Boston Scientific Corp Dossier
|
SectorHealth Care IndustryHealth Care Equipment Beta (adjusted)0.71 Intrinsic Value $62.60median of 6 methods · middle span $54-$88based on filings through 30 Jun 2026 Market Price $43.23Price as of 1 Oct 2026 UndervaluedIntrinsic value is 45% above the market price −50% · IV below pricenear fair value ±15%IV above price · +50% Data confidence Sign in to view data confidence Market Cap $62.7B Enterprise Value $73B Shares Outstanding 1.5B diluted Moat Rating Narrow Next Earnings Date26 Oct 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Boston Scientific delivered 7.0% organic sales growth and adjusted EPS of $0.86 in the second quarter, with adjusted EPS exceeding its $0.82-$0.84 guidance range. Its cardiovascular portfolio, clinical pipeline and recent product clearances support durable growth, but management's 3%-5% third-quarter and 5%-6% full-year organic growth outlook implies moderation from the second-quarter pace. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$44.00 Mean target$62.69 High · most bullish analyst$94.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $44.0020% Organic growth falls below the 5% guidance floor as procedure growth, product adoption or international demand weakens, while regulatory, tariff, supply-chain, litigation or acquisition-related pressures impair execution. Base CaseCentral scenario $62.6955% Matches the consensus meanBoston Scientific performs within its 2026 guidance, with organic sales growth of 5%-6% and adjusted EPS of $3.28-$3.32. Continued cardiovascular growth and pipeline progress offset a slower second-half growth cadence. Bull CaseUpside scenario $94.0025% Organic growth finishes above management's 5%-6% full-year range as cardiovascular innovation, including FARAPULSE and investigational FARAFLEX and SEISMIQ programs, drives stronger adoption, while adjusted EPS exceeds the $3.28-$3.32 outlook. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |