← Figs overview

Figs vs The Cooper Companies: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Figs Inc (FIGS)

Q3 2026
▲3

FIGS raises 2026 outlook on strong Q2 and international surge

  • FIGS raises 2026 revenue and margin outlook after strong Q2 FIGS lifted its 2026 revenue growth forecast to about 20% from 14-16% and operating margin target to roughly 10.8%. Q2 revenue jumped 29% to $196.6 million, with active customers up 13% to 3.1 million. This positive guidance signals confidence and growth, pushing the stock up.

    This is the core new event that directly drives the stock higher.

  • International revenue surges 67%, expansion to 85 markets International revenue jumped 67% to $37.9 million, now 19% of total sales. FIGS expanded to 85 markets, adding 27 since year-end, and signed a partnership with Bupa Dental Care for nearly 400 UK dental centers. This broadens growth beyond the U.S., supporting the stock.

    Shows a key new growth driver that justifies the raised outlook.

  • Analyst upgrades and strong cash flow boost sentiment After Q2 earnings beat, Barclays and KeyBanc raised price targets to $20, implying 36% upside. FIGS generated $97 million in free cash flow over the past year and trades at 22 times that, which some see as cheap. Upgrades and cash generation attract buyers, lifting the stock.

    New analyst actions and cash flow metrics that influence investor perception.

  • Customs order blocks Jordan imports, but impact mitigated A U.S. Customs withhold release order blocks imports from FIGS' Jordan partner. Management says it has shifted production to other partners, mitigating most of the impact. While a risk, the mitigation limits the negative effect on the stock.

    A new regulatory risk that could hurt supply, but with limited impact.

August 2026
▲3

FIGS raises 2026 outlook on strong Q2 and international surge

  • FIGS raises 2026 revenue and margin outlook after strong Q2 FIGS lifted its 2026 revenue growth forecast to about 20% from 14-16% and operating margin target to roughly 10.8%. Q2 revenue jumped 29% to $196.6 million, with active customers up 13% to 3.1 million. This positive guidance signals confidence and growth, pushing the stock up.

    This is the core new event that directly drives the stock higher.

  • International revenue surges 67%, expansion to 85 markets International revenue jumped 67% to $37.9 million, now 19% of total sales. FIGS expanded to 85 markets, adding 27 since year-end, and signed a partnership with Bupa Dental Care for nearly 400 UK dental centers. This broadens growth beyond the U.S., supporting the stock.

    Shows a key new growth driver that justifies the raised outlook.

  • Analyst upgrades and strong cash flow boost sentiment After Q2 earnings beat, Barclays and KeyBanc raised price targets to $20, implying 36% upside. FIGS generated $97 million in free cash flow over the past year and trades at 22 times that, which some see as cheap. Upgrades and cash generation attract buyers, lifting the stock.

    New analyst actions and cash flow metrics that influence investor perception.

  • Customs order blocks Jordan imports, but impact mitigated A U.S. Customs withhold release order blocks imports from FIGS' Jordan partner. Management says it has shifted production to other partners, mitigating most of the impact. While a risk, the mitigation limits the negative effect on the stock.

    A new regulatory risk that could hurt supply, but with limited impact.

Latest
▲3

FIGS raises 2026 outlook on strong Q2 and international surge

  • FIGS raises 2026 revenue and margin outlook after strong Q2 FIGS lifted its 2026 revenue growth forecast to about 20% from 14-16% and operating margin target to roughly 10.8%. Q2 revenue jumped 29% to $196.6 million, with active customers up 13% to 3.1 million. This positive guidance signals confidence and growth, pushing the stock up.

    This is the core new event that directly drives the stock higher.

  • International revenue surges 67%, expansion to 85 markets International revenue jumped 67% to $37.9 million, now 19% of total sales. FIGS expanded to 85 markets, adding 27 since year-end, and signed a partnership with Bupa Dental Care for nearly 400 UK dental centers. This broadens growth beyond the U.S., supporting the stock.

    Shows a key new growth driver that justifies the raised outlook.

  • Analyst upgrades and strong cash flow boost sentiment After Q2 earnings beat, Barclays and KeyBanc raised price targets to $20, implying 36% upside. FIGS generated $97 million in free cash flow over the past year and trades at 22 times that, which some see as cheap. Upgrades and cash generation attract buyers, lifting the stock.

    New analyst actions and cash flow metrics that influence investor perception.

  • Customs order blocks Jordan imports, but impact mitigated A U.S. Customs withhold release order blocks imports from FIGS' Jordan partner. Management says it has shifted production to other partners, mitigating most of the impact. While a risk, the mitigation limits the negative effect on the stock.

    A new regulatory risk that could hurt supply, but with limited impact.

The Cooper Companies, Inc (COO)

Q3 2026
▼2▲1

CooperSurgical retained, guidance cut, activist fight escalates

  • Strategic review ends without sale Cooper ended its nine-month review by keeping CooperSurgical after bids came in too low, dashing hopes for a value-unlocking sale and sending shares to a 52-week low near $51.

    The failed sale removed a major potential catalyst and directly pressured the stock.

  • Fiscal 2026 guidance cut The company slashed its fiscal 2026 guidance, a sign that business conditions are weakening and future profits will be lower than expected, which drove a sharp drop in the share price.

    Guidance cuts directly lower earnings expectations and are a primary reason the stock fell.

  • Activist pressure intensifies Jana Partners, an activist investor, initially lifted shares on hopes for a shake-up, but is now pushing to replace the CEO and board chair and may launch a proxy fight, adding uncertainty.

