Core Viewpoint - Boston Scientific Corp's forecast for modest revenue growth and profit in 2026 fell short of Wall Street expectations, leading to a significant drop in share price despite a strong fourth-quarter performance [1][2]. Group 1: Financial Performance - The company reported adjusted earnings of 80 cents per share, exceeding the consensus estimate of 78 cents [3]. - Revenue for the fourth quarter was $5.29 billion, slightly above forecasts of $5.28 billion [3]. - For the first quarter of 2026, Boston Scientific anticipates adjusted earnings of 78 to 80 cents per share, compared to the analyst consensus of 79 cents [3]. Group 2: Future Outlook - Boston Scientific projected adjusted earnings per share for 2026 to be between $3.43 and $3.49, with a midpoint of $3.46, which is below the average analyst estimate of $3.47 [1][2]. - The company expects organic revenue growth of 10% to 11% for 2026, a decrease from the 15.8% organic growth recorded in 2025 [2]. - The subdued outlook is influenced by the upcoming integration of its $14.5 billion acquisition of Penumbra, announced last month [2].

Q4 2025 Highlights February 4, 2026 1 Q4 2025 Financial & Operational Highlights | February 4, 2026 Forward-Looking Statements and Use of Document Forward-looking statements: FCF is a non-GAAP measure calculated as operating cash flows less net purchases of property, plant, and equipment and internal use software. FCF Conversion is a non-GAAP measure calculated as FCF divided by adjusted net income available to common stockholders. Emerging Markets: Our Emerging Markets countries include all countries excep ...

FOR IMMEDIATE RELEASE Boston Scientific announces results for fourth quarter and full year 2025 Marlborough, Mass. (February 4, 2026) -- Boston Scientific Corporation (NYSE: BSX) generated net sales of $5.286 billion during the fourth quarter of 2025, growing 15.9 percent on a reported basis, 14.3 percent on an operational basis and 12.7 percent on an organic basis, all compared to the prior year period. The company reported GAAP net income attributable to Boston Scientific common stockholders of $672 milli ...

123 MARLBOROUGH, Mass., Feb. 4, 2026 /PRNewswire/ -- Boston Scientific Corporation (NYSE: BSX) generated net sales of $5.286 billion during the fourth quarter of 2025, growing 15.9 percent on a reported basis, 14.3 percent on an operational basis and 12.7 percent on an organic basis, all compared to the prior year period. The company reported GAAP net income attributable to Boston Scientific common stockholders of $672 million or $0.45 per share (EPS), compared to $566 million or $0.38 per share a year ago, ...

Boston Scientific Corporation (NYSE:BSX) will release earnings for its fourth quarter before the opening bell on Wednesday, Feb. 4.Analysts expect the Marlborough, Massachusetts-based company to report quarterly earnings of 78 cents per share. That's up from 70 cents per share in the year-ago period. The consensus estimate for Boston Scientific's quarterly revenue is $5.28 billion (it reported $4.56 billion last year), according to Benzinga Pro.The U.S. Food and Drug Administration (FDA), last month, said i ...

Boston Scientific Corporation (NYSE:BSX) will release earnings for its fourth quarter before the opening bell on Wednesday, Feb. 4.Analysts expect the Marlborough, Massachusetts-based company to report quarterly earnings of 78 cents per share. That's up from 70 cents per share in the year-ago period. The consensus estimate for Boston Scientific's quarterly revenue is $5.28 billion (it reported $4.56 billion last year), according to Benzinga Pro.The U.S. Food and Drug Administration (FDA), last month, said i ...

Industry Overview - The Zacks Medical - Products industry is facing challenges due to tariffs imposed by the U.S. on trading partners, impacting margins for companies like GE HealthCare, Baxter, and Abbott [1] - Medical device makers are experiencing rising commodity and manufacturing costs post-COVID-19, particularly in consumer-facing areas like Nutrition, leading to price hikes that may constrain volume due to increased price sensitivity among consumers [2] - The industry's profitability is under strain from tariff-related expenses and persistent component shortages, which create inefficiencies and constrain output [7] Trends and Innovations - Industry players are mitigating challenges through product innovation and the adoption of AI and digital services, with the rise of GLP-1 medication acting as a tailwind for certain medical device areas [3] - The market for remote patient monitoring platforms is projected to reach $57 billion by 2030, driving margin expansion and shifting profit pools from hardware to data-driven services [9] - The U.S. market is shifting from inpatient hospital settings to Ambulatory Surgery Centers (ASCs) and home-based monitoring, with the ASC market expected to reach $205 billion by 2030 [10] Company Performance - Boston Scientific (BSX) is positioned for strong growth driven by demand across its diversified product portfolio, with a commitment to over 10% growth over the next three years [29] - ResMed is experiencing strong momentum with 11% top-line growth in Q2 fiscal 2026, driven by rising demand for CPAP therapy and the adoption of GLP-1 drugs [35][36] - Phibro Animal Health Corporation (PAHC) is benefiting from the integration of the Zoetis Medicated Feed Additive portfolio, contributing $80.5 million in sales in Q1 fiscal 2026, and expects favorable net price impacts to improve profitability [42] Financial Outlook - The Zacks Consensus Estimate for BioLife Solutions (BLFS) indicates a 16.4% revenue growth for 2026, with earnings expected to grow by 38.1% [27] - Boston Scientific's revenue for 2026 is estimated at $22.32 billion, projecting an 11.3% growth, with EPS expected to improve by 13.5% [32] - ResMed's revenue for fiscal 2026 is pegged at $5.58 billion, indicating an 8.5% growth, with EPS expected to rise by 15% [39] - PAHC's revenue for fiscal 2026 is estimated at $1.47 billion, projecting a 13.1% growth, with EPS expected to improve by 32.1% [46]

