COHR is accelerating AI optics capacity, with faster 1.6T and 6-inch InP ramps, new revenue streams and fiscal 2027 demand essentially booked.
Jim Cramer has a clear message for investors chasing photonics exposure: skip speculative small caps and own companies already delivering results.
Coherent Corp. (COHR) is a central AI datacenter infrastructure supplier, with accelerating growth and a dominant position in optical connectivity. COHR delivered 34% revenue growth, 59% datacenter revenue growth, and guided Q1 fiscal 2027 revenue up to $2.4 billion, signaling ongoing acceleration. The NVIDIA partnership, co-packaged optics ramp, and capacity expansion underpin confidence in continued growth and margin expansion.
Coherent Corp. (COHR) Q4 2026 Earnings Call Transcript
Coherent (COHR) came out with quarterly earnings of $1.74 per share, beating the Zacks Consensus Estimate of $1.62 per share. This compares to earnings of $1 per share a year ago.
Coherent stock has done well, helped by the recent investment by Nvidia and the growing revenue trajectory. COHR has jumped by 260% in the last 12 months and 380% in the last five years.
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) and Coherent (NYSE:COHR) both step into the earnings spotlight after the close on Wednesday, August 12, 2026, giving investors a rare same-session read on the AI networking build-out.
Shares of Coherent (NYSE:COHR | COHR Price Prediction) are down 11.63% in Monday trading, sliding from $379.13 to $335.05.
Coherent heads into fiscal Q4 earnings with strong AI demand, capacity expansion and margin gains, but its sharp rally and premium valuation support a Hold.
Shares of Coherent (NYSE:COHR | COHR Price Prediction) are sliding midday Monday, with Coherent stock down 12% to $333.83 as traders take profits across the AI optics complex.
Aura ETF has expanded its thematic lineup with the launch of the Aura VettaFi Photonics Index ETF (PHOX). The ETF offers targeted exposure to companies driving the next generation of artificial intelligence hardware.
Applied Optoelectronics reported second-quarter 2026 GAAP revenue of $191.9 million, versus $103 million in the 2025's second quarter.