Alcon (SWX:ALC) opened 2026 with Q1 revenue of US$2.7b and basic EPS of US$0.39, setting a clear marker for how the year is starting after a period where trailing 12 month revenue sat at US$10.6b and EPS at US$1.67. Over recent quarters, the company has seen revenue move from US$2.5b in Q4 2024 to around US$2.7b in Q1 2026, while quarterly EPS has ranged from US$0.36 to US$0.71. This gives investors a wide set of earnings outcomes to weigh against a reported trailing net margin of 7.7% and...
Investors may be wondering if Novartis at CHF113.54 is still offering value, or if most of the easy gains are already on the table.
The stock is up 25.9% over the last year and 41.9% over 3 years, even though it shows a 1% decline over 7 days, a 7.8% decline over 30 days, and a 4.6% return year to date.
Recent headlines have focused on Novartis as a large global pharmaceutical business, with investors watching how its product portfolio and pipeline shape long term expectations. This context...
Temenos (SWX:TEMN) has secured new SaaS core banking agreements with First Abu Dhabi Bank in Saudi Arabia and Questrade in Canada.
The company is expanding its SaaS offering on Amazon Web Services to cover end to end digital banking and payments.
These updates relate to Temenos' cloud banking platform and its global client reach across the Middle East and North America.
For Temenos, a provider of core banking and digital banking software, these wins highlight how large banks and non bank...
Bachem Holding (SWX:BANB) is back in focus after announcing the departure of Chief Commercial Officer Torsten Wöhr. CEO Anne-Kathrin Stoller is set to temporarily assume commercial responsibilities from May 25, 2026.
See our latest analysis for Bachem Holding.
The leadership change comes as Bachem Holding’s share price trades at CHF75.45, with a 7 day share price return of 10.71% and a year to date share price return of 29.08%. The 1 year total shareholder return of 54.39% contrasts with a 3...
In late April 2026, Sandoz Group reported Q1 results showing 3% net sales growth at constant currency, led by 18% growth in biosimilars, while also confirming its full-year 2026 outlook for mid- to high-single-digit sales growth and core EBITDA margin expansion.
The company also announced a new partnership with Samsung Bioepis covering up to five biosimilar assets, a move that materially broadens its pipeline and reinforces its push into higher-value biologic medicines.
We’ll now examine how...
Dividend approval and board refresh put Galderma in focus
Galderma Group (SWX:GALD) drew fresh attention after its Annual General Meeting approved a CHF 0.35 per share dividend from capital contribution reserves and confirmed new Board members, including an independent director and two L’Oréal representatives.
See our latest analysis for Galderma Group.
At a CHF163.8 share price, Galderma’s recent AGM outcomes appear to have supported sentiment, with 1-month and 3-month share price returns of...
Q1 trading update puts SGS (SWX:SGSN) in focus
SGS (SWX:SGSN) has come onto investors’ radar after its Q1 2026 sales and trading statement call on 23 April, prompting fresh attention on how the testing, inspection and certification group is currently positioned.
See our latest analysis for SGS.
Following the Q1 2026 trading update, SGS’s share price at CHF84.64 reflects mixed momentum, with a 1 day share price return of 0.76% but a 90 day share price return showing an 8.79% decline, while the...
In late April 2026, SIG announced a two-phase expansion of its Querétaro plant that will double capacity to 3 billion packs annually by 2028, integrate processes like extrusion, and support nearshoring by shifting some production from Europe to Mexico.
This move positions Querétaro as SIG’s main North American manufacturing hub, improving regional responsiveness for food and beverage customers while modestly increasing local employment and operational scale in Mexico.
We’ll now consider how...
Wondering if Logitech International at around US$76.74 is priced for opportunity or already reflects the story? This article walks you through what the numbers are actually saying about the stock today.
The share price shows mixed recent returns, with 2.0% over the past week and 6.1% over the last month, set against a 3.4% decline year to date but a 25.5% gain over one year and 42.9% over three years, while the five year return stands at a 17.3% decline.
Recent headlines around Logitech have...
If you are wondering whether Roche Holding is priced attractively or trading rich right now, the starting point is to look past the ticker and focus on what the current share price implies about value.
Roche Holding shares recently closed at CHF318.40, with returns of 2.0% decline over 7 days, 1.2% over 30 days, 2.2% decline year to date, 21.9% over 1 year, 25.2% over 3 years, and 25.5% over 5 years. This gives you a mix of short term softness and longer term gains to interpret.
Recent news...
