09:20 AM EDT, 08/29/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We cut our 12-month target by $4 to $71, 16.1x our FY 26 (Oct.) EPS view, a discount to its historical forward average due to tariffs and softer demand in fertility. We lift our FY 25 EPS estimate by $0.03 to $4.09 and trim FY 26's by $0.01 to $4.42. Q3 FY 25 EPS of $1.10 vs. $0.96, beat S&P Capital IQ's consensus by $0.03. Revenue growth was soft and slowed to 2% organically, slightly below our forecast. CooperVision grew 6% Y/Y to $718.4M but only 2% organically, as toric and multifocal products maintained momentum at 6% organic growth while sphere and other products fell 1% organically. CooperSurgical revenue rose 4% Y/Y to $341.9M with 2% organic growth, as both office/surgical (+1% organic) and fertility (+3% organic) segments showed modest expansion. Non-GAAP gross margin rose 70 bps Y/Y to 67%, offsetting some top-line softness and contributing to the EPS beat. COO raised its EPS guidance to '$4.08- $4.12' from '$4.05-$4.11', which we think reflects the YTD EPS beats and improving MyDAY product momentum.