Update shared on 12 Nov 2025
Fair value Increased 0.94%Narrative Update: Alcon Analyst Price Target Revision
Analysts have raised their price target for Alcon from $79.17 to $79.92. This revision is based on updated valuation models that reflect modest adjustments in discount rates and forward profit expectations.
What's in the News
- Alcon showcased new clinical data and technologies, including UNITY VCS and Vivity IOL, at the 43rd Congress of the European Society of Cataract and Refractive Surgeons. More than 40 studies highlighted positive outcomes for cataract, refractive, and glaucoma patients. (ESCRS 2025)
- Time and motion studies demonstrated that the UNITY Vitreoretinal Cataract System (VCS) offers up to a 16% efficiency gain in surgical workflow compared to legacy systems. Significant improvements were also observed in console set-up and tear-down times. (Company announcement)
- Alcon reported impairments of property, plant and equipment and intangible assets of $2 million for the quarter ended September 30, 2025, and $43 million for the quarter ended June 30, 2025. (Earnings update)
- The company repurchased 1,400,000 shares, representing 0.28% of total shares, at a total cost of $121 million. This completed the buyback tranche announced earlier in the year. (Buyback update)
- Alcon maintained 2025 earnings guidance and projects net sales between $10.3 billion and $10.4 billion. (Guidance statement)
Valuation Changes
- The Fair Value Estimate has increased slightly from CHF 79.17 to CHF 79.92.
- The Discount Rate has risen modestly from 4.73% to 4.85%.
- The Revenue Growth projection has edged down from 6.93% to 6.90%.
- The Net Profit Margin has remained unchanged at 12.42%.
- The future P/E multiple is now slightly higher, moving from 37.0x to 37.4x.
Disclaimer
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