COHERENT CORP (NYSE:COHR) Dominates Minervini Screen with Perfect Technical Score and Accelerating Growth
COHERENT CORP (NYSE:COHR) demonstrates strong performance on the Mark Minervini stock screening strategy, showing a perfect technical score and accelerating growth. The company meets the "Trend Template" criteria with strong moving average alignment and high relative strength, outperforming 98.53% of other stocks. Fundamentally, COHR exhibits impressive and accelerating EPS growth, solid revenue growth, and positive analyst revisions, although the article notes its current "Setup Rating" suggests waiting for tighter price consolidation before an ideal entry.
Lumentum Compares Favorably to Coherent in AI Infrastructure
Seeking Alpha's article, as summarized by Let's Data Science, evaluates Lumentum Holdings Inc. (LITE) and Coherent Corp. (COHR) as AI infrastructure investments, favoring LITE due to strategic and financial metrics and a shift towards InP-based lasers. The analysis highlights LITE's strong growth and market cap but also warns of potential overvaluation. This comparison underscores the growing importance of high-performance optical components in scaling AI data centers.
Lumentum Vs. Coherent: Why LITE Is The Superior AI Infrastructure Play (NASDAQ:LITE)
This article compares Lumentum Holdings Inc. (LITE) and Coherent Corp. (COHR), two major players in the optical components market, to determine which offers superior investment potential in the AI infrastructure sector. The author highlights the shift towards InP-based lasers and analyzes key financial and business metrics to demonstrate why LITE is the more attractive option, despite potential overvaluation risks. The piece suggests that Lumentum is better positioned to capitalize on the supercycle driven by data center architecture transformation.
Coherent Corp Stock (COHR) Closed Up by 5.86% on May 21: Drivers Behind the Movement
Coherent Corp (COHR) saw a 5.86% increase in its stock price, driven by strong fiscal Q3 2026 results that surpassed revenue and EPS expectations, along with an encouraging Q4 guidance. The company's significant involvement in the AI-optics market, including a $2 billion strategic investment from NVIDIA, and positive analyst price target revisions, further fueled investor confidence. Additionally, plans for a four-fold indium phosphide capacity expansion through 2027 are expected to enhance its advanced optics manufacturing.
Coherent Corp (COHR) Stock Up 5.4% but GF Value Says Overvalued -- GF Score: 72/100
Coherent Corp (COHR) shares increased by 5.4% to $378.00, but GuruFocus's GF Value indicates the stock is 352.9% overvalued, with an estimated intrinsic value of $83.47. Despite strong Financial Strength, Profitability, and Growth scores, the Valuation score is critically low at 1/10. Insider selling of $6.2 million with no buying further suggests caution for investors due to the lack of a margin of safety.
Coherent Targets the Most Valuable Layer of the SiC Stack as AI Power Demand Accelerates
Coherent (COHR) has announced silicon carbide (SiC) epitaxy capable of supporting power devices up to 10 kV, a move that positions the company at a critical inflection point in the SiC market. While its share of the global substrate market is small, the company is now focusing on the high-value epitaxial layer, which is becoming increasingly important as AI datacenter power architectures shift towards higher-voltage designs. This shift suggests Coherent's strategy is to compete on technical differentiation in epitaxy rather than on substrate volume.
Coherent Corp.’s SWOT analysis: stock gains momentum on networking demand
Coherent Corp. (COHR) is gaining momentum in the semiconductor sector due to strong networking demands, particularly in its growing transceiver business. Despite challenges in production efficiency at its Sherman, Texas facility, record bookings and an robust intellectual property portfolio are driving strong analytical interest and a positive financial outlook. The company's ability to resolve operational issues will be key to fully capitalizing on market opportunities in AI and data center expansion.
