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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robbie Marcus | JPMorgan | 7 | 14% |
| Travis Steed | Bank of America | 7 | 14% |
| Dave Roman | Goldman Sachs | 7 | 0% |
| Rick Wise | Stifel | 7 | 0% |
| Joanne Wuensch | Citigroup | 6 | 0% |
| Larry Biegelsen | Wells Fargo | 6 | 17% |
| Mike Polark | Wolfe Research | 5 | 0% |
| Danielle Antalffy | UBS | 5 | 0% |
| Josh Jennings | TD Cowen | 4 | 0% |
| Vijay Kumar | Evercore ISI | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 7 | 14% |
| Bank of America | 1 | 7 | 14% |
| Stifel | 1 | 7 | 0% |
| Goldman Sachs | 1 |
| 7 |
| 0% |
| Citigroup | 1 | 6 | 0% |
| Wells Fargo | 1 | 6 | 17% |
| Wolfe Research | 1 | 5 | 0% |
| UBS | 1 | 5 | 0% |
Boston Scientific's Q1 FY2026 saw full-year guidance lowered on three business headwinds: WATCHMAN growth decelerating from practice pattern shifts, EP competitive pressure from three large PFA entrants, and urology commercial disruption. Revenue grew 11.6% with 9.4% organic, but organic growth guidance was cut to 6.5-8% and EPS to $3.34-$3.41, earning a -1 adjustment. The CHAMPION trial validated WATCHMAN clinical evidence, and a robust 2027 pipeline featured three major PFA launches.
Revenue Growth | Product Launch | Competitive Dynamics | Demand | Innovation & R&D | Regulation Policy | M&A | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 6 | 4 | 1 | 2 | 2 | 2 | 2 |
| 2025Q1 | 2 | 3 | 2 | 2 | 1 | 2 | 2 | |
| 2025Q2 | 4 | 2 | 3 | 4 | 2 | 4 | 1 | 1 |
| 2025Q3 | 4 | 4 | 2 | 4 | 2 | 1 | 1 | 2 |
| 2025Q4 | 6 | 4 | 5 | 3 | 4 | 1 | 1 | |
| 2026Q1 | 6 | 1 | 3 | 3 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 2 | 4 | 4 | 6 | 6 |
| Product Launch | 6 | 3 | 2 | 4 | 4 | 1 |
| Competitive Dynamics | 4 | 2 | 3 | 2 | 5 | 3 |
| Demand | 1 | 2 | 4 | 4 | 3 | 3 |
| Innovation & R&D | 2 | 1 | 2 | 2 | 4 | |
| Regulation Policy | 2 | 2 | 4 | 1 | ||
| M&A | 2 | 2 | 1 | 1 | 1 | 2 |
| Guidance Reliability | 2 | 1 | 2 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BSX Boston Scientific | 6 | +11.6% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |