Update shared on23 Aug 2025
Fair value Decreased 6.13%Alcon's consensus price target has been revised downward, primarily reflecting a significantly lower future P/E multiple despite improved revenue growth forecasts, resulting in a new fair value estimate of CHF82.40.
What's in the News
- Alcon updated 2025 net sales guidance to $10.3–$10.4 billion, slightly down from the previous $10.4–$10.5 billion, while reaffirming Core diluted EPS at $3.05–$3.15.
- Impairments of property, plant & equipment and intangible assets reported at $43 million for the quarter ended June 30, up from $9 million year-over-year.
- The UNITY Vitreoretinal Cataract System (VCS) received Health Canada approval; commercial launch expected in early 2026, marking the first product in Alcon’s new Unity portfolio to advance surgical efficiency and innovation.
- Clareon PanOptix Pro intraocular lens approved in Canada, featuring ENLIGHTEN NXT Optical technology for improved light utilization and vision outcomes; availability slated for early 2026.
- The FDA approved TRYPTYR (acoltremon ophthalmic solution) for Dry Eye Disease, shown to significantly improve natural tear production in Phase 3 trials.
Valuation Changes
Summary of Valuation Changes for Alcon
- The Consensus Analyst Price Target has fallen from CHF87.79 to CHF82.40.
- The Future P/E for Alcon has significantly fallen from 38.45x to 26.97x.
- The Consensus Revenue Growth forecasts for Alcon has risen from 7.2% per annum to 7.6% per annum.
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