Cooper Companies Stock: Is Wall Street Bullish or Bearish?

Company Overview - The Cooper Companies (COO) is a global medical device company based in San Ramon, California, specializing in the development, manufacturing, and marketing of contact lenses and related products, with a market cap of $16.3 billion [1]. Stock Performance - COO shares have underperformed the broader market over the past year, declining 7%, while the S&P 500 Index has increased by nearly 11.9% [2]. - Year-to-date, COO stock has seen marginal losses, aligning with a slight fall in the S&P 500 Index [2]. - Compared to the SPDR S&P Health Care Equipment ETF (XHE), which has declined about 6.6% over the past year, COO's year-to-date performance shows a smaller decline than the ETF's 3.3% [3]. Financial Results - On December 4, 2025, COO reported Q4 results with revenue of $1.07 billion, exceeding analyst estimates of $1.06 billion [4]. - The adjusted EPS for the quarter was $1.15, beating analyst expectations by 3.2% [4]. - For the current fiscal year ending in October, analysts project a 9.5% growth in EPS to $4.51 on a diluted basis [4]. - COO has a strong earnings surprise history, having beaten or matched consensus estimates in each of the last four quarters [4]. Analyst Ratings - Among 18 analysts covering COO stock, the consensus rating is a "Moderate Buy," consisting of 10 "Strong Buy" ratings, one "Moderate Buy," six "Holds," and one "Strong Sell" [5]. - The sentiment has improved compared to a month ago, where nine analysts previously suggested a "Strong Sell" [6]. - Needham maintained a "Buy" rating on COO, lowering the price target to $99, indicating a potential upside of 20.8% from current levels [6]. - The mean price target is $90.12, representing a 10% premium to COO's current price, while the highest price target of $100 suggests an upside potential of 22% [6].