New York, Feb 6, 2026, 11:49 EST — Regular session
- Boston Scientific shares dipped roughly 0.2% in late-morning trading, falling behind the broader market’s gains.
- The stock continues to reel from a steep selloff after earnings, triggered by a miss in its electrophysiology segment.
- Traders are closely eyeing if management can reignite growth drivers and meet first-quarter targets.
Boston Scientific (BSX) shares edged down 0.2% to $77.49 in late-morning trading Friday, following a wild two-day rollercoaster that has investors scrambling for insight into the medical-device company’s growth drivers.
The stock barely budged while markets climbed, with the S&P 500-tracking SPDR fund gaining roughly 1.5% and the Nasdaq 100-focused Invesco QQQ rising about 1.6%.
All eyes remain on electrophysiology — the heart-rhythm segment — after the company’s fourth-quarter results sparked its biggest single-day percentage drop in over 25 years earlier this week. The unit reported $890 million in quarterly sales, falling short of RBC analysts’ $933 million estimate. Meanwhile, Watchman sales for stroke prevention in atrial fibrillation missed consensus by about 1%, according to analysts. 1
“Their worries were not misplaced,” said Citi analyst Joanne Wuensch. J.P. Morgan flagged concerns over the outlook for two major growth drivers. Still, CEO Michael Mahoney expressed he was “really pleased” with 35% organic growth in electrophysiology, and he expects to surpass what he described as an approximate 15% market growth rate in 2026. 1
Boston Scientific reported fourth-quarter net sales of $5.286 billion, with adjusted earnings of $0.80 per share. The company forecasts organic net sales growth between 10% and 11% for 2026, excluding currency fluctuations and specific acquisition or divestiture impacts. Adjusted profit is expected to range from $3.43 to $3.49 per share. 2
The stock recovered Thursday, climbing 2.83% to finish at $77.64. Trading volume surged past recent levels as investors adjusted their positions following the selloff. 3
Analysts started revising their forecasts. Truist Securities lowered its price target to $95 from $120 but maintained a Buy rating, according to a note released Thursday. 4
Friday saw a mixed bag among peers: Medtronic dipped 0.6%, Abbott edged up 0.6%, and Stryker dropped 1.2%. None provided a clear sector trend following Boston Scientific’s company-specific shock.
Bulls face the risk that weakness in the heart-rhythm franchise isn’t just a one-quarter hiccup, prompting a fresh reset in expectations. This risk grows if U.S. demand for large products stays sluggish and competitive pressure intensifies.
Investors are now focused on how management is tracking versus its first-quarter organic growth goal, along with any new updates on electrophysiology demand. Wall Street expects earnings around April 22, although the company hasn’t officially set a date. 5
