Boston Scientific (BSX)
NYSEHealth CareMedical - DevicesSnapshot 2026-11-04
$45.82+5.33%
Close 2026-11-04 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 2026-11-04
Research Workspace
Put BSX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Equipment: fringe margins under pressure (4q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Cardiovascular segment grows at least 10% annually: Comparison needs review.
View ThesisRevenue growth is slowing — up about 9% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 16%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 60% in its worst 12-month stretch.
View RiskBoston Scientific's cardiovascular growth engine has to keep compounding to justify the price. Revenue growth slowed to 1.5% in the latest quarter. The company missed its earnings target by 3.9%. It trades at 14 times earnings versus a 33 times peer median. The price reflects less growth than we forecast. The primary pillar is under pressure, but the comparison is unverified. The thesis comparison is not yet verified. Peer multiples imply a price about 27% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. BSX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 31 analysts currently covering BSX (as of Nov 2026).
Based on 17 Wall Street analysts offering 12-month price targets for BSX in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BSX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put BSX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Drive net sales growth
Weak 2027 outlook undermines net sales growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $45.82
The last 12 months of price, then the range of analyst 12-month targets from today’s $45.82.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Drive net sales growth
Expected organic revenue decline and EPS pressure challenge the sales-growth objective.
Reported Q4 sales decline threatens growth, though CEO confidence in the long-term strategy offers limited reassurance.
Threatens: Drive net sales growth
Cyberattack-related sales disruption is a real near-term headwind to net sales growth.
Threatens: Drive net sales growth
Another outlook cut signals meaningful sales-growth pressure from cyberattack and other challenges.
Increased competition may hinder sales growth.
Threatens: Accelerated share repurchase program
Cyberattack may hinder share repurchase program effectiveness.
Acquisitions align with growth and expansion objectives.
