Bausch & Lomb Corporation (BLCO)-A Bull Case Theory

Insider Monkey03:31

In this article, we’ll summarize a bullish thesis posted on VIC covering Bausch & Lomb Corporation (BLCO) in late July when BLCO stock was trading at $15.83. Currently, BLCO stock is trading at $19.68...

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Currently, BLCO stock is trading at $19.68...</p>\n\n<a href=\"https://finance.yahoo.com/news/bausch-lomb-corporation-blco-bull-193143859.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BHC","symbol_name":"Bausch Health Companies Inc","start_time":0,"source_url":"https://finance.yahoo.com/news/bausch-lomb-corporation-blco-bull-193143859.html","article_id":"2485213211","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/0b8JRfalk0QB7sySsbGkBg--~B/aD02OTM7dz0xMjE4O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/d7f0842ea5441613208a6bed96bbc5a0"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485213211","pubTimestamp":1732303903,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"In this article, we’ll summarize a bullish thesis posted on VIC covering Bausch & Lomb Corporation  in late July when BLCO stock was trading at $15.83. Currently, BLCO stock is trading at $19.68, which is near its 52-week high of $21.69. So, BLCO stock has gained over 24% since the publication of this thesis. BLCO stock’s forward PE ratio  is at 32.26, and the stock is trading at 1.48 times, trailing twelve-month  sales.The thesis on Bausch & Lomb Corp.  contends that the company is positioned for a robust upside ahead. Operating in three key segments; vision care , surgical equipment and consumables, and medications for eye conditions, BLCO leads worldwide in eye care. Bausch Health , the former parent company of BLCO, still owns an 88% market share. Hence, margin constraints resulting from large overhead expenses have impeded the stock performance despite its relatively strong market position.Disclosure: None. This article was originally published at Insider Monkey.","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BHC":"Bausch Health Companies Inc","TTM":"塔塔汽车","BLCO":"博士伦","BK4523":"印度概念","BK4007":"制药","BK4198":"医疗保健用品","BK4099":"汽车制造商"},"translate_title":"博士伦公司(BLCO)-牛市案例理论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BHC":1,"BLCO":1,"TTM":1},"content_text":"In this article, we’ll summarize a bullish thesis posted on VIC covering Bausch & Lomb Corporation (BLCO) in late July when BLCO stock was trading at $15.83. Currently, BLCO stock is trading at $19.68, which is near its 52-week high of $21.69. So, BLCO stock has gained over 24% since the publication of this thesis. BLCO stock’s forward PE ratio (non-GAAP) is at 32.26, and the stock is trading at 1.48 times, trailing twelve-month (TTM) sales.\n\nThe thesis on Bausch & Lomb Corp. (BLCO) contends that the company is positioned for a robust upside ahead. Operating in three key segments; vision care (contact lenses and consumer eye health products), surgical equipment and consumables, and medications for eye conditions, BLCO leads worldwide in eye care. Bausch Health (BHC), the former parent company of BLCO, still owns an 88% market share. Hence, margin constraints resulting from large overhead expenses have impeded the stock performance despite its relatively strong market position.\nThe thesis underscores that BLCO is in a phase of operational and financial transition and that its problems are transient. With their sales cycles maturing, thereby improving margins, investments in new goods, including Miebo (released in 2023) and Xiidra (bought in 2023), are starting to pay off. The company recorded a significant rise in EBITDA margins in the first quarter of 2024, therefore reversing the declining trend seen in past years. The comments of management point to even more upside given strong sales momentum and upcoming potential guide changes.\nThe ultimate sale of BHC's remaining share in BLCO, scheduled to take place within the next 18 months, is a vital element of the thesis. This deal would eliminate a major overhang on the stock, therefore boosting investor confidence and releasing value. According to the thesis, BLCO's valuation will converge with those of industry colleagues like Alcon and Cooper as it keeps implementing operational enhancements.\nThe thesis suggests that BLCO's strong growth trajectory and improved fundamentals place it well for significant gains over the medium term, even though hazards, including more general economic conditions and BHC's financial situation, persist.\nWhile acknowledging the potential of BLCO stock as an investment, a few AI stocks hold greater promise for delivering greater returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BLCO but trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.\nDisclosure: None. This article was originally published at Insider Monkey.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485213211"}