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BSX: Shares Will See Momentum From Recent Acquisition And Execution Confidence

Update shared on 07 Nov 2025

Fair value Increased 0.27%
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AnalystConsensusTarget's Fair Value
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1Y
14.0%
7D
2.4%

Boston Scientific's analyst price target has been increased modestly, with the consensus now reflecting a higher fair value in addition to ongoing confidence in robust growth prospects and recent business performance, as analysts cite solid quarterly results, improving guidance, and successful strategic acquisitions.

Analyst Commentary

Recent analyst research on Boston Scientific highlights both optimistic and cautious perspectives regarding the company's valuation, strategic moves, and long-term growth outlook. Below are key takeaways from the latest Street commentary:

Bullish Takeaways
  • Bullish analysts have increased price targets for Boston Scientific, reflecting a consensus that recent earnings and future guidance support a higher valuation.
  • The company's strong third-quarter results, particularly the momentum in the Watchman franchise and a broad-based growth program, are seen as drivers for sustained above-peer organic revenue and earnings growth.
  • Strategic acquisitions, such as the recent agreement to acquire Nalu Medical, are viewed as well-timed moves that enhance Boston Scientific's long-term positioning in promising therapeutic areas.
  • The issuance of a new three-year plan projecting 10% organic growth, combined with robust product pipelines and strong end-market demand, points to significant upside potential in the coming years.
Bearish Takeaways
  • Bearish analysts are wary of valuation, arguing that the stock appears expensive relative to peers, which could limit future share price upside from current levels.
  • There is caution regarding the company's sales growth trajectory, with expectations for a deceleration in growth rates in 2026 compared to 2025.
  • Despite positive updates, some see limited near-term catalysts to justify further multiple expansion, especially as competitive risks and broader market concerns persist.

What's in the News

  • Truist raised its price target for Boston Scientific shares to $130 from $129. The firm maintained a Buy rating following a strong third quarter, citing accelerating Watchman growth and increased guidance confidence (Truist).
  • Boston Scientific issued earnings guidance for Q4 and the full year 2025, projecting net sales growth of 14.5% to 16.5% for Q4 and up to 20% for the year on a reported basis. The company also provided organic growth and EPS targets (Company Guidance).
  • The company held an Analyst/Investor Day to review its financial goals and long-term growth strategies (Company Event).

Valuation Changes

  • Consensus Analyst Price Target (Fair Value): risen slightly from $126.14 to $126.48, reflecting a minimal upward adjustment.
  • Discount Rate: increased from 7.60% to 7.89%, indicating a modest rise in the rate applied to future cash flows.
  • Revenue Growth: edged up marginally from 11.04% to 11.05%, suggesting analysts expect growth to be maintained at high levels.
  • Net Profit Margin: improved slightly from 19.27% to 19.34%, showing expectations for stronger profitability.
  • Future P/E: increased modestly from 46.32x to 46.74x, signaling a minor recalibration of forward earnings multiples.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.