Boston Scientific

Boston Scientific shares have fallen about 54% since late December 2025 after the company twice disappointed investors with weak U.S. electrophysiology sales and a narrowed 2026 organic revenue outlook concentrated in two product lines. U.S. WATCHMAN stand‑alone procedures declined in the low teens amid shifting referral patterns, while FARAPULSE's rapid PFA adoption limited further share gains in ablation as competitors gained traction. Management expects roughly 6% growth in the other ~75% of the business for H2 2026, limited adjusted EPS growth in 2027, and is pursuing a restructuring to achieve ~$500 million in run‑rate savings by 2029; the Penumbra acquisition is expected to close in H2 2026. The market is pricing in slower near‑term earnings growth while longer‑term upside hinges on 2028 product launches and stabilization of WATCHMAN stand‑alone trends. » Altro su finance.yahoo.com

Recent filings show Rep. Gilbert Ray Cisneros, Jr. and Rep. Ro Khanna purchased Boston Scientific shares in August. BSX has fallen about 50% year-to-date after a cyberattack disrupted manufacturing and shipments, but production and distribution were reported returning to normal by Sept. 8. Bulls argue lost revenue may be delayed rather than permanent and point to 7.5% Q2 revenue growth and several high-growth franchises, while bears highlight pre-attack slowdowns in key product lines, competitive pressures, integration debt from the Penumbra acquisition, and potential customer losses. The stock trades at about 13.1x forward non-GAAP earnings, roughly 30% below the healthcare-sector median. » Altro su finance.yahoo.com

Boston Scientific disclosed that an August 25 cyberattack disrupted manufacturing and order fulfilment, prompting a warning that it is unlikely to meet prior third-quarter and full-year 2026 net sales and adjusted EPS guidance. Operations and distribution have resumed, but lost shipments will weigh on near-term results and could risk market share recovery for its Farapulse PFA system amid competition. The incident exposes an operational vulnerability and made the financial impact difficult to quantify, increasing uncertainty ahead of third-quarter results. Institutional positioning has eased modestly and the company remains a potential recovery candidate, but visibility and valuation risk are elevated until order rates and EP market share stabilize. » Altro su finance.yahoo.com