Are Business Services Stocks Lagging COHERENT CORP (COHR) This Year?
Here is how Coherent (COHR) and PagSeguro Digital Ltd. (PAGS) have performed compared to their sector so far this year.
Coherent vs. Palantir: Which AI Stock Has More Upside Now?
COHR and PLTR are battling for AI dominance, but faster growth estimates and valuation gaps could give one a clear edge.
Coherent: AI Demand And NVIDIA Partnership Drive Re-Rating And Renewed Buy Call
Coherent (COHR) is upgraded to Buy, driven by a transformative NVIDIA partnership and robust AI/data center demand. COHR's datacenter and communications segment delivered 33.5% revenue growth, offsetting industrial weakness; operating margins and EPS consistently beat consensus. My DCF model supports a $296 fair value, implying 17% upside, with premium multiples justified by structural AI growth and predictable execution.
These Nvidia-Backed Stocks Are Surging as Wall Street Analysts Grow More Bullish
Two hot tech stocks backed by Nvidia just got a fresh vote of confidence on Wall Street.
Coherent Corp. (COHR) Discusses Photonics Innovation and Data Center Communications at OFC Transcript
Coherent Corp. (COHR) Discusses Photonics Innovation and Data Center Communications at OFC Transcript
Coherent Joins the S&P 500 Soon: Buy the Dip Before the Index Funds Have To?
Coherent (NYSE: COHR) is set to join the S&P 500 on March 23, 2026, creating a date-certain mechanical buying catalyst that has investors watching whether the recent pullback will reverse ahead of the index inclusion date.
Coherent CEO says NVIDIA supply deal is ‘multibillion dollar' and stretches to end of decade
Coherent ( NYSE:COHR ) CEO Jim Anderson did not mince words when describing what the new NVIDIA supply agreement actually means for his company.
Coherent's Rally Is Really About Optical Supply
Coherent reported record Q2 revenue of $1.69 billion, rising 7% sequentially and 17% year over year, driven primarily by 800G and 1.6T data center optics demand. Datacenter & Communications now accounts for over 70% of total revenue, growing 11% sequentially, with data center revenue increasing 14% sequentially. Non-GAAP gross margin expanded to 39% and operating margin reached 19.9%, supported by yield improvements, pricing optimization, and early benefits from six-inch indium phosphide manufacturing.
These Two Nvidia-Backed Companies Are Joining the S&P 500 Later This Month
Four companies—including two part-owned by AI chip giant Nvidia—are set to join the S&P 500 later this month.
Is COHERENT CORP (COHR) Stock Outpacing Its Business Services Peers This Year?
Here is how Coherent (COHR) and LiveRamp (RAMP) have performed compared to their sector so far this year.
Is Coherent's Deleveraging Plan Clearing the Runway for Growth?
COHR slashes debt via asset sales, cuts leverage to 1.7X and builds $899M cash, positioning the company to ramp capacity and chase surging datacenter demand.
Coherent Surges 325% in a Year: How Should Investors Play the Stock?
The COHR stock has soared more than 320% in a year as AI-driven data center demand boosts transceivers, while strong earnings forecasts and liquidity fuel investor optimism.
