Bausch + Lomb (NYSE:BLCO) Shares Gap Down Following Weak Earnings

Bausch + Lomb Corporation (NYSE:BLCO) shares gapped down prior to trading on Wednesday following a dissappointing earnings announcement. The stock had previously closed at $17.73, but opened at $16.76. Bausch + Lomb shares last traded at $17.2710, with a volume of 263,497 shares traded.

The company reported $0.32 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.35 by ($0.03). The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.38 billion. Bausch + Lomb had a positive return on equity of 2.42% and a negative net margin of 6.13%.The firm’s revenue for the quarter was up 9.8% on a year-over-year basis. During the same period in the prior year, the business earned $0.25 earnings per share.

Key Headlines Impacting Bausch + Lomb

Here are the key news stories impacting Bausch + Lomb this week:

• Positive Sentiment: Revenue beat and solid organic growth: Q4 revenue came in at $1.41B vs. ~$1.38B consensus and was up ~9.8% year‑over‑year, confirming demand momentum across the portfolio. MarketBeat Press Release & Slides
• Positive Sentiment: FY‑2026 revenue guidance modestly constructive: management issued a revenue range of roughly $5.4B–$5.5B (around Wall Street consensus of $5.4B), which supports continued top‑line growth expectations even if EPS guidance was not clearly provided in the release. MarketBeat Guidance Note
• Neutral Sentiment: Full earnings call and transcript available for details — useful for discerning segment trends and margin levers; analysts will parse the call (slides and transcript published). Seeking Alpha Transcript
• Negative Sentiment: EPS miss and margin pressure: GAAP EPS was $0.32 vs. consensus $0.35, and the company reported a negative net margin (~‑6.1%), signaling profitability headwinds that likely drove the intraday sell‑off. Zacks: Lags Q4 Estimates
• Negative Sentiment: Guidance clarity lacking on EPS: the company’s FY‑2026 EPS guidance wasn’t clearly specified in the release, leaving uncertainty around near‑term profit outlook and giving analysts scope to trim estimates. TipRanks Call Summary

Analyst Upgrades and Downgrades

A number of analysts have weighed in on BLCO shares. Royal Bank Of Canada increased their target price on shares of Bausch + Lomb from $19.00 to $21.00 and gave the company an “outperform” rating in a research report on Tuesday, January 27th. Barclays increased their price objective on shares of Bausch + Lomb from $16.00 to $17.00 and gave the stock an “equal weight” rating in a research report on Friday, October 31st. Stifel Nicolaus boosted their target price on shares of Bausch + Lomb from $14.00 to $15.00 and gave the company a “hold” rating in a report on Tuesday. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $19.00 price target on shares of Bausch + Lomb in a research report on Friday, January 9th. Finally, Evercore set a $18.00 price target on Bausch + Lomb and gave the stock an “in-line” rating in a report on Monday, January 5th. Four equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Bausch + Lomb has a consensus rating of “Hold” and a consensus target price of $17.42.

Hedge Funds Weigh In On Bausch + Lomb

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd increased its position in Bausch + Lomb by 104.1% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 2,227 shares of the company’s stock valued at $38,000 after buying an additional 1,136 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in Bausch + Lomb by 729.3% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 2,322 shares of the company’s stock valued at $30,000 after acquiring an additional 2,042 shares during the period. Wells Fargo & Company MN increased its holdings in shares of Bausch + Lomb by 31.2% during the fourth quarter. Wells Fargo & Company MN now owns 5,903 shares of the company’s stock valued at $101,000 after acquiring an additional 1,403 shares in the last quarter. FNY Investment Advisers LLC raised its position in shares of Bausch + Lomb by 93.8% during the second quarter. FNY Investment Advisers LLC now owns 6,200 shares of the company’s stock worth $80,000 after purchasing an additional 3,000 shares during the period. Finally, Jones Financial Companies Lllp raised its position in shares of Bausch + Lomb by 55.3% during the third quarter. Jones Financial Companies Lllp now owns 9,112 shares of the company’s stock worth $132,000 after purchasing an additional 3,246 shares during the period. Institutional investors own 11.07% of the company’s stock.

Bausch + Lomb Trading Down 0.5%

The business has a fifty day moving average of $17.04 and a 200-day moving average of $15.81. The company has a debt-to-equity ratio of 0.76, a quick ratio of 0.98 and a current ratio of 1.51. The company has a market capitalization of $6.25 billion, a P/E ratio of -20.27, a PEG ratio of 1.03 and a beta of 0.61.

Bausch + Lomb Company Profile

Bausch + Lomb Corporation operates as an eye health company in the United States, Puerto Rico, China, France, Japan, Germany, the United Kingdom, Canada, Russia, Spain, Italy, Mexico, Poland, South Korea, and internationally. It operates in three segments: Vision Care, Pharmaceuticals, and Surgical. The Vision Care segment provides contact lens that covers the spectrum of wearing modalities, including daily disposable and frequently replaced contact lenses; and contact lens care products comprising over-the-counter eye drops, eye vitamins, and mineral supplements that address various conditions, such as eye allergies, conjunctivitis, dry eye, and redness relief.