Coherent, Inc. (COHR)

US — Technology Sector
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News

Coherent to Join the S&P 500
COHR
Published: March 09, 2026 by: GlobeNewsWire
Sentiment: Neutral

SAXONBURG, Pa., March 09, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, today announced it will join the S&P 500 index, effective Monday, March 23.

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image for news Coherent to Join the S&P 500
Coherent to Join the S&P 500
COHR
Published: March 09, 2026 by: GlobeNewsWire
Sentiment: Neutral

SAXONBURG, Pa., March 09, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, today announced it will join the S&P 500 index, effective Monday, March 23.

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image for news Coherent to Join the S&P 500
S&P 500 changes are due out soon. These AI stocks could join the index.
COHR, LITE
Published: March 06, 2026 by: Market Watch
Sentiment: Positive

Lumentum and Coherent have market caps of more than $40 billion, well above the threshold for S&P 500 inclusion.

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image for news S&P 500 changes are due out soon. These AI stocks could join the index.
Is Coherent's Deleveraging Plan Clearing the Runway for Growth?
COHR
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive

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.

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image for news Is Coherent's Deleveraging Plan Clearing the Runway for Growth?
Coherent Surges 325% in a Year: How Should Investors Play the Stock?
COHR
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

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.

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image for news Coherent Surges 325% in a Year: How Should Investors Play the Stock?
Coherent, Lumentum, and AAOI Jump in Premarket Trading Wednesday
AAOI, COHR, LITE
Published: March 04, 2026 by: 24/7 Wall Street
Sentiment: Negative

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.

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image for news Coherent, Lumentum, and AAOI Jump in Premarket Trading Wednesday
AI Stocks Gain as Investments Continue to Surge (LITE, COHR, NVDA)
COHR, LITE, NVDA
Published: March 02, 2026 by: Zacks Investment Research
Sentiment: Neutral

While today's headlines are dominated by the escalating kinetic conflict with Iran, capital continues to pour into artificial intelligence infrastructure at an extraordinary pace.

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image for news AI Stocks Gain as Investments Continue to Surge (LITE, COHR, NVDA)
Carillon Eagle Small Cap Growth Fund Q4 2025 Portfolio Review
BE, BTSG, COHR, ESTA, GH, HIMS, ITRI, PRKS, VRNS, WWD
Published: March 02, 2026 by: Seeking Alpha
Sentiment: Positive

Coherent is expected to continue to benefit from a transition to products that enable faster throughput speeds, while prior constraints on manufacturing capacity appear to be alleviating. BrightSpring Health Services reported another strong quarter with both revenues and EBITDA up significantly, far outpacing its historical growth rate prior to going public in 2024. Varonis Systems, which provides data protection security software, delivered disappointing earnings results and an outlook below expectations.

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image for news Carillon Eagle Small Cap Growth Fund Q4 2025 Portfolio Review
Nvidia Investments Send Coherent and Lumentum Stocks Soaring
COHR, LITE
Published: March 02, 2026 by: Investopedia
Sentiment: Positive

New deals with Nvidia are giving two stocks a big boost on Monday.

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image for news Nvidia Investments Send Coherent and Lumentum Stocks Soaring
Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.
COHR, LITE, NVDA
Published: March 02, 2026 by: Market Watch
Sentiment: Positive

Optical technologies are increasingly critical in data centers as they support energy-efficient, ultrahigh-bandwidth connections.

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image for news Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.
Coherent Stock, Lumentum Soar on Nvidia Deals. Here's What to Know.
COHR, LITE, NVDA
Published: March 02, 2026 by: Barrons
Sentiment: Positive

Nvidia will invest $2 billion in each company and secure optical networking capacity as it builds out AI infrastructure, sending Coherent and Lumentum shares higher.

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image for news Coherent Stock, Lumentum Soar on Nvidia Deals. Here's What to Know.
Coherent's CEO and CFO to Participate in Fireside Chat at Morgan Stanley 2026 TMT Conference on March 3, 2026
COHR
Published: February 27, 2026 by: GlobeNewsWire
Sentiment: Neutral

SAXONBURG, Pa., Feb. 27, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced that the company's CEO Jim Anderson and CFO Sherri Luther will participate in a fireside chat at the Morgan Stanley 2026 Technology, Media & Telecom Conference in San Francisco on Tuesday, March 3, 2026 at 2:35 p.m.

