Boston Scientific (BSX)
NYSEHealth CareMedical - DevicesSnapshot 2026-09-04
NYSEHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · BSX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -28.2% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 4.6% |
Growth built into the price is above our model estimate.
The price assumes 32.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 87 industry peers
BSX — litigation filed
Dated 2026-08-26
Other Events. On August 25, 2026, Boston Scientific Corporation (the “ Company ”) identified a cybersecurity incident affecting certain of its information technology systems that has resulted in a global disruption to the Company’s operations. Upon detection, the Company activated its incident response protocols and began an investigation with the assistance of third-party cybersecurity experts to assess and to contain the threat. The incident has caused, and is expected to continue to cause,…
Why it matters: An EPS below this level may mean lower profits than expected.
Worry ifQ2 adjusted EPS reported below $0.82.
Less concerning ifQ2 adjusted EPS reported above $0.82.
Why it matters: More savings would show good cost management and help meet efficiency goals.
Supportive ifNews of restructuring cost savings over $20 million in the next quarter.
Worry ifRestructuring costs stay high with no big savings reported.
Why it matters: The MiRus investment shows that Boston Scientific wants to create new heart solutions.
Supportive ifNews about progress or goals met in the MiRus partnership.
Worry ifNo news or bad updates about the MiRus investment or its products.
Why it matters: Good results would help Boston Scientific's investment in MiRus. It would improve its heart products.
Supportive ifThe STAR trial shows good safety and effectiveness for the SIEGEL TAVR valve.
Worry ifThe STAR trial shows bad outcomes or major safety issues.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$133 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $331 loss on $10,000 · 3.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,058 loss on $10,000 · 60.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Completing the ASR program could boost EPS and signal strong capital allocation. This is important for shareholder value.
Supportive ifFinal settlement of the ASR program completed by June 30, 2026.
Worry ifASR program not completed as planned by June 30, 2026.
Why it matters: Stable net income growth shows strong performance and good cost control.
Supportive ifNet income reported above $900 million for Q3 2026.
Worry ifNet income reported below $900 million for Q3 2026.
Why it matters: The STAR trial will show if the SIEGEL TAVR valve is safe and effective. Positive results could boost Boston Scientific's cardiovascular segment.
Supportive ifThe STAR trial shows safe and effective results for patients with aortic stenosis.
Worry ifThe STAR trial shows safety or effectiveness problems.
Why it matters: Updates on share buybacks can affect earnings per share. They show management cares about returning value.
Supportive ifAnnouncement of more share buybacks or finishing the current program.
Worry ifNo updates or a halt in the share repurchase program.
Why it matters: Updates on this trial could change how people see Boston Scientific's heart treatments.
Watch forGood news came from the FARADIGM trial.
Also watch forNegative results or delays in the FARADIGM trial.
Why it matters: Steady growth in this area is key for Boston Scientific's success and market strength.
Supportive ifCardiovascular growth was at or above 11% in Q2 2026.
Worry ifCardiovascular growth was below 10% in Q2 2026.
Why it matters: A drop below 3% growth would signal weakening demand compared to previous quarters.
Worry ifQ3 net sales growth reported below 3% year over year.
Less concerning ifQ3 net sales growth reported above 5% year over year.
Why it matters: Finishing the share buyback may show confidence in financial health. It could help EPS.
Supportive ifThe $2 billion share buyback will finish by June 30, 2026.
Worry ifShare repurchase program not completed as planned.