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Coherent/$COHR

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About Coherent

Coherent is a US-based photonics and materials technology company specializing in communications components. The firm produces an extensive portfolio of photonic technologies, including transceivers, semiconductor lasers, and optical components for data center and telecommunications applications. Coherent plays a significant role in AI infrastructure by supplying high-speed optical connectivity that enables less power-hungry, lower-temperature data transmission within and between hyperscale data centers. The firm owns integrated manufacturing capabilities in several photonic substrates, including indium phosphide. Beyond optical data networking, Coherent serves industrial markets with lasers, materials for semiconductor and automotive production, and other precision applications.
Ticker
$COHR
Sector
Digital Hardware
Primary listing
NYSE
Employees
51,478

Coherent Metrics

BasicAdvanced
$44B
53.76
$4.12
2.11
-

What the Analysts think about Coherent

Analyst ratings (Buy, Hold, Sell) for Coherent stock.
Analyst projections of the future price of Coherent stock.

Bulls say / Bears say

Datacentre and communications revenue rose 59% year on year to $1.62 billion in Q4, while Coherent forecast first-quarter revenue of $2.2–$2.4 billion. That points to strong demand for its optical products and further near-term growth. (Coherent Corp.)
A multiyear strategic agreement with NVIDIA includes a multibillion-dollar purchase commitment and a $2 billion investment in Coherent. The investment is intended to support research, capacity and operations, while the purchase commitment strengthens demand visibility. (U.S. Securities and Exchange Commission)
PhotonLink brings lasers, silicon photonics, fibres and detectors together in a platform for newer AI datacentre optical designs. Coherent reports more than ten customer engagements each for co-packaged and near-packaged optics, with revenue expected to begin ramping in Q4 2026. (Coherent Corp.)
Coherent relies heavily on a small group of customers: two each contributed more than 10% of fiscal 2026 revenue. The company warns that delayed, reduced or cancelled orders from large customers could hurt results. (U.S. Securities and Exchange Commission)
Indium phosphide capacity remains a key constraint on transceiver output, while Q4 capital expenditure rose to $556 million. If new capacity takes longer or costs more to ramp, Coherent may struggle to convert demand into shipments and returns on investment. (The Motley Fool, U.S. Securities and Exchange Commission)
The Industrial segment contracted: fiscal 2026 revenue fell to $1.84 billion from $2.05 billion, and Q4 revenue was down year on year. Continued weakness in broader industrial markets leaves the company more dependent on datacentre growth to offset declines. (Coherent Corp., The Motley Fool)
Data summarised monthly by Lightyear AI. Last updated on 22 Oct 2026.

Coherent Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Coherent Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Coherent

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