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.
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.
Investors looking for stocks in the Medical - Instruments sector might want to consider either Alcon (ALC) or Idexx Laboratories (IDXX). But which of these two companies is the best option for those looking for undervalued stocks?
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Alcon's new platforms, lenses and dry eye momentum support growth, but macro pressures, tariffs and fierce competition weigh on its outlook.
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Alcon receives a buy rating, driven by the launch of Tryptyr in the mature dry eye disease market. Tryptyr's unique mechanism and rapid tear production differentiate it, but commercial adoption hinges on refill rates, payer coverage, and patient persistence. ALC's robust commercial footprint and strong balance sheet support ongoing R&D, M&A, dividends, and buybacks, mitigating financing risks.
Alcon's Surgical and Vision Care units returned to 6% growth in Q1 2026, but tariffs, macro pressure and fierce competition still loom.
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Alcon Inc. (ALC) Q1 2026 Earnings Call Transcript
Swiss-American eye care company Alcon reported a 10% rise in its quarterly revenue, citing recent product launches as main drivers.