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Alcon's acquisitions, partnerships and new product launches support growth, but tariffs and intense competition remain key risks.
Alcon is a structurally advantaged ophthalmology leader with a durable equipment-to-consumables model and strong recurring revenue streams. At $72, ALC trades at ~18x forward earnings, reflecting mid-teens EPS growth but pricing in neither margin expansion nor pipeline optionality. Management targets 25% core operating margin by FY2027E, with current core EPS guidance raised to +12–15% growth and significant capital returns underway.
GENEVA--(BUSINESS WIRE)--Alcon Launches UNITY® M, a Premium Ophthalmic Microscope Delivering Precise Control.
GENEVA--(BUSINESS WIRE)--Alcon Prices EUR 500 Million Senior Notes Offering.
Alcon reported strong core operating profit (barring a one-time non-cash $402 million charge) during the quarter, up 17%. The company raised its full-year 2026 profit forecast for the second consecutive quarter. My DCF valuation states the stock is undervalued by 5.52%. I rate ALC a buy.
The famous long-term investor and his team made notable changes to Pershing Square's equity portfolio.
Bill Ackman (Trades, Portfolio)'s Pershing Square Capital Management has built a new position in Netflix (NFLX), returning to the streaming company after a cost
Bill Ackman (Trades, Portfolio) disclosed six new holdings, buying Netflix (NFLX), Visa (V), Mastercard (MA), eye care company Alcon (ALC), exchange operator In