RxSight Fair Value Drops to $8.43 After Soft Q2 and Guidance Cut

EarningsAnalyst
โดย Simply Wall St·Read original
Summary · why it matters

RxSight's modelled fair value has been lowered from $9.93 to $8.43 following softer second-quarter trends and a guidance cut. Jefferies reduced its price target from $7.50 to $6.50 with a Hold rating, while BofA cut its target from $8 to $6.50 and maintained an Underperform rating after preliminary Q2 sales of $27 million missed the $32 million Street expectation and 2026 guidance was reduced by $13 million at the midpoint. The revised valuation also reflects a shift in assumed revenue growth from 5.22% to 8.76%, a lower expected net profit margin from 12.79% to 11.76%, a future P/E multiple moving from 26.74x to 22.78x, and a discount rate easing from 7.85% to 7.45%. Analysts noted competitive trialing, macro pressures, and utilization at a four-year low, though BofA highlighted that the new Alcon collaboration could expand RxSight's reach into light adjustable PCIOLs over the longer term.

Impact on stocks 4

Aging Population± Mixed · 2 stocks
Rxsight Inc
RXST
▼ NegativeCapitalrelevance

RxSight reported preliminary Q2 sales of $27M missing $32M consensus and cut 2026 guidance by $13M, leading to multiple analyst downgrades and fair value reduction.

Alcon AG
ALC
▲ PositiveDemandrelevance

BofA noted that the new Alcon collaboration could expand RxSight's reach into light adjustable PCIOLs, potentially benefiting Alcon's product portfolio.

Financials▲ · 2 stocks
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