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BSBSX

Boston Scientific Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 12% YoY at strong margins3 insiders bought $9.3M in 30 daysConsistent chatter on X (143/wk), no spike
$BSX·$73B·Medical - Devices·Healthcare
$48.30+3.1%YTD-48.7%1Y-54.7%
Mentions · last 7 days
2026-08-22: 11 posts2026-08-23: 14 posts143-16%
Price updated 6h ago·X counts updated 8d ago
BSBSX
$BSXBoston Scientific Corporation
$48.30+3.12%143 posts-16%
AI analysisFundamentalsVoices on X
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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 2026-08-30

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

Boston Scientific -55% over 12 months on cybersecurity incident + product recall — CEO and a director just bought at the lows.

Boston Scientific is one of the top-quality medical-device companies — cardiac rhythm management, Watchman LAAC devices, endoscopy, urology. It's been savaged over 12 months, and the CEO and a director just stepped in to buy on the open market.

How the setup reads:

  • The re-rating is severe: shares down 55% over 12 months and 49% YTD, at only the 7th percentile of the 52-week range and 31% below the 200-day — a quality name pricing worst-case.
  • Operating story is fine: Q1 revenue grew 11.6% year-on-year to $5.2B, op margin 21% — the medical-devices franchise is compounding as always; drawdown is about market perception.
  • Insider signal is exactly what you want: director Morano bought $100K, director Habiger bought $100K open-market — two directors buying at the 7th percentile is a rare, clean bullish signal.
  • Immediate overhangs are temporary: cyber incident disrupted IT/orders (Aug 26) plus a product recall — 'algos-dump-first' if cadence returns quickly.
  • Valuation is reasonable now: 20x earnings, 17x EV/EBITDA, 3.5x sales on 15% ROE and 20% op margins — for a top-quality med-device compounder, a real discount.
  • The July 27 8-K on exit/disposal activity is worth flagging: management restructuring plus the cyber incident is why the tape broke.

The October 28 print breaks the downtrend — normalized order-processing cadence plus reiterated FY26 revenue guide breaks the panic; another guide-below-street or fresh disclosure pushes shares to the 52-week low near $40.

Agrees with X sentimentAgree — the constructive setup (CEO and director open-market buying, argument that the cyber incident is short-term noise, dip-buying zone below $47) maps to real signals and the insider cluster is legit; the honest add is BSX still has real recall risk that needs to fully resolve before the recovery is on the front foot.

What to watch: October 28 earnings — normalized order-processing cadence plus reiterated FY26 revenue guide breaks the panic and starts the recovery; another guide-below-street quarter or fresh legal/product disclosure pushes shares to the 52-week low near $40.

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

X sentiment

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

Mixed sentiment17 posts analyzed · as of 2026-08-31

Sentiment is split between operational alarm and value-buyer conviction. Bears focus on the cyberattack disrupting global operations that knocked shares ~5.5%, plus an FDA Class I recall of the ENROUTE catheter system. Bulls counter with heavy insider buying since May — CEO Mahoney at $10M, multiple directors stepping in on dips — and treat the drawdown as a dislocation, with one investor scaling in via staggered limit orders below $47.

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
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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

Elective procedure volume recovery and aging-demographic demand are the structural drivers; robotic surgery adoption (ISRG) and GLP-1-driven procedure mix shifts are the near-term dynamics. Hospital capex cycles determine device upgrade timing — CapEx returning after COVID deferral.

What this means for $BSX

Partial — medical device revenue depends on elective procedure volumes and hospital capex; Boston Scientific Corporation (BSX) operates as a global leader in medical techn.

Industry benchmark

25-name peer basket
+10.0%YTD
+27.2%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 $0.80

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$21.4B$21.3B – $21.7B$3.31$3.26 – $3.3522
FY27$22.3B$21.6B – $23.6B$3.45$3.37 – $3.5622
FY28$23.8B$22.9B – $26.8B$3.78$3.47 – $4.3724
FY29$25.5B$25.0B – $27.1B$4.14$4.03 – $4.4923
FY30$28.1B$27.6B – $30.0B$4.70$4.57 – $5.1015

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.0.9×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.9%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.+3.6%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.-28.8%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 today1.2% 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.

Cluster buy3 insiders bought shares in the last 30 days.

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
+ 20 other (9 awards · 4 discretionarys · 3 exempts · 3 inkinds · 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
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-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.

+ 23 other (4 13Gs · 3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Boston Scientific (BSX) Up 1.5% Since Last Earnings Report: Can It Continue?zacks.com·4d agoNew Strong Sell Stocks for August 28thzacks.com·4d agoStock Market Today, Aug. 26: Boston Scientific Shares Fall 5% on Cybersecurity Incident and Product Recallfool.com·5d agoBoston Scientific Stock Slides After Cyberattack Caused ‘Global Disruption'investopedia.com·5d agoMedical device maker Boston Scientific says a cyberattack is causing a ‘global disruption' to its operationstechcrunch.com·6d ago

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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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