Coherent, Inc. — News

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247wallst.com - 2026-07-31 15:17:49

DUOL, DAVE, TRI and COHR are set to stand out this earnings season, each displaying solid growth estimates and robust momentum across the business services sector.

zacks.com - 2026-07-30 12:10:24

COHR is benefiting from the AI infrastructure boom as rising demand for optical networking strengthens its growth outlook despite valuation concerns.

zacks.com - 2026-07-28 13:51:06

Shares of Coherent (NYSE:COHR | COHR Price Prediction) are down 11% to $241.62 midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock falling 10% to $87.89 and Lumentum (NASDAQ:LITE) stock off 9% to $644.56.

247wallst.com - 2026-07-28 12:15:54

The Dow is confidently higher, brushing off AI and semiconductor weakness across Wall Street

schaeffersresearch.com - 2026-07-28 11:59:00

With AI capex dominating market sentiment, tech leaders are tempting the bulls. Speaking at the RAISE Summit, Lumentum CEO Michael Hurlston warned that the next AI infrastructure bottleneck is indium phosphide (InP), a niche semiconductor material.

247wallst.com - 2026-07-28 10:53:15

COHR is transforming into an optical networking powerhouse, delivering strong growth, expanding production capacity, and securing long-term commitments over industry peers.

zacks.com - 2026-07-24 14:55:22

Marvell's components are being used to upgrade data centers. Coherent's fiber-optic components are replacing aging copper cables.

fool.com - 2026-07-23 09:30:00

Coherent's AI infrastructure momentum, expanding profitability and stronger valuation make it the more compelling opportunity over Arm Holdings.

zacks.com - 2026-07-22 14:41:07

SAXONBURG, Pa., July 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 June 30, 2026, on Wednesday, August 12, after the New York Stock Exchange closes. The release will be followed by a live audio webcast at 4:30 p.m. ET to discuss the results.

globenewswire.com - 2026-07-22 07:00:00

Here is how Coherent (COHR) and Enpro (NPO) have performed compared to their sector so far this year.

zacks.com - 2026-07-21 10:41:10

AI data centers are approaching copper's physical limits, accelerating adoption of silicon photonics solutions. Coherent and Lumentum supply critical optical components powering next-generation AI infrastructure growth.

fool.com - 2026-07-19 16:37:00

KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and holdings already deep in a selloff raises a pointed question about whether the timing is opportunity or trap.

247wallst.com - 2026-07-17 14:53:51

The Zacks Technology Services industry is growing rapidly, fueled by the swift adoption of remote work and other technological advancements, boosting revenues and cash flow since the pandemic. DAVE, VVX and COHR are expected to follow the growth momentum.

zacks.com - 2026-07-16 11:45:38

Shares of Applied Optoelectronics (NASDAQ:AAOI) are sliding Wednesday afternoon, down 12% to $110 and change, as investors pull back from the highest-beta corners of the AI optics trade.

247wallst.com - 2026-07-15 14:18:31

Coherent's post-earnings pullback has improved its risk-reward profile despite strong results, higher guidance and expanding AI infrastructure demand.

zacks.com - 2026-07-15 14:12:04

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-07-14 00:00:00

Nvidia (NASDAQ:NVDA | NVDA Price Prediction), along with the broader semi scene, is bouncing back again.

247wallst.com - 2026-07-13 10:38:47

SAXONBURG, Pa. , July 13, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, has been awarded on TIME's list of America's Best Companies 2026. This prestigious award is presented in collaboration with Statista, the world-leading statistics portal and industry ranking provider.

globenewswire.com - 2026-07-13 09:15:00

SAXONBURG, Pa., July 13, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, has been awarded on TIME's list of America's Best Companies 2026.

globenewswire.com - 2026-07-13 09:15:00

AI data center operators are staring down a bandwidth wall, and the fastest way over it runs through glass, not copper.

