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Alcidion Group’s fair value price target is held at A$0.1425, with no change to the underlying valuation in the latest model refresh. This steady A$0.14 anchor reflects sector commentary that focuses on fine tuning discount rates and assumptions rather than making big valuation shifts, while analysts weigh factors such as product adoption, execution and use of cash. Read on to see how to interpret this stable target and track how the story around Alcidion could evolve from here.

Stay updated as the Fair Value for Alcidion Group shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alcidion Group.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

Several firms, including Wells Fargo and Barclays, have raised price targets on ALC while maintaining constructive ratings such as Overweight and Equal Weight. This signals confidence in the company’s positioning within medical technology and supplies. Wells Fargo highlights new product cycles like Unity and Tryptyr as supporting Q4 results and sees company guidance as supported by these launches, tying the investment case closely to execution on the product roadmap. BTIG points to steady product cadence, profitability and free cash flow, noting that these factors give ALC flexibility for M&A and share buybacks. This feeds into how some analysts frame valuation support.

🐻 Bearish Takeaways

William Blair’s neutral initiation and Berenberg’s price target reduction by CHF 5 show that not all research is aligned, with some analysts taking a more cautious stance on ALC’s outlook and valuation. BTIG flags that a key swing factor is the broader ophthalmic market in FY26. This adds an external dependency to the ALC story that investors should keep in mind when weighing risks against the A$0.1425 fair value anchor for Alcidion Group.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!ASX:ALC 1-Year Stock Price Chart

We've flagged 1 risk for Alcidion Group. See which could impact your investment.

What's in the News

Alcidion reaffirmed fiscal 2026 guidance, with revenue expected to exceed A$50.0 million and contracted revenue for 2026 at A$43.1 million as at 31 December 2025. Contracted revenue of A$43.1 million for fiscal 2026 is described as 40% up on the prior corresponding period and 6% up on fiscal 2025 full year revenue, which gives a sense of how much is already sold or renewed. Management is reviewing potential M&A opportunities that align with the company’s three identified growth pillars and indicates a selective approach to any transactions. During the Half Year Results Webinar for the 6 months ending 31 December 2025, Kate Quirke reiterated that the company remains focused on its three growth pillars while assessing acquisitions or investments.

Story Continues

How This Changes the Fair Value For Alcidion Group

Fair value is held at A$0.1425 with no movement in the underlying fair value estimate. Revenue growth assumption is held effectively steady at around 4.33%. Net profit margin assumption remains essentially flat at about 6.19%. Future P/E moves slightly from 70.71x to 70.58x. Discount rate is adjusted slightly lower from 8.12% to 8.06%.

Never Miss an Update: Follow The Narrative

Narratives connect Alcidion Group’s business story to a set of financial expectations and a fair value anchor, updating as new data and company news come through. They help you see how product, market and risk developments tie back to the current A$0.1425 fair value.

Head over to the Simply Wall St Community and follow the Narrative on Alcidion Group to stay up to date on:

How recurring revenue from multi year modular contracts, including a strong UK base and new regions like Canada, Saudi Arabia and the UAE, shapes the growth story. The role of the Miya Precision platform, operational leverage and a land and expand approach in supporting recurring earnings and margins. Key risks around UK concentration, dependence on a few large contracts, and the execution and cost pressures that come with international expansion and tighter healthcare IT requirements.

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 ALC.AX.

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