Analyst Consensus ?
ConsensusHold26 ratings
Bullish1350.0%
Neutral1246.2%
Bearish13.8%
1 unmapped firm rating excluded from the percentages.
The Cooper Companies, Inc. · COO · FY2025 Q4 · Calendar Q4 2025
Cooper Companies: MyDay Gains, Strategic Review Add Upside and Risk
The latest analysis supports a constructive but qualified view: MyDay-led share gains, fertility initiatives, operating efficiencies, and higher free-cash-flow targets strengthen the growth case, while APAC weakness, margin pressure, PARAGARD competition, and strategic-review uncertainty temper it.
Reported After market closeNASDAQHealthcare
$10.94B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.15
Consensus $1.11
EPS surprise
+3.6%
Reported versus consensus
Reported revenue
$1.07B
Consensus $1.06B
Revenue surprise
+0.4%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+5.7%
Event window
SPY move
+0.2%
Same window
Abnormal move
+5.5%
Stock minus SPY
Volume
3.7×
Versus trailing sessions
Subsequent drift
+3.6%
Up to 20 sessions
COOSPY benchmark
Ask FN2 about COO FY2025 Q4
Transcript, numbers and history already loaded
Why did COO rise 5.7% after beating EPS estimates in FY2025 Q4?What changed in COO's guidance and outlook in FY2025 Q4?Give me the bull and bear case for COO after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The latest analysis adds a formal strategic review, increased share-repurchase authority, total shareholder return in executive compensation, and remediation of a previously disclosed IT general-control material weakness.
Guidance delta
Management maintained guidance; analysis cites FY2026 organic revenue growth of 4.5%-5.5% and free cash flow above $2.2 billion.
Key takeaways
- Management highlighted continued contact-lens market-share gains, led by MyDay.
- The analysis cites an FY2026-FY2028 free-cash-flow target above $2.2 billion, with two-thirds allocated to share repurchases.
- A strategic review is underway, with no change in stance on a potential CooperVision/CooperSurgical split.
- FY2026 guidance calls for modest organic revenue growth alongside stronger expected Q3 and Q4 performance.
- Reorganization and AI-enabled back-office efficiencies are expected to deliver $50 million of pretax savings.
Management priorities
- Expand the MyDay premium lens portfolio, including MyDay Energous in Europe.
- Launch MyDay MySite and MyDay Toric multifocal lenses in 2026.
- Launch MiSight in Japan in Q2 2026.
- Roll out new genomics tests and other fertility technologies.
- Complete the CooperVision R&D facility and continue AI integration.
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Beat
Miss
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Analyst 52W Price Targets
$55.38Current
$59Low
$94.75Average
$368High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Needham | Buy | Buy | Maintain | Sep 15, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Sep 11, 2026 |
| William Blair | Market Perform | Outperform | Downgrade | Sep 10, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 10, 2026 |
| UBS | Neutral | Neutral | Maintain | Sep 10, 2026 |
| Stifel | Buy | Buy | Maintain | Sep 10, 2026 |
| Piper Sandler | Neutral | Overweight | Downgrade | Sep 10, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Sep 10, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Sep 10, 2026 |
| Baird | Neutral | Outperform | Downgrade | Sep 10, 2026 |
| B of A Securities | Neutral | Buy | Downgrade | Sep 10, 2026 |
| BNP Paribas | Outperform | Outperform | Maintain | Jun 8, 2026 |
| Barclays | Overweight | Overweight | Maintain | Mar 6, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Dec 8, 2025 |
| Goldman Sachs | Sell | Sell | Maintain | Dec 8, 2025 |
| Redburn Atlantic | Neutral | Buy | Downgrade | Oct 4, 2023 |
| Jefferies | Hold | Buy | Downgrade | Oct 11, 2022 |
| Keybanc | Overweight | Downgrade | Aug 28, 2022 | |
| Stephens & Co. | Overweight | Overweight | Maintain | Jun 2, 2022 |
| Guggenheim | Buy | Neutral | Upgrade | Jan 2, 2022 |
| Raymond James | Outperform | Outperform | Maintain | Mar 4, 2021 |
| Oppenheimer | Perform | Perform | Maintain | Sep 3, 2020 |
| BMO Capital | Outperform | Outperform | Maintain | Mar 5, 2019 |
| Cleveland Research | Buy | Neutral | Upgrade | May 15, 2016 |
| PiperJaffray | Overweight | Overweight | Maintain | Dec 4, 2015 |
| Stifel Nicolaus | Buy | Buy | Maintain | Dec 1, 2015 |
