BLCO Stock Forecast & Price Target

Bausch & Lomb has raised its revenue guidance for 2025 to a range of $5,050M-$5,150M, indicating expected constant currency growth of 5-7%, alongside anticipated adjusted EBITDA of $860M-$910M. Notably, the company experienced a revenue growth of 6% on a constant currency basis in 2Q25, benefitting from foreign exchange influences and demonstrating significant prescription growth in its MIEBO product line, with a remarkable 111% year-over-year increase. Additionally, the resurgence in premium intraocular lenses (IOLs) sales, particularly the enVista and LUX platforms, suggests a strengthening position in the surgical segment, further contributing to the positive financial outlook for the company.

Bausch & Lomb's recent financial performance reveals mixed results, with significant revenue growth in its Vision Care and Surgical segments but a slight decline in Pharmaceuticals revenue, hinting at underlying challenges. The company faces considerable risks including pricing pressure on key products, limitations in product pipeline investments, and high leverage, all of which may hinder its ability to sustain long-term growth and profitability. Furthermore, macroeconomic uncertainties and competitive market dynamics raise concerns about future sales performance, particularly in elective procedures and emerging markets, contributing to a negative outlook for the stock.