TickerTalks
Browse all tickers →
TickerTalks›$BSX
BSBSX

Boston Scientific Corporation

$BSX·$67B·Medical - Devices·Healthcare
$44.77-0.5%YTD-53.2%1Y-56.9%
Mentions · last 7 days
2026-07-04: 6 posts2026-07-05: 16 posts2026-07-06: 45 posts2026-07-07: 99 posts2026-07-08: 178 posts2026-07-09: 246 posts2026-07-10: 214 posts805+86%
Price updated 1d ago·X counts updated 1d ago
BSBSX
$BSXBoston Scientific Corporation
$44.77-0.49%805 posts+86%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BSX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptSelling offAI verdict · as of 2026-07-11

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

The medical-device leader in its biggest drawdown ever on Penumbra and Watchman concerns — Steve Cohen is buying the bottom.

Boston Scientific makes interventional medical devices — everything from cardiac stents to the Watchman left-atrial-appendage closure device (its most important growth product) — plus the Penumbra acquisition (stroke-recovery devices). The stock is in the middle of its worst drawdown in company history, down 53% year-to-date on specific concerns about both key franchises.

  • The underlying business is not broken: revenue grew 12% year-over-year in Q1 to $5.2B with a 21% operating margin — that's mid-teens growth on the top line with margins holding steady, which is the picture of a healthy medical-device franchise, not a broken one.
  • The valuation reflects real fear: 20x trailing earnings but only 12.8x forward consensus per bull commentary — that's the cheapest BSX has traded in a decade, and if you believe consensus, the stock has meaningful room to re-rate.
  • The May 18 $2B accelerated share repurchase agreement with JPMorgan is a real capital-allocation signal: management is committing balance-sheet capital to buying stock at these prices — the same signal Steve Cohen was making by loading up on the beaten-down name (per the sentiment).
  • Insider action is minimal (one small officer F-InKind) — no clear directional signal from management, though the $2B ASR speaks louder than individual trades.

The July 29 Q2 earnings is the make-or-break — Watchman procedure volumes stabilizing plus Penumbra integration showing early revenue synergies is what restarts a rerating (bull PT of ~$74 has 65% upside); another quarter of Watchman deceleration or a Penumbra guide-down would confirm the market's fear that BSX overpaid, and the stock's 3% position in its 52-week range shows how thin the current confidence really is.

Agrees with X sentimentThe thin X sample (8 posts) is right on the setup — 12.8x forward and Cohen loading up are real bull signals, and the concerns about overpaying for Penumbra and Watchman procedure deceleration are the actual bear thesis. The tape is doing the work of pricing that debate, and Q2 will settle it.

What to watch: The July 29 Q2 earnings — Watchman procedure volume stabilizing plus Penumbra integration showing early synergies restarts a rerating toward the $74 bull target; continued Watchman deceleration or a Penumbra guide-down confirms the market fear.

On the calendar: 2026-07-29 — Q2 earnings

thin sentiment sample

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-07-08

Boston Scientific is down about 55% year to date, its biggest ever drawdown, on concerns about overpaying for Penumbra and Watchman procedure slowdown. Chatter frames the setup as a favorable risk/reward at roughly 12.8x forward P/E with GEX support at $67.5 and average analyst PT around $74.3. Commentators are starting to add positions, treating the round-trip to 2022 levels as a comeback candidate.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

ETF up 2.6% today — structural driver intact: ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

What this means for $BSX

Direct beneficiary — Boston Scientific Corporation (BSX) operates as a global leader in medical technology, specializing in the design, manufacturing, and commercialization of innovative medical devices tailored for a diverse array of.

Industry benchmark

12-name peer basket
-4.9%YTD
+7.5%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
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%
Q2 2025Jul 23, 2025$0.75$0.72+3.4%
Next earningsWed, Jul 29·consensus EPS $0.83

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 24 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.6B$21.5B – $21.9B$3.36$3.32 – $3.3922
FY27$23.3B$22.8B – $24.4B$3.71$3.61 – $3.8122
FY28$25.2B$25.1B – $25.2B$4.12$3.69 – $4.6224
FY29$27.8B$27.2B – $28.7B$4.67$4.55 – $4.8723
FY30$30.6B$30.0B – $31.6B$5.20$5.07 – $5.4215

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.0.5×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.4%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.-10.2%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.-41.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β0.585-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

BuyMay 20Cheryl PegusDirector1.8K sh$100KBuyMay 20Edward J LudwigDirector3.6K sh$203KBuyMay 20David C HabigerDirector2.3K sh$126KBuyMay 19David C HabigerDirector2.2K sh$125K
+ 33 other (13 awards · 10 exempts · 8 inkinds · 1 gift · 1 discretionary) 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
Free, forever. No credit card.

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-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.

8-KAgreement terminatedFeb 268-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
3New insider — initial holdingsFeb 243
3New insider — initial holdingsFeb 243
8-KOfficer or director changeFeb 238-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KOfficer or director changeFeb 58-K — Item 5.02: Officer or director change
8-KMaterial agreementJan 158-K — Item 1.01: Material agreement
8-KPress release / Reg FDJan 158-K — Item 7.01: Press release / Reg FD
+ 31 other (9 425s · 3 routine 8-Ks · 3 13Gs · 2 earnings 8-Ks) in window

Recent news

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

Is It Worth Investing in Boston Scientific (BSX) Based on Wall Street's Bullish Views?zacks.com·2d ago'Selling Winners, Buying Losers': Tech Stocks Drop as Energy Jumps to Start H2benzinga.com·3d agoBillionaire Steve Cohen Sold Amazon and Nvidia but Loaded Up on This Beaten-Down Stockfool.com·3d agoBoston Scientific (BSX) Stock Dips While Market Gains: Key Factszacks.com·6d agoBoston Scientific: The Time Has Come To Catch This Falling Knifeseekingalpha.com·6d ago

More in Medical - Devices

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ISRG$TMDX$BIO$ABT$BFLY$ECOR$NNOX$CLPT
Voices on X · top 2 · 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.

PrivacyTermsSupport