Coherent Corp.'s COHR focus on AI and Datacom is yielding tangible results, positioning the company to benefit from the expanding AI and high-performance computing markets. In the second quarter of fiscal 2026, the company recorded 33.5% year-over-year growth in its data center & communications segment's revenues.
Here is how Coherent (COHR) and Urgent.ly Inc. (ULYX) have performed compared to their sector so far this year.
Shares of Coherent Corp moved higher this week after the company unveiled advances in silicon carbide (SiC) epitaxy technology, reinforcing optimism around its role in powering next-generation AI data centers and industrial systems. The stock rose as much as 9% on April 10 following the announcement, with additional gains supported by broader strength in the optical networking sector.
Coherent Corp (NYSE:COHR) has risen 448.34% over the past twelve months, climbing from $51.39 to $281.79.
Coherent (COHR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
COHR's AI-driven surge lifts datacenter revenues to 72% of sales, fueled by transceiver demand and InP production expansion.
The COHR stock surges 379% in a year, fueled by datacenter growth and strong forecasts, but premium valuation and no dividends may give investors pause.
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Coherent's datacenter bookings surged with book-to-bill above 4x, with most of 2026 booked and visibility extending into 2028. The six-inch indium phosphide ramp could deliver over 4x chip output at less than half cost, structurally improving margins. Datacenter and communications now exceed 70% of revenue, growing 34% YoY, with broad demand across 800G, 1.6T, OCS, and CPO.
Coherent teams up with NVIDIA in a multiyear optics deal, securing $2B investment and boosting AI demand, capacity expansion and long-term growth prospects.
Here is how Coherent (COHR) and PagSeguro Digital Ltd. (PAGS) have performed compared to their sector so far this year.
COHR and PLTR are battling for AI dominance, but faster growth estimates and valuation gaps could give one a clear edge.