Coherent Corp (COHR) CFO Sherri Luther Sells 3,000 Shares
Coherent Corp (COHR) CFO Sherri Luther sold 3,000 shares of the company stock for approximately $972,000. This sale contributes to a broader trend of insider selling at the company, with 25 insider sells and no insider buys in the past year. GuruFocus data suggests the stock is significantly overvalued, with a price-to-GF-Value ratio of 3.32, indicating the market has high growth expectations.
Coherent (NASDAQ: COHR) CFO sells 3,000 shares in preset plan
Coherent Corp.'s CFO, Sherri R. Luther, sold 3,000 shares of common stock on August 18, 2026, at $324.00 per share, totaling $972,000. This transaction was conducted under a Rule 10b5-1 trading plan established in November 2025. Following the sale, Luther directly holds 64,475 shares of the company's stock.
Ciena vs. Coherent: Which AI Optical Networking Stock is a Better Buy?
This article compares Ciena (CIEN) and Coherent (COHR), two companies benefiting from the AI-driven demand for high-speed optical networking infrastructure. Both companies are experiencing strong growth and addressing challenges like supply constraints and rising operating expenses. While both currently hold a Zacks Rank #3 (Hold), Coherent is considered a slightly better buy due to upward analyst earnings estimate revisions and a lower Price/Book valuation.
Coherent Trades Below Its Own Street Target After a 13% Drop With No Bad News
Coherent (COHR) recently experienced a 13% stock drop without any specific negative company news, following a record-breaking fiscal quarter where shares had previously climbed and analysts raised their targets. The decline appears to be part of a sector-wide profit-taking trend in the AI optics group. Despite the drop, Coherent's current stock price of $306.43 is well below the Street's average target of $413, suggesting a potential buying opportunity if the company maintains its strong performance and meets its ambitious growth targets in the data center market.
Coherent (NASDAQ: COHR) insider lines up new stock sale
Coherent (NASDAQ: COHR) insider Sherri Luther has filed a Form 144 to sell 3,000 shares of common stock, which were acquired from restricted stock units on October 11, 2025. The aggregate market value of this planned sale is approximately $1.05 million. This notice follows a prior Rule 10b5-1 sale by Luther of 1,000 shares for $306,680.00 on July 22, 2026.
Coherent After a Record FY26: Is the Stock a Buy After Q4 Earnings?
Coherent (COHR) reported strong fiscal fourth-quarter and full-year 2026 results, with revenues exceeding estimates due to accelerated growth in its Datacenter & Communications segment. While the company provided impressive fiscal 2027 guidance and demonstrated margin expansion, its "Hold" rating is attributed to the need for flawless execution in capacity expansion to meet demand and manage increasing capital intensity, despite robust demand for AI-driven optical products.
Analysts Have Conflicting Sentiments on These Technology Companies: Infineon Technologies AG (OtherIFNNF) and Coherent Corp (COHR)
Barclays maintained a Buy rating on Infineon Technologies AG (IFNNF) with a EUR90.00 price target, while William Blair maintained a Hold rating on Coherent Corp (COHR). Analyst consensus for Infineon is a Strong Buy with a 36.3% upside, and for Coherent Corp, it's a Moderate Buy with a 24.1% upside, despite a recent downgrade to Hold for Coherent.
Coherent Corp. Earnings Call Signals AI-Fueled Surge
Coherent Corp.'s latest earnings call highlighted record revenue of $7.12 billion for fiscal 2026, driven by surging data center and communications demand, with EPS climbing 59%. Despite strong growth and long-term agreements providing visibility, the company faces near-term challenges including Indium Phosphide production constraints, increased capital expenditures, and broader industrial segment weakness. Coherent is actively investing in capacity expansion and new growth platforms to capitalize on AI and cloud infrastructure build-out.
Coherent Corp (COHR) Stock Up 7.8% but GF Value Says Overvalued -- GF Score: 76/100
Coherent Corp (COHR) stock surged 7.8% on August 17, 2026, reaching $351.22, and has seen a 90.3% year-to-date increase. Despite this growth, GuruFocus's GF Value™ indicates the stock is 262.0% overvalued at $97.01, and the company is currently unprofitable and cash-flow negative. While its GF Score™ of 76/100 suggests above-average overall performance driven by strong growth, significant insider selling and a low valuation score (1/10) raise concerns for investors.
