Assisted Living Concepts Inc (ALC)

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.

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.

Two ophthalmic technology leaders, Alcon Inc. (NYSE:ALC) and RxSight, Inc.

TheFly reported on July 2 that Argus lowered its price target on ALC to $85 from $90 while maintaining a Buy rating on the shares.

The U.S. healthcare sector has lagged behind the entire market for three consecutive years, with returns of just 0.3% in 2023, 0.9% in 2024, and 12.5% in 2025.

Separately, on May 5, Alcon Inc. (NYSE:ALC) reported its first-quarter 2026 performance, showing strong underlying momentum across its eye care portfolio.

Investors are increasingly focusing on identifying better entry points in high-quality companies that may have lost popularity rather than mindlessly pursuing market leaders following a robust run in ...

Operator: Greetings. Welcome to Alcon's First Quarter 2026 earnings call. [Operator Instructions] Please note that this conference is being recorded.

Operator: Greetings. Welcome to Alcon Inc. Fourth Quarter 2025 Earnings Call. At this time, we will follow the formal presentation. Please note this conference is being recorded.