Nvidia Just Opened A $1.9 Billion Position In A Critical AI Supplier
Nvidia has invested $1.86 billion in Coherent Corp. (NYSE: COHR), a key supplier of optical networking components, signifying a strategic move to address potential bottlenecks in AI infrastructure beyond GPU advancements. This investment highlights Nvidia's growing focus on the entire AI value chain, with an expanding private-company investment portfolio now totaling $42.3 billion. The move suggests Nvidia sees future opportunities in ensuring rapid data movement within increasingly complex AI data centers.
Coherent shares rise as investors keep bidding up AI-optics exposure after beat-and-raise quarter and fresh target hikes
Coherent (COHR) shares increased by 3.5% following strong Q3 2026 results, which showed revenue of $1.81B and improved profitability, driven by high demand in datacenter and communications. Analyst price targets have been raised, with a median target of $350.0, supporting the company's AI-photonics focus. A strategic agreement with NVIDIA, including a $2B investment, further boosts positive sentiment and growth expectations.
CRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?
This article evaluates Credo Technology Group (CRDO) and Coherent Corp (COHR), two companies benefiting from the AI data center buildout but through different approaches. It delves into their fundamentals, growth outlooks, valuations, and risks to determine which stock presents a better investment opportunity. While both show strong potential driven by AI demand, the analysis suggests CRDO holds a slight edge with a Zacks Rank #1 (Strong Buy) compared to COHR's #3 (Hold).
Coherent (COHR) Gains from AI Infrastructure Investment
Coherent Corp (NYSE: COHR) was a top contributor to Fidelity Growth Strategies Fund's strong Q1 2026 performance, driven by increased AI infrastructure investment and demand for its optical components. The company's shares gained significant value over the past year, and it was recently added to the S&P 500 index. Despite its strong performance, the article suggests other AI stocks might offer even higher returns.
Coherent Stock: Is Wall Street Bullish or Bearish?
Coherent Corp. (COHR) has significantly outperformed the market and its sector, with shares up 361.6% over the past 52 weeks and 96.6% YTD, driven by demand from AI data centers. Despite a recent post-earnings dip due to supply capacity concerns, analysts maintain a "Strong Buy" consensus rating with a potential upside, although BofA has a "Neutral" rating with a raised price target. The company's Q3 revenue exceeded expectations, and EPS is projected to grow substantially for the current fiscal year.
Nvidia-Backed AI Data Center Momentum Could Be A Game Changer For Coherent (COHR)
Coherent Corp. recently reported strong Q3 2026 results and provided positive Q4 guidance, driven by its increasing role in AI data center infrastructure. Nvidia's significant investment in Coherent underscores its importance in the photonics supply chain, supporting the company's growth in optical links despite potential risks from hyperscaler demand concentration and valuation. The company's narrative projects substantial revenue and earnings growth by 2029, yet analysts present varying fair value estimates and highlight both upsides and warning signs for investors.
Coherent Corp (COHR) Stock Down 5.1% but Still Overvalued -- GF Score: 72/100
Coherent Corp (COHR) shares recently fell 5.1% but are still considered significantly overvalued according to GuruFocus' GF Value, trading at 334.7% above its estimated fair value. The company has a GF Score of 72/100, indicating good financial strength, profitability, and growth, but a critical valuation score of 1/10. Insider selling of $6.2 million over the last three months, with no buying activity, further suggests a lack of confidence in the stock's current price.
BofA Raises its Price Target on Coherent (COHR)
BofA recently increased its price target on Coherent Corp. (COHR) to $400 from $365, maintaining a Neutral rating, citing an updated and significantly larger 2030 AI data center systems total addressable market estimate. Similarly, TD Cowen also raised its price target to $395 from $340 with a Buy rating, based on confident management commentary despite initially in-line quarterly results. Coherent reported Q3 EPS of $1.41 on revenue of $1.81 billion, exceeding consensus estimates, and is rapidly expanding manufacturing capacity to meet growing AI infrastructure demand.
COHR Dives Into AI Market: Can Concentration Risks Affect Top Line?
