Boston Scientific (NYSE:BSX) Issues Earnings Results

Boston Scientific (NYSE:BSX) released its quarterly earnings results on Wednesday. The medical equipment provider reported $0.80 EPS for the quarter, topping the consensus estimate of $0.78 by $0.02, FiscalAI reports. The business had revenue of $5.29 billion during the quarter, compared to analyst estimates of $5.29 billion. Boston Scientific had a net margin of 14.43% and a return on equity of 19.46%. The company’s quarterly revenue was up 15.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.70 earnings per share. Boston Scientific updated its Q1 2026 guidance to 0.780-0.800 EPS and its FY 2026 guidance to 3.430-3.490 EPS.

Here are the key takeaways from Boston Scientific’s conference call:

• Boston Scientific beat 2025 guidance — Q4 revenue of $5.286B (+15.9% reported), FY revenue of $20.074B (+19.9%), Q4 adjusted EPS $0.80 and FY adjusted EPS $3.06 (+22%), with free cash flow of $3.659B (↑38%).
• 2026 outlook guides to full-year organic growth of 10%–11%, adjusted EPS $3.43–$3.49 (12%–14% growth), and 50–75 bps of operating margin expansion, reaffirming the 2026–2028 long‑range targets.
• EP and Watchman are key growth drivers — EP organic growth was 35% in Q4 (73% FY) driven by PFA adoption (~70% of US AF cases), and Watchman grew 29% in Q4; the upcoming Champion trial data at ACC could materially expand Watchman’s indication if positive.
• Near‑term operational headwinds include a product removal for certain Axios sizes and the discontinuation of Acclarent, which the company expects to create a ~150 bps drag on early‑2026 growth and to depress Endo/Urology performance in H1.
• Strategic M&A and healthy balance sheet — closed Nalu, announced Valencia and Penumbra deals to expand adjacencies, strong free cash flow and a 1.9x gross debt leverage ratio with major rating agencies affirming ratings.

Boston Scientific Price Performance

Shares of BSX traded up $2.29 during trading hours on Thursday, hitting $77.79. 10,655,115 shares of the company were exchanged, compared to its average volume of 15,355,010. The firm has a fifty day simple moving average of $94.37 and a 200-day simple moving average of $99.13. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.51 and a quick ratio of 0.96. The company has a market capitalization of $115.33 billion, a PE ratio of 41.31, a PEG ratio of 1.63 and a beta of 0.67. Boston Scientific has a one year low of $74.86 and a one year high of $109.50.

Insider Buying and Selling

In related news, EVP Arthur C. Butcher sold 17,313 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $101.55, for a total transaction of $1,758,135.15. Following the transaction, the executive vice president directly owned 23,600 shares of the company’s stock, valued at approximately $2,396,580. The trade was a 42.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Michael F. Mahoney sold 160,901 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $93.49, for a total value of $15,042,634.49. Following the sale, the chief executive officer owned 1,411,735 shares of the company’s stock, valued at $131,983,105.15. The trade was a 10.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.50% of the stock is owned by insiders.

Institutional Trading of Boston Scientific

Several institutional investors have recently made changes to their positions in the stock. FWL Investment Management LLC acquired a new stake in shares of Boston Scientific during the 2nd quarter valued at $26,000. Pin Oak Investment Advisors Inc. acquired a new position in Boston Scientific in the 3rd quarter worth about $41,000. Johnson Financial Group Inc. raised its stake in shares of Boston Scientific by 196.4% during the 3rd quarter. Johnson Financial Group Inc. now owns 735 shares of the medical equipment provider’s stock worth $72,000 after purchasing an additional 487 shares in the last quarter. Seldon Capital LP acquired a new stake in shares of Boston Scientific during the 2nd quarter valued at about $208,000. Finally, Victory Financial Group LLC grew its stake in shares of Boston Scientific by 14.3% in the 3rd quarter. Victory Financial Group LLC now owns 2,216 shares of the medical equipment provider’s stock valued at $216,000 after buying an additional 278 shares in the last quarter. 89.07% of the stock is currently owned by institutional investors and hedge funds.

Key Boston Scientific News

Here are the key news stories impacting Boston Scientific this week:

• Positive Sentiment: Q4 results beat expectations — EPS $0.80 vs. $0.78 consensus and revenue $5.29B (+15.9% year/year), with margin improvements and solid organic growth. This underpins the company’s longer-term growth story. Boston Scientific announces results for fourth quarter and full year 2025
• Positive Sentiment: Long-term research coverage highlights BSX as a growth stock based on Zacks style scores — a supportive narrative for buy-and-hold investors focused on medical-device secular trends. Why Boston Scientific (BSX) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Multiple analysts cut price targets after the print but largely kept buy/overweight ratings — signaling confidence in the franchise but tempered near-term estimates. The headline impact is mixed: sells on caution, but continued analyst support limits downside. Boston Scientific Analysts Cut Their Forecasts Following Q4 Results
• Negative Sentiment: Management’s modest FY2026 revenue and EPS guidance, plus softer-than-expected electrophysiology sales, sparked a large intra-day sell-off (stock plunged double-digits after the report) as investors reset growth expectations. That guidance concern remains the primary driver of recent weakness. Boston Scientific shares slide on cautious 2026 revenue forecast
• Negative Sentiment: Elevated bearish activity and insider selling add pressure — options flow showed a spike in put buying around the print, and CEO Michael Mahoney disclosed a large sale of ~160,901 shares, which can amplify short-term negative sentiment. Insider Selling: Boston Scientific (NYSE:BSX) CEO Sells 160,901 Shares of Stock

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. BTIG Research reissued a “buy” rating on shares of Boston Scientific in a report on Wednesday. Truist Financial decreased their price target on Boston Scientific from $120.00 to $95.00 and set a “buy” rating for the company in a research note on Thursday. Weiss Ratings restated a “buy (b-)” rating on shares of Boston Scientific in a research note on Wednesday, January 21st. The Goldman Sachs Group set a $99.00 price objective on shares of Boston Scientific in a report on Thursday. Finally, Royal Bank Of Canada lowered their target price on shares of Boston Scientific from $130.00 to $115.00 and set an “outperform” rating on the stock in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $111.40.

About Boston Scientific

Boston Scientific Corporation (NYSE: BSX) is a global medical device company that develops, manufactures and markets a broad portfolio of products used in less-invasive medical procedures. Founded in 1979 by John Abele and Peter Nicholas, the company is headquartered in Marlborough, Massachusetts, and focuses on technologies that enable physicians to treat a wide range of cardiovascular, digestive, urologic, pulmonary and chronic pain conditions without open surgery.

Boston Scientific’s activities span product development, clinical research, regulatory affairs and commercial sales.