Boston Scientific Corporation (NYSE:BSX) is one of the 12 best Medical Devices stocks to invest in according to Hedge Funds. On January 16, Richard Newitter from Truist Securities reiterated his Buy rating on Boston Scientific Corporation (NYSE:BSX). He set a price target of $120, implying almost 28% upside. Polen Capital Bets on Robotic Surgery Leader Intuitive Surgical (ISRG) for Future Growth Copyright: nimon / 123RF Stock Photo The analyst attributed his rating to the company’s strategic acquisitio ...

Core Viewpoint - Analysts forecast that Boston Scientific (BSX) will report quarterly earnings of $0.78 per share, reflecting an 11.4% year-over-year increase, with revenues expected to reach $5.27 billion, a 15.4% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter, indicating stability in analysts' forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts predict 'Net Sales- MedSurg- Worldwide' will reach $1.80 billion, indicating an 11.5% year-over-year change [5]. - The consensus estimate for 'Net Sales- Cardiovascular- Worldwide' stands at $3.46 billion, reflecting a 17.5% increase from the year-ago quarter [5]. - 'Net Sales- MedSurg- Urology- Worldwide' is expected to be $725.74 million, showing a 15.2% year-over-year change [5]. - 'Net Sales- MedSurg- Endoscopy- Worldwide' is forecasted to reach $756.05 million, indicating a 9.6% increase from the previous year [6]. - 'Geographic Revenue- Rest of the World' is projected to be $1.88 billion, reflecting a 12.4% year-over-year change [6]. - 'Geographic Revenue- U.S.' is expected to reach $3.39 billion, indicating a 17% increase [6]. - 'Net Sales- Cardiovascular- Peripheral Interventions- International' is estimated at $297.57 million, suggesting an 11% year-over-year change [7]. - 'Net Sales- MedSurg- Neuromodulation- United States' is projected to be $247.55 million, reflecting a 7.2% increase [7]. - 'Net Sales- MedSurg- Neuromodulation- International' is expected to be $75.13 million, indicating a 10.5% year-over-year change [8]. - 'Net Sales- MedSurg- Endoscopy- United States' is forecasted to reach $462.66 million, reflecting a 9.4% increase [8]. - 'Net Sales- MedSurg- Endoscopy- International' is projected at $293.49 million, indicating a 9.9% year-over-year change [9]. - 'Net Sales- MedSurg- Urology- United States' is expected to be $545.86 million, reflecting an 18.9% increase from the previous year [9]. Stock Performance - Over the past month, shares of Boston Scientific have returned -3.2%, while the Zacks S&P 500 composite has changed by +0.9% [9]. - Currently, BSX carries a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [9].

Core Insights - Boston Scientific has completed the acquisition of Nalu Medical for approximately $600 million in cash, which includes the purchase of remaining shares after previously holding a strategic investment since 2017 [2][6] - Nalu Medical specializes in spinal and peripheral nerve stimulation technologies aimed at chronic neuropathic pain patients, utilizing low-intensity electrical pulses to modulate pain signals before they reach the brain [5][6] - The acquisition is part of Boston Scientific's broader strategy to enhance its portfolio in interventional therapy and pain management, following a series of significant acquisitions in recent years [7][9] Nalu Medical's Product Technology and Business Expectations - Nalu's peripheral nerve stimulation system received FDA approval in 2019 and was further approved for full-body MRI scans in 2025, indicating regulatory progress [6] - The company introduced a miniaturized wearable external power source and completed a $50 million growth funding round in 2025 [6] - Nalu is expected to generate over $60 million in revenue in 2025, with a projected year-on-year growth of over 25% in 2026 [6] Financial Impact and Strategic Positioning - The acquisition is anticipated to have a minimal impact on adjusted earnings per share in 2026, with a gradual positive effect starting in 2027, although there may be short-term dilution on GAAP earnings due to amortization and acquisition-related expenses [6] - Boston Scientific's recent acquisitions, including a $14.5 billion deal for Penumbra and others, reflect a strategic focus on expanding capabilities in interventional treatment and nerve modulation [7][11] Industry Background - The acquisition of Nalu Medical aligns with Boston Scientific's ongoing efforts to strengthen its position in the chronic pain treatment and minimally invasive intervention sectors, which are critical areas of development in the medical technology industry [9][13] - Nalu's innovative features, such as a battery-free micro-implantable pulse generator and smartphone-based treatment control, highlight advancements in pain management technology [10]