COHR

Coherent Corp. (COHR) | Rumor.io

Coherent

COHR

Attention (50-day avg)0.06%

Attention rank (50-day avg)#144

Bullish sentiment (50-day avg)84%

Price to earnings ratio67.9

Market capitalization55.3B

Earnings per share4.11

Dividend yield (TTM)—

Revenue (annual)7.1B

Net income (annual)786.9M

Social

What share of all stock conversation is about COHR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0.04% -0.03	0.05% -0.02	0.07% +0.06

Sep 29

Coherent, Inc. ($COHR) has been maintained with a $500 price target by Rosenblatt, and is being watched for a potential bounce at trendline support and the 200 DMA.
The stock has been flipping between the 300 and 310 price range, with a call wall at 300→310, and is expected to test 350ish next.
Coherent, Inc. ($COHR) has seen a 17.6% increase in its stock price over the past three months, and has been maintained with a buy rating by Stifel.

Generated by AI

Sentiment

Of the messages about COHR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +19	83.91% -13.55	86.38% +7.33	88.57% -7.49
Bearish	0% -19	16.09% +13.55	13.62% -7.33	11.43% +7.49

Bullish· Sep 17

Coherent, Inc. (COHR) has a backlog that extends into 2028, with quarterly revenues expected to exceed $3B by the end of FY27, and the company's annualized revenue run rate is expected to reach $12B by next year.
Big funds are accumulating COHR, with the stock ranked #37 on a Billion Dollar Fund Manager Rank, indicating a strong interest in the company.
Despite concerns about a potential slowdown in AI spending, optical-networking companies like COHR and LITE (Lumentum) have seen significant gains, with COHR shares rising 6.9% and LITE shares gaining 9.6% on the day.

Bearish· Sep 14

The company's current stock price ($305.37) is 74.10x earnings, implying that growth may not break, and the bear case is too shallow to justify the current valuation.
The stock's price action is described as "lifeless" and "garbage," indicating a lack of investor enthusiasm and a potential decline in value.
The stock may revisit the $260s or even drop below, as the market is experiencing "panic" and the current price action is "aggressive."

Generated by AI

Topics

Of the messages about COHR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	6.11%	7.03%	7.62%
Announcements	0%	69.18%	53.5%	43.75%
Macro	0%	24.6%	29.66%	26.06%
Earnings	0%	0%	3.1%	11.77%
Analysts	0%	0%	6.67%	10.64%
Controversies	0%	0.11%	0.04%	0.15%

Earnings· Aug 13

Coherent Corp reported a strong Q4 with revenue of $2.05B, up 34% YoY, and adjusted EPS of $1.74, beating estimates by 74% YoY.
Despite the positive results, shares fell 5% as concerns arose about future margins due to increased demand for lower-margin products.
Analysts raised their revenue and EPS estimates for Coherent after earnings, with Jefferies, Morgan Stanley, and BofA revising their targets to $420, $375, and $400, respectively.

Analysts· Aug 14

Coherent, Inc. (COHR) received mixed analyst updates, with Stifel raising its price target to $118 and Needham reiterating a "Buy" rating with a $120 target.
BofA Securities downgraded COHR to Neutral from Buy, citing slower growth in its data center business and weak gross margin trends, but raised the price target to $105.
Analysts have revised their price targets for COHR, with Rosenblatt lowering its target to $135 and Stifel raising its target to $118, while Needham and Barclays maintained their "Buy" ratings with targets of $120 and $110, respectively.

Announcements· Aug 4

The US Federal Communications Commission is drafting a ban on imports of new Chinese optical transceivers, which could benefit US-based suppliers of this technology, including COHR.
COHR and other US suppliers of optical transceivers, such as LITE and AAOI, may see significant demand and revenue increases if the ban is implemented.
The proposed ban could also improve the setup for COHR's Q2 report, with potential for increased revenue and gross margin, driven by a stronger policy narrative and reduced Chinese competition.

