$COHR

Generating a unique summary for COHR…

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Coherent Corp. develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide. Its products include critical components consisting of detectors, passive optics, thermal solutions, and PICS; silicon photonics and other advanced optical technologies; and coherent transmission components, transport products, optical amplifiers, passive optical components, optical line systems, and multi-rail platform. The company's Datacenter and Communications segment offers transceivers, co-packaged optics, and optical circuit switches, as well as other systems, such as subsystems, modules, and semiconductor devices for datacenter and communications applications; and VCSELS, EELS, pump lasers, and other components, optics, and ICs for datacenter and communication applications. Its Industrial segment offers excimer lasers, solid-state lasers, and CO2 lasers; laser systems for various industrial applications, including semiconductor capital equipment, display manufacturing, precision manufacturing, and scientific research; and laser systems and subsystems comprising high-power lasers for materials processing. This segment also provides engineered materials, laser optics, thermoelectric components, and advanced ceramic and metal-matrix composite materials and products. It markets its products and services through a direct sales force, representatives, and distributors. The company was formerly known as II-VI Incorporated and changed its name to Coherent Corp. in September 2022. Coherent Corp. was incorporated in 1971 and is headquartered in Saxonburg, Pennsylvania.

Institutions hold 88.14% · insiders 4.41% · 1,761 institutions

Consensus score 1.64 (1 = strong buy, 5 = sell) · mean target 394.79

• SusquehannaPositivemain2026-10-21
• TD CowenBuymain2026-10-19
• B. Riley SecuritiesNeutralmain2026-10-15
• RosenblattBuymain2026-10-13
• BernsteinOutperforminit2026-09-30
• RosenblattBuymain2026-09-24
• Deutsche BankBuyinit2026-09-01
• JefferiesBuymain2026-08-13
• Morgan StanleyEqual-Weightmain2026-08-13
• B. Riley SecuritiesNeutralmain2026-08-13

Next report: 2026-11-04

• DEF 14AProxy Statements2026-10-09Open
• 10-KPeriodic Financial Reports2026-08-14Open
• 8-KCorporate Changes & Voting Matters2026-08-12Open
• SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-05-29Open
• 8-KCorporate Changes & Voting Matters2026-05-06Open
• 8-KCorporate Changes & Voting Matters2026-04-28Open
• 8-KCorporate Changes & Voting Matters2026-03-02Open
• 10-QPeriodic Financial Reports2026-02-04Open
• 8-KCorporate Changes & Voting Matters2025-12-16Open
• 8-KCorporate Changes & Voting Matters2025-11-21Open

• Did AI Funding Delays Just Shift Coherent's (COHR) Investment Narrative?

  Coherent recently faced questions about how customers will fund large AI infrastructure projects, which is affecting the timing of some deployments and orders for its optical components. Despite these funding and timing pressures, demand tied to AI datacenters has influenced revenue and margins, and some institutional investors have been willing to increase exposure to Coherent. We will now explore how Coherent's investment narrative could shift in light of AI demand strength, alongside...

  Sun, 25 Oct 2026 01:10:44 +0000

• Coherent Named One of TIME’s America’s Growth Leaders 2027

  Recognition highlights Coherent’s growth, financial strength and business momentum Coherent Named One of TIME’s America’s Growth Leaders 2027 Recognition highlights Coherent’s growth, financial strength and business momentum SAXONBURG, Pa., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), the global leader in photonics, is proud to announce its inclusion in the America’s Growth Leaders 2027 list, a distinguished ranking honoring companies demonstrating exceptional growth performanc

  Thu, 22 Oct 2026 18:15:00 +0000

• Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%

  The AI optics trade powered some of the market's biggest gains this year, but a chipmaker-led selloff is now hitting Coherent, Lumentum, and Applied Optoelectronics all at once, right before each company steps up to report earnings.

  Thu, 22 Oct 2026 17:10:05 +0000

• Coherent Just Dropped 19% in a Week, Lumentum 16%. Is It Time to Sell, or Load Up?

  Key TakeawaysCoherent shares fell 19% in the past week and Lumentum fell 16%, as AI optics stocks sold off after a hot September inflation report. Coherent put out no news except its earnings date, and analysts’ revenue estimates for fiscal 2027 and 2028 held up through the selloff.

  Thu, 22 Oct 2026 15:15:08 +0000

• Coherent Slides 25% in Three Months as Nvidia-Backed Optics Ramp Meets a Cash Burn Test

  Key TakeawaysCoherent shares have fallen 25. 1% over three months and sit 46% below their $440 high, despite record fiscal 2026 revenue of $7.

  Thu, 22 Oct 2026 11:11:04 +0000

• 3 Stocks to Buy Before Wall Street Catches On Before October Ends

  Wall Street just sold off three AI infrastructure stocks hard, but their latest earnings tell a completely different story. The real AI build-out runs deeper than the obvious names, through optical lasers, custom silicon, and raw electricity.

  Wed, 21 Oct 2026 12:15:30 +0000

• Is Coherent (COHR) Fairly Valued?

  Coherent (NYSE:COHR) reports its fiscal first-quarter results early next month, and it has already set a high bar. Management told investors to expect revenue between $2.2 billion and $2.4 billion, up from the $2.05 billion it reported last quarter. But the stock is priced as if that growth might not last. It trades at about […]

  Tue, 20 Oct 2026 02:15:44 +0000

• GLW, VZ, COHR In Focus As AI Fiber Shortage Drives Prices Higher — TrendForce Sees Supply Crunch Through 2028

  Global optical fiber demand is projected to reach 577 million fiber-kilometers in 2026, with data centers accounting for a growing share.

  Mon, 19 Oct 2026 17:09:24 +0000