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.
Coherent, Lumentum, and AAOI Jump in Premarket Trading Wednesday
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher after a rough Tuesday session.
Coherent Corp. (COHR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Coherent Corp. (COHR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Nvidia Invests $2B in Photonics Firm Coherent
Nvidia will invest $2 billion in the photonics firm Coherent as the AI leader bets on continued demand for advanced optical components used in data centers. Coherent CEO Jim Anderson speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
Why Coherent Is A Strong Buy After Rising Nearly 15%
Coherent earns a strong buy rating, fueled by robust AI-driven demand and Nvidia's expanded partnership and investment. COHR posted 22% Y/Y revenue growth to $1.69B, with datacenter and communications up 34%, and bookings fully committed through 2026. COHR is ramping up 1.6T transceiver production, doubling indium phosphide capacity by year-end, and maintaining 2-3 years of revenue visibility from major customers.
Nvidia Investments Send Coherent and Lumentum Stocks Soaring
New deals with Nvidia are giving two stocks a big boost on Monday.