| Morgan Keegan | Outperform | Outperform | Maintain | Mar 8, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $55.38. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Mizuho Securities | Anthony Petrone | $75 | $55.22 | +35.4% | Sep 10, 2026 |
| UBS | Analyst unavailable | $66 | $63.48 | +19.2% | Sep 10, 2026 |
| Needham | David Saxon | $73 | $63.48 | +31.8% | Sep 10, 2026 |
| Wells Fargo | Analyst unavailable | $61 | $63.48 | +10.1% | Sep 10, 2026 |
| Stifel Nicolaus | Jonathan Block | $70 | $63.48 | +26.4% | Sep 10, 2026 |
| Robert W. Baird | Jeff Johnson | $61 | $63.48 | +10.1% | Sep 10, 2026 |
| Piper Sandler | Jason Bednar | $59 | $63.48 | +6.5% | Sep 10, 2026 |
| Needham | David Saxon | $86 | $62.02 | +55.3% | Jun 5, 2026 |
| Wells Fargo | Larry Biegelsen | $66 | $62.02 | +19.2% | Jun 5, 2026 |
| Mizuho Securities | Anthony Petrone | $85 | $60.34 | +53.5% | Jun 4, 2026 |
| Piper Sandler | Analyst unavailable | $86 | $61.21 | +55.3% | Jun 1, 2026 |
| Goldman Sachs | Analyst unavailable | $61 | $62.03 | +10.1% | May 27, 2026 |
| Needham | Analyst unavailable | $99 | $80.65 | +78.8% | Feb 3, 2026 |
| Barclays | Analyst unavailable | $98 | $81.29 | +77.0% | Jan 26, 2026 |
| Goldman Sachs | Analyst unavailable | $73 | $83.13 | +31.8% | Jan 9, 2026 |
| Goldman Sachs | Analyst unavailable | $71 | $81.4 | +28.2% | Dec 8, 2025 |
| Barclays | Matt Miksic | $91 | $81.4 | +64.3% | Dec 8, 2025 |
| Robert W. Baird | Analyst unavailable | $98 | $77.03 | +77.0% | Dec 5, 2025 |
| Mizuho Securities | Analyst unavailable | $100 | $77.03 | +80.6% | Dec 5, 2025 |
| Stifel Nicolaus | Jonathan Block | $95 | $77.03 | +71.5% | Dec 5, 2025 |
| Piper Sandler | Analyst unavailable | $94 | $77.03 | +69.7% | Dec 5, 2025 |
| Needham | David Saxon | $100 | $77.03 | +80.6% | Dec 5, 2025 |
| Barclays | Matt Miksic | $85 | $68.37 | +53.5% | Oct 13, 2025 |
| Goldman Sachs | David Roman | $64 | $68.56 | +15.6% | Oct 1, 2025 |
| Robert W. Baird | Jeff Johnson | $85 | $66.18 | +53.5% | Aug 28, 2025 |
| Morgan Stanley | Patrick Wood | $76 | $64.77 | +37.2% | Aug 28, 2025 |
| Stifel Nicolaus | Analyst unavailable | $85 | $64.58 | +53.5% | Aug 28, 2025 |
| Loop Capital Markets | Alan Gould | $100 | $69.55 | +80.6% | Jun 17, 2025 |
| Stifel Nicolaus | Analyst unavailable | $105 | $85 | +89.6% | Mar 7, 2025 |
| Robert W. Baird | Analyst unavailable | $107 | $85 | +93.2% | Mar 7, 2025 |
| Jefferies | Young Li | $115 | $90.14 | +107.7% | Jul 16, 2024 |
| Piper Sandler | Jason Bednar | $115 | $90.23 | +107.7% | May 31, 2024 |
| Robert W. Baird | Jeff Johnson | $118 | $90.23 | +113.1% | May 31, 2024 |
| Mizuho Securities | Anthony Petrone | $110 | $93.34 | +98.6% | Aug 28, 2023 |
| Piper Sandler | Analyst unavailable | $375 | $351.02 | +577.1% | Jan 11, 2023 |
| Citigroup | Analyst unavailable | $368 | $315.67 | +564.5% | Dec 12, 2022 |
| Robert W. Baird | Jeff Johnson | $375 | $311.32 | +577.1% | Aug 24, 2022 |
| Stifel Nicolaus | Jonathan Block | $450 | $316.79 | +712.6% | Jun 14, 2022 |
| Wells Fargo | Larry Biegelsen | $480 | $442.01 | +766.7% | Aug 19, 2021 |
| Jefferies | Raj Denhoy | $112.5 | $98.61 | +103.1% | May 24, 2021 |
Track every rating change on COO the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationThe Cooper Companies, Inc. (COO) operates as a global medical device firm, primarily focused on developing, producing, and distributing products through two distinct business units: CooperVision and CooperSurgical. CooperVision specializes in contact lenses. Their product range includes spherical lenses for common vision issues like nearsightedness and farsightedness, as well as advanced lenses such as toric for astigmatism, multifocal for presbyopia, and specialized options addressing myopia, dry eyes, and eye fatigue.…
Historical context
All COO earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MDT Medtronic plc | FY2027 Q1 · Calendar Q3 2026 | +4.3% | +1.5% | Medtronic raises FY27 outlook as growth broadens across platforms |
Latest beats and misses
Who reports nextBeat on EPS
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
Get the COO recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-24T20:30:56.948796+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-24T20:30:56.945730+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-24. For educational purposes only; not investment advice.