Cooper Companies

COO: Share Buybacks And Merger Potential Will Drive Undervalued Stock Higher

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

15 Dec 25

Views

222

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-10.7%

7D

0.5%

Loading

1Y

-10.7%

7D

0.5%

You can edit this narrative until Dec 16 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$90.58.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 Dec 25

Fair value Increased 9.04%

COO: Future Returns Will Balance Buybacks With Activist Governance Pressure

Narrative Update on Cooper Companies Analysts have raised their price target on Cooper Companies by 9 percent, from 83 dollars to 90.50 dollars. This reflects increased conviction in the company’s long term earnings power, despite slightly lower growth and margin assumptions, offset by a higher expected valuation multiple.

Shared on 01 Dec 25

COO: Shareholder Value Will Be Driven by Buybacks Amid Leadership Pressure

Analysts have maintained their fair value estimate for Cooper Companies at $83.00, citing only minimal adjustments to growth and profitability assumptions in recent models. What's in the News On November 19, 2025, Browning West LP sent a letter to the Cooper Companies' board criticizing underperformance.

Shared on 17 Nov 25

COO: Expanded Buyback Authorization Will Drive Shareholder Value Higher

Analysts have modestly revised their price target for Cooper Companies to $83.00. They cite slight adjustments in the discount rate and future valuation estimates, reflecting updated market expectations.

Shared on 01 Nov 25

Analysts have maintained their price target for Cooper Companies at $83.00, citing stability in the company’s fundamental metrics and minimal changes in key financial assumptions. What's in the News Jana Partners LLC has urged Cooper Companies to consider strategic alternatives, including a potential merger of its contact lens unit with Bausch + Lomb Corp, and to improve capital allocation and shareholder returns (Key Developments).

Shared on 17 Oct 25

Fair value Decreased 0.23%

Analysts have slightly lowered their price target for Cooper Companies from $83.19 to $83.00, citing minor adjustments in key financial metrics such as fair value and forward P/E ratio. What's in the News On September 17, 2025, Cooper Companies increased its equity buyback plan by $1,000 million, raising total authorization to $2,000 million (Key Developments).

Shared on 03 Oct 25

Fair value Decreased 1.51%

Analysts have slightly lowered their price target for Cooper Companies from $84.47 to $83.19. They cite minor adjustments in projected revenue growth and profit margins as the reason for this change.

Shared on 29 Aug 25

Fair value Decreased 9.44%

The consensus analyst price target for Cooper Companies has been revised downward, primarily reflecting a reduced future P/E multiple while revenue growth expectations remain stable, resulting in a new price target of $84.56. What's in the News Repurchased 724,300 shares for $52.1 million between May and July 2025; total buyback completed is 5,921,842 shares for $836.4 million (3.03% of shares outstanding).

Shared on 07 May 25

Fair value Decreased 13%

Shared on 30 Apr 25

Fair value Increased 1.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$90.5

8.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.15%

Medical Equipment revenue growth rate

6.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.07%

Calculation

US$746.57m

Earnings '28

x

28.29x

PE Ratio '28

=

US$21.12b

Market Cap '28

US$21.12b

Market Cap '28

/

185.55m

No. shares '28

=

US$113.84

Share Price '28

US$113.84 Share Price '28

Discounted to 2025 @ 8.05% p.a.

=

US$90.23

Fair Value '25