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.

Netflix, Visa and other stocks rose on the news that Bill Ackman was investing in them. The billionaire focuses on buying what he views as high-quality growth companies.

Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per

Pershing took on six new holdings in the second quarter including Netflix, Mastercard and Visa, eye care firm Alcon, and S&P Global.

Two ophthalmic technology leaders, Alcon Inc. (NYSE:ALC) and RxSight, Inc. (NASDAQ:RXST), earlier on July 6 entered into a strategic collaboration that highlights the evolving landscape of cataract and refractive surgery. The companies announced a non-exclusive pact to co-develop post-operatively adjustable pseudophakic intraocular lenses (PCIOLs). By pairing RxSight’s proprietary light-adjustable technology, which allows eye surgeons to […]

Ackman adds six new holdings across his funds, the biggest overhaul in years

LENSAR (NASDAQ:LNSR) reported second-quarter 2026 revenue growth of 18% as the company continued to rebuild commercial momentum following the termination of its proposed merger with Alcon near the end of the first quarter. Chief Executive Officer Nick Curtis said the company returned to operating i

Moby summary of LENSAR, Inc.'s Q2 2026 earnings call

Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years.

Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares ‌starting in the second quarter that will be held in his investment funds including his newest offering ‌Pershing Square USA, which was listed on the New York Stock Exchange in April. Along with Netflix, which Ackman held briefly in 2022 before selling ​at a loss, his funds are also investing in eye care firm Alcon, exchange operator Intercontinental Exchange and financial data provider S&P Global.

Wall Street analysts made bold moves Thursday, slashing targets on some names while dramatically upgrading others, and the gap between winners and losers tells a story about where smart money is quietly repositioning ahead of the next market move.

The hedge fund also disclosed new positions in Visa, Mastercard, S&P Global, Intercontinental Exchange, and Alcon

Alcon Inc (ALC) reports 7% sales growth in Q2 2026, driven by robust equipment demand and margin expansion, while navigating IOL program discontinuation and competitive pressures.

Higher equipment and ocular-health profitability allowed Alcon to raise guidance despite recording a $402 million program-discontinuation charge.

ALC's Q2 earnings and sales beat estimates as equipment and ocular health gains lift results, while the company raises its 2026 EPS outlook.

Moby summary of Alcon Inc.'s Q2 2026 earnings call

European bourses tracked modestly higher midday Tuesday as traders weighed corporate earnings result

The lion’s share of Alcon’s profits came from its surgical segment at around $1.6bn, indicative of an 8% uptick YoY

Alcon (NYSE:ALC) raised its full-year profitability outlook late Monday and significantly reduced its estimate for tariff-related costs after factoring in an anticipated refund of approximately $60 million from the U. S.

Investing.com -- Alcon raised its full-year profit guidance late Monday and lowered its estimate for the annual tariff impact to $40 million to $90 million, from a prior range of $100 million to $150 million, factoring in an anticipated refund of around $60 million from the U.S. government.