Glaukos vs The Cooper Companies: why the prices moved differently

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

Glaukos Corp (GKOS)

Q3 202630 Jul – 9 Oct 2026

▲3

Glaukos Surges on iDose TR and Epioxa Ramp, Raises Guidance

iDose TR and Epioxa drive record revenue and raised guidance Glaukos reported Q2 revenue of $185.6 million, up 50% year over year, with U.S. glaucoma revenue up 64% to $118.5 million and iDose TR sales reaching about $74 million. Management raised 2026 revenue guidance to $680–$700 million, up from $620–$635 million, citing strong adoption of iDose TR and the Epioxa launch. This boosts investor confidence in the growth trajectory.
This is the core fundamental driver behind the stock's surge and guidance raise.
Epioxa shows durable three-year efficacy in keratoconus Glaukos reported positive three-year Phase 3 extension data for Epioxa, showing lasting visual gains and no serious safety issues in keratoconus patients after a single treatment. This supports the corneal health franchise as a second growth pillar alongside glaucoma, potentially expanding the market opportunity and reinforcing long-term revenue prospects.
New clinical data validates a key growth product and supports the investment thesis.
iDose TR plus cataract surgery cuts eye pressure significantly A Phase 4 trial showed iDose TR combined with cataract surgery reduced intraocular pressure by 11.1 mmHg at three months, beating cataract surgery alone by 3.6 mmHg, with a favorable safety profile. This expands the potential use of iDose TR to a large cataract surgery population, opening a new avenue for adoption and revenue growth.
New clinical evidence broadens the addressable market for the flagship product.
Retinal pipeline expansion via RevOpsis license, but stock dipped Glaukos licensed RO-104, a tri-specific biologic for retinal diseases, and gained exclusive rights to the RevMod platform to develop up to four more candidates. While this expands the long-term pipeline, the stock fell 6.3% on the news, possibly due to undisclosed financial terms or investor preference for nearer-term catalysts.
New strategic move with mixed market reaction, relevant to future growth but not immediate revenue.

September 202630 Jul – 9 Oct 2026

▲3

Glaukos Surges on iDose TR and Epioxa Ramp, Raises Guidance

iDose TR and Epioxa drive record revenue and raised guidance Glaukos reported Q2 revenue of $185.6 million, up 50% year over year, with U.S. glaucoma revenue up 64% to $118.5 million and iDose TR sales reaching about $74 million. Management raised 2026 revenue guidance to $680–$700 million, up from $620–$635 million, citing strong adoption of iDose TR and the Epioxa launch. This boosts investor confidence in the growth trajectory.
This is the core fundamental driver behind the stock's surge and guidance raise.
Epioxa shows durable three-year efficacy in keratoconus Glaukos reported positive three-year Phase 3 extension data for Epioxa, showing lasting visual gains and no serious safety issues in keratoconus patients after a single treatment. This supports the corneal health franchise as a second growth pillar alongside glaucoma, potentially expanding the market opportunity and reinforcing long-term revenue prospects.
New clinical data validates a key growth product and supports the investment thesis.
iDose TR plus cataract surgery cuts eye pressure significantly A Phase 4 trial showed iDose TR combined with cataract surgery reduced intraocular pressure by 11.1 mmHg at three months, beating cataract surgery alone by 3.6 mmHg, with a favorable safety profile. This expands the potential use of iDose TR to a large cataract surgery population, opening a new avenue for adoption and revenue growth.
New clinical evidence broadens the addressable market for the flagship product.
Retinal pipeline expansion via RevOpsis license, but stock dipped Glaukos licensed RO-104, a tri-specific biologic for retinal diseases, and gained exclusive rights to the RevMod platform to develop up to four more candidates. While this expands the long-term pipeline, the stock fell 6.3% on the news, possibly due to undisclosed financial terms or investor preference for nearer-term catalysts.
New strategic move with mixed market reaction, relevant to future growth but not immediate revenue.

Latest30 Jul – 9 Oct 2026

▲3

Glaukos Surges on iDose TR and Epioxa Ramp, Raises Guidance

iDose TR and Epioxa drive record revenue and raised guidance Glaukos reported Q2 revenue of $185.6 million, up 50% year over year, with U.S. glaucoma revenue up 64% to $118.5 million and iDose TR sales reaching about $74 million. Management raised 2026 revenue guidance to $680–$700 million, up from $620–$635 million, citing strong adoption of iDose TR and the Epioxa launch. This boosts investor confidence in the growth trajectory.
This is the core fundamental driver behind the stock's surge and guidance raise.
Epioxa shows durable three-year efficacy in keratoconus Glaukos reported positive three-year Phase 3 extension data for Epioxa, showing lasting visual gains and no serious safety issues in keratoconus patients after a single treatment. This supports the corneal health franchise as a second growth pillar alongside glaucoma, potentially expanding the market opportunity and reinforcing long-term revenue prospects.
New clinical data validates a key growth product and supports the investment thesis.
iDose TR plus cataract surgery cuts eye pressure significantly A Phase 4 trial showed iDose TR combined with cataract surgery reduced intraocular pressure by 11.1 mmHg at three months, beating cataract surgery alone by 3.6 mmHg, with a favorable safety profile. This expands the potential use of iDose TR to a large cataract surgery population, opening a new avenue for adoption and revenue growth.
New clinical evidence broadens the addressable market for the flagship product.
Retinal pipeline expansion via RevOpsis license, but stock dipped Glaukos licensed RO-104, a tri-specific biologic for retinal diseases, and gained exclusive rights to the RevMod platform to develop up to four more candidates. While this expands the long-term pipeline, the stock fell 6.3% on the news, possibly due to undisclosed financial terms or investor preference for nearer-term catalysts.
New strategic move with mixed market reaction, relevant to future growth but not immediate revenue.

The Cooper Companies, Inc (COO)

Q3 202615 Jul – 28 Sep 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 202615 Jul – 28 Sep 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.

Latest15 Jul – 28 Sep 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.

September 20269 Sep – 18 Sep 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.

9 Sep – 18 Sep 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.