AI Processors Face a Heat Constraint as Coherent Samples Silicon Carbide
Coherent (NYSE: COHR) has begun sampling its 300mm high thermal conductivity silicon carbide (SiC) substrates to leading AI semiconductor partners. These substrates are designed to improve heat spreading by up to 25% compared to current solutions, addressing the thermal constraints faced by next-generation AI processors and datacenters. This move progresses Coherent's vertically integrated SiC platform from internal development to customer evaluation, supporting future high-volume manufacturing for AI and high-performance computing applications.
Coherent Begins Customer Sampling of 300mm High Thermal Conductivity Silicon Carbide Substrates for AI Infrastructure
Coherent Corp. announced it has begun customer sampling of its 300mm high thermal conductivity silicon carbide (SiC) substrates to leading AI semiconductor partners. This move addresses the critical need for effective heat removal in high-power AI processors, which is becoming a major constraint on system performance and reliability. The new SiC substrates are designed to improve heat spreading by up to 25% compared to current solutions, leveraging Coherent's expertise in SiC crystal growth and manufacturing.
Earnings Rebound And AI‑Driven Outlook Might Change The Case For Investing In Coherent (COHR)
Coherent Corp. (COHR) reported a significant earnings rebound for Q4 and full-year 2026, turning previous losses into profits with strong sales and EPS. The company issued optimistic Q1 Fiscal 2027 revenue guidance of US$2.2 billion to US$2.4 billion, driven by strong AI-related demand in data centers and communications, and expanded manufacturing capacity. This positive outlook reinforces the AI-driven optics thesis for Coherent, though investors should still consider the capital intensity and customer concentration risks.
Coherent Corp. Stock Jumps As Wall Street Lifts Price Targets
Coherent Corp. (COHR) stock surged over 9% following its Q4 earnings beat and record FY26 results, driven by strong demand from AI data centers and the shift to optical data transmission. Management provided optimistic Q1 guidance, leading multiple Wall Street firms to raise their price targets into the low-$400s. Additionally, a potential FCC ban on new Chinese optical transceivers could further boost demand for Western suppliers like Coherent.
COHR Stock Jumps As Analysts Chase AI Datacenter Boom
Coherent Corp. (COHR) stock surged by 9.27% following strong Q4 earnings and upbeat Q1 guidance, driven by high demand for AI datacenter optical networking. Analysts raised price targets, with Rosenblatt setting a $500 target, as the company's 2027 production is nearly sold out and 2028 capacity is being booked. The company benefits from the shift to optical networking for AI workloads and potential FCC actions against Chinese optical transceiver imports.
Coherent's clients sample new 300mm SiC platform to improve heat removal
Coherent's AI semiconductor clients are now sampling the company's new 300mm high thermal conductivity silicon carbide (SiC) substrates. These scalable materials are designed to enhance thermal management in AI and high-performance computing systems. The initiative aims to improve heat removal for advanced computing applications.
Coherent (COHR) Stock Holds Steady As AI Optics Margins Strengthen
Coherent (COHR) stock remained largely unchanged after reporting record Q4 and full-year results for its optical and data center business. The company showcased strong profitability with revenue growth and a shift from loss to profit year-over-year, driven by its AI optics thesis. While bulls highlight successful execution in datacenter and communications, bears express concerns about potential overcapacity and volatility in the AI optics market.
Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches
Coherent's Q4 FY 2026 earnings highlight a significant shift towards AI datacenter optics, driven by strong demand for optical connectivity and integrated photonics. The company reported robust revenue growth, particularly in its Datacenter and Communications segment, and is accelerating its indium phosphide capacity expansion to meet future demand for 1.6T transceivers and co-packaged optics (CPO). Despite industrial softness, Coherent's strategic focus on integrated optics and its US manufacturing footprint position it as a key supplier for next-generation AI infrastructure.
