Assessing Bausch + Lomb (BLCO) Valuation As Shorter Term Shareholder Returns Improve

Simply Wall St

Sat, February 14, 2026 at 8:12 AM GMT+9 3 min read

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BLCO

+1.79%

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Why Bausch + Lomb stock is drawing fresh attention

Bausch + Lomb (BLCO) is back on investor radars after recent trading left the shares near US$17, with returns over the past 3 months, year to date, and past year all in positive territory.

See our latest analysis for Bausch + Lomb.

At around US$17.03, the recent 1 day share price return of 1.79% and 90 day share price return of 9.17% sit against a modest 1 year total shareholder return of 3.78% and a 3 year total shareholder return decline of 9.94%, which indicates that shorter term momentum has been stronger than the longer term record.

If this kind of steady, health focused story appeals to you, it could be a good moment to scan a broader set of healthcare names through our list of 25 healthcare AI stocks.

With the shares around US$17, trading only slightly below the average analyst price target and sitting on a large modelled intrinsic discount, is Bausch + Lomb quietly undervalued, or is the market already pricing in future growth?

Most Popular Narrative: 1.3% Undervalued

On the most followed narrative, Bausch + Lomb’s fair value sits at $17.25, just above the recent $17.03 share price, suggesting only a slight valuation gap.

Disciplined execution under the Vision 27 financial excellence program, including SG&A mix optimization, manufacturing efficiencies and focused R&D spend on near to mid term launch assets, is expected to support adjusted EBITDA growth above sales growth and drive expanding net margins and earnings power.

Read the complete narrative.

Curious how a modest premium to today’s price is justified? This narrative leans on rising margins, faster earnings growth than revenue, and a punchy future earnings multiple. Want to see exactly how those moving parts are stitched together into that $17.25 figure, using an 8.9% discount rate and detailed segment assumptions?

Result: Fair Value of $17.25 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, there are still risks, including slower than expected margin progress or weaker demand for key eye care products, that could challenge this undervalued narrative.

Find out about the key risks to this Bausch + Lomb narrative.

Build Your Own Bausch + Lomb Narrative

If you look at the numbers and reach a different conclusion, or simply prefer to test your own view, you can build a custom thesis in just a few minutes by starting with Do it your way.

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Bausch + Lomb.

Story continues  

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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._

Companies discussed in this article include BLCO.

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