Analysts Cut Boston Scientific Price Targets to $112–$115 on EP Sales Miss
RBC Capital cut the price target to $115 from $130 while maintaining Outperform rating after Q4 revenue of $5.29 billion and EPS of $0.80 beat estimates. Bernstein SocGen cut its target to $112 from $130 after a 6% electrophysiology sales miss and points to March 28’s CHAMPION-AF trial as the catalyst.
1. Q4 Financial Results
Boston Scientific reported Q4 2025 revenue of $5.29 billion, representing 12.7% organic year-over-year growth, and delivered EPS of $0.80, surpassing the $0.78 Wall Street estimate.
2. Analyst Price Target Cuts
RBC Capital lowered its price target to $115 from $130 while maintaining an Outperform rating, and Bernstein SocGen cut its target to $112 from $130, both citing mixed performance in key segments.
3. Electrophysiology Business Performance
US electrophysiology sales reached $606 million, a 6% shortfall to consensus, and Watchman device revenue missed by 2%, prompting analyst caution.
4. Upcoming Trial Catalyst
The CHAMPION-AF trial results, due March 28, are viewed as a pivotal catalyst that could influence Boston Scientific’s next phase of electrophysiology growth.