Commercial Predictability: COHR's Means to Growth in the AI Era
Coherent's record backlog, long-term commitments, NVIDIA investment and deleveraged balance sheet are reshaping its AI-era growth profile.
Coherent Trades Higher Than Industry: Is the Premium Justified?
COHR's valuation premium is backed by a near-equilibrium PEG, margin gains and AI capacity investments, but cash burn keeps the pivot in focus.
Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P.
Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.
These Nvidia-Backed Optical Stocks Have Slipped Lately. JPMorgan Analysts Recommend Buying The Dip
A pair of Nvidia-backed stocks that were among investors' favorite AI names earlier this year, have pulled back lately. JPMorgan analysts see that as an opportunity.
Photonics Is the New Hot Cake of AI Infrastructure Space: 5 Picks
Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus.
Coherent Skyrockets 337% in a Year: How to Play the Stock Now?
COHR soars 337% in a year, but a recent dip, rich valuation and AI-driven backlog, plus a $2B NVIDIA deal, shape its next move.
Coherent (COHR) Up 32.2% Since Last Earnings Report: Can It Continue?
Coherent (COHR) reported earnings 30 days ago. What's next for the stock?
Why Coherent and Lumentum stocks jumped on Tuesday
Coherent and Lumentum Holdings shares surged on Tuesday as investors piled into optical networking stocks. The rally followed comments from Nvidia Chief Executive Jensen Huang, highlighting the growing importance of optical interconnects in artificial intelligence data centers.
Coherent Advances 16%, Lumentum Climbs 13%, Applied Optoelectronics Adds 8% as Optics Rally Broadens
The optics complex is rallying together at midday Tuesday, and the leadership has flipped from yesterday.
Coherent: This Party Is Here To Stay
Coherent is initiated at a buy rating, supported by accelerating growth, robust Q4 guidance, and a long-term optical/photonics opportunity. Q3 saw 21% YoY revenue growth, 55% EPS growth, and expanding margins, with data center demand outpacing supply. Q4 guidance implies further acceleration: 29% revenue growth, 62% EPS growth, and continued margin expansion.
Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off
Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names.
Coherent vs. AppLovin: Which AI Growth Stock is Better Positioned?
Coherent's AI infrastructure demand, rising bookings and strong liquidity give COHR an edge over APP's premium valuation.
