04/11/2025 09:26

Cochlear Ltd (COH) $283.89

At the end of October, COH reaffirmed its FY26 earnings guidance, for an 11% to 17% increase in underlying net profit from last year. Device demand across both cochlear implants and Acoustics looks strong, while Services expectations have been reset over the last 12-18 months, which puts the stock firmly in the “buy the dip” camp for MM.

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16/09/2025 09:42

Cochlear Ltd (COH) $302.72

COH had a quiet report last month after flagging much of the result in June which at the time saw the stock surge back towards $300. The company is pinning its hopes on the rollout of a new hearing implant called Nucleus Nexa to boost earnings after this year’s disappointing performance, although net profit still grew 9%.

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08/07/2025 09:35

Cochlear Ltd (COH) $300.74

COH surged higher in June ironically after headlines of “Cochlear cuts guidance”. The hearing company flagged an underlying net profit for the 12 months through June of $390-400mn, down by around 6% compared to its February numbers.

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13/02/2025 09:29

Cochlear Ltd (COH) $306.69

Hearing implant business COH was the best-performing healthcare name on Wednesday, closing up +1.6%. However, we remain concerned that the share price isn’t factoring in the risks of Moderna’s potential phase III data for a vaccine against human cytomegalovirus, which causes infant deafness.

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04/10/2024 09:24

Cochlear Ltd (COH) $287.70

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27/09/2024 09:13

Cochlear Ltd (COH) $284.21

It’s a surprise in many ways to consider hearing aid business COH as a turnaround stock, but it's down ~5% year-to-date, having corrected 22% from its July high. In August, its FY24 result was a slight ~3% miss, but that can/did prove ugly when the market is long with little disregard for downside risks, i.e.

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16/08/2024 08:47

Cochlear Ltd (COH) $313.00

COH -7.3%: FY24 NPAT of $387mn was a relatively small miss compared to consensus at $399mn, but it caught an optimistic market wrong-footed and sent the hearing implant stock spiralling lower—investors are used to COH beating, not missing.

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16/05/2024 09:19

Cochlear Ltd (COH) $331.80

We haven’t looked at COH since February. At the time, we were neutral, and the stock hasn’t moved since. Moving into the EOFY, we believe the stock will advance with the market and valuation expansion but it's not on our radar following its stellar advance since early 2023, i.e. the best could be behind COH for the foreseeable future.

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19/02/2024 16:56

Cochlear (COH) $327.82

COH -2.01%: the hearing implants company’s 1H was largely pre-announced at a trading update last week, Cochlear pulled back from all-time highs hit on Friday on slight cracks showing in the numbers.

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09/02/2024 09:30

Cochlear Ltd (COH) $304.74

We discussed COH earlier in the week after it was downgraded to a “Sell” by UBS who made some interesting points around the potential for Moderna getting a vaccine approved to treat ~20% of child deafness.

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