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TD Cowen expects another beat-and-raise from Boston Scientific, lifts stock PT

Published 16/07/2024, 15:40
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On Tuesday, TD Cowen reaffirmed a positive stance on shares of Boston Scientific (NYSE:BSX), increasing its price target to $86 from $77, while maintaining a Buy rating on the stock. The firm's optimism follows Boston Scientific's robust first-quarter performance and encouraging corporate commentary in late May, which indicated sustained momentum into the second quarter.

Boston Scientific's impressive first-quarter results, reported in April, have set a high bar for the company's financial performance this year. At a corporate presentation held in late May, the company made bullish statements that hinted at the continuation of this strong performance into the second quarter. TD Cowen anticipates another substantial quarter and expects the company to raise its guidance once again.

The analyst from TD Cowen expressed confidence that Boston Scientific will continue its trend of exceeding expectations and subsequently raising forecasts into the second half of 2024 and beyond. This outlook is supported by the company's solid portfolio and promising pipeline of products and services, which are seen as key drivers for sustained growth.

The revised price target of $86 reflects TD Cowen's increased confidence in Boston Scientific's ability to maintain its beat-and-raise pattern. The analyst's commentary underscores the belief that the company's current trajectory will likely extend beyond the immediate future, underpinned by its robust offerings in the medical devices sector.

Investors and market watchers will be keeping a close eye on Boston Scientific's upcoming second-quarter results to see if the company can indeed match or surpass the strong results of the first quarter, as anticipated by TD Cowen.

In other recent news, Boston Scientific has been in the spotlight with several key developments. The company has seen its share target raised to $90 by Truist Securities, based on projected earnings per share of $2.70 for the year 2025. This update reflects the company's strong financial prospects and anticipated revenue growth.

Boston Scientific has also announced a definitive agreement to acquire Silk Road Medical (NASDAQ:SILK) for $1.16 billion, a move that aims to expand its portfolio in the vascular intervention market. Silk Road Medical, known for its innovative stroke prevention treatments, is projected to generate revenues between $194 million and $198 million for the fiscal year 2024.

In addition, Boston Scientific's product, FARAPULSE, has gained attention with an increased price target from Mizuho, from $90 to $100. The adjustment follows a comprehensive evaluation conducted by Mizuho, which included interactions with numerous companies and key opinion leaders.

Analysts have maintained a positive outlook on the company, with Canaccord Genuity and Goldman Sachs (NYSE:GS) maintaining a Buy rating, Baird raising its share target to $90, and Argus increasing its price target to $95.00.

InvestingPro Insights

With Boston Scientific (NYSE:BSX) capturing attention for its strong first-quarter performance and bullish corporate outlook, investors are keen on understanding the company's valuation and market potential. According to InvestingPro data, Boston Scientific is currently trading at a P/E ratio of 64.55, with an adjusted P/E ratio for the last twelve months as of Q1 2024 at 62.59. This valuation comes amidst a revenue growth of 12.74% over the last twelve months, signaling a healthy expansion in the company's financials.

Adding to the financial picture, Boston Scientific's gross profit margin stands impressively at 69.0%, reflecting the company's ability to maintain profitability in its operations. Furthermore, the company's EBITDA has grown by 14.05% over the last twelve months, indicating strong underlying earnings before interest, taxes, depreciation, and amortization.

For investors considering the stock's future prospects, InvestingPro Tips highlight that Boston Scientific is expected to see net income growth this year and is trading at a low P/E ratio relative to near-term earnings growth. These factors, combined with the company's status as a prominent player in the Healthcare Equipment & Supplies industry, provide a compelling case for its potential. Additionally, with 15 more InvestingPro Tips available, investors can gain deeper insights into the company's performance and market standing. To explore these further, take advantage of the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription at InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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