# Vertiv Rises, GE Healthcare Jumps, Boston Scientific Slumps as Profit Outlook Falls Short

An episode of [Stock Movers](https://invisiblenetwork.ai/podcast/1803209456), 28 Oct 2026, 3:05.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/deb345cd-6d73-4a24-a6e3-b2a50138dd86/d29a2abe-04f3-4e7b-9b6a-b4f100fa591a/audio.mp3?utm_source=Podcast&in_playlist=a55c6f22-aa32-4a58-aebd-b2a50138e2b2

On this episode of Stock Movers: -Vertiv Holdings Co. (VRT) now expects 2026 sales to almost triple since 2021 as it benefits from soaring demand for data center equipment. The company raised its revenue and earnings outlook after third-quarter sales came in 15% stronger than analysts expected and organic orders more than doubled. -GE Healthcare (GEHC) jumps after the maker of X-ray equipment boosted its adjusted earnings per share guidance for the full year and posted results for the third quarter that beat the average analyst estimate. -Boston Scientific (BSX) shares slump after the medical-device maker gave an adjusted earnings per share guidance for the full year that fell short of the average analyst estimate. See omnystudio.com/listener for privacy information.

## Transcript

[0:02] Speaker 1: Bloomberg Audio Studios, podcasts, radio, news.
[0:08] Speaker 2: The Stock Movers Report, your roundup of companies making moves
[0:12] Speaker 2: in the stock market, harnessing the power of Bloomberg data.
[0:16] Speaker 1: Right now, we want to have a conversation with Christina Aquino,
[0:19] Speaker 1: Bloomberg Managing Editor for MarketsLive, for some stocks on the
[0:23] Speaker 1: move today.
[0:23] Speaker 2: Christine, what are you looking at?
[0:25] Speaker 1: All right, Scarlett, let's start with Vertiv. Since we got
[0:28] Speaker 1: some results earlier, it was a beat and raise quarter
[0:31] Speaker 1: showing up in the share gains this morning, ticker VRT.
[0:35] Speaker 1: And those shares are up more than 12% at the moment. Again,
[0:38] Speaker 1: this is a power equipment company, but very much. benefiting
[0:41] Speaker 1: from the demand due to the data center build-out process.
[0:44] Speaker 1: So third quarter sales came in 15% stronger than analysts expected.
[0:48] Speaker 1: Organic orders also more than doubled, and then they raised
[0:51] Speaker 1: their net sales target to $ 14. 85 billion for this year. Now,
[0:55] Speaker 1: CEO Giordano Albertazzi also says, we are in the middle
[0:59] Speaker 1: of the largest infrastructure build-out, and it is accelerating. So
[1:03] Speaker 1: you know what? The AI trade, the data center build-out,
[1:05] Speaker 1: that's a trade that lifts all boats, including Vertiv today.
[1:08] Speaker 1: All right.
[1:09] Speaker 2: What else you got for us today?
[1:10] Speaker 1: Let's take a look at GE Healthcare, another stock in
[1:13] Speaker 1: the green this morning. The ticker is GEHC, and those
[1:16] Speaker 1: are up more than 7% right now. This is an
[1:19] Speaker 1: x-ray equipment maker. It's another beat and race set of
[1:22] Speaker 1: results that we're seeing today. Their adjusted EPS outlook is
[1:26] Speaker 1: now at $ 4. 95 to $ 5. 05. And they previously saw that
[1:31] Speaker 1: at $ 4. 80 to a range of $ 5. Now, Blooming Intelligence
[1:35] Speaker 1: is Matt Hendrickson also weighing in. They saw particularly strong
[1:39] Speaker 1: recovery in a patient care solutions unit. And they're looking
[1:43] Speaker 1: at potentially some upside for fourth quarter organic growth if
[1:47] Speaker 1: third quarter strong performance continues. So We'll see about that.
[1:51] Speaker 1: All right, next up, let's take a look at Boston Scientific.
[1:53] Speaker 1: That's a stock in the red this morning, ticker BSX.
[1:57] Speaker 1: And those shares are down about 6.5% as we speak.
[2:00] Speaker 1: We know that they lowered their sales outlook. And they're
[2:03] Speaker 1: also saying that fourth quarter sales expected to decline. And
[2:07] Speaker 1: this is after the cyber attack that they suffered in August.
[2:10] Speaker 1: That interrupted their global operations. And that was something they
[2:13] Speaker 1: flagged as something that would be detrimental to their results
[2:17] Speaker 1: for this particular quarter. We heard from their chief financial officer,
[2:20] Speaker 1: John Monson, saying that the year has been challenging for them.
[2:24] Speaker 1: And they've seen several years of growth in some aspects
[2:27] Speaker 1: of their cardiovascular business. But that cycle seems to be turning.
[2:32] Speaker 1: So we'll see if they manage to turn around. But
[2:34] Speaker 1: at the moment, those shares down very much in the
[2:37] Speaker 1: red as their investors digest those earnings.
[2:40] Speaker 2: The Stock Movers Report from Bloomberg Radio. Check back with
[2:44] Speaker 2: us throughout the day for the latest roundup of companies
[2:47] Speaker 2: making news on Wall Street. And for the latest market-moving headlines,
[2:51] Speaker 2: listen to Bloomberg Radio live. Catch us on YouTube, Bloomberg.com,
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[2:59] Speaker 2: Business app.

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