Added to YB: 2026-07-03
Pitch date: 2026-07-01
BSX [bullish]
Boston Scientific Corporation
+3.22%
current return
Author Info
No bio for this author
Company Info
Boston Scientific Corporation develops, manufactures, and markets medical devices for use in various interventional medical specialties worldwide.
Market Cap
$63.4B
Pitch Price
$43.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.32
P/E
17.86
EV/Sales
3.55
Sector
Health Care Equipment and Supplies
Category
value
$BSX a generalist compounder darling is down 55% YtD, the biggest ever drop in the company's history.
BSX (new position): Medtech compounder down 55% YtD (worst ever) on $14.5B PEN acquisition skepticism + WATCHMAN slowdown. FY25 organic rev +15.8%, adj-EPS +19%, but guidance cut to 7.25% organic growth. Watchman hit by workflow bundling, MDT/JNJ AFib competition, weak trial vs blood thinners. Trades 12.8x fwd PE. Author took 3% position; key risk is structural AFib share loss vs temporary. Aging population tailwind intact.
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