After 641 shares were withheld for taxes, Coherent (COHR) officer Place holds 20,458 shares directly.
Coherent Corp.'s Chief Supply Chain Officer, Jeffrey B. Place, had 641 common shares withheld by the company on October 1, 2026, at $287.81 per share to cover withholding tax obligations related to a restricted stock unit award. This was not a sale but a tax transaction, leaving his direct holdings at 20,458 shares. The shares withheld were part of a 19,525-share award, with remaining units vesting quarterly.
Lumentum, Coherent Rip Higher As Washington Targets Chinese Optical Transceivers
Lumentum Holdings Inc. and Coherent Corp. saw significant stock increases after reports suggested the U.S. government might restrict the use of Chinese-made optical transceivers, critical for AI data centers. Analysts believe this move could benefit Lumentum and Coherent by keeping laser-component supply tight and supporting demand. However, there are concerns about whether these companies have enough production capacity to fully offset Chinese supply in the near term.
COHR Stock Climbs As AI Optics Story Accelerates
Coherent Corp. (COHR) stock climbed by over 11% following a new "Outperform" rating from Bernstein and an AI-driven photonics partnership, PhotonLink. The company is experiencing strong investor optimism due to accelerating AI infrastructure spending and robust demand for its optical components, with management projecting a revenue ramp from Q4 2026. Despite a high valuation and negative free cash flow due to heavy capital expenditure, analysts remain bullish on COHR's long-term prospects within the AI optics market.
COHR Stock Climbs As AI Datacenter Bets Intensify
Coherent Corp. (COHR) stock surged over 11% due to increasing bullish sentiment surrounding its laser technology, particularly its advancements in AI datacenter optics. Bernstein initiated coverage with an "Outperform" rating and a $350 price target, highlighting the company's "PhotonLink" platform and high-volume shipping of its Pluggable Optical Line System as key drivers in the AI infrastructure buildout. Despite a high valuation and recent insider sales, strong demand and technological leadership position COHR as a significant player in the AI connectivity market.
Coherent Jumps 10% on PhotonLink Push and Bernstein's Outperform Start; Lumentum Rises 9%, Corning Advances 3%
Coherent stock surged 10% following the introduction of its PhotonLink AI data-center optics platform and an "Outperform" rating from Bernstein. This positive sentiment also boosted other optics companies like Lumentum, which rose 9% after reporting strong quarterly revenue, and Corning, which advanced 3%. The rally highlights increasing investor interest in AI infrastructure, with Bernstein labeling several networking and optical suppliers as "structural winners."
If You Invested $1000 In Coherent Stock 20 Years Ago, You Would Have This Much Today
This article examines the hypothetical return on a $1000 investment in Coherent (NYSE: COHR) stock made 20 years ago. Such an investment would now be worth $21,831.15, reflecting an average annual return of 16.75%. The piece highlights the significant impact of compounded returns over time.
Equity in earnings of Coherent Corp. – HAN:H7B
This article provides an equity overview for Coherent Corp. (H7B) on the Hannover Stock Exchange. It includes basic financial details such as the period, value, and percentage change. The article indicates that the market is closed and no trades have occurred for this stock.
Transcript : Coherent Corp. Presents at European Conference on Optical Communication 2026 (ECOC 2026), Sep-21-2026 through Sep-24-2026
Coherent Corp. presented at the European Conference on Optical Communication (ECOC 2026), held from September 21st to September 24th, 2026. The presentation included remarks by Sanjai Parthasarathi. The article provides a transcript of this event, but the full content is reserved for subscribers.
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
Corning's stock jumped 6% following an AI optical interconnect demo, even though Lumentum authored the demonstration. This suggests the market is re-evaluating Corning's broader exposure to AI optical fiber infrastructure. Other optical connectivity stocks like Lumentum, Coherent, and Applied Optoelectronics also saw gains, indicating a thematic re-rate on AI optics demand.
CUbIQ Technologies and Coherent Corp. demonstrate scalable, physical-layer security for AI infrastructure
CUbIQ Technologies and Coherent Corp. have successfully demonstrated a proof-of-concept quantum key distribution (QKD) solution for AI infrastructure security. This innovation features CUbIQ's Continuous Variable Quantum Key Distribution (CV-QKD) transceiver in a QSFP-28 pluggable form factor, integrating physical-layer security seamlessly with existing networks. The solution, which significantly reduces power, cost, and footprint compared to traditional QKD systems, will be showcased at ECOC 2026.
Coherent Showcases Optical Innovations to Scale AI Infrastructure at ECOC 2026
Coherent Corp. (NYSE: COHR) is showcasing new optical technologies and live demonstrations at ECOC 2026 in Málaga, Spain, aimed at scaling AI infrastructure. The innovations address challenges in power, integration, and thermal management, with a focus on datacenter connectivity, co-packaged and near-packaged optics, next-generation transceivers, and advanced materials. Key demonstrations include a new PhotonLink integrated optics platform, 3.2T 2xDR4 transceivers, 6.4T NPO optical engines, and various optical components designed for high-density AI applications.
Lumentum vs Coherent: How the Two AI Optics Leaders Differ
Lumentum Holdings and Coherent Corp. are both benefiting from the increasing demand for AI data-center optics, with NVIDIA making significant $2 billion strategic investments in each. While both are critical for solving AI's bandwidth challenges, Lumentum is smaller and more concentrated on optical components for cloud and AI networking, exhibiting faster growth. Coherent, on the other hand, is larger with a broader photonics portfolio and wider market diversification.