Coherent Corp. (COHR) shows a strong reliance on the AI market, with its Datacenter & Communications segment driving 75% of its Q3 fiscal 2026 revenue. While AI demand boosts profitability and growth, the company faces concentration risks due to underperforming industrial and optoelectronic segments, making it vulnerable to any slowdown in the AI market or changes in a concentrated group of cloud service providers. Despite these risks, management projects continued growth, and the stock has significantly outperformed its industry peers.
Nvidia-Backed AI Data Center Momentum Could Be A Game Changer For Coherent (COHR)
Coherent Corp. reported strong Q3 2026 financials, with sales of US$1.81 billion and improved net income, guiding higher for Q4. The company's growing role in AI data center infrastructure, particularly with Nvidia's US$2 billion investment and capacity commitments, is a key driver for its investment narrative. While this AI momentum is significant, investors should also consider the risks associated with hyperscaler demand concentration and valuation challenges.
Coherent Corp. - Common Stock (NQ: COHR) News
This article provides a compilation of recent news headlines regarding Coherent Corp. (COHR), including product introductions, earnings reports, analyst briefings, and mentions in investment discussions related to Michael Burry's portfolio. The news spans from January to February 2023, highlighting various corporate activities and market interest in the company.
COHR - Coherent Corp Stock Price and Quote
Coherent Corp (COHR) closed at $382.45 on May 15, experiencing a -5.55% change. The company's stock has seen significant performance gains year-to-date and over the past year, reflecting strong interest driven by AI optics momentum, including a recent price target raise from BofA. Insider transactions show several sales by directors and officers, while the company focuses on engineered materials and opto-electronic components for various industries.
Coherent (COHR) price target increased by 20.86% to 380.88
The article reports that the price target for Coherent (COHR) has been raised by 20.86% to $380.88. This indicates a positive outlook on the company's stock from analysts.
Coherent's (NYSE:COHR) Solid Profits Have Weak Fundamentals
Despite Coherent Corp. (NYSE:COHR) reporting robust earnings, an analysis reveals underlying issues with its fundamentals. The company's net income is diluted by a 26% increase in shares over the last year, significantly impacting earnings per share. Additionally, unusual items reduced profits by US$148m, suggesting that while the headline profit figures appear strong, the per-share value and underlying profitability are weaker due to these factors.
Insider Sell: Sherri Luther Sells 2,000 Shares of Coherent Corp (COHR)
Sherri Luther, CFO of a Coherent Corp subsidiary, sold 2,000 shares of COHR on May 12, 2026, reducing her holdings to 68,475 shares. This sale is part of a trend of 31 insider sells and no buys at Coherent Corp over the past year. The stock was trading at $372.96, significantly overvalued with a P/E ratio of 193.16 compared to the industry median and a price-to-GF-Value ratio of 4.47.
Coherent (NASDAQ: COHR) CFO sells 2,000 shares under 10b5-1 plan
Coherent Corp.'s CFO, Sherri R. Luther, sold 2,000 shares of common stock at $372.96 per share in an open-market transaction. This sale, conducted under a pre-arranged Rule 10b5-1 trading plan, leaves her with 68,475 shares directly held. The transaction was reported via a Form 4 SEC filing, indicating a negative sentiment and high filing impact.
Is It Too Late To Consider Coherent (COHR) After A 374% One Year Surge?
Coherent (COHR) has seen a significant 374% surge over the last year, prompting a valuation analysis. The stock is currently trading at US$374.01, but a Discounted Cash Flow (DCF) analysis suggests it may be overvalued by 25.6%, with an estimated intrinsic value of $297.75 per share. Additionally, its Price/Sales (P/S) ratio of 11.08x is well above industry and peer averages, indicating it trades at a premium.
Here's How Much $100 Invested In Coherent 20 Years Ago Would Be Worth Today
An investment of $100 in Coherent (NYSE: COHR) 20 years ago would be worth $3,814.48 today, demonstrating the power of compounded returns. Coherent has shown an impressive annualized return of 19.92%, outperforming the market by 10.73% over the past two decades. This growth highlights the significant difference long-term investments can make.
