Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Boston Scientific (BSX)
NYSEHealth CareMedical - DevicesSnapshot 2026-11-04
$44.64-2.58%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.40 → 3.13 EPS · FY ending Dec 31, 2027 · 17 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 15 to 17; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BSX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cardiovascular segment grows at least 10% annually | Boston Scientific grows sales about 8% a year with strong cardiovascular gains. | Broken | Cardiovascular segment growth falls below 7% next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-oriented medical technology business with a supportive sector backdrop, rather than a turnaround story. Its long-term thesis is intact, though momentum weakened after the latest earnings report and execution remains a concern.
BSX is described as cheap versus peers, with the valuation model showing a negative expectations gap, meaning expectations appear restrained relative to its comparison group. The valuation signal has medium confidence, and the evidence points to limited execution weakness being priced in rather than a broad assumption of severe trouble.
Recent financial performance is strong relative to the industry, but sales growth slowed sharply: third-quarter revenue rose modestly from the year-earlier quarter, while reported growth fell from 20.3% to 1.5%. Product development activity continues, but its financial payoff is not yet clear; near-term risk is elevated, although the stated estimate-miss risk is low.
A guidance cut on the next call would be a meaningful setback, while continued weakening in jobs data could add pressure through recession concerns. Continued strong results and higher guidance from sector peers such as ABT, MDT, and SYK would support the sector backdrop; the key longer-term test is whether product innovation and category leadership translate into stronger growth.
Over the next one to three years, the thesis rests on sustained industry strength and BSX turning ongoing product activity into better growth, against slower recent sales growth and execution uncertainty. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Boston Scientific's published investment case. The stated target is >=7% YoY revenue growth. |
| Intact |
| YoY revenue growth falls below 5% next year |
Revenue growth: 1.44% FY2026-Q3; GAAP. Published target: >=7% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Nov 2, 20261.441264 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Improve operational efficiency through cost management | A supporting condition in Boston Scientific's published investment case. The stated target is Operational efficiency improves steadily. | Intact | No improvement in operational efficiency metrics over next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating margin near 13.5% | Profit margins stay near 13.5%. | Intact | Operating margin falls below 12% next year | Operating margin: 16.12% FY2026-Q3; GAAP. Published target: ~13.5% operating margin. Annual target cannot be compared with a quarterly or TTM observation. Nov 2, 202616.11522 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.71 → $3.13 · observed estimates
$23.32B → $20.88B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $3.71 | $23,323,652,430 | 26 / 28 |
| 2026-07-25 | $3.71 | $23,323,652,430 | 26 / 28 |
| 2026-07-26 | $3.71 | $23,323,652,430 | 26 / 28 |
| 2026-07-27 | $3.71 | $23,323,652,430 | 26 / 28 |
| 2026-07-28 | $3.71 | $23,323,652,430 | 26 / 28 |
| 2026-07-29 | $3.71 | $23,294,282,120 | 27 / 29 |
| 2026-07-30 | $3.71 | $23,294,282,120 | 27 / 29 |
| 2026-07-31 | $3.48 | $22,439,461,310 | 27 / 29 |
| 2026-08-01 | $3.48 | $22,439,461,310 | 27 / 29 |
| 2026-08-02 | $3.48 | $22,439,461,310 | 27 / 29 |
| 2026-08-03 | $3.44 | $22,344,771,660 | 27 / 29 |
| 2026-08-04 | $3.44 | $22,344,771,660 | 27 / 29 |
| 2026-08-05 | $3.44 | $22,336,796,680 | 27 / 29 |
| 2026-08-06 | $3.44 | $22,336,796,680 | 27 / 29 |
| 2026-08-07 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-08 | $3.44 | $22,336,808,840 | 27 / 29 |
| 2026-08-09 | $3.44 | $22,336,808,840 | 27 / 29 |
| 2026-08-10 | $3.44 | $22,336,808,840 | 27 / 29 |
| 2026-08-11 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-12 | $3.44 | $22,336,808,840 | 27 / 29 |
