Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Boston Scientific has been hit by a cyberattack at one of the worst possible moments for the medical-device giant.</li><li>The incident triggered a global outage affecting information systems and business applications used for order processing and shipping, leaving management unable to say when normal operations would be restored.</li><li>Shares fell more than 4% in early trading after the disclosure, but the bigger question is whether the financial consequences could extend beyond the initial market reaction.</li></ul>

Boston Scientific has been hit by a cyberattack at one of the worst possible moments for the medical-device giant.The incident triggered a global outage affecting information systems and business applications used for order processing and shipping, leaving management unable to say when normal operations would be restored.Shares fell more than 4% in early trading after the disclosure, but the bigger question is whether the financial consequences could extend beyond the initial market reaction.

Boston Scientific’s Cyberattack Nightmare Could Be Bigger Than 4%!

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>
<a href="https://smartkarma.com/entities/boston-scientific-corp">Boston Scientific</a> is a leading global medical technology company with a diversified portfolio of minimally invasive devices across high-growth specialties, positioning it to benefit from long-term demographic trends such as an aging population.</li>
  <li>The company has demonstrated a strong track record of revenue and earnings growth, driven by both organic innovation and strategic acquisitions. However, it faces near-term headwinds, reflected in a downward revision of its full-year 2026 organic revenue growth guidance.</li>
  <li>Future performance will be contingent on successful integration of acquisitions, continued R&amp;D investment to maintain a competitive product pipeline, and navigating a complex regulatory and competitive landscape.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Boston Scientific is a leading global medical technology company with a diversified portfolio of minimally invasive devices across high-growth specialties, positioning it to benefit from long-term demographic trends such as an aging population.
  The company has demonstrated a strong track record of revenue and earnings growth, driven by both organic innovation and strategic acquisitions. However, it faces near-term headwinds, reflected in a downward revision of its full-year 2026 organic revenue growth guidance.
  Future performance will be contingent on successful integration of acquisitions, continued R&amp;D investment to maintain a competitive product pipeline, and navigating a complex regulatory and competitive landscape.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Boston Scientific (BSX US) - Jul 2026

<ul><li>Boston Scientific Corporation reported first quarter 2026 organic revenue growth of 9.4%, aligning with the high end of its guidance range (8.5% to 10%).</li><li>Adjusted earnings per share (EPS) increased 6% to $0.80, also at the top of its forecast, supported by an adjusted operating margin of 28%.</li><li>Despite this solid start, the company revised downward its full-year 2026 organic revenue growth guidance to 6.5%–8%, citing unforeseen headwinds particularly impacting key segments and evolving business trends.</li></ul>

Boston Scientific Corporation reported first quarter 2026 organic revenue growth of 9.4%, aligning with the high end of its guidance range (8.5% to 10%).Adjusted earnings per share (EPS) increased 6% to $0.80, also at the top of its forecast, supported by an adjusted operating margin of 28%.Despite this solid start, the company revised downward its full-year 2026 organic revenue growth guidance to 6.5%–8%, citing unforeseen headwinds particularly impacting key segments and evolving business trends.

Boston Scientific: Penumbra Could Reshape Its Future — Will The Acquisition Deliver?

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/medtronic-plc" target="_blank" data-smartkarma-citation="entities:14982:1" rel="noopener">Medtronic Plc (MDT US)</a> reported Q2FY24 revenue of $8B, representing 5% organic growth, topping guidance of 4.0–4.5%. Cardiovascular, neuroscience, and medical surgical grew mid-single-digit with diabetes accelerating to high-single-digit.</li>
<li>The company now expects FY24 organic revenue growth of 4.75% versus the prior 4.5%. Medtronic raised FY24 adjusted EPS guidance to $5.13–5.19 from $5.08–5.16 earlier.</li>
<li>In November, the company has received FDA approval for innovative renal denervation device for the treatment of hypertension, which should open a multi-billion-dollar market opportunity.</li>
</ul>



Medtronic Plc (MDT US) reported Q2FY24 revenue of $8B, representing 5% organic growth, topping guidance of 4.0–4.5%. Cardiovascular, neuroscience, and medical surgical grew mid-single-digit with diabetes accelerating to high-single-digit.
The company now expects FY24 organic revenue growth of 4.75% versus the prior 4.5%. Medtronic raised FY24 adjusted EPS guidance to $5.13–5.19 from $5.08–5.16 earlier.
In November, the company has received FDA approval for innovative renal denervation device for the treatment of hypertension, which should open a multi-billion-dollar market opportunity.


