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Alcon Community
SWX:ALC Community
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Alcon
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Alcon
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Unity VCS And LumiThera Will Drive Global Eye Care Transformation
Key Takeaways Underestimated product adoption, strategic innovation, and acquisitions position Alcon for sustained revenue and margin growth well beyond current market expectations. Focus on underpenetrated markets and digital integration will diversify revenue, increase high-margin recurring income, and reduce dependence on mature regions.
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CHF 98.45
FV
37.8% undervalued
intrinsic discount
9.12%
Revenue growth p.a.
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9 days ago
author updated this narrative
Alcon
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Aging And Emerging Markets Will Expand Eye Care
Key Takeaways Innovation-driven product launches and strategic acquisitions are expanding Alcon's market share, product mix, and creating new market opportunities for sustained revenue and margin growth. Demographic trends and increased healthcare access in emerging markets underpin consistent sales growth, while operational efficiencies and industry shifts support robust earnings expansion.
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CHF 81.3
FV
24.6% undervalued
intrinsic discount
7.53%
Revenue growth p.a.
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15 days ago
author updated this narrative
Alcon
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Government Price Cuts Will Compress Margins Though Telemedicine Supports
Key Takeaways Rising regulatory and pricing pressures, along with shifting care preferences, are expected to compress Alcon's margins and constrain long-term revenue growth. Aggressive competition, supply chain risks, and reliance on an aging product portfolio threaten market share, profitability, and earnings stability.
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CHF 62.32
FV
1.7% undervalued
intrinsic discount
6.56%
Revenue growth p.a.
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19 days ago
author updated this narrative