Boston Scientific (NYSE:BSX) Releases Earnings Results, Beats Expectations By $0.02 EPS

Boston Scientific (NYSE:BSX) issued its quarterly earnings data on Wednesday. The medical equipment provider reported $0.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.78 by $0.02, FiscalAI reports. The firm had revenue of $5.29 billion for the quarter, compared to analyst estimates of $5.29 billion. Boston Scientific had a net margin of 14.44% and a return on equity of 19.96%. Boston Scientific’s revenue was up 15.9% on a year-over-year basis. During the same period in the previous year, the firm earned $0.70 EPS. 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 Stock Down 1.7%

Shares of BSX stock traded down $1.34 on Friday, reaching $76.30. 11,442,269 shares of the stock were exchanged, compared to its average volume of 16,375,592. The company has a market capitalization of $113.11 billion, a price-to-earnings ratio of 39.32, a PEG ratio of 1.33 and a beta of 0.67. The business’s 50 day moving average price is $93.90 and its 200 day moving average price is $98.98. The company has a current ratio of 1.51, a quick ratio of 0.96 and a debt-to-equity ratio of 0.47. Boston Scientific has a twelve month low of $74.86 and a twelve month high of $109.50.

Analyst Ratings Changes

A number of research firms recently weighed in on BSX. National Bankshares set a $115.00 price objective on shares of Boston Scientific in a research report on Monday. JPMorgan Chase & Co. dropped their price objective on Boston Scientific from $135.00 to $100.00 and set an “overweight” rating for the company in a research note on Thursday. Citigroup decreased their target price on Boston Scientific from $130.00 to $102.00 and set a “buy” rating on the stock in a research note on Thursday. Weiss Ratings downgraded Boston Scientific from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. Finally, BTIG Research reissued a “buy” rating on shares of Boston Scientific in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $109.43.

Boston Scientific News Summary

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

• Positive Sentiment: Q4 results beat expectations — Boston Scientific reported stronger sales (roughly mid-teens growth) and an EPS beat, showing continued organic momentum that supports longer‑term growth thesis. Boston Scientific posts Q4 beats as sales rise 16%
• Positive Sentiment: Morgan Stanley still constructive — MS lowered its target but maintains an overweight view with a new $118 target, signaling some analysts still see meaningful upside from current levels. Boston Scientific (NYSE:BSX) Given New $118.00 Price Target at Morgan Stanley
• Positive Sentiment: Analyst base remains mixed-but-bullish — several firms trimmed targets but kept buy/overweight ratings, indicating many analysts view the pullback as a buying opportunity rather than a fundamental reversal. (Multiple analyst notes this week)
• Neutral Sentiment: Board change announced — a long‑serving director is leaving the board; routine governance change with limited near‑term operational impact. Boston Scientific announces planned board director departure
• Neutral Sentiment: Unusually active options — heavy options volume signals elevated trader interest and volatility expectations, which can amplify price moves in either direction. Don’t Miss Out: Strangle Plays on These 3 Top 25 Unusually Active Options Gems!
• Negative Sentiment: Broad analyst target cuts after guidance — multiple firms trimmed price targets and lowered FY outlooks after the cautious 2026 revenue/segment commentary, pressuring sentiment and triggering the sell‑off. Boston Scientific Analysts Cut Their Forecasts Following Q4 Results
• Negative Sentiment: Insider sale by the CEO — a disclosed sale of roughly $15.0M of stock is being viewed negatively by some investors and may have amplified downward pressure. Boston Scientific (NYSE:BSX) CEO Sells $15,042,634.49 in Stock
• Negative Sentiment: Regulatory / litigation risk — a securities‑fraud investigation notice was filed, introducing legal uncertainty that can weigh on the share price while unresolved. Investors in Boston Scientific Corporation (BSX) Warned of Potential Securities Fraud
• Negative Sentiment: Market reaction to guidance and segment weakness — investors reacted strongly to cautious 2026 guidance and softer electrophysiology/device performance, which led to a large, high‑volume selloff and a new 12‑month low on the name. Boston Scientific shares slide on cautious 2026 revenue forecast

Insiders Place Their Bets

In other news, EVP Arthur C. Butcher sold 17,313 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president owned 23,600 shares of the company’s stock, valued at approximately $2,396,580. This trade represents a 42.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Michael F. Mahoney sold 160,901 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $93.49, for a total transaction of $15,042,634.49. Following the completion of the transaction, the chief executive officer owned 1,411,735 shares in the company, valued at $131,983,105.15. This represents 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 company insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. FWL Investment Management LLC acquired a new stake in Boston Scientific during the 2nd quarter worth $26,000. Pin Oak Investment Advisors Inc. purchased a new position in shares of Boston Scientific during the third quarter worth about $41,000. Johnson Financial Group Inc. increased its position in shares of Boston Scientific by 196.4% during the third 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 purchased a new stake in shares of Boston Scientific in the 2nd quarter valued at about $208,000. Finally, Victory Financial Group LLC boosted its position 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 purchasing an additional 278 shares during the period. Institutional investors and hedge funds own 89.07% of the company’s stock.

Boston Scientific Company Profile

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.