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Coherent, Inc.
COHRTechnologyNYSEUS
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Nvidia is investing in key AI infrastructure companies, which could help it remain the dominant player in the AI hardware ecosystem.
Coherent (COHR) reported earnings 30 days ago. What's next for the stock?
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, Lumentum, and Corning stocks surge Tuesday after Nvidia CEO Jensen Huang talks up optical networking demand.
The optics complex is rallying together at midday Tuesday, and the leadership has flipped from yesterday.
When NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang said data centers are being rewired around optical interconnects, most traders ran straight to Marvell Technology (NASDAQ:MRVL).
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.
Shares of Applied Optoelectronics (NASDAQ:AAOI) are up 20% in midday trading to around $190, snapping back hard from a Friday close of $158.41.
Nvidia owns a small group of stocks.
Fund manager Gavin Baker identified a "cross-sectional inefficiency" in AI stocks. He argued that valuations can't be accurate for both the cheap and expensive stocks in AI.
On May 29, 2026, Coherent Corp (COHR) shares fell 4.1% to $361.47. This decline comes in the context of a 52-week trading range that has seen prices as high as
Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names.
Coherent's AI infrastructure demand, rising bookings and strong liquidity give COHR an edge over APP's premium valuation.
The AI boom has already burned through one shortage after another.
AXTI is gaining momentum in AI photonics as record backlog, rising indium phosphide demand and capacity growth fuel its early-cycle story.
CIEN posts record $1.43B Q1 and $7B backlog while COHR ramps 800G/1.6T and CPO with NVIDIA.
Keith Kaplan, CEO of TradeSmith, has spent recent months mapping what he calls the "choke points" of the AI build-out—the physical bottlenecks where trillion-dollar demand is running into a world that can't supply fast enough. His argument: the largest fortunes of this AI cycle won't go to the visible players.
Coherent has transitioned from a cyclical optical supplier to a strategic AI infrastructure enabler, supporting a structural rerating in valuation. Q3 revenue grew 27% and EPS 55%, with datacenter exposure rising to 75% and strong backlog visibility extending into 2028 and beyond. COHR's 6-inch indium phosphide ramp and broad AI ecosystem positioning underpin confidence in sustained high growth through FY2027 and FY2028.
Investors know Nvidia Corp.(NASDAQ:NVDA) as a GPU supplier powering the artificial intelligence boom. But the chip giant's latest portfolio disclosure suggests CEO Jensen Huang may be placing a significant bet on another part of the AI stack: the infrastructure that moves data between those chips.
The eye-catching performance of some of the world's largest stocks has led to them becoming fixtures in investors' portfolios. Whether that exposure comes via market-cap-weighted funds or direct ownership, the stocks' collective gains have overshadowed the roughly 2,500 other U.S.-listed stocks that do not meet the criteria for inclusion in the S&P 500.
Credo is betting big on AEC adoption, new product families and a $750M DustPhotonics deal - while Coherent scales transceivers and OCS.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world's largest company.
Coherent Corp.'s Q3 FY2026 revenue rose 21% YoY to $1.81B while EPS surged 55% as margins expanded toward 39.6%. COHR management expects FY2027 growth exceeding FY2026 despite consensus already projecting revenue growth from $7.05B to $9.45B. Coherent plans for 4x indium phosphide capacity expansion through 2027, materially improving optical supply availability and production economics.
On May 18, 2026, Coherent Corp (COHR) shares fell 5.1%, bringing the current price to $362.83. Over the past year, the stock has experienced significant volatil
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) is off 9% and Coherent (NYSE:COHR) has slipped 6%.
Lumentum Holdings and Coherent shares fell Monday after investor Leopold Aschenbrenner disclosed he exited stakes in the optical-networking companies.
Coherent's AI datacenter surge drove 75% of Q3'26 revenues, but industrial declines and customer concentration risks could pressure growth if tailwinds fade.