Arnold Van Den Berg's Top Q2 2026 Move: Trimming Coherent Corp at a -1.23% Portfolio Impact
Arnold Van Den Berg, founder of Century Management, has strategically adjusted his portfolio in Q2 2026. His 13F filing reveals new positions in Amphenol Corp, GE Vernova Inc, and Teucrium Wheat Fund, alongside increased stakes in Intuit Inc and MarketAxess Holdings Inc. Notably, he significantly reduced holdings in Coherent Corp and Intel Corp, while completely exiting Coterra Energy Inc and Solaris Energy Infrastructure Inc.
Coherent Corp. Stock 12‑Month Price Target Raised to $414.17, Implies 16% Upside
Analysts have raised the average 12-month price target for Coherent Corp. (COHR) stock from $398.13 to $414.17, indicating a potential 16% upside based on the Aug. 12 closing price. This updated target is based on estimates from 23 analysts, with a consensus "Buy" rating from 28 covering analysts. Forecasts range from $280 to $500 per share.
Coherent posts a blowout Q4 and aggressive guidance, yet shares dip 5%
Coherent Corp. (NYSE: COHR) significantly surpassed Wall Street's expectations for its fourth quarter and provided aggressive guidance for fiscal year 2027, including projected revenue of $2.2 billion to $2.4 billion and adjusted EPS of $1.85 to $2.05. Despite these strong results and an 8% surge earlier in the day, the company's shares paradoxically dropped about 5% in premarket trading. Analysts suggest the marginal beat in gross margins, a key investor focus, might have left investors wanting more.
Coherent posts a blowout Q4 and aggressive guidance, yet shares take a 5% haircut
Coherent Corp. (NYSE: COHR) reported a strong Q4, surpassing analyst expectations for both revenue and EPS, and provided an aggressive outlook for fiscal year 2027. Despite these positive results and an earlier surge, the company's shares dropped 5% following the announcement. Coherent highlighted record revenue, significant margin expansion, and strong customer demand for the upcoming fiscal year.
Coherent Corp. Reports Fourth Quarter and Full Year Fiscal 2026 Results
Coherent Corp. announced strong financial results for its fourth quarter and full fiscal year 2026, reporting record revenue, significant margin expansion, and robust non-GAAP EPS growth. The company achieved $2.05 billion in Q4 revenue, a 34% year-over-year increase, driven by exceptional customer demand and expanding production capacity, particularly benefiting from the transition to optical connectivity in AI datacenters. For fiscal year 2027, Coherent anticipates continued growth, with Q1 revenue projected between $2.2 billion and $2.4 billion, and non-GAAP EPS between $1.85 and $2.05.
Coherent’s (NYSE:COHR) Q2 CY2026 Sales Beat Estimates, Provides Optimistic Revenue Guidance for Next Quarter
Coherent (NYSE:COHR) reported strong Q2 CY2026 results, surpassing revenue expectations with sales up 33.7% year-on-year to $2.05 billion. The company also provided optimistic revenue guidance for Q3 CY2026, projecting $2.3 billion at the midpoint, which is 7.4% above analyst estimates. Despite the positive financial performance, the stock traded down 2.8% immediately after the report, suggesting investors had higher expectations.
Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next
Lumentum Holdings' strong fiscal fourth quarter results, with revenue more than doubling and beating expectations, led to an 8% surge in its stock and a rally in other photonics companies. This performance sets the stage for Coherent Corp.'s upcoming earnings report, which analysts anticipate will show a 30% revenue increase. The photonics sector, including Lumentum, Coherent, Applied Optoelectronics, and POET Technologies, is benefiting from increased AI infrastructure spending by hyperscalers.
Coherent Could Swing By $9.54 Billion After Earnings
Coherent Corp. (NYSE: COHR) is projected to experience a significant swing of $9.54 billion after its Q4 2026 earnings report, with options markets implying a 15.04% move. The article also highlights earnings reports for Pan American Silver, Nebius Group, and Cerebras Systems, detailing market cap implications and analyst ratings for each. These companies represent diverse sectors including precious metals, AI infrastructure, and optical components, with their post-earnings movements being closely watched by investors.
