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GenAI creates new opportunities for ISRG, ALC and LIVN, even as regulatory, inflation and industry headwinds continue to pressure MedTech.

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ISRG, IDXX and ALC are three AI-driven medical device laggards with strong business momentum and improving earnings estimates for a potential 2H rebound.

ALC is developing adjustable presbyopia-correcting lenses that pair advanced optics with post-surgery light adjustment.

DELL, Brinker International, Tapestry and Alcon pair strong interest coverage with solid growth prospects amid elevated borrowing costs.

RxSight NASDAQ: RXST reported preliminary second-quarter financial results and provided updates on its product pipeline following a newly announced strategic collaboration agreement with Alcon, with management pointing to both near-term commercial headwinds and longer-term opportunities in adjustable intraocular lenses.

The mean of analysts' price targets for Alcon (ALC) points to a 27.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.