Artificial intelligence is no longer just about who builds the fastest chips.
Optical networking stocks extended their strong 2026 rally on Wednesday, with shares of Coherent and Lumentum Holdings climbing alongside broader enthusiasm around artificial intelligence infrastructure demand. Coherent shares (COHR) rose 7.2%, while Lumentum gained 3.68%.
Bank of America just nudged its target on Coherent (NYSE:COHR | COHR Price Prediction) stock higher, lifting the price target to $400 from $365 while maintaining a Neutral rating.
Coherent, Lumentum Holdings, and other optical-networking companies continued to rally as Wall Street bets AI data-center spending still has room to run.
Diane King Hall breaks down a mixed market open as Coherent (COHR) hits a new all-time high after Bank of America raised its price target. AMD Inc. (AMD) gets downgraded by Daiwa on valuation concerns, while Oklo Inc. (OKLO) posts a smaller-than-expected loss despite remaining pre-revenue.
The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group's bellwethers building on Monday's massive rip.
The optics complex has been one of 2026's most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide.
COHR soars 171% in 6 months as datacenter AI demand surges and industrial bookings rebound, but rich valuation and no dividend raise questions.
AI data center growth is fueling demand for optical components, lifting prospects for GLW, LITE and COHR.
Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world's biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of... The AI Data Center Backlash Is Growing. Kevin O'Leary's $1 Billion Stratos Project Reveals Why
On May 11, 2026, Coherent Corp (COHR) shares rose by 13.2%, bringing the current price to $379.69. This stock has shown remarkable price performance, with a 52-
Photonics is critical to AI, with data centers the primary driver of business in 2026. The vast amounts of data require ultrafast, high-bandwidth transmission, or else face the bottlenecks presented by traditional copper.
COHR posts strong Q3 growth driven by booming AI networking demand, though shares slip after the earnings release.
The optical-networking complex is ripping higher at midday Monday, with all three of the group's marquee names posting double-digit gains.
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 (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.
Q3 REVENUE OF $1.81B, INCREASED 21% Y/Y AND 27% Y/Y ON A PRO FORMA BASIS Q3 GAAP GROSS MARGIN OF 37.7%, INCREASED 243 bps Y/Y; Q3 NON-GAAP GROSS MARGIN OF 39.6%, INCREASED 105 bps Y/Y Q3 GAAP EPS OF $0.97, INCREASED $1.08 Y/Y; Q3 NON-GAAP EPS OF $1.41, INCREASED $0.50 Y/Y SAXONBURG, Pa., May 06, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its third quarter of fiscal year 2026 ended March 31, 2026.
COHR is broadening beyond pluggable transceivers into systems and co-packaged optics, with NVIDIA collaboration and 2026-2027 traction as key signposts.
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 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.
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.
Big Tech earnings reveal where $700 billion in AI spending is flowing - and why the biggest winners aren't the obvious stocks.
Investors looking for stocks in the Technology Services sector might want to consider either Duolingo, Inc. (DUOL) or Coherent (COHR). But which of these two stocks offers value investors a better bang for their buck right now?
Esco Technologies (ESE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here is how Coherent (COHR) and Kforce (KFRC) have performed compared to their sector so far this year.
OpenAI and Qualcomm are building an AI-first device - signaling the shift beyond smartphones and reshaping tech's next winners.
SOFI heads into Q1 earnings with strong growth forecasts and a solid surprise history, but a negative ESP clouds expectations for another beat.
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
On April 27, 2026, Coherent Corp (COHR) shares fell 4.3% to a current price of $321.53. This decline comes amid a volatile trading environment, with the stock's
Coherent gains an edge over Arm Holdings with faster AI-driven growth, rising datacenter demand and improving financials, making it the stronger upside play.
SAXONBURG, Pa., April 22, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced today that it will release its financial results for the quarter ended March 31, 2026, on Wednesday, May 6, after the New York Stock Exchange closes.
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.