247wallst.com - 2026-07-12 09:00:20

COHR's expanding margins and rising factory efficiency show how AI-driven demand is translating into stronger profits and earnings growth.

zacks.com - 2026-07-10 14:36:11

Luke Lango highlights AI's toll roads

investorplace.com - 2026-07-09 17:00:00

AI hardware and optical-communication gains helped steady major U.S. indexes after war-driven swings, today, July 9, 2026.

fool.com - 2026-07-09 12:52:31

COHR's AI-driven datacenter demand, record backlog and stronger balance sheet support its growth case despite a premium valuation.

zacks.com - 2026-07-09 12:26:10

The recent AI infrastructure selloff reflected sentiment and valuation reset, while Coherent (COHR) maintained record backlog visibility extending through 2028. Six-inch indium phosphide expansion strengthens Coherent's manufacturing moat as demand visibility, margins and production capacity continue improving simultaneously. The company is positioned across transceivers, Optical Circuit Switching, Co-Packaged Optics and thermal technologies, creating multiple overlapping long-term growth drivers.

seekingalpha.com - 2026-07-08 07:45:39

Prominent AI investor Gavin Baker believes that the current hardware cycle is fundamentally different from past tech bubbles.

zacks.com - 2026-07-06 18:11:05

One of the new congestion points in AI is the speed at which data can be transferred. Nvidia has been aggressively investing in companies that could offer a solution.

fool.com - 2026-07-05 20:25:00

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.

247wallst.com - 2026-07-02 13:34:11

Here is how Coherent (COHR) and Enpro (NPO) have performed compared to their sector so far this year.

zacks.com - 2026-07-02 10:40:28

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

zacks.com - 2026-07-02 09:56:20

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough... These 7 Stocks Will Solve AI's Most Important Bottleneck

247wallst.com - 2026-06-29 09:58:08

Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.

investorplace.com - 2026-06-29 00:00:00

The first wave of AI investing focused on companies building powerful processors. But as AI systems become larger, a different challenge is emerging: moving massive amounts of data between those processors.

fool.com - 2026-06-28 03:25:00

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

marketwatch.com - 2026-06-26 13:53:00

Coherent Corp. has surged 196% since my last coverage, significantly outperforming the benchmark. I remain bullish on COHR due to its essential high-speed connectivity solutions for data centers and persistent demand. COHR benefits from multiple long-term tailwinds, supporting expectations for robust top and bottom-line growth.

seekingalpha.com - 2026-06-24 11:48:19

Palantir's rapid growth, strong profitability, and expanding AI adoption are helping it stand out from Coherent as a long-term AI investment.

zacks.com - 2026-06-23 14:40:11

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.

247wallst.com - 2026-06-23 14:08:20

Coherent's record backlog, long-term commitments, NVIDIA investment and deleveraged balance sheet are reshaping its AI-era growth profile.

zacks.com - 2026-06-23 10:01:28

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-06-22 00:00:00

Coherent's optical upgrades are essential for handling AI applications. Its stock is richly valued, but it has significant upside potential.

fool.com - 2026-06-19 14:36:00

Tower's advanced silicon photonics platform enables high-bandwidth, energy-efficient data center connectivity

globenewswire.com - 2026-06-18 05:30:00

SpaceX's $60 billion bet just confirmed the agentic inference supercycle - and pointed directly at the physical bottlenecks that capture it.

investorplace.com - 2026-06-17 00:00:00

Optical networking is becoming the next bottleneck in the AI infrastructure space, and that's great news for these three companies.

fool.com - 2026-06-16 11:39:00

SHERMAN, Texas, June 16, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), the global photonics leader, today announced it has signed a letter of intent to receive up to $50 million in direct funding under the CHIPS and Science Act from the U.S. Department of Commerce to expand its world-leading 6-inch Indium Phosphide (InP) semiconductor manufacturing facility in Sherman, Texas. The investment will support growing demand for optical networking technologies that power AI datacenters and further strengthen Coherent's longstanding and recently expanded partnership with NVIDIA.

globenewswire.com - 2026-06-16 09:00:00

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.

zacks.com - 2026-06-15 11:06:12

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.

marketwatch.com - 2026-06-11 16:48:00

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.

investopedia.com - 2026-06-11 15:36:00

Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus.

zacks.com - 2026-06-11 09:06:05

J.P. Morgan reiterates Overweight ratings on Coherent and Lumentum stocks in a research note Thursday.

barrons.com - 2026-06-11 09:06:00