Sherri Luther sells 2,000 COHR shares (NYSE: COHR) under 10b5-1
Sherri Luther, an insider at Coherent Corp. (NYSE: COHR), has filed a Form 144 for the proposed sale of 2,000 shares of common stock. The sale, dated April 22, 2026, is being executed under a 10b5-1 plan and indicates proceeds of $702,000. These shares originated from Restricted Stock Units granted on October 11, 2025.
3 Optical Component Giants in Focus on Massive AI Data Center Growth
This article highlights three optical component companies—Corning Inc., Lumentum Holdings Inc., and Coherent Corp.—that are poised for significant growth due to the booming AI-powered data center market. These companies provide essential optical and photonics products critical for AI/ML infrastructure, with demand expected to drive substantial capital expenditure in the sector. The article details their specific contributions and financial outlook, positioning them as attractive long-term investments.
Coherent Corp (COHR) Stock Up 13.2% but GF Value Says Overvalued -- GF Score: 76/100
Coherent Corp (COHR) shares rose by 13.2% to $379.69, but GuruFocus's GF Value indicates it is significantly overvalued by 356.9%. While the company boasts a strong GF Score of 76/100 due to good financial strength and growth, its valuation score is low at 1/10. Insider selling activity totaling $5.6M with no buying further suggests caution for potential investors.
Howard H. Xia plans 2,000-share sale (COHR) via option exercise
Howard H. Xia, a reporting holder for Coherent Corp. (COHR), plans to sell 2,000 shares of common stock on May 11, 2026, through the exercise of options under a registered plan. This transaction, indicated as an issuance with cash payment, follows previous open-market sales by Xia on March 16 and March 17, 2026, totaling 4,240 shares for approximately $1.04 million. The details are outlined in a Form 144 SEC filing, which aims to ensure transparency in large share sales.
Coherent Stock Falls 2.7% Since In-Line Q3 Earnings & Revenue Beat
Coherent Corp. reported Q3 fiscal 2026 adjusted earnings of $1.41 per share, matching consensus, and revenues of $1.8 billion, beating estimates. Despite strong demand in AI networking, particularly from a strategic partnership with NVIDIA, the stock declined 2.7% since the earnings release. The company anticipates continued growth, driven by AI infrastructure deployments and capacity expansion, while also projecting strong sequential growth for Q4 fiscal 2026.
Coherent Corp. Reports Third Quarter Fiscal 2026 Results
Coherent Corp. announced strong financial results for its third quarter of fiscal year 2026, with revenue of $1.81 billion and GAAP net income of $0.97 per diluted share. The company reported accelerating revenue growth, expanding margins, and improved profitability, driven by high demand from its datacenter and communications businesses, especially with the scaling of AI datacenter infrastructure. Coherent plans to increase capital investment to meet predicted robust demand, leveraging its photonics technology portfolio and manufacturing scale for continued growth.
[News] Coherent Corp. Reports Third Quarter Fiscal 2026 Results
Coherent Corp. announced strong financial results for its third quarter of fiscal year 2026, ending March 31, 2026, with revenue hitting $1.81 billion. The company reported significant growth in both GAAP and non-GAAP EPS, attributed to expanding margins and increased demand, particularly from its datacenter and communications businesses. Coherent plans to rapidly expand manufacturing capacity to meet the growing demand, capitalizing on the multi-year growth opportunity in AI datacenter infrastructure.
What Coherent (COHR)'s NVIDIA Alliance and AI Wafer Expansion Means For Shareholders
Coherent Corp. reported strong Q3 fiscal 2026 results, with sales up to US$1,805.64 million and net income of US$191.40 million. The company confirmed strong demand from AI data centers and communications, highlighted by a multi-year, multi-billion-dollar collaboration with NVIDIA and an expansion of its 6-inch indium phosphide wafer capacity. This positions Coherent's photonics business favorably for long-term AI infrastructure growth, although significant capital and execution demands for capacity expansion present a key risk.
