A Strong Growth Profile Gives Boston Scientific Corp. (BSX) a Favorable Outlook

6 days ago 6

Soumya Eswaran

Fri, December 26, 2025 astatine 7:49 AM CST 3 min read

Hardman Johnston Global Advisors, an concern absorption company, released its “Hardman Johnston Global Equity Strategy” capitalist missive for the 3rd 4th of 2025. A transcript of the missive tin beryllium downloaded here. The portfolio underperformed successful the 4th owed to banal selection. The composite returned 5.02%, nett of fees, compared to 7.62% for the MSCI AC World Net Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted stocks specified arsenic Boston Scientific Corporation (NYSE:BSX). Boston Scientific Corporation (NYSE:BSX) manufactures and markets aesculapian devices that run successful the MedSurg and Cardiovascular segments. The one-month instrumentality of Boston Scientific Corporation (NYSE:BSX) was -4.78%, and its shares gained 5.56% of their worth implicit the past 52 weeks. On December 24, 2025, Boston Scientific Corporation (NYSE:BSX) banal closed astatine $96.13 per share, with a marketplace capitalization of $142.51 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding Boston Scientific Corporation (NYSE:BSX) successful its 3rd 4th 2025 capitalist letter:

"Within Health Care, Boston Scientific Corporation (NYSE:BSX) and Vertex Pharmaceuticals Inc. were the largest drivers of underperformance. The Trump medication announced a Section 232 tariff probe into aesculapian devices expanding macro uncertainty. Boston Scientific Corp. is good positioned to negociate tariffs fixed their divers proviso concatenation and accrued US manufacturing footprint station COVID. Boston besides has beardown pricing powerfulness and has been capable to mostly mitigate tariffs this far. Any result from the Section 232 probe volition beryllium capped for countries that person existing commercialized deals (e.g. 15% tariff for European Union). The marketplace has besides seen a rotation wrong healthcare from aesculapian devices to pharmaceuticals/biotech arsenic the archetypal woody was announced betwixt Pfizer/Trump medication (late September 2025). Headwinds are easing successful different areas of healthcare placing them "in favor" comparative to medtech. We proceed to presumption Boston Scientific favorably, supported by its diversified maturation illustration crossed cardiology, electrophysiology, endoscopy, and urology franchises. Farapulse, pulsed-field ablation technology, is signifier changing for electrophysiologists and is expected to thrust important maturation implicit upcoming years. At its caller Capital Markets Day, absorption introduced caller semipermanent targets of 10% integrated gross growth, 50 bps of yearly borderline expansion, and double-digit EPS maturation done 2028. Having exceeded targets from six consecutive capitalist days, management’s credibility suggests upside to these caller goals."


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