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BSBSX

Boston Scientific Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 12% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.4K/wk), no spike
$BSX·$67B·Medical - Devices·Healthcare
$44.03-1.3%YTD-54.0%1Y-57.9%
Mentions · last 7 days
2026-07-10: 234 posts2026-07-11: 92 posts2026-07-12: 153 posts2026-07-13: 300 posts2026-07-14: 161 posts2026-07-15: 231 posts2026-07-16: 204 posts1,410+5%
Price updated 4h ago·X counts updated 1d ago
BSBSX
$BSXBoston Scientific Corporation
$44.03-1.32%1.4k posts+5%
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 attemptWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Med-tech leader down 55% from the highs with Steve Cohen adding and a $2B accelerated buyback in flight.

Boston Scientific makes the interventional devices used in cardiovascular, urology, neuromodulation, and endoscopy procedures — the tools cardiologists and urologists actually use. It had spent 2024 as one of the best-performing med-techs, then round-tripped hard on the Penumbra-M&A overpay narrative and a Watchman procedure-slowdown scare.

Where the setup gets interesting:

  • Growth is still strong under the noise: Q1 revenue up 11.6% YoY, and the prior three quarters ranged 16-23% — this is not a business that has broken operationally, it's an equity re-rating.
  • The multiple has fully compressed: 20x trailing earnings and 13x FY27 consensus EPS of $3.36 — at 12.8x forward the setup is now the deep-value bucket for high-quality med-tech.
  • The company is actively buying back stock: a $2B accelerated share repurchase agreement signed with JPMorgan on May 18 (part of a $5B program) — management is putting cash to work at these levels, a real vote of confidence.
  • Named-holder signal is loud: Steve Cohen's Point72 loaded up in Q1 (per the news thread) — the type of active manager who tends to be right on high-conviction turns.
  • The tape has capitulated fully: shares at 3.6% of the 52-week range and 41% below the 200-day moving average, with sentiment describing 'biggest drawdown ever.'

The forward view: the July 29 Q2 print is the referee. A revenue growth number that stabilizes above 10% plus concrete Watchman procedure-volume commentary that says the slowdown was a one-time re-forecast (not a demand story) is what restarts the compounder — that would let the multiple begin to re-rate against the ~$74 average analyst PT. What keeps it coiled: another quarter where the top line is fine but the guide gets cut on Watchman or Penumbra amortization. What breaks it lower: a hard Penumbra impairment write-down.

Agrees with X sentimentThe bullish X read — Cohen's Q1 buy, $67.5 GEX support, $74 PT setup — matches the mechanics. What we'd add: the multiple has done a lot of the work, but until the Q2 print says Watchman is a re-forecast (not a demand story), the coil doesn't break upward.

What to watch: July 29 Q2 earnings, especially Watchman procedure-volume commentary and Penumbra integration disclosure; a Penumbra impairment write-down would break the coil lower.

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

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-17

Boston Scientific is being framed as a fresh medtech value setup. Bulls emphasize BSX trading more than 3 standard deviations below its 10-year average forward P/E - 'not the best-performing business but at multiples this attractive.' A specific buy write-up: BSX is a Buy at $42 with a 5-year sales CAGR of ~9.3%, FCF CAGR of ~13.9%, 18.4% GAAP operating and 17.3% net margins, and an S&P A- balance sheet rating affirmed in May 2026. The rally in ABT/BAX also lifted BSX per the sample. One skeptic notes 'when does BSX look interesting - down 50%+ from highs, starting at ~18x earnings, 13x forward,' framing the current level as the entry conversation. Sentiment is constructively contrarian rather than momentum-bullish.

Read the AI verdict + X sentiment for $BSX

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  • 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

No material change from last week — 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

Neutral — Medical device company spanning cardiac rhythm, endoscopy, and neuro with a broad interventional portfolio; the surgical robotics procedure growth and AI-enabled device adoption does not materially affect this business's near-term earnings.

Industry benchmark

13-name peer basket
-10.0%YTD
-1.4%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.0.8×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.3%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.-9.3%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 today1.0% 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
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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-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
+ 27 other (5 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.

Boston Scientific (BSX) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·3d agoIs It Worth Investing in Boston Scientific (BSX) Based on Wall Street's Bullish Views?zacks.com·8d ago'Selling Winners, Buying Losers': Tech Stocks Drop as Energy Jumps to Start H2benzinga.com·8d agoBillionaire Steve Cohen Sold Amazon and Nvidia but Loaded Up on This Beaten-Down Stockfool.com·9d agoBoston Scientific (BSX) Stock Dips While Market Gains: Key Factszacks.com·11d 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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