    Activist involvement is a major force behind the stock's volatility and future direction.

  • Buyback and product innovation The board authorized a new $1 billion buyback, expanding the program to $3 billion, and CooperVision opened a UK innovation hub and unveiled six lens advances, supporting future growth.

    These are the main positive offsets to the negative news, showing capital return and product momentum.

August 2026
▲2▼2

Cooper keeps surgical unit, cuts outlook; activist Jana escalates for CEO change

  • CooperSurgical sale review ends with no deal, guidance cut Cooper ended its nine-month review and kept CooperSurgical because bids were too low, then reported a weak quarter and cut its outlook. Shares fell about 15% to a 52-week low near $51, as investors lost hope a sale would unlock value.

    This is the period's biggest negative force on COO's price and the core reason it is moving.

  • New $1 billion buyback authorized alongside the no-sale decision The board approved a fresh $1 billion share repurchase to show confidence in keeping CooperSurgical. Buying back stock shrinks the number of shares and can support the price, but it did not offset the drop from the weak outlook.

    It is the main offsetting positive action announced with the negative review outcome.

  • New innovation hub and six lens product advances CooperVision opened a global innovation hub in England and unveiled six contact-lens advances, including myopia-control and silicone hydrogel products launching over several years. The stock rose 1.4% on the news, a modest lift to the long-term growth story.

    It is a genuinely new positive development supporting future revenue growth.

  • Jana escalates, pushing to replace CEO and sell businesses Jana Partners is pressing Cooper to replace CEO Albert White and the board chair and to explore selling CooperVision or CooperSurgical, threatening a proxy fight. The stock is down about 28% since Jana first disclosed its stake, keeping pressure on management.

    It is the latest activist escalation and a key force behind the stock's uncertainty.

Latest
▲2▼2

Cooper keeps surgical unit, cuts outlook; activist Jana escalates for CEO change

  • CooperSurgical sale review ends with no deal, guidance cut Cooper ended its nine-month review and kept CooperSurgical because bids were too low, then reported a weak quarter and cut its outlook. Shares fell about 15% to a 52-week low near $51, as investors lost hope a sale would unlock value.

    This is the period's biggest negative force on COO's price and the core reason it is moving.

  • New $1 billion buyback authorized alongside the no-sale decision The board approved a fresh $1 billion share repurchase to show confidence in keeping CooperSurgical. Buying back stock shrinks the number of shares and can support the price, but it did not offset the drop from the weak outlook.

    It is the main offsetting positive action announced with the negative review outcome.

  • New innovation hub and six lens product advances CooperVision opened a global innovation hub in England and unveiled six contact-lens advances, including myopia-control and silicone hydrogel products launching over several years. The stock rose 1.4% on the news, a modest lift to the long-term growth story.

    It is a genuinely new positive development supporting future revenue growth.

  • Jana escalates, pushing to replace CEO and sell businesses Jana Partners is pressing Cooper to replace CEO Albert White and the board chair and to explore selling CooperVision or CooperSurgical, threatening a proxy fight. The stock is down about 28% since Jana first disclosed its stake, keeping pressure on management.

    It is the latest activist escalation and a key force behind the stock's uncertainty.

September 2026
▲2▼1

Cooper cuts guidance, keeps CooperSurgical; activist Jana pushes for sale

  • Guidance cut and strategic review ends with CooperSurgical retained Cooper cut its fiscal 2026 revenue and profit outlook below what analysts expected and decided to keep its women's health unit, CooperSurgical, instead of selling it. The weak forecast and no-sale decision sent the stock down sharply, because investors had hoped a sale would unlock value.

    This is the main new event that drove the stock down this period.

  • Buyback expanded to $3 billion Alongside the weak guidance, Cooper increased its share buyback program from $2 billion to $3 billion, leaving about $1.5 billion available. Buying back more stock can support the share price by reducing the number of shares outstanding, but it did not offset the negative reaction to the guidance cut.

    This is a new capital action that partially offsets the negative guidance news.

  • Activist Jana Partners pushes for sale and CEO change Activist investor Jana Partners sent a letter urging Cooper to pursue a sale, replace its CEO, and consider selling assets. The stock rose 1.7% after hours on the news, as investors saw a chance for a shake-up that could boost value after a 34% year-to-date decline.

    This is the latest new development that could change the company's direction and stock price.

▲2▼1

Cooper cuts guidance, keeps CooperSurgical; activist Jana pushes for sale

  • Guidance cut and strategic review ends with CooperSurgical retained Cooper cut its fiscal 2026 revenue and profit outlook below what analysts expected and decided to keep its women's health unit, CooperSurgical, instead of selling it. The weak forecast and no-sale decision sent the stock down sharply, because investors had hoped a sale would unlock value.

    This is the main new event that drove the stock down this period.

  • Buyback expanded to $3 billion Alongside the weak guidance, Cooper increased its share buyback program from $2 billion to $3 billion, leaving about $1.5 billion available. Buying back more stock can support the share price by reducing the number of shares outstanding, but it did not offset the negative reaction to the guidance cut.

    This is a new capital action that partially offsets the negative guidance news.

  • Activist Jana Partners pushes for sale and CEO change Activist investor Jana Partners sent a letter urging Cooper to pursue a sale, replace its CEO, and consider selling assets. The stock rose 1.7% after hours on the news, as investors saw a chance for a shake-up that could boost value after a 34% year-to-date decline.

    This is the latest new development that could change the company's direction and stock price.