Author thinks BSX's earnings call beat expectations, product discontinuations won't hurt long-term margins, and a 50 P/E is reasonable given its healthcare dominance.
BSX — LONG The author thinks Boston Scientific's earnings call was great and beat all expectations, and that discontinuing a few products will not hurt long-term margins. The supporting argument is that BSX remains a dominant force in healthcare with its medical products, and a P/E of 50 is relatively reasonable given that industry presence. The author frames today's selling as a possible overreaction and asks whether BSX is still worth picking up.
I thought their earning call today was great, they had beat all expectations. While they have talked about discontinuing a few of their products, but I don’t think that will hurt their long term margins, while they remain a dominant force in the healthcare industry with their medical products.
This Reddit post, published February 04, 2026, features u/Embarrassed-Sea-6078 discussing BSX. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Embarrassed-Sea-6078 · Tickers: BSX