| 2026-08-13 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-14 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-15 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-16 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-17 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-18 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-19 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-20 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-21 | $3.43 | $22,287,352,201 | 16 / 22 |
| 2026-08-22 | $3.42 | $22,280,030,158 | 16 / 22 |
| 2026-08-23 | $3.42 | $22,280,030,158 | 16 / 22 |
| 2026-08-24 | $3.42 | $22,280,030,158 | 16 / 22 |
| 2026-08-25 | $3.42 | $22,280,030,158 | 16 / 22 |
| 2026-08-26 | $3.42 | $22,280,030,158 | 16 / 22 |
| 2026-08-27 | $3.42 | $22,280,030,158 | 16 / 22 |
| 2026-08-28 | $3.42 | $22,280,030,158 | 16 / 22 |
| 2026-08-29 | $3.42 | $22,280,030,158 | 16 / 22 |
| 2026-08-30 | $3.42 | $22,280,021,279 | 16 / 22 |
| 2026-08-31 | $3.42 | $22,280,021,279 | 16 / 22 |
| 2026-09-01 | $3.42 | $22,280,021,279 | 16 / 22 |
| 2026-09-02 | $3.42 | $22,280,021,279 | 16 / 22 |
| 2026-09-03 | $3.42 | $22,280,021,279 | 16 / 22 |
| 2026-09-04 | $3.42 | $22,277,378,422 | 16 / 22 |
| 2026-09-05 | $3.42 | $22,277,378,422 | 16 / 22 |
| 2026-09-06 | $3.42 | $22,277,378,422 | 16 / 22 |
| 2026-09-07 | $3.42 | $22,277,378,422 | 16 / 22 |
| 2026-09-08 | $3.42 | $22,277,378,422 | 16 / 22 |
| 2026-09-09 | $3.42 | $22,277,378,422 | 16 / 22 |
| 2026-09-10 | $3.42 | $22,247,140,637 | 16 / 22 |
| 2026-09-11 | $3.42 | $22,247,140,637 | 16 / 22 |
| 2026-09-12 | $3.42 | $22,247,140,637 | 16 / 22 |
| 2026-09-13 | $3.42 | $22,247,140,637 | 16 / 22 |
| 2026-09-14 | $3.42 | $22,247,140,637 | 16 / 22 |
| 2026-09-15 | $3.42 | $22,247,140,637 | 16 / 22 |
| 2026-09-16 | $3.41 | $22,242,506,659 | 16 / 22 |
| 2026-09-17 | $3.41 | $22,242,506,659 | 16 / 22 |
| 2026-09-18 | $3.41 | $22,242,506,659 | 16 / 22 |
| 2026-09-19 | $3.41 | $22,242,506,659 | 16 / 22 |
| 2026-09-20 | $3.41 | $22,229,578,087 | 16 / 22 |
| 2026-09-21 | $3.41 | $22,227,362,200 | 16 / 22 |
| 2026-09-22 | $3.41 | $22,209,612,200 | 16 / 22 |
| 2026-09-23 | $3.41 | $22,209,612,200 | 16 / 22 |
| 2026-09-24 | $3.41 | $22,209,612,200 | 16 / 22 |
| 2026-09-25 | $3.40 | $22,198,862,200 | 16 / 22 |
| 2026-09-26 | $3.40 | $22,187,651,486 | 16 / 22 |
| 2026-09-27 | $3.40 | $22,187,651,486 | 16 / 22 |
| 2026-09-28 | $3.40 | $22,187,651,486 | 16 / 22 |
| 2026-09-29 | $3.40 | $22,187,651,486 | 16 / 22 |
| 2026-09-30 | $3.40 | $22,187,651,486 | 16 / 22 |
| 2026-10-01 | $3.40 | $22,187,651,486 | 16 / 22 |
| 2026-10-02 | $3.40 | $22,178,990,772 | 16 / 22 |
| 2026-10-03 | $3.40 | $22,179,007,811 | 15 / 21 |
| 2026-10-04 | $3.40 | $22,178,990,772 | 15 / 21 |
| 2026-10-05 | $3.40 | $22,178,990,772 | 15 / 21 |
| 2026-10-06 | $3.39 | $22,225,133,629 | 15 / 21 |
| 2026-10-07 | $3.39 | $22,225,133,629 | 15 / 21 |
| 2026-10-08 | $3.39 | $22,225,133,629 | 15 / 21 |
| 2026-10-09 | $3.39 | $22,225,133,629 | 15 / 21 |
| 2026-10-10 | $3.39 | $22,225,133,629 | 15 / 21 |
| 2026-10-11 | $3.39 | $22,223,597,914 | 15 / 21 |
| 2026-10-12 | $3.39 | $22,223,597,914 | 15 / 21 |
| 2026-10-13 | $3.39 | $22,223,610,839 | 15 / 21 |
| 2026-10-14 | $3.39 | $22,223,603,979 | 15 / 21 |
| 2026-10-15 | $3.39 | $22,215,403,979 | 15 / 21 |
| 2026-10-16 | $3.39 | $22,215,403,979 | 15 / 21 |
| 2026-10-17 | $3.39 | $22,215,403,979 | 15 / 21 |
| 2026-10-18 | $3.39 | $22,215,403,979 | 15 / 21 |
| 2026-10-19 | $3.39 | $22,215,403,979 | 15 / 21 |
| 2026-10-20 | $3.39 | $22,215,403,979 | 15 / 21 |
| 2026-10-21 | $3.38 | $22,215,403,979 | 15 / 21 |
| 2026-10-22 | $3.38 | $22,215,403,979 | 15 / 21 |
| 2026-10-23 | $3.38 | $22,215,231,625 | 15 / 21 |
| 2026-10-24 | $3.38 | $22,215,153,979 | 15 / 21 |
| 2026-10-25 | $3.38 | $22,215,153,979 | 15 / 21 |
| 2026-10-26 | $3.38 | $22,215,153,979 | 15 / 21 |
| 2026-10-27 | $3.38 | $22,215,153,979 | 15 / 21 |
| 2026-10-28 | $3.37 | $22,215,141,054 | 15 / 21 |
| 2026-10-29 | $3.25 | $21,568,217,520 | 15 / 21 |
| 2026-10-30 | $3.18 | $21,091,442,765 | 17 / 22 |
| 2026-10-31 | $3.17 | $21,045,371,337 | 17 / 22 |
| 2026-11-01 | $3.17 | $21,045,371,337 | 17 / 22 |
| 2026-11-02 | $3.17 | $21,045,371,337 | 17 / 22 |
| 2026-11-03 | $3.15 | $20,937,304,979 | 17 / 22 |
| 2026-11-04 | $3.13 | $20,883,663,732 | 17 / 22 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 20 Buy / Strong Buy · 11 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 15 recorded
0 raises · 10 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.