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image for news Coherent's CEO and CFO to Participate in Fireside Chat at Morgan Stanley 2026 TMT Conference on March 3, 2026
Tradr Targets Volatility With 2X Single-Stock ETFs On CleanSpark, Centrus, Coherent
CLSK, COHR, CLSZ, COHX, LEUX
Published: February 24, 2026 by: Benzinga
Sentiment: Neutral

Tradr ETFs launched three first-to-market leveraged single-stock ETFs last week, expanding its suite of tactical trading tools for sophisticated investors.

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image for news Tradr Targets Volatility With 2X Single-Stock ETFs On CleanSpark, Centrus, Coherent
Coherent vs. UiPath: Which AI Growth Stock Is the Better Buy?
COHR, PATH
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive

AI-fueled growth, surging revenues and bold partnerships set up a showdown, but which stock among COHR and PATH has the stronger edge? Read on to find out.

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image for news Coherent vs. UiPath: Which AI Growth Stock Is the Better Buy?
Coherent: A Compelling Opportunity For Patient Investors
COHR
Published: February 18, 2026 by: Seeking Alpha
Sentiment: Positive

COHR's vertical integration, 6-inch wafer ramp, and strategic divestitures are expected to drive margin expansion and revenue acceleration in AI data center optics. Despite near-term FCF headwinds and lower operating margins than Lumentum's, Coherent's capacity expansion and increasing profitability position it for potential outperformance post-2026. Execution risks remain around InP wafer yields, fab ramp, and packaging bottlenecks, but successful scaling could justify a significant valuation re-rating.

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image for news Coherent: A Compelling Opportunity For Patient Investors
Coherent (COHR) Upgraded to Strong Buy: What Does It Mean for the Stock?
COHR
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

Coherent (COHR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

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image for news Coherent (COHR) Upgraded to Strong Buy: What Does It Mean for the Stock?
Here Are the 3 Stocks That Just Graduated to the MSCI World Index
ASTS, COHR, FTAI
Published: February 12, 2026 by: MarketBeat
Sentiment: Neutral

On Feb. 10, MSCI Inc. NYSE: MSCI announced the results of its February Quarterly Index Review. This quarterly event is more than just a press release; it is a mechanical trigger that forces the global financial machinery to turn its gears.

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image for news Here Are the 3 Stocks That Just Graduated to the MSCI World Index
Earnings Estimates Rising for Coherent (COHR): Will It Gain?
COHR
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Coherent (COHR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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image for news Earnings Estimates Rising for Coherent (COHR): Will It Gain?
Coherent: Six-Inch Indium Phosphide Moat Secures AI Alpha
COHR
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Positive

Coherent Corp. is rated a Strong Buy, driven by its proprietary 6-inch Indium Phosphide wafer fabrication, enabling structural gross margin expansion. COHR's Datacenter & Communications segment, now 72% of revenue and growing 34% Y/Y, benefits from vertical integration and a 4x book-to-bill ratio with backlog into 2027. Risks include execution of the 1.6T transceiver ramp, aggressive CapEx, and Springing Maturity debt covenants, but a 1.7x leverage ratio and internal cost advantages provide a margin of safety.

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image for news Coherent: Six-Inch Indium Phosphide Moat Secures AI Alpha
The Risk In Coherent Is Obvious - The Opportunity Is Bigger
COHR
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Positive

Coherent Corp. demonstrates robust structural demand and margin expansion, driven by secular AI and datacenter upcycles, justifying its high valuation multiples. Q2 2026 revenue grew 17.5% YoY, with datacenter & communications now over 70% of revenue and a book-to-bill ratio near 4x, indicating strong demand visibility. Capacity expansion and the shift to 6-inch wafers underpin margin gains, supporting a plausible path to 42%+ gross margins and sustained EBITDA growth.