Coherent (COHR) Reports Q2: Everything You Need To Know Ahead Of Earnings
Coherent (NYSE:COHR) is set to announce its Q2 earnings this Wednesday after market close. The company has a history of exceeding analyst expectations and is projected to see a 30% year-over-year revenue growth this quarter. Investors will be watching closely as the electronic components and manufacturing sector has shown positive sentiment recently.
Coherent Earnings Preview: Can AI Optics Keep the Momentum Going?
Coherent (COHR.US) is set to report its fiscal Q4 2026 earnings, with focus on whether strong AI optical demand can sustain revenue growth and translate into higher margins. Key areas to watch include datacenter and communications segment revenue nearing $1.5 billion, gross margin surpassing 40%, and the progression of its Co-Packaged Optics (CPO) roadmap. The company's options market shows a defensive sentiment ahead of the earnings release.
Coherent Corp (COHR) Shares Fall 14.2% -- GF Value Says Still Overvalued
Coherent Corp (COHR) shares fell 14.2% to $325.15, significantly exceeding its GF Value™ estimate of $88.40, indicating the stock is 267.8% overvalued. Despite a strong GF Score™ of 82/100, driven by high growth and profitability ranks, its valuation rank is very low at 1/10. Insider selling of $1.8 million with no buying activity further suggests caution for investors.
Coherent Corp. Down Over 13%, Worst Performer in the S&P 500 So Far Today -- Data Talk
Coherent Corp. (COHR) stock is down over 13% today, making it the worst performer in the S&P 500. This follows its fiscal third-quarter results which showed a narrower-than-expected loss but lower-than-anticipated revenue, leading to a significant price target cut from Susquehanna analysts. The company also announced a new $250 million stock repurchase program.
Coherent (COHR) Stock Is Tumbling Today After Massive Optics vs. Memory Debate on Social Media This Weekend
Coherent (COHR) stock dropped 11.63% today, sliding from recent gains of 44.22% over the past week and 105.41% year to date. This decline is attributed to profit-taking ahead of its Q4 FY2026 earnings report, rather than a negative catalyst, and follows a social media debate about whether optics would replace memory as the next big AI trade. Despite the drop, Coherent's fundamentals remain strong, with Q3 non-GAAP EPS of $1.41 on $1.805 billion revenue and Q4 revenue guided between $1.91 billion to $2.05 billion.
Coherent (COHR) Stock Falls 12.4% Today
Coherent (COHR) stock experienced a significant 12.4% drop today, opening at $383 and closing at $335.55. This decline follows a period where buyers paid a premium for optical AI, and the market awaits Lumentum's report tomorrow to assess if the slump is company-specific or sector-wide. The article also notes recent movements in other related AI and optical stocks.
Coherent Stock Pops 13% on Potential US Ban Targeting Chinese Data Center Components
Coherent (COHR) stock surged nearly 13% following reports that the Trump administration is drafting a ban on imports of new Chinese data center components, specifically targeting optical transceivers. This proposed ban would likely divert demand to U.S. suppliers like Coherent, Lumentum, and Marvell Technology. The company, which already reported strong revenue and EPS growth driven by AI data center demand, is also proactively addressing capacity concerns by ramping up production of key materials.
Here's How Much You'd Have If You Invested $1000 in Coherent a Decade Ago
This article examines the hypothetical return on a $1000 investment in Coherent (COHR) made ten years ago, revealing it would now be worth $18,440.18, a 1,744.02% gain. It details Coherent's business, including its revenue growth driven by AI datacenter demand, and discusses analyst expectations for future upside despite some market variabilities. The company's recent restructuring into Datacenter and Communications, and Industrial segments aims to capitalize on high-growth AI markets.
Cisco, Applied Materials and Coherent Earnings Preview: Big Tech’s AI Bellwethers Report This Week
This week, Wall Street anticipates earnings reports from three major tech companies: Cisco Systems, Applied Materials, and Coherent Corp, all bellwethers for the AI infrastructure sector. Their results will provide insights into the health of AI spending, with Cisco reporting on August 12, Applied Materials on August 13, and Coherent also on August 12. Analysts expect strong performance driven by AI demand, and these reports could significantly impact AI-infrastructure stocks and the broader Nasdaq 100, especially with CPI data also due this week.
