What Makes Boston Scientific Corporation (BSX) an Investment Choice?

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market continued its strong performance in the third quarter of 2025, driven by enthusiasm for generative AI and strength in the semiconductor sector. In the quarter, the focus shifted to positive economic surprises, fiscal policy optimism, and better-than-expected corporate earnings. In the quarter, the strategy returned 3.34% (gross) and 3.14% (net) compared to 10.51% for the Russell 1000 Growth Index and 8.12% for the S&P 500 Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as Boston Scientific Corporation (NYSE:BSX). Boston Scientific Corporation (NYSE:BSX) manufactures and markets medical devices that operate in the MedSurg and Cardiovascular segments. The one-month return of Boston Scientific Corporation (NYSE:BSX) was -4.07%, and its shares gained 9.43% of their value over the last 52 weeks. On October 13, 2025, Boston Scientific Corporation (NYSE:BSX) stock closed at $94.95 per share, with a market capitalization of $140.692 billion.

Polen Focus Growth Strategy stated the following regarding Boston Scientific Corporation (NYSE:BSX) in its third quarter 2025 investor letter:

"We also acquired a 2% position in Boston Scientific Corporation (NYSE:BSX), a global leader in medical products that treat various cardiovascular and other conditions. Over the last two years they have witnessed a meaningful acceleration in their growth profile based on two primary catalysts: their Farapulse platform for pulse field ablation (PFA) and their Watchman platform for atrial appendage. PFA is a newer medical procedure used to treat atrial fibrillation that is less invasive, more precise and faster than more traditional ablation procedures and with fewer risks than medication. PFA is likely to become the standard of care in this treatment paradigm and Farapulse is poised to be the market Leader. The Watchman segment which already dominates market share, is a permanent implant designed to reduce the risk of stroke in patients with atrial fibrillation, represents a meaningful and accelerating percentage of their revenues. With an overall revenue growth rate in the low double-digit range combined with modest margin expansion, we expect Boston Scientific to grow their earnings in the mid-teens over the next 3-5 years."

Boston Scientific Corporation (NYSE:BSX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 100 hedge fund portfolios held Boston Scientific Corporation (NYSE:BSX) at the end of the second quarter, compared to 108 in the previous quarter.  While we acknowledge the potential of Boston Scientific Corporation (NYSE:BSX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Boston Scientific Corporation (NYSE:BSX) and shared the list of best medical stocks to buy. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.