BSX
BOSTON SCIENTIFIC CORPEvidence as of 2026-09-09The desk's Snapshot
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Overview · BOSTON SCIENTIFIC CORP
Boston Scientific Corporation develops, manufactures, and markets medical devices for use in various interventional medical specialties worldwide. It operates through MedSurg and Cardiovascular segments. The company offers devices to diagnose and treat gastrointestinal and pulmonary conditions; devices to treat various urological and pelvic conditions; implantable cardioverter and implantable cardiac resynchronizatio…
Management team
- Ms. Mary Beth Moynihan · Senior VP of Market Access & Chief Marketing OfficerFind on LinkedIn
- Mr. Vance R. Brown J.D. · Senior VP, General Counsel & Corporate SecretaryFind on LinkedIn
- Ms. Jodi Euerle Eddy · Senior VP and Chief Information & Digital OfficerFind on LinkedIn
- Ms. Emily M. Woodworth · Senior VP, Global Controller & Chief Accounting OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.5 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Cautious ( -0.5 of a possible +2; was -0.5 before debate) with high confidence. Revenue increased from $ 4,663,000,000 in Q1 2026 (fiscal quarter ended 2026-04-29) to $ 5,442,000,000 in Q2 2026 (fiscal quarter ended 2026-07-30), and gross profit rose from $ 3,210,000,000 to $ 3,848,000,000 over the same quarters. Operating income comparisons show an increase from $ 819,000,000 in Q2 2025 (fiscal quarter ended 2025-07-29) to $ 1,178,000,000 in Q2 2026, while diluted EPS claims were weakened and now show $ 0.61 in Q2 2026 after a prior sequence that included $ 0.45 and $ 0.90 in earlier reported quarters.
Filings and market evidence underline material risk and market reaction: the Form 10-K filed 17 February 2026 reports $ 11.436 billion of outstanding debt as of December 31, 2025, highlights intensified competition and manufacturing concentration risks, and notes international sales were 36 percent of global net sales in 2025. Headlines and 8-K/coverage tie an August cyberattack to guidance disruption; market indicators as of 2026-09-08 show 3‑month momentum at -7.6%, 6‑month momentum at -37.4% (3rd percentile), price 32.4% below the 200‑day SMA and 4.1% below the 50‑day SMA, a three‑year max drawdown of -60.6%, and elevated 30‑ and 90‑day volatility near the 82nd percentile of the stock’s history.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue rose from $4,663,000,000 in the fiscal quarter 2026 Q1 (2025-01-01 to 2025-03-31) to $5,442,000,000 in the fiscal quarter 2026 Q2 (2026-04-01 to 2026-06-30).
XBRL companyfacts · 0000885725-26-000033Gross profit increased from $3,210,000,000 in the fiscal quarter 2026 Q1 (2025-01-01 to 2025-03-31) to $3,848,000,000 in the fiscal quarter 2026 Q2 (2026-04-01 to 2026-06-30).
XBRL companyfacts · 0000885725-26-000033Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The Annual Report on Form 10-K filed 17 February 2026 states an outstanding debt balance of $11.436 billion as of December 31, 2025.
10-K filed 2026-02-17The Annual Report on Form 10-K filed 17 February 2026 adds or emphasizes risk language about intensified competition and the possibility that low-cost alternatives or rapid technological change could make the company's products obsolete or less competitive.
10-K filed 2026-02-17Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-08, 3-month momentum is -7.6% and 6-month momentum is -37.4%, with 6-month momentum ranked in the 3rd percentile of the 548-stock research universe.
Moneyta signal set · 2026-09-08As of 2026-09-08, price is 32.4% below the 200-day simple moving average and 4.1% below the 50-day simple moving average; the security does not have a golden cross.
Moneyta signal set · 2026-09-08Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, BSX is a 3.24% holding in the XLV ETF.
ETF constituents · market dataAs of 2026-09-02, BSX appears with smaller weightings in broad-market ETFs: SCHX 0.28%, SCHB 0.27%, VOO 0.26%, IVV 0.1%, and JEPI 0.0%.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Headlines report that Boston Scientific said a cyberattack in August will likely prevent it from meeting full-year 2026 net sales growth and adjusted EPS guidance ranges.
News · finance.yahoo.com · 2026-09-08A separate headline states Boston Scientific will provide updated full-year 2026 guidance with its third-quarter results on Oct. 28, 2026, in response to the cyberattack impact.
News · finance.yahoo.com · 2026-09-08Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Susan E. Morano (Director) bought 2,040 shares for "$100k" on 2026-08-25.
Form 4 · Morano Susan E (Director) · $100k bought · 2026-08-25Padraig Andrew O'Connor (EVP, Global Operations) reported a "code M" entry for 1,171 shares with a value of "$0" on 2026-09-02.
Form 4 · O'Connor Padraig Andrew (EVP, Global Operations) · $0 code M · 2026-09-02Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model-derived implied free cash flow (FCF) growth rate that today's price would justify is 0.5777 (57.77%).
Valuation inputs · SEC XBRL + stored EOD closePrice to trailing-12-month FCF is 112.63.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several recent company-level claims point to improving underlying performance: sequential revenue and gross-profit increases, a material rise in operating income year-over-year, stronger diluted EPS in the latest quarters, ongoing share repurchases and a reduction in outstanding shares. These items jointly support a favorable read that operational profitability and shareholder-return actions have strengthened the firm’s financial profile, and the trailing P/E of ~17.6 is a measurable valuation anchor versus pricier multiples. Bear points that cite sharp price momentum deterioration, large drawdowns, volatility, a high implied FCF growth requirement and cyberattack headlines reflect market reaction and risk disclosures rather than contradicting the documented improvements in revenue, gross profit and operating income; some of those market claims are short-term technical or press-driven observations while the institutional ownership decline is reported for a single filing period. In educational terms, diversification principles indicate that fundamentals-driven improvements (margin expansion, EPS recovery, buybacks, share base reduction) are distinct signals from market sentiment and headline-driven volatility, and investors and analysts often treat them separately when assessing company health.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.30
38 surviving claims rest on 19 distinct sources; the heaviest analyst carries 16% of them, and 99% of what the desk raised survived the debate.
The set of surviving claims is moderately robust: 38 claims draw on 19 distinct sources, so the evidence is not overly concentrated in a single document, and no single analyst dominates the debate. However, a high debate-survival rate means few claims were successfully challenged, so readers should treat the current read as relatively resilient but still sensitive to new filings or primary-source updates.
Peer context · computed, not argued
12-1 momentum ranks 5th of 5 in Medical Devices (as of 2026-09-08).
6-month relative strength ranks 5th of 5 in Medical Devices (as of 2026-09-08).
90-day volatility ranks 3rd of 5 in Medical Devices (as of 2026-09-08).
dividend yield ranks 3rd of 5 in Medical Devices (as of 2026-09-08).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
13 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+1.5 to the score
8 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.8 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−1.7 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.2 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
2 filings
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot+0.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
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Street target range
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