Virtus SGA Global Growth Fund Q1 2026 Portfolio Update

Arm Holdings' management reiterated confidence in sustaining approximately 20% royalty growth longer term, reinforcing the market's confidence in Arm's structural growth profile. Adyen was a detractor from performance during the quarter following fourth quarter results and a more cautious 2026 outlook. We initiated a new position in American Express and exited our positions in Gartner and UnitedHealth.

Seeking Alpha • Jun 3, 2026

Alcon: Product Cycle Reset Creates An Attractive Entry Point (Initiating Buy)

Alcon receives a buy rating, driven by the launch of Tryptyr in the mature dry eye disease market. Tryptyr's unique mechanism and rapid tear production differentiate it, but commercial adoption hinges on refill rates, payer coverage, and patient persistence. ALC's robust commercial footprint and strong balance sheet support ongoing R&D, M&A, dividends, and buybacks, mitigating financing risks.

Seeking Alpha • May 31, 2026

Is it a Prudent Move to Retain ALC Stock in Your Portfolio Now?

Alcon's Surgical and Vision Care units returned to 6% growth in Q1 2026, but tariffs, macro pressure and fierce competition still loom.

Zacks Investment Research • May 28, 2026

Alcon Inc. (ALC) Q1 2026 Earnings Call Transcript

Alcon Inc. (ALC) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 7, 2026

Here's Why Alcon (ALC) is a Strong Value Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • May 7, 2026

Swiss eye care firm Alcon's quarterly revenue rises, driven by product launches

Swiss-American eye care company Alcon ​reported a 10% rise ‌in its quarterly revenue, citing recent product launches as main drivers.

Reuters • May 6, 2026

New Product Launches Drive Alcon's First-Quarter 2026 Growth as Momentum from Unity and Tryptyr Builds

GENEVA--(BUSINESS WIRE)--New Product Launches Drive Alcon's First-Quarter 2026 Growth as Momentum from Unity and Tryptyr Builds.

Business Wire • May 5, 2026

ALC vs. PEN: Which Stock Should Value Investors Buy Now?

Investors with an interest in Medical - Instruments stocks have likely encountered both Alcon (ALC) and Penumbra (PEN). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • May 5, 2026

Alcon Announces Results of 2026 Annual General Meeting

GENEVA--(BUSINESS WIRE)--Alcon Announces Results of 2026 Annual General Meeting.

Business Wire • Apr 30, 2026

Are Medical Stocks Lagging Alcon (ALC) This Year?

Here is how Alcon (ALC) and Brainsway Ltd. Sponsored ADR (BWAY) have performed compared to their sector so far this year.

Zacks Investment Research • Apr 14, 2026