Everything Money 对 $BSX 的判断变化

2026-09-07看跌
《I Found the Most Undervalued Stocks To Buy in the Entire Market》
尽管业务指标强劲,但BSX目前并非有吸引力的买入标的,因其5年表现不佳且ROIC平庸。

第二支箭,波士顿科学。交易代码是BSX。让我们在节目中介绍它。它今年下跌了约50%,这只股票与TTD完全不同,因为业务仍然非常强劲。波士顿科学生产救生医疗设备,尤其是心脏方面的,并且继续以每年约7%的速度增长。

那么为什么它的价格下跌了一半呢?因为投资者期望过高。年初时,管理层预期增长约10%到11%。然后他们又将其下调至5-6%。因此,当一家高增长公司突然停止快速增长时,其高价格就会崩溃。

去年二月,该股单日下跌17%,这是其20多年来最糟糕的一天。这发生在他们首次下调预期的时候。然而,上个季度实际上非常强劲。销售额54亿美元,利润与一年前相比有良好增长。

The second arrow, Boston Scientific. The trading symbol is BSX. Let's feature it in our program. It has fallen by about 50% this year, and this stock is completely different from TTD because the business is still very strong.

Boston Scientific produces life-saving medical devices, especially for the heart, and continues to grow by about 7% annually. So why did its price drop by half? Well, because investors were expecting too much.

At the beginning of the year, management was expecting growth of around 10 to 11%. Then they reduced it again to 5-6%. Therefore, when a high-growth company suddenly stops growing rapidly, its high price collapses.

Last February, the stock fell 17% in a single day, its worst day in more than 20 years. This happened when they lowered their expectations for the first time. However, the last quarter was actually very strong.

Sales of 5.4 billion with a good rise in profits compared to what they were just one year ago.