Coherent Corp Insider Lisa Neal-Graves Disposes of 2,200 Shares at $268.42 Each
Coherent Corp insider Lisa Neal-Graves sold 2,200 shares of the company's stock at $268.42 per share on September 2, 2026. After this transaction, her ownership in Coherent Corp. stands at 13,033 shares. This sale provides insights into insider activity for investors tracking Coherent Corp. (NYSE:COHR) stock.
Coherent Fell Hard Over 3 Months: It Will Nearly Double According to These Analysts
Coherent (COHR) experienced a 36% stock drop over three months, attributed to dilution and profit-taking rather than fundamental issues, as its Q4 revenue increased by 34% year-over-year. Analysts, including Rosenblatt's Mike Genovese who raised his price target to $500, project significant upside due to accelerating 800G transceiver demand, indium phosphide vertical integration, and strong bookings extending into 2028. Despite the recent sell-off, Coherent's bull case remains strong, with consensus fiscal 2027 EPS estimates rising and substantial implied upside to analyst price targets.
Coherent Corp. director Stephen Skaggs sells $629,061 in shares By Investing.com
Coherent Corp. director Stephen Skaggs sold 2,272 shares of the company's common stock for over $629,000 on August 31, 2026, as part of a pre-arranged trading plan. This transaction occurred while the stock was down 9% for the week but still up 204% over the past year. The company recently reported strong financial results, exceeding revenue and EPS expectations, and analysts have reiterated "Buy" ratings with increased price targets.
Will Datacenter Momentum Keep Powering Coherent's Growth?
Coherent Corp.'s revenue growth in Q4 fiscal 2026 was primarily driven by its Datacenter & Communications segment, highlighting the significant impact of AI infrastructure demand. While datacenter momentum is boosting profitability and future outlook, the company faces intense competition from peers like Lumentum Holdings and Applied Optoelectronics, and a decline in Industrial revenues makes it increasingly reliant on datacenter spending. Despite a strong stock performance over the past year, its valuation is higher than the industry average, yet analysts maintain a "Buy" rating.
Coherent Corp. to Unveil PhotonLink™ Platform at ECOC on September 21, 2026
Coherent Corp. announced it will unveil its new PhotonLink™ platform at the European Conference on Optical Communication (ECOC) on September 21, 2026. This platform is designed for integrated optics, covering the entire optical signal chain to enable next-generation datacenter architectures with enhanced bandwidth, performance, and energy efficiency. The event will feature presentations from Coherent's CEO, CTO, and EVP, Semiconductor Devices, available both in-person and via webcast.
SK Hynix Just Expanded Coherent’s AI Upside
SK Hynix's new technology roadmap, published in Nature Electronics, proposes an AI architecture where optical links connect processors directly to pooled memory, significantly broadening Coherent's opportunity in the AI optics market. This roadmap, coupled with Nvidia's earlier adoption of co-packaged optics (CPO) in network switches, suggests that photonics will move closer to core AI components, creating a potential market exceeding $15 billion for Coherent by 2030. Coherent is well-positioned to capitalize on this trend due to its broad portfolio of optical components and validated manufacturing capabilities, despite risks related to adoption timing and customer concentration.
Earnings Estimates Moving Higher for Coherent (COHR): Time to Buy?
Coherent (COHR) is showing strong positive momentum due to upward revisions in earnings estimates by analysts. The company has earned a Zacks Rank #2 (Buy), indicating potential for outperformance. With solid short-term price gains and improved earnings prospects, investors may consider adding COHR to their portfolios.
Coherent plans to show a platform spanning light generation to data-center chips
Coherent (NYSE: COHR) is set to unveil its new PhotonLink™ integrated optics platform at the 2026 European Conference on Optical Communication (ECOC) on September 21, 2026. This platform is designed to cover the entire optical signal chain, from light generation to electrical signal conversion, supporting next-generation datacenter architectures. The company aims to leverage its photonic technology to achieve new levels of bandwidth, performance, and energy efficiency in data centers.
Coherent Corp. to Unveil PhotonLink™ Platform at ECOC on September 21, 2026
Coherent Corp. announced it will unveil its new PhotonLink™ platform at the European Conference on Optical Communication (ECOC) on September 21, 2026. This platform is designed for integrated optics, covering the entire optical signal chain to enable next-generation datacenter architectures. The unveiling will feature presentations from Coherent's CEO and other executives, available both in-person and via webcast.
Coherent begins sampling 300mm SiC substrates for AI thermal management
Coherent has started sampling its 300mm high thermal conductivity silicon carbide (SiC) substrates to AI semiconductor partners, moving the platform from internal development to customer evaluation. These SiC substrates are designed to improve heat spreading by up to 25% for AI processors, addressing the growing constraint of heat removal in high-power density systems and data centers. Coherent highlights its vertically integrated capabilities in SiC manufacturing as key to scaling production for these advanced thermal management materials.
Coherent (COHR) Is Down 21.6% After Returning To Profitability And Sampling 300mm SiC Substrates
Coherent Corp. recently returned to profitability with strong fourth-quarter and full-year sales, also announcing customer sampling of 300mm high thermal conductivity silicon carbide substrates for AI and high-performance computing. This move into advanced thermal management materials positions Coherent to capitalize on the growing demand for AI data centers, but investors should consider the associated risks like customer concentration and high investment requirements. Despite a recent stock dip, analysts project significant revenue and earnings growth, leading to a fair value estimate with considerable upside.
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.
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 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.
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.