Medtronic (MDT US): Beat-And-Raise Q2; Weight Loss Drugs Not to Impact Growth; New Device Approval

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<li>
<a href="https://www.smartkarma.com/entities/asahi-intecc-co-ltd" target="_blank" data-smartkarma-citation="entities:15915:1" rel="noopener">Asahi Intecc (7747 JP)</a> is poised for multi-year growth through strong market demand for its technically superior guidewires, market leadership positioning, new product launches, and direct marketing initiatives.</li>
<li>In FY24, Asahi Intecc aims to achieve revenue of ¥100B (+11% YoY), a significant milestone. The company targets revenue of ¥110B and an operating profit margin of 23–25% in FY26.</li>
<li>Asahi Intecc is expected to be a continued beneficiary of global procedure volume recovery. The company is likely to achieve its medium-term business plan ahead of schedule.</li>
</ul>



Asahi Intecc (7747 JP) is poised for multi-year growth through strong market demand for its technically superior guidewires, market leadership positioning, new product launches, and direct marketing initiatives.
In FY24, Asahi Intecc aims to achieve revenue of ¥100B (+11% YoY), a significant milestone. The company targets revenue of ¥110B and an operating profit margin of 23–25% in FY26.
Asahi Intecc is expected to be a continued beneficiary of global procedure volume recovery. The company is likely to achieve its medium-term business plan ahead of schedule.


2024 High Conviction: Asahi Intecc (7747 JP)- Procedure Volume Recovery to Accelerate Growth

United States

Boston Scientific Corporation develops, manufactures, and markets minimally invasive medical devices. The Company's products are used in interventional cardiology, cardiac rhythm management, peripheral interventions, electrophysiology, neurovascular intervention, endoscopy, urology, gynecology and neuromodulation.

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Boston Scientific (BSX US)

Boston Scientific’s Cyberattack Nightmare Could Be Bigger Than 4%!

Boston Scientific has been hit by a cyberattack at one of the worst possible moments for the medical-device giant. The incident triggered a global...

Baptista Research

Primer: Boston Scientific (BSX US) - Jul 2026

Boston Scientific is a leading global medical technology company with a diversified portfolio of minimally invasive devices across high-growth...

αSK Primers

Boston Scientific: Penumbra Could Reshape Its Future — Will The Acquisition Deliver?

Boston Scientific Corporation reported first quarter 2026 organic revenue growth of 9.4%, aligning with the high end of its guidance range (8.5%...

Baptista Research

Medtronic (MDT US): Beat-And-Raise Q2; Weight Loss Drugs Not to Impact Growth; New Device Approval

Medtronic reported Q2FY24 organic revenue growth of 5%. The company raised FY24 organic revenue growth and EPS guidance. FDA approval for a new...

Tina Banerjee

2024 High Conviction: Asahi Intecc (7747 JP)- Procedure Volume Recovery to Accelerate Growth

Asahi Intecc is poised for double-digit sales growth through FY26, driven by strong market demand for guidewires, market leadership positioning,...

Tina Banerjee

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Boston Scientific’s Cyberattack Nightmare Could Be Bigger Than 4%!

Boston Scientific has been hit by a cyberattack at one of the worst possible moments for the medical-device giant. The incident triggered a global...

Baptista Research

Primer: Boston Scientific (BSX US) - Jul 2026

Boston Scientific is a leading global medical technology company with a diversified portfolio of minimally invasive devices across high-growth...

αSK Primers

Boston Scientific: Penumbra Could Reshape Its Future — Will The Acquisition Deliver?

Boston Scientific Corporation reported first quarter 2026 organic revenue growth of 9.4%, aligning with the high end of its guidance range (8.5%...

Baptista Research

Medtronic (MDT US): Beat-And-Raise Q2; Weight Loss Drugs Not to Impact Growth; New Device Approval

​Medtronic reported Q2FY24 organic revenue growth of 5%. The company raised FY24 organic revenue growth and EPS guidance. FDA approval for a new...

Tina Banerjee

2024 High Conviction: Asahi Intecc (7747 JP)- Procedure Volume Recovery to Accelerate Growth

Asahi Intecc is poised for double-digit sales growth through FY26, driven by strong market demand for guidewires, market leadership positioning,...

Tina Banerjee

Medtronic reported Q2FY24 organic revenue growth of 5%. The company raised FY24 organic revenue growth and EPS guidance. FDA approval for a new...