Why Is Coherent (COHR) In Focus After Its Former CEO Took An Advisory Role?
Coherent's former CEO, Dr. Chuck Mattera, has joined Uviquity as a Strategic Advisor, bringing his photonics expertise to quantum and advanced sensing applications. This move reinforces the narrative that Coherent's past leadership helped position the company in advanced photonics for AI and communications, although it also highlights Coherent's current focus primarily on datacom rather than quantum photonics. Investors are now considering how this shift impacts Coherent's future strategy and market positioning amidst competition and capital intensity risks.
Coherent Corp (COHR) Stock Up 13.4% but GF Value Says Overvalued -- GF Score: 82/100
Coherent Corp (COHR) shares increased by 13.4% to $379.13, but GuruFocus's proprietary GF Value estimates the stock to be 338.1% overvalued at $86.53. Despite a strong GF Score of 82/100, driven by excellent growth and profitability, the valuation rank is very low at 1/10. The article highlights significant insider selling and mixed guru activity, suggesting caution for investors due to the stock's substantial premium and lack of profitability.
Coherent Corp Stock (COHR) Moved Up by 12.93% on Aug 7: Key Drivers Unveiled
Coherent Corp (COHR) saw its stock price surge by 12.93% on August 7th, driven by strong quarterly results that surpassed revenue and earnings estimates. The growth was primarily fueled by high demand for 800G and 1.6T optical transceivers for AI workloads, optimistic forward-looking guidance, and significant progress in its silicon carbide business. While current sentiment is bullish, the article cautions investors about potential risks such as the cyclicality of the industrial laser market and geopolitical tensions.
Former Coherent CEO Chuck Mattera Joins Uviquity as Strategic Advisor
Uviquity has appointed Dr. Vincent D. Mattera Jr., former Coherent Corp. Chair and CEO, as a Strategic Advisor to assist in the commercialization of its aluminum nitride (AlN) photonics platform. Mattera's extensive experience in scaling technology companies and building strategic partnerships will be crucial as Uviquity develops integrated AlN photonic circuits for quantum systems, advanced sensing, and ultraviolet applications. The company is advancing commercial applications like deep-UV laser modules and quantum technologies, with sampling of its first chip-scale deep-UV laser beginning in Q4 2026.
Former Coherent CEO Chuck Mattera Joins Uviquity as Strategic Advisor to Accelerate the Company's Aluminum Nitride Photonics Platform for Quantum and Advanced Sensing
Uviquity, a deep-tech company specializing in aluminum nitride (AlN) photonics for quantum and ultraviolet applications, has appointed Dr. Vincent D. ("Chuck") Mattera, Jr., former Chair and CEO of Coherent Corp. and founder of Avalanche Thinking, Inc., as a Strategic Advisor. Dr. Mattera will leverage his extensive experience in scaling technology companies and building strategic partnerships to help Uviquity commercialize its AlN photonics platform. This platform is designed to serve critical markets such as quantum systems, advanced sensing, and deep ultraviolet applications, offering unique capabilities that current photonics technologies cannot easily achieve.
Coherent Corp. options data suggests 9.4% move on earnings
Coherent Corp. (COHR) is projected to see a 9.4% stock movement following its upcoming earnings report on August 12, according to options data. Historically, the actual price movements have often exceeded the options-implied moves in five out of the past eight earnings announcements. However, recent reports show smaller actual movements compared to the implied moves.
The FCC Mulls Banning China-Sourced Optical Transceivers, Threatening Innolight’s 27% Global Market Share As Coherent And Lumentum Prepare To Pounce
The FCC is considering banning China-sourced optical transceivers, which could significantly impact China's Zhongji Innolight, a company holding 27% of the global market share with over 90% of its revenue from outside China. This move could boost US manufacturers like Coherent Corp. and Lumentum, though an immediate full ban seems unlikely due to Innolight's dominance and compatibility issues. The FCC may instead focus on banning upgrades to next-gen transceivers to allow US companies to ramp up production, as part of a broader strategy to de-risk critical supply chains.
