 2026$0.80$0.79+1.5%
Q4 2025Feb 4, 2026$0.80$0.78+2.4%
Q3 2025Oct 22, 2025$0.75$0.71+5.0%
Next earningsWed, Oct 28·consensus EPS $0.75

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.2B+11.6%69.4%20.6%$0.90$171.0M
Q4 FY25$5.3B+15.9%74.5%22.8%$0.45$1.0B
Q3 FY25$5.1B+20.3%69.9%20.7%$0.51$1.2B
Q2 FY25$5.1B+22.8%67.7%16.2%$0.54$1.1B

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.2B$20.9B – $21.8B$3.26$3.19 – $3.3220
FY27$22.2B$21.8B – $23.2B$3.39$3.23 – $3.6021
FY28$23.7B$23.0B – $24.9B$3.75$3.59 – $4.0720
FY29$25.7B$25.1B – $26.7B$4.12$4.00 – $4.3410
FY30$27.8B$27.2B – $29.0B$4.52$4.39 – $4.7610

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.5%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-24.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.4B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 25Susan E MoranoDirector2.0K sh$100KBuyAug 5David C HabigerDirector2.1K sh$100KBuyAug 4David C HabigerDirector140 sh$7KBuyAug 3David C HabigerDirector1.0K sh$50KBuyAug 3Michael F MahoneyCEO186.2K sh$9.0MBuyJul 31Edward J LudwigDirector5.0K sh$227KBuyMay 20David C HabigerDirector2.3K sh$126KBuyMay 20Cheryl PegusDirector1.8K sh$100KBuyMay 20Edward J LudwigDirector3.6K sh$203KBuyMay 19David C HabigerDirector2.2K sh$125K
+ 22 other (9 awards · 4 exempts · 4 inkinds · 4 discretionarys · 1 gift) in window

See when $BSX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 78-K — Item 5.02: Officer or director change · Item 8.01: Other event
8-KOfficer or director changeSep 238-K — Item 5.02: Officer or director change
AI summary

Arthur C. Butcher, EVP and Group President of MedSurg and Asia Pacific at Boston Scientific Corporation (BSX), notified the company on September 21, 2026 that he will retire from his role effective January 1, 2027, then serve as a senior advisor through approximately February 26, 2027 at his current $780,000 annual base salary (prorated). A formal Retirement Agreement is expected to be entered upon the retirement date with benefits consistent with the company's existing Executive Retirement Plan. This is a planned executive transition, broadly routine for a large-cap medtech company.

8-KMaterial eventSep 88-K — Item 1.05
AI summary

Boston Scientific (BSX) filed an 8-K (Item 8.01) updating investors on a cybersecurity incident first disclosed on August 26, 2026. The update describes ongoing investigation and containment efforts. No specific financial impact or scope of data compromise was quantified in the body excerpt.

8-KRestructuring / exit costsJul 278-K — Item 2.05: Restructuring / exit costs
AI summary

Boston Scientific Corporation filed an 8-K on July 21, 2026 under Item 2.05, disclosing costs associated with exit or disposal activities — signaling a restructuring or cost-reduction program. The body excerpt contains only the standard cover page without the specific program details. Item 2.05 typically discloses headcount reductions, facility closures, or segment exits; the dollar amounts, timeline, and affected operations are in the attached exhibit.

8-KCharter amendmentMay 58-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Boston Scientific (BSX) held its 2026 Annual Meeting of Stockholders on April 30, 2026, at which stockholders approved charter amendments to eliminate supermajority voting provisions, adopting simple majority voting instead. This is a significant governance enhancement that increases stockholder power. Additional routine annual meeting items including director elections were also voted on.

+ 14 other (3 routine 8-Ks · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

First Citizens Bank & Trust Co. Buys New Shares in Boston Scientific Corporation $BSXdefenseworld.net·1d agoBoston Scientific (BSX) Rises Higher Than Market: Key Factszacks.com·1d agoPerpetual Ltd Purchases 24,355 Shares of Boston Scientific Corporation $BSXdefenseworld.net·3d agoBoston Scientific (NYSE:BSX) and Sysmex (OTCMKTS:SSMXY) Critical Surveydefenseworld.net·5d agoWhy Boston Scientific (BSX) Outpaced the Stock Market Todayzacks.com·7d ago

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Voices on X · last 7 days

No standout posts about $BSX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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