Coherent Corp. (COHR)
Coherent Stock Falls 2.7% Since In-Line Q3 Earnings & Revenue Beat
COHR posts strong Q3 growth driven by booming AI networking demand, though shares slip after the earnings release.
Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE) is sliding 7%.
Coherent Corp. (COHR) Q3 2026 Earnings Call Transcript
Coherent Corp. (COHR) Q3 2026 Earnings Call Transcript
Coherent (COHR) Q3 Earnings Match Estimates
Coherent (COHR) came out with quarterly earnings of $1.41 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.91 per share a year ago.
Coherent's Next Wave: Co-Packaged Optics and Systems Optionality
COHR is broadening beyond pluggable transceivers into systems and co-packaged optics, with NVIDIA collaboration and 2026-2027 traction as key signposts.
COHR Stock: A Practical Guide to Playing AI Optics
COHR's upside is tied to AI datacenter-driven mix and margin gains, but supply tightness through 2026-2027 could keep results uneven during multiple ramps.
COHR Stock Outlook: Is the AI Optics Upcycle Enough at 48x EPS?
COHR has bookings into 2027-2028 and margin levers from 1.6T mix and 6-inch wafers, yet supply tightness and a rich multiple raise risk.
Carillon Chartwell Small Cap Growth Fund: Q1 2026 Portfolio Movers
The information technology sector delivered some of the portfolio's strongest performance in the fourth quarter. A strong ramp-up of Coherent's optical transceivers sales drove strong growth in its networking segment. Macom Technology Solutions' strong third-quarter earnings addressed investor concerns related to margin volatility, leading to a rebound in the fourth quarter.
Is COHERENT CORP (COHR) Stock Outpacing Its Business Services Peers This Year?
Here is how Coherent (COHR) and Kforce (KFRC) have performed compared to their sector so far this year.
COHR vs. ARM: Which Tech Growth Stock Offers More Upside Now?
Coherent gains an edge over Arm Holdings with faster AI-driven growth, rising datacenter demand and improving financials, making it the stronger upside play.
Coherent: A Buy Driven By Robust AI Datacenter Optics Demand
Coherent is rated Buy, driven by robust AI data center optics demand and a defensible InP manufacturing moat. COHR revenue is projected to grow from $5.8B in FY2025 to $10.6B in FY2028E, with EPS compounding at a 45% CAGR. Margin expansion is underpinned by 6-inch InP wafer transition, higher ASP transceivers, and operating leverage, targeting >42% adjusted gross margin long-term.
Coherent: A Cautious Buy Despite Hefty Valuation
Coherent is riding the AI megatrend, with shares up 88% YTD and robust earnings momentum driven by its Datacenter & Communications segment. COHR's Datacenter & Communications segment delivered 34% YoY revenue growth in FQ2 2026, far outpacing its 5-year CAGR, fueled by hyperscaler AI infrastructure demand. A strategic partnership with Nvidia, including a $2B investment, positions COHR to scale optical interconnect R&D and capitalize on rapid AI connectivity growth.