Coherent Corp. Stock Draws Bullish Targets After Sharp Pullback
Coherent Corp. (COHR) has seen its stock rise by 13.8% due to bullish sentiment surrounding its photonics and AI-related growth prospects. JPMorgan and BNP Paribas have both increased their price targets for COHR, despite a recent 5% stock drop, with the average Street target sitting near $392.59. The company was also named one of America's Best Companies 2026 by TIME and Statista, highlighting its strong culture, ESG visibility, and financial performance.
Coherent: The Mix Flipped To AI Optics, Yet The Stock Keeps Falling (NYSE:COHR)
Coherent Corp. is transitioning from a cyclical component vendor to a vertically integrated photonics platform, improving its margins and reducing cyclicality. The company's Datacenter & Communications segment is experiencing strong growth, driven by AI datacenter demand and platform products. Despite this positive shift and an NVIDIA partnership, the stock continues to fall, which the author believes presents a buying opportunity with 15-20% upside.
COHR News & Events
This page provides news and event updates for Coherent Corp (COHR), including recent options trading activity, board appointments, and stock performance. Notable events include COHR being a gainer in liquid options trading, and the appointment of former Coherent CEO Andy Mattes to Wolfspeed's board of directors. The article also lists various news headlines related to Coherent Corp's stock movements and earnings announcements.
Coherent, Inc. Number of Employees 2026 | Employee Count & Headcount Data
Coherent, Inc. currently employs 5,478 people worldwide as of March 2026, marking a 15.2% decline since 2023. Despite the reduction in overall headcount, the company is actively hiring, with a 122% increase in job postings in 2026 compared to the previous year. The workforce is primarily located in the United States, China, and Germany, and the average employee salary is $84,374.
What Does Coherent’s (COHR) Q4 Preview Reveal About Its Role In AI Optics?
Coherent Corp. (COHR) is preparing to release its Q4 fiscal 2026 results on August 12, with a positive Earnings ESP and a history of beating estimates, suggesting a potential near-term catalyst. However, weaker guidance from peer Corning has introduced uncertainty into the broader optical and AI data-center supply chain. The article discusses Coherent's investment narrative, highlighting its US$2.0 billion collaboration with NVIDIA, while also cautioning investors about the potential risks associated with concentrated hyperscaler demand.
4 Business Services Firms Poised to Top Estimates This Earnings Season
The US services sector has shown continued expansion in Q2 2026, with the Services PMI at 54% and real GDP growing at 1.5%. Amidst this backdrop, four business services firms—Duolingo (DUOL), Dave (DAVE), Thomson Reuters (TRI), and Coherent Corp. (COHR)—are identified as likely to beat earnings estimates this season due to a combination of positive Earnings ESP and favorable Zacks Ranks. These companies operate in a resilient sector that continues to anchor economic growth, despite some underlying disparities in specific industries.
Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree
Shares of Coherent, Applied Optoelectronics, and Lumentum fell significantly as investors questioned the sustainability of AI-related capital expenditures, notably after Alphabet's recent earnings report showed massive Q2 capex and negative free cash flow. Despite these dips, the companies still hold substantial year-to-date gains, suggesting the selloff is largely profit-taking. The overall semiconductor ETF (SOXX) also saw a decline, indicating a broader rotation out of AI chip exposure, although some infrastructure providers like Celestica continue to report strong growth.
Coherent Drops 7.2% Amid Sector-Wide Selling
Coherent Corp. (COHR) shares fell 7.2% to $262.08 on Monday due to a broad selloff in the scientific and technical instruments sector. The decline, which saw 903,925 shares traded, was not driven by company-specific news but mirrored drops across peers like Corning, Vishay Intertechnology, and Bel Fuse, indicating sector-wide concerns among investors. The synchronized downturn suggests a potential repositioning due to broader industry headwinds or technical factors affecting technology and industrial instrumentation companies.
Coherent Drops 7.2% Amid Sector-Wide Selling
Coherent Corp. experienced a 7.2% decline in its stock price, closing at $262.08, as a sector-wide selloff impacted scientific and technical instruments companies. The decline, which saw 903,925 shares traded, was not driven by company-specific news but mirrored similar drops in peers like Corning, Vishay Intertechnology, and Bel Fuse. This synchronized movement suggests broader investor concerns or technical factors affecting the entire sector.