Macro· Aug 5

Coherent, Inc. (COHR) is well-positioned in the optical stack, with its 6-inch indium phosphide platform already ramping and significant capacity expansion expected through 2027.
The transition towards optical links in AI networks is expected to become massive by 2028, with copper connections limited to short distances, and optical infrastructure becoming the next major bottleneck in the AI race.
COHR's vertical integration gives it an edge in the market, with relatively limited exposure to Chinese module suppliers, and a strong balance sheet, having improved from 2.1x to 0.5x net leverage in one year.

Technical Analysis· Mar 20

$COHR has broken out with a 7.14%+ increase, moving above the EMA21 and AVWAP ATH in a strong volume session.
The stock is trading near its all-time high (ATH) and is in a consolidation phase, with the on-balance volume (OBV) respecting the uptrend since August last year.
The weekly chart is clean and simple, signaling an opportunity, with the last two buy signals popping perfectly, indicating a disciplined setup that could lead to the next leg up.

Generated by AI

Community

Of the messages about COHR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	2.44%	65.67%	74.95%	54.31%
Newcomers	97.56%	34.33%	25.05%	45.69%

Regulars· Sep 21

Coherent, Inc.'s laser technology is no longer its only focus, as the company is expanding into AI infrastructure.
Axiom Telecom has received a significant prepayment from Coherent, Inc. and is expected to receive more, driving up its stock price.
Coherent, Inc.'s stock price has been affected by its distance from its high and potential long-term value, making it a potential swing trade.

Newcomers· Sep 29

Three newcomers to discussing $COHR are focusing on its price action, with some expecting a bounce at trendline support and others looking for a test of $350.
Many are still holding onto their shares, with some expressing their belief in the company's potential.
Newcomers are also paying attention to recent news and ratings, including Stifel's reiteration of a buy rating on Coherent.

Generated by AI

Coherent’s second quarter results for 2026 surpassed Wall Street’s revenue and profit expectations, yet the market responded negatively. Management identified exceptional demand in the data center and communications segments, with CEO James Anderson attributing the growth to a surge in AI-driven optical networking and ongoing production capacity expansion, particularly in their 6-inch Indium Phosphide lines. CFO Sherri Luther emphasized improved cost structure and greater operating leverage as a

1mo agoYahoo Finance

Coherent Q4 Earnings Call Highlights Faster AI Optics Capacity Ramp

COHR is accelerating AI optics capacity, with faster 1.6T and 6-inch InP ramps, new revenue streams and fiscal 2027 demand essentially booked.

1mo agoYahoo Finance

Cisco, SpaceX, Cerebras, Infleqtion and Coherent: Why These 5 Stocks Are on Investors' Radars Today

1mo agoBenzinga

Coherent, Inc. Q4 2026 Earnings Call Summary

Moby summary of Coherent, Inc.'s Q4 2026 earnings call

1mo agoYahoo Finance

Coherent Corp. Reports Fourth Quarter and Full Year Fiscal 2026 Results

Q4 REVENUE OF $2.05B, INCREASED 34% Y/Y AND 42% Y/Y ON A PRO FORMA BASISQ4 GAAP GROSS MARGIN OF 38.5%, INCREASED 277 bps Y/Y; Q4 NON-GAAP GROSS MARGIN OF 40.2%, INCREASED 215 bps Y/YQ4 GAAP EPS OF $1.19, INCREASED $2.02 Y/Y; Q4 NON-GAAP EPS OF $1.74, INCREASED $0.74 Y/Y SAXONBURG, Pa., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its fiscal fourth quarter and full year fisca

1mo agoYahoo Finance

Earnings call transcript: Coherent tops revenue forecast in Q4 2026, stock swings

1mo agoInvesting.com

Also Discussed

Investors talking about COHR also mention

#	Name	Attention
1	Lumentum Holdings Inc.LITE	0%-0.06
2	Applied Optoelectronics IncAAOI	0.4%+0.06
3	IIVI - II-VI Incorporated	——
4	AXT Inc.AXTI	0.13%+0.05
5	Corning IncorporatedGLW	0.03%+0.02
6	Credo Technology Group Holding Ltd Ordinary SharesCRDO	0.09%-0.1
7	IPG Photonics CorporationIPGP	0%0
8	Tower Semiconductor Ltd.TSEM	0.03%+0.03
9	FabrinetFN	0%0
10	Viavi Solutions Inc.VIAV	0.01%-0.02

Coherent Corp.

