The Cooper Companies, IncNasdaq: COO
Health Care · Health Care Supplies
$65.96
+1.39%
Vol: 1.9M
Research Digest
Friday, June 19, 2026
Cooper Companies surges 8.5% after Q2 2026 earnings beat marks tenth consecutive quarter of outperformance, with revenue of $1.08B up 8% and non-GAAP EPS of $1.21 clearing the $1.10 estimate by 10%.
Cooper Companies (COO) reported a record Q2 fiscal 2026 on June 4, with revenue of $1.08 billion up 8% year-over-year, beating the $1.065 billion estimate, and non-GAAP EPS of $1.21 versus the $1.10 expected — marking the tenth consecutive earnings beat. The stock surged approximately 8.5% on the news, clearing what analysts described as a "recall overhang." The company updated its fiscal 2026 guidance to total revenue of $4.306B-$4.346B with organic growth of 4.5%-5.5%. CooperVision also announced plans to launch MyDay MiSight 1 day myopia control contact lenses in the UK and select European markets, expanding its specialty lens portfolio. The Board appointed Paul Keel as a new director in May. Analyst consensus price targets cluster in the mid-$80s to mid-$90s with a mean of $90.33.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Cooper Companies appointed Paul Keel to its Board of Directors as shares trade near $60, down 25.6% year-to-date ahead of the May 28 earnings release.Neutral▶
Cooper Companies appointed Paul Keel to its Board of Directors and the Audit Committee, bringing senior executive experience from major medical technology and industrial firms. The governance move comes amid weak stock performance, with shares trading around $60, down 15.7% over the past 30 days and 25.6% year-to-date. The company will release its Q2 2026 earnings on May 28, 2026. Analyst consensus remains Buy with an average 12-month price target of $91.07 from 12 analysts. The company operates two business units: CooperVision (contact lenses) and CooperSurgical (fertility and women's healthcare).
May 20Cooper Companies adds Paul Keel to board as shares trade near 26% YTD decline ahead of May 28 earningsMixed▶
Cooper Companies appointed Paul Keel to its Board of Directors on May 4, 2026, with service on the Audit Committee, bringing senior medical technology and industrial executive experience. The stock has been weak, trading around $59-$61 in mid-May, down roughly 16% over the past 30 days and 26% YTD. Cooper's next earnings report is scheduled for May 28, 2026. The company recently reported Q1 2026 revenue of $1.02B and net income of $130.8M, with solid growth in CooperVision (MyDay/MiSight premium lenses) and CooperSurgical, plus $92.5M of share repurchases. Margin expansion benefited from recent reorganizations.
May 19CooperCompanies appoints Paul Keel as independent director effective July 1, 2026 as stock trades near $59-$61 ahead of May 28 earnings reportMixed▶
CooperCompanies appointed Paul Keel as an independent director effective July 1, 2026, who will also serve on the board's Audit Committee. Keel brings senior executive experience from major medical technology and industrial companies, adding governance and financial oversight to the board. The appointment comes as COO shares trade between $59.57 and $61.01, with the stock down 15.7% over the past 30 days, 25.6% YTD, and 25.9% over the past year. The Q2 earnings release is scheduled for May 28, 2026, a key catalyst. Q1 2026 results had shown revenue of $1.02B and net income of $130.8M with global rollout of premium MyDay and MiSight contact lenses, margin expansion, and $92.5M of share repurchases. Average 12-month analyst price target is $91.07 (high $103, low $69).
May 18Cooper Companies trades near $59.61 (May 17), down ~10% MoM and 25.6% YTD, with Q2 2026 earnings due May 28; appointed Paul Keel to its Board on May 4.Negative▶
Cooper Companies stock continues under pressure, trading near $59.61 on May 17, down ~8.4% on the week, ~10% on the month, and 25.6% YTD. The company appointed Paul Keel to its Board of Directors on May 4, 2026, with Keel also joining the Audit Committee. Keel brings experience from senior executive roles at major medical technology and industrial companies. Cooper next earnings report is scheduled for May 28, 2026. Earlier in 2026, the company posted Q1 revenue of $1.02B and net income of $130.8M, with growth in both CooperVision (premium MyDay and MiSight contact lenses) and CooperSurgical segments, along with $92.5M in share repurchases. Analyst sentiment is mixed.
May 15Cooper Companies appoints Envista CEO Paul Keel to board on May 4 as shares remain down 26.1% YoY amid mixed analyst valuation views.Mixed▶
Cooper Companies named Envista CEO Paul Keel to its board of directors on May 4, 2026. The company reported Q1 2026 EPS of $1.10, beating estimates of $1.03 by 6.80%. Next earnings are expected on June 4, 2026 with EPS estimate of $1.10. Shares are down 26.1% over the past year, with analysts mixed on its valuation, highlighting both growth potential and competitive risks. The company is focusing on sustainability through its new MADE BETTER Promise initiative covering CooperVision and CooperSurgical units. Pressure from a struggling vision care market and competitive risks remain key concerns going into the next print.
May 14Cooper Companies hits 52-week low as strategic review continues despite Q1 FY2026 beatMixed▶
Cooper Companies stock recently hit a 52-week low of $61.76 despite reporting strong Q1 FY2026 results on March 5 with revenue of $1.02B (up 6% YoY) and adjusted EPS of $0.18 (up 20% YoY). The company is in the midst of a formal strategic review aimed at identifying opportunities to enhance long-term shareholder value, with fiscal 2026 guidance calling for 4.5–5.5% organic growth and $575–$625M free cash flow. CooperVision continues to benefit from favorable mix shift toward daily disposable and specialty lenses while CooperSurgical delivers stable fertility/surgical growth. The stock decline reflects broader market reactions despite operational strength. Risk centers on whether the strategic review yields actionable outcomes and whether China softness persists.
May 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 12No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WSTWEST | $328.37 | +1.48% | +3.1% | 38.3x | 1.16 | $25.8B |
| COOCOOPER | $65.96 | +1.39% | +3.9% | 14.8x | 0.84 | $14.5B |
| ALGNALIGN | $182.23 | +5.01% | +6.4% | 14.9x | 1.67 | $13.2B |
| LLYELI | $1,099.89 | -1.09% | -1.3% | 27.3x | 0.51 | $1.08T |
| JNJJOHNSON | $228.45 | -2.46% | +1.8% | 20.7x | 0.23 | $633.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.