Coherent Corp Stock Just Rebounded — But Its AI Optics Margin Test Is Not Over
Coherent Corp's stock rebounded by 5.03% following its latest earnings, driven by strong AI data-center demand and a promising forecast for fiscal fourth-quarter revenue. Despite supply constraints with indium phosphide, the company is increasing production capacity and aiming for higher gross margins, attracting a $2 billion investment and a multi-year strategic agreement from Nvidia. While demand is robust, investors are closely watching margin improvements, as this remains a key focus for the company's long-term stock performance.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Coherent Corp.
CFRA has reaffirmed its "Buy" opinion on Coherent Corp. shares. This indicates the firm's positive outlook on the company's stock performance. Investors can view this as a continued endorsement from CFRA.
Coherent Corp. Rides Datacenter Boom After Record Quarter
Coherent Corp. reported record Q3 revenue of $1.8 billion, driven by the datacenter and communications segments, which now account for 75% of revenue. The company saw margin expansion, a bolstered balance sheet with NVIDIA's investment, and a record order backlog extending into 2028. Despite some industrial segment softness and increased R&D spending, Coherent anticipates accelerated growth in fiscal 2027, propelled by its strategic investments in high-value products and capacity expansion.
FinancialContent - Coherent Corp. - Common Stock (NYSE:COHR) Stock Quote
This article provides a stock quote and recent news for Coherent Corp. (NYSE: COHR). It details the latest stock price, trading volume, price ranges, and a list of news headlines related to the company and general market trends affecting S&P500 stocks. The performance section highlights significant gains over various periods, including a 375.1% increase over one year.
Coherent Corp (COHR) Stock Up 5.0% but GF Value Says Overvalued -- GF Score: 76/100
Coherent Corp (COHR) shares increased by 5.0% to $335.26, reflecting an 81.6% year-to-date and 374.9% one-year gain. Despite this performance, GuruFocus's GF Value™ indicates the stock is significantly overvalued by 305.0% compared to its intrinsic value of $82.78. The company has a GF Score™ of 76/100, showing strong growth, financial strength, and profitability, but its valuation score is low at 1/10, and insiders have been selling stock worth $5.6 million with no reported purchases.
Coherent Corp. 2026 Q3 - Results - Earnings Call Presentation (NYSE:COHR) 2026-05-06
Coherent Corp. (NYSE:COHR) released its Q3 2026 earnings call presentation, reporting an EPS of $1.41, beating estimates by $0.02, and revenue of $1.81 billion, a 20.54% year-over-year increase, beating estimates by $25.28 million. This article provides the slide deck published by the company for the earnings call.
Coherent (NYSE:COHR) - Stock Analysis
This report provides a comprehensive stock analysis of Coherent (NYSE:COHR), detailing its market performance, financial health, and future growth prospects. The company, which develops and manufactures engineered materials, optoelectronic components, and laser systems, is experiencing significant growth driven by AI data center demand and optical communications. Recent financial results have exceeded analyst expectations, with strong revenue and EPS growth forecast for the coming years.
Morgan Stanley Raises Price Target on Coherent to $330 From $290, Keeps Equalweight Rating
Morgan Stanley has increased its price target for Coherent Corp. (COHR) to $330 from $290, while maintaining an Equalweight rating on the stock. This adjustment comes amidst other analyst recommendations and target changes for Coherent Corp., which specializes in materials, networking, and lasers. The article also provides a company profile, recent news, and analyst consensus data for Coherent Corp.
COHR Stock Price and Chart — NYSE:COHR
This page provides a comprehensive overview of Coherent Corp. (COHR) stock, including real-time pricing, historical performance data over various periods, and key financial metrics like market capitalization, EPS, and revenue. It also includes information on analyst ratings, related news and ideas, and ETFs holding the stock. The article details Coherent Corp.'s business, its segments, and answers frequently asked questions about its stock performance, forecasts, earnings, and dividend policy.
Coherent Stock Falls. Why Earnings Failed to Impress Investors.