Technology
Scientific & Technical Instruments

Coherent Corp. is a global photonics and advanced materials company that develops and manufactures lasers, optical and optoelectronic devices, transceivers, modules, and engineered materials. The company serves customers in communications, industrial, electronics, instrumentation, semiconductor manufacturing, aerospace, and defense markets. Its business is organized around networking, materials, and lasers, combining compound semiconductor expertise with a broad portfolio of photonic technologies and specialty materials. Coherent Corp. supplies components and systems used in data centers, optical communications, precision manufacturing, scientific instrumentation, and advanced industrial processing. Headquartered in Saxonburg, Pennsylvania, Coherent Corp. plays a significant role in enabling light-based technologies across high-performance applications worldwide.

Website

Location

375 Saxonburg Boulevard

Saxonburg, PA, 16056

United States

Social

What share of all stock conversation is about COHR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0.04% -0.03	0.05% -0.02	0.07% +0.06

Sep 29

Coherent, Inc. ($COHR) has been maintained with a $500 price target by Rosenblatt, and is being watched for a potential bounce at trendline support and the 200 DMA.
The stock has been flipping between the 300 and 310 price range, with a call wall at 300→310, and is expected to test 350ish next.
Coherent, Inc. ($COHR) has seen a 17.6% increase in its stock price over the past three months, and has been maintained with a buy rating by Stifel.

Generated by AI

Sentiment

Of the messages about COHR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +19	83.91% -13.55	86.38% +7.33	88.57% -7.49
Bearish	0% -19	16.09% +13.55	13.62% -7.33	11.43% +7.49

Bullish· Sep 17

Coherent, Inc. (COHR) has a backlog that extends into 2028, with quarterly revenues expected to exceed $3B by the end of FY27, and the company's annualized revenue run rate is expected to reach $12B by next year.
Big funds are accumulating COHR, with the stock ranked #37 on a Billion Dollar Fund Manager Rank, indicating a strong interest in the company.
Despite concerns about a potential slowdown in AI spending, optical-networking companies like COHR and LITE (Lumentum) have seen significant gains, with COHR shares rising 6.9% and LITE shares gaining 9.6% on the day.

Bearish· Sep 14

The company's current stock price ($305.37) is 74.10x earnings, implying that growth may not break, and the bear case is too shallow to justify the current valuation.
The stock's price action is described as "lifeless" and "garbage," indicating a lack of investor enthusiasm and a potential decline in value.
The stock may revisit the $260s or even drop below, as the market is experiencing "panic" and the current price action is "aggressive."

Generated by AI

Topics

Of the messages about COHR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	6.11%	7.03%	7.62%
Announcements	0%	69.18%	53.5%	43.75%
Macro	0%	24.6%	29.66%	26.06%
Earnings	0%	0%	3.1%	11.77%
Analysts	0%	0%	6.67%	10.64%
Controversies	0%	0.11%	0.04%	0.15%

Earnings· Aug 13

Coherent Corp reported a strong Q4 with revenue of $2.05B, up 34% YoY, and adjusted EPS of $1.74, beating estimates by 74% YoY.
Despite the positive results, shares fell 5% as concerns arose about future margins due to increased demand for lower-margin products.
Analysts raised their revenue and EPS estimates for Coherent after earnings, with Jefferies, Morgan Stanley, and BofA revising their targets to $420, $375, and $400, respectively.

Analysts· Aug 14

Coherent, Inc. (COHR) received mixed analyst updates, with Stifel raising its price target to $118 and Needham reiterating a "Buy" rating with a $120 target.
BofA Securities downgraded COHR to Neutral from Buy, citing slower growth in its data center business and weak gross margin trends, but raised the price target to $105.
Analysts have revised their price targets for COHR, with Rosenblatt lowering its target to $135 and Stifel raising its target to $118, while Needham and Barclays maintained their "Buy" ratings with targets of $120 and $110, respectively.