As the pan-European STOXX Europe 600 Index experiences a decline, with defensive sectors like utilities and telecoms showing relative strength amid geopolitical tensions, investors are increasingly on the lookout for overlooked opportunities in the market. In this environment, identifying stocks with strong fundamentals and resilience to economic fluctuations can be crucial for navigating uncertainty.
Why the latest trial results matter for Roche Holding (SWX:ROG)
Roche Holding (SWX:ROG) has put fresh clinical data in front of investors, with fenebrutinib hitting primary and secondary endpoints in two Phase III trials in relapsing multiple sclerosis. This comes alongside FDA acceptance of a supplemental filing for Gazyva/Gazyvaro in systemic lupus erythematosus.
The FENhance 1 and 2 studies reported that fenebrutinib cut annualised relapse rates by 51.1% and 58.5% versus teriflunomide over...
UBS Group Q1 2026 Earnings Snapshot
UBS Group (SWX:UBSG) has opened Q1 2026 reporting season following a solid 2025 finish, with Q4 revenue at US$12.8 billion and basic EPS of US$0.39 anchoring the latest set of numbers. The bank reported quarterly revenue rising from US$11.4 billion in Q4 2024 to US$12.8 billion in Q4 2025, while trailing twelve month EPS reached US$2.46 alongside net income of US$7.8 billion. This provides a clear view of how earnings have moved in line with the top line...
Amrize (SWX:AMRZ) is extending its "Made in America" cement label to four additional US plants as part of a wider push into domestic manufacturing.
The company is increasing investment in its US production footprint, aiming to support local jobs and reinforce supply certainty for American customers.
At its recent AGM, Amrize also approved changes to its Board of Directors, updating its governance structure.
With a current share price of CHF44.94, Amrize sits in the mid cap range of the...
Wondering if ABB, at a last close of CHF 77.90, still offers value after such a strong run, or if you are arriving late to the story.
The share price performance has been strong, with returns of 3.2% over 7 days, 23.4% over 30 days, 27.2% year to date, 82.8% over 1 year, 156.1% over 3 years and 207.8% over 5 years. This naturally raises questions about risk and upside from here.
Recent coverage has focused on ABB's position in electrification, automation and power grid technology, which ties...
Nestlé reported past first-quarter 2026 group sales of CHF 21,317 million, down from CHF 22,601 million a year earlier, while organic growth and volumes improved despite an infant formula recall and currency headwinds.
At the same time, the company accelerated portfolio streamlining and cost-saving efforts, including European job cuts and potential further ice cream divestments, highlighting a sharper focus on efficiency and core categories like coffee, pet care and nutrition.
We’ll now...
If you are wondering whether Amrize at around CHF44.64 is priced attractively or not, the key question is how its current share price compares with its underlying business value.
Recently, the stock has been relatively steady, with a 1.1% return over the last 30 days and a 3.0% decline over the last 7 days. This may reflect shifting views on its near term prospects and risk.
Recent news flow on Amrize has focused more on maintaining investor visibility than on any single transformational...
As European markets experience a positive upswing, with the STOXX Europe 600 Index rising by 1.91% amid easing geopolitical tensions and steady corporate earnings, investors are increasingly looking to dividend stocks as a reliable income source. In this context, selecting dividend stocks that offer stable yields can be particularly appealing for those seeking consistent returns in an environment where economic forecasts remain cautious.
Wondering whether Lonza Group at around CHF 508 per share offers value, or if the price still looks rich? This article walks through the numbers so you can judge that for yourself.
The stock has had a mixed run, with a 4.8% decline over the last week, an 8.7% gain over the last 30 days, and a 1-year return of an 8.9% decline, which may signal shifting views on both risk and opportunity.
Recent coverage has focused on Lonza Group's position in the life sciences sector and how investors are...
Wondering whether Nestlé at around CHF 75.36 is starting to look like value or still pricing in a premium? This article breaks down what the recent market signals might be telling you.
The stock has recently seen a 5.1% decline over the last week, with a 0.7% decline over 30 days and a 1.4% decline year to date, and it is 9.5% lower over 1 year, 27.4% lower over 3 years, and 18.6% lower over 5 years.
Recent coverage has focused on how this weaker share price record is shaping investor...
Amrize (SWX:AMRZ) has caught investor attention after a recent price move, with the share closing at CHF 46.0. This development puts the focus on how its building solutions business is currently positioned.
See our latest analysis for Amrize.
The recent CHF 46.0 share price sits against a 1 month share price return of 9.9% and a 3 month share price return of 9.5%. This suggests short term momentum has picked up, while year to date gains remain more modest at 3.4%.
If this move has you...