BSX · long Boston Scientific CORP
Boston Scientific, the interventional cardiac-device leader, is rated long after a share-price and P/E decline tied to slower market growth…
NYSE
Boston Scientific CORP
BSX
6 stories
$61B Market cap · 2026-10-07
BSX · long 
Boston Scientific (BSX): New Position
Boston Scientific’s Farapulse competition and weaker Watchman demand have slowed growth, prompting a $2 billion buyback, restructuring and…
Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
Broken Moats on X
A lot of cross currents in themes/stocks trading contra day to day in the market. But probably not a coincidence the $2B ASR period ended June 30th for $BSX (on the lows) and now you see one of the bigger bounces the stock has experienced throughout this selloff.....maybe it does not stick, but BSX < $45 has been and remains quite compelling
Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names
Weekend Digest 348 adds MarketAxess, Boston Scientific, JD and Walmex to a buy-and-hold portfolio, alongside views on Colombian markets,…
Broken Moats on X
$BSX ?? flat over the past 5 years. Can point to slowing growth from very elevated levels as farapulse and watchman have larger bases, some competition entering these spaces, glp1 on the margin to case loads over time, new inhibitors that could be coming from Lilly, novo, but at current $ sure seems like a lot is baked in at current prices. Innovative cardio franchise that has: Revenue has effectively doubled - predominately from farapulse and watchman (not m&a) Operating income 1.8B to 4.1B EBIT - $1.4B to 4.1B 3.5x on EPS (.69 to $2.40/share current) gross, operating, net, ebit, ebitda margins all expanded over that timeframe FCF more than 2x, opcf 2.5x The difference is you get to buy it at the same share price today, shares outstanding are virtually flat. Perhaps the defensive nature of medtech is sold in the aggressive risk on market we are in but growth still solid here with dividend and margin of safety versus other areas certainly seems worth a look, as is the rest of medtech as a place to hunt for value to wait until the market rotates back
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