Announcements· Aug 4

The US Federal Communications Commission is drafting a ban on imports of new Chinese optical transceivers, which could benefit US-based suppliers of this technology, including COHR.
COHR and other US suppliers of optical transceivers, such as LITE and AAOI, may see significant demand and revenue increases if the ban is implemented.
The proposed ban could also improve the setup for COHR's Q2 report, with potential for increased revenue and gross margin, driven by a stronger policy narrative and reduced Chinese competition.

Macro· Aug 5

Coherent, Inc. (COHR) is well-positioned in the optical stack, with its 6-inch indium phosphide platform already ramping and significant capacity expansion expected through 2027.
The transition towards optical links in AI networks is expected to become massive by 2028, with copper connections limited to short distances, and optical infrastructure becoming the next major bottleneck in the AI race.
COHR's vertical integration gives it an edge in the market, with relatively limited exposure to Chinese module suppliers, and a strong balance sheet, having improved from 2.1x to 0.5x net leverage in one year.

Technical Analysis· Mar 20

$COHR has broken out with a 7.14%+ increase, moving above the EMA21 and AVWAP ATH in a strong volume session.
The stock is trading near its all-time high (ATH) and is in a consolidation phase, with the on-balance volume (OBV) respecting the uptrend since August last year.
The weekly chart is clean and simple, signaling an opportunity, with the last two buy signals popping perfectly, indicating a disciplined setup that could lead to the next leg up.

Generated by AI

Community

Of the messages about COHR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	2.44%	65.67%	74.95%	54.31%
Newcomers	97.56%	34.33%	25.05%	45.69%

Regulars· Sep 21

Coherent, Inc.'s laser technology is no longer its only focus, as the company is expanding into AI infrastructure.
Axiom Telecom has received a significant prepayment from Coherent, Inc. and is expected to receive more, driving up its stock price.
Coherent, Inc.'s stock price has been affected by its distance from its high and potential long-term value, making it a potential swing trade.

Newcomers· Sep 29

Three newcomers to discussing $COHR are focusing on its price action, with some expecting a bounce at trendline support and others looking for a test of $350.
Many are still holding onto their shares, with some expressing their belief in the company's potential.
Newcomers are also paying attention to recent news and ratings, including Stifel's reiteration of a buy rating on Coherent.

Generated by AI

Coherent

Social

Sep 29

Bullish· Sep 17

Bearish· Sep 14

Earnings· Aug 13

Analysts· Aug 14

Announcements· Aug 4

Macro· Aug 5

Technical Analysis· Mar 20

Regulars· Sep 21

Newcomers· Sep 29

5 Revealing Analyst Questions From Coherent’s Q2 Earnings Call

Coherent Q4 Earnings Call Highlights Faster AI Optics Capacity Ramp

Cisco, SpaceX, Cerebras, Infleqtion and Coherent: Why These 5 Stocks Are on Investors' Radars Today

Coherent, Inc. Q4 2026 Earnings Call Summary

Coherent Corp. Reports Fourth Quarter and Full Year Fiscal 2026 Results

Earnings call transcript: Coherent tops revenue forecast in Q4 2026, stock swings

Also Discussed

Coherent Corp.

Company Information

Location

5 Revealing Analyst Questions From Coherent’s Q2 Earnings Call

Coherent Q4 Earnings Call Highlights Faster AI Optics Capacity Ramp

Cisco, SpaceX, Cerebras, Infleqtion and Coherent: Why These 5 Stocks Are on Investors' Radars Today

Coherent, Inc. Q4 2026 Earnings Call Summary

Coherent Corp. Reports Fourth Quarter and Full Year Fiscal 2026 Results

Earnings call transcript: Coherent tops revenue forecast in Q4 2026, stock swings

Also Discussed

Social

Sep 29

Bullish· Sep 17

Bearish· Sep 14

Earnings· Aug 13

Analysts· Aug 14

Announcements· Aug 4

Macro· Aug 5

Technical Analysis· Mar 20

Regulars· Sep 21

Newcomers· Sep 29