ALC Alcon Inc.

Alcon has seen its share price grind lower in recent years, which naturally puts a spotlight on whether the current valuation still lines up with what the business earns. For anyone tracking the stock, the core question is whether the recent price level reflects a fair read of Alcon's earnings power. The share price has declined 26.8% over the past 5 years, which puts real pressure on the idea that the current market value is in step with the earnings the company produces. The business model...

Investing.com -- European medtech has had another bruising year, with only Demant and Sonova outperforming the Stoxx 600 in 2026 as the sector’s once-premium valuation continues to de-rate.

David Bailey has rejoined STAAR after participating in the successful campaign to block Alcon’s takeover of the company.

Ackman sees a hidden AI advantage in the latest addition to Pershing Square’s portfolio.

Cooper Cos. stock has fallen about 25% since Barron’s recommended it, but a low valuation, aggressive share buybacks, and takeover potential bolster the bull case.

UBS has recruited a trio of financial advisor teams managing around $2.65 billion in client assets. The teams joined UBS on Friday, according to registration records. The Mason Cisney Alcon Wealth Management Group, based in Pueblo, Colo., managed $1.4 billion at Morgan Stanley and produced annual revenue of more than $3.5 million.

Trump's latest MFN drug-pricing deals create a mixed outlook for the broader healthcare sector ETFs.

Alcon's acquisitions, partnerships and new product launches support growth, but tariffs and intense competition remain key risks.

Investors need to pay close attention to ALC stock based on the movements in the options market lately.

Alcon stock reacts to US Medicaid drug pricing agreement New US Medicaid drug pricing agreements involving Alcon (SWX:ALC) and eight other healthcare companies have put the stock in focus for investors assessing potential implications for its eye care drug portfolio. At around CHF58.30 per share, Alcon has seen short term share price pressure related to the Medicaid headlines, with the 1-day share price return down 0.44% and the year-to-date share price return down 8.25%. In contrast, the...

Trump's MFN push expands to nine mid-sized drugmakers, bringing 26 companies under agreements covering 89% of the branded drug market.

Focused on Medicaid, the new pacts now involve more than just large pharmaceutical companies, but still aren’t expected to meaningfully impact drugmaker profits.

These deals will require the companies to provide MFN prices to state Medicaid programmes nationally.

Trump expanded his drug pricing deal to 26 pharma firms as UBS says healthcare stocks still have room to climb.

Under the deals, the drug makers would charge Americans no more than the lowest price paid in other rich countries.

The Trump administration has struck new drug pricing agreements with nine biotech and pharmaceutical companies including UCB SA, Bridgebio Pharma Inc. and Sun Pharmaceutical Industries Ltd.

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

Glaukos' iDose TR momentum and Epioxa launch are driving record growth, higher 2026 guidance and a broader ophthalmology platform.

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

Cooper Companies' 22% three-month surge reflects contact lens share gains, MiSight growth and a recovering fertility business.

Bill Ackman just made Visa a major new bet after the stock trailed the S&P 500 for five straight years. Whether that lag signals a coiled spring or a structural problem depends on threats most investors are not watching closely enough.

Net sales grew 7% to $2.8 billion as surgical and vision care divisions both expanded.

Here's what changed.

Billionaire investor Bill Ackman has been busy putting billions of dollars to work after completing one of the biggest milestones in the history of Pershing Square. In its second-quarter update, Pershing Square highlighted the $5 billion initial public offering of PSUS, the New York Stock Exchange ...

Alcon stock presents a clear valuation split right now. The intrinsic value estimate from a Discounted Cash Flow (DCF) approach points to a large upside gap, while earnings-based market multiples lean expensive and the share price has still delivered a 16.5% decline over the past 5 years. Over the past 5 years, Alcon has delivered a 16.5% decline, which raises the bar for any valuation case that argues the stock is now attractively priced. Recent news around Alcon's partnership with RxSight...

CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.

Bill Ackman reveals a fresh stake in Visa stock. Options pricing also suggests V shares will rip higher in the weeks ahead.