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COCOO

The Cooper Companies, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 1% YoY at strong margins3 insiders bought $1.9M in 30 daysConsistent chatter on X (413/wk), no spike
$COO·$11B·Medical - Instruments & Supplies·Healthcare
$55.29+2.8%YTD-32.6%1Y-17.7%
Price updated 4h ago·X counts updated 5d ago
COCOO
$COOThe Cooper Companies, Inc.
$55.29+2.82%413 posts0.6×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $COO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

413X posts · last 7 days
Sep 3Sep 14
Chatter Meter
0.6×
QuietNormal · 1×Loud

How loud $COO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's quieter than usual.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $COO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Contact-lens maker with Jana Partners pushing to replace the CEO — the activist just made this a defined-catalyst trade.

The Cooper Companies is a specialty medical-device business with two units — CooperVision (contact lenses) and CooperSurgical (fertility, medical devices, diagnostics). The stock has been in a bear market this year and is now firmly in the middle of an activist-driven CEO fight.

  • The activist catalyst is the story: Sept 17 WSJ reporting Jana Partners is pushing to replace the CEO puts this into a defined M&A-style setup — Jana's playbook here typically pushes for management change, portfolio review, and/or a strategic sale, on a stock that has fallen 34% YTD.
  • The insider tape is aligned and unusually loud: two directors (Kurzius and Rosebrough) executed multiple open-market purchases Sept 15-17 totaling over $1.6M combined — directors buying at 52-week lows in the middle of an activist campaign is exactly the alignment signal the tape needs.
  • The underlying business is thin-growth but profitable: Q3 revenue grew 0.6% YoY at a 62% gross margin, last two EPS prints modest beats, and FY26 EPS estimate of $4.54 versus FY27 at $4.71 — the fundamentals aren't a disaster; they're just not compounding fast enough to justify the historic multiple.

Dec 3 earnings is one pivot; the Jana proxy timeline is the other. A management response that either accepts the activist agenda or delivers a credible strategic-review announcement resolves the coil toward accelerating. A defensive board response with no operational changes, or a genuine miss on the underlying business, extends this into breaking-down — the shares sit at the 7th percentile of the 52-week range because the market is willing to pay for change, not for status quo.

What to watch: Jana Partners' proxy filings and any board response, plus Q4 earnings Dec 3 — an accepted activist agenda or strategic review unlocks the coil; a defensive board response or an operating miss extends the breakdown.

On the calendar: 2026-12-03 — Q4 earnings

activist position

Read the AI verdict on $COO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Medical device maker behind CooperVision contact lenses and CooperSurgical fertility and women's health products globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $COO.

Medical - Instruments & Supplies · Healthcare

Procedure-volume normalization is lifting surgical robotics and sterile supply demand, but Cooper Companies faces a securities fraud investigation over channel inventory disclosures — a company-specific risk overshadowing the sector's broadly improving fundamentals. ISRG's procedure growth despite US and China softness confirms platform stickiness.

What this means for $COO

Headwind — Cooper faces a securities fraud investigation over channel inventory reduction disclosures, with multiple law firms filing complaints; the inventory overhang in CooperVision signals a near-term demand air pocket for contact lenses.

Industry benchmark

10-name peer basket
-2.8%YTD
+0.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
64.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 9, 2026$1.15$1.12+2.7%
Q1 2026Jun 4, 2026$1.21$1.10+10.0%
Q4 2025Mar 5, 2026$1.10$1.03+6.8%
Q3 2025Dec 4, 2025$1.15$1.11+3.6%
Next earningsThu, Dec 3·consensus EPS $1.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.1B+0.6%62.4%20.9%$2.24$-314.4M
Q2 FY26$1.1B+7.9%68.0%-2.9%$-0.40$96.4M
Q1 FY26$1.0B+6.2%67.9%20.8%$0.66$158.7M
Q4 FY25$1.1B+4.6%56.4%13.2%$0.43$149.9M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.2B$4.2B – $4.3B$4.54$4.51 – $4.6313
FY27$4.4B$4.3B – $4.5B$4.71$4.51 – $4.9113
FY28$4.6B$4.5B – $4.7B$5.10$4.40 – $5.7513
FY29$4.9B$4.9B – $5.0B$5.62$5.55 – $5.706
FY30$5.3B$5.3B – $5.4B$6.51$6.42 – $6.609

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-21.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-23.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 193.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.825-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy3 insiders bought shares in the last 30 days.

Recent transactions

BuySep 16Kurzius Lawrence ErikDirector10.0K sh$549KBuySep 14Walter M RosebroughDirector3.0K sh$163KBuySep 14Kurzius Lawrence ErikDirector10.0K sh$539KBuySep 11Walter M RosebroughDirector7.0K sh$379KBuySep 11Paul A KeelDirector4.7K sh$250K
+ 17 other (9 awards · 8 exempts) in window

See when $COO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 63
8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change
8-KShareholder voteApr 88-K — Item 5.07: Shareholder vote
+ 8 other (3 13Gs · 2 10-Qs · 2 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cooper Companies (COO) Securities Investigation Notice - Levi & Korsinskyprnewswire.com·1d agoJana urges Cooper to replace CEO, explore asset sales after performance setbacksreuters.com·1d agoActivist Calls for Cooper Cos. to Seek New CEO.barrons.com·1d agoINVESTOR ALERT: Pomerantz Law Firm Investigates ClaimsOn Behalf of Investors of Corning Incorporated - COOgurufocus.com·2d agoINVESTOR ALERT: Pomerantz Law Firm Investigates ClaimsOn Behalf of Investors of Corning Incorporated - COOprnewswire.com·2d ago

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Voices on X · last 7 days

No standout posts about $COO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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