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To own Bausch + Lomb, you need to believe in its ability to turn a broad eye care portfolio into sustainable profitability while improving margins. The EyeGility Inserter fits into that story by trying to strengthen premium cataract offerings, but on its own it does not change the central near term catalyst, which is execution on higher margin Pharma and Vision Care growth, nor the main risk that the company remains loss making despite rising sales.
The most relevant recent announcement here is the European rollout of preloaded enVista Envy IOLs, which already referenced EyeGility as part of the platform. Together, European Envy uptake and the U.S. EyeGility launch highlight how much of the thesis now leans on premium IOL recovery after the enVista recall and whether this product family can support the mix shift that consensus expects for gross margin improvement.
Yet investors should also weigh how dependent this premium IOL recovery story is on regaining surgeon trust after the enVista recall and whether...
Read the full narrative on Bausch + Lomb (it's free!)
Bausch + Lomb's narrative projects $6.2 billion revenue and $265.5 million earnings by 2029. This requires 5.9% yearly revenue growth and a $484.5 million earnings increase from -$219.0 million today.
Uncover how Bausch + Lomb's forecasts yield a $17.88 fair value, a 11% upside to its current price.
Compared with the consensus story, the most bearish analysts paint a stricter bar, assuming only 5.5% annual revenue growth to about US$6.1 billion and 2029 earnings of roughly US$238 million. In that pessimistic view, execution risks around premium IOL recovery and programs like EyeGility loom larger, which is exactly why it can be useful for you to compare these assumptions with your own and consider how this new launch might shift the range of outcomes.
Explore 5 other fair value estimates on Bausch + Lomb - why the stock might be worth just $17.88!
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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