Coherent reported fiscal third-quarter earnings that met Wall Street expectations, with slight improvements in gross margins. Despite the optical networking company benefiting from the AI data center boom, its shares fell following the announcement. The article questions why these earnings did not impress investors in the AI laser stock sector.
AI datacenter demand helped lift Coherent to $1.81B; Q4 seen at $2.05B
Coherent Corp. reported strong Q3 fiscal 2026 results, with revenue up 21% year-over-year to $1.81 billion, driven by high demand in datacenter and communications sectors. The company also provided an optimistic Q4 guidance, projecting revenue between $1.91 billion and $2.05 billion, and announced plans to increase capital investment to expand manufacturing capacity. Despite positive financial performance, the stock experienced a 9.00% decline following the news, reflecting a notable negative market reaction.
Coherent: Fiscal Q3 Earnings Snapshot
Coherent Corp. (COHR) reported fiscal third-quarter earnings of $191.4 million, or 97 cents per share, meeting Wall Street expectations with adjusted earnings of $1.41 per share. The laser and optics manufacturer exceeded revenue forecasts, posting $1.81 billion. For the fiscal fourth quarter, Coherent projects earnings per share between $1.52 and $1.72 and revenue ranging from $1.91 billion to $2.05 billion.
Coherent Corp (COHR): New Buy Recommendation for This Technology Giant
Stifel Nicolaus analyst Ruben Roy maintained a Buy rating on Coherent Corp (COHR) with a $412.00 price target, citing strong performance (60.7% average return for Roy). Despite positive analyst sentiment from Stifel Nicolaus and Rothschild & Co Redburn, Morgan Stanley maintained a Hold rating. The company reported strong quarterly revenue of $1.69 billion and a net profit of $147 million, an increase from the previous year, though corporate insider sentiment is negative due to increased selling activity.
Coherent (COHR) Reports Earnings Tomorrow: What To Expect
Coherent (COHR) is scheduled to announce its earnings results after market hours on Wednesday, May 5, 2026. The company previously exceeded revenue expectations, reporting $1.69 billion last quarter, and analysts anticipate an 18.7% year-on-year revenue growth for the upcoming quarter. Investor sentiment in the electronic components & manufacturing segment is positive, with Coherent's stock up 28.8% in the last month.
Ultrafast Laser Market Is Going to Boom | Coherent Inc, Trumpf GmbH + Co. KG
Worldwide Market Reports (WMR) has published an in-depth study on the "Ultrafast Laser Market Size and Forecast 2026-2033," analyzing the market by manufacturers, regions, types, and applications. The report utilizes primary interviews and validated secondary data to provide a reliable outlook on market evolution, highlighting growth drivers, opportunities, risks, and challenges. It also includes SWOT analysis, Porter's Five Forces framework, competitive landscape profiling key players like Coherent Inc. and Trumpf GmbH + Co. KG, and detailed regional coverage to support strategic decision-making.
Coherent Corp Stock (COHR) Opened Up by 5.08% on May 4: A Full Analysis
Coherent Corp (COHR) stock rose 5.08% on May 4, driven by strong FY2026 Q1 results, optimistic analyst ratings, and its crucial role in AI infrastructure, including a recent agreement with NVIDIA. The company exceeded expectations with robust demand from AI-related datacenters and communications, expanded gross margins, and reduced debt. Analysts maintain a "Strong Buy" consensus, with several firms raising price targets due to GenAI-driven demand, positioning Coherent for continued growth despite some overvaluation concerns and insider selling.
Coherent Q3 2026 Earnings Preview — May 6, Street Expects $1.39 EPS
Coherent Corp. (COHR) is expected to report its fiscal third-quarter 2026 results on May 6, with analysts anticipating earnings of $1.39 per share on revenue of $1.78 billion. This consensus implies significant year-over-year growth, with EPS up 52.7% and revenue up 18.7% compared to Q3 2025. Investors will be focused on segment-level details, margin trends, and management's commentary on order momentum and backlog.