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image for news The Risk In Coherent Is Obvious - The Opportunity Is Bigger
Coherent: Reluctantly Heading To The Sidelines (Rating Downgrade)
COHR
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Negative

Coherent (COHR) has transformed into a dominant GenAI hardware play, with explosive revenue and margin growth driven by datacenter transceiver demand. COHR now trades at premium multiples (24x forward EBITDA), reflecting strong visibility, pricing power, and multi-year bookings into 2027 and beyond. Networking, especially transceivers, now drives the majority of valuation, making COHR increasingly a pure GenAI trade with fewer idiosyncratic growth levers.

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image for news Coherent: Reluctantly Heading To The Sidelines (Rating Downgrade)
Coherent Shines at Q2 Earnings: Should Investors Buy the Stock Now?
COHR
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

COHR posts 17.5% revenue and 35.8% EPS growth YoY in Q2 FY26, with datacenter & communications driving 72% of sales and margins expanding.

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image for news Coherent Shines at Q2 Earnings: Should Investors Buy the Stock Now?
After 164% Gain Over the Past Year, Coherent Reports Earnings Today
COHR
Published: February 04, 2026 by: 24/7 Wall Street
Sentiment: Positive

Coherent Inc (NYSE: COHR) reports FY2026 Q2 earnings today after market close, with Wall Street expecting the optical components supplier to extend its five-quarter beat streak amid surging AI datacenter demand.

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image for news After 164% Gain Over the Past Year, Coherent Reports Earnings Today
Coherent Q2 Earnings Preview: Buy Now or Wait for the Results?
COHR
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Neutral

COHR moves ahead to post 2Q26 results, with revenue estimates of $1.6B, a rising EPS forecast and strong AI-driven demand aiding the company.

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image for news Coherent Q2 Earnings Preview: Buy Now or Wait for the Results?
4 Business Services Firms Poised to Beat Estimates This Earnings Season
COHR, EXPO, IT, TRU
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

IT, COHR, EXPO and TRU are set to shine this earnings season, each showing strong growth estimates and solid momentum across the business services sector.

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image for news 4 Business Services Firms Poised to Beat Estimates This Earnings Season
Coherent (COHR) Reports Next Week: Wall Street Expects Earnings Growth
COHR
Published: January 28, 2026 by: Zacks Investment Research
Sentiment: Positive

Coherent (COHR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Coherent (COHR) Reports Next Week: Wall Street Expects Earnings Growth
Will Coherent (COHR) Beat Estimates Again in Its Next Earnings Report?
COHR
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Coherent (COHR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will Coherent (COHR) Beat Estimates Again in Its Next Earnings Report?
These 2 Business Services Stocks Could Beat Earnings: Why They Should Be on Your Radar
COHR, WU
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

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image for news These 2 Business Services Stocks Could Beat Earnings: Why They Should Be on Your Radar
COHR vs. ARM: Which Tech Growth Stock Is the Better Buy Now?
ARM, COHR
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Neutral

Coherent vs. Arm Holdings frames an AI-driven growth contest, comparing margins, balance sheets and valuation to see which tech stock offers the better buy now.

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image for news COHR vs. ARM: Which Tech Growth Stock Is the Better Buy Now?
Coherent Highlights Photonics and Advanced Materials Innovation at Photonics West 2026
COHR
Published: January 20, 2026 by: GlobeNewsWire
Sentiment: Neutral

SAXONBURG, Pa., Jan. 20, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, announced today that it will showcase its broad portfolio of products and innovations at SPIE Photonics West, taking place January 20-22, 2026.

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image for news Coherent Highlights Photonics and Advanced Materials Innovation at Photonics West 2026

About Coherent, Inc. (COHR)

  • IPO Date 1987-10-02
  • Website https://www.coherent.com
  • Industry Hardware, Equipment & Parts
  • CEO James Robert Anderson
  • Employees 26157

Coherent, Inc. provides lasers, laser-based technologies, and laser-based system solutions for a range of commercial, industrial, and scientific research applications. It operates in two segments, Original Equipment Manufacturers (OEM) Laser Sources and Industrial Lasers & Systems. The company designs, manufactures, markets, and services lasers, laser tools, precision optics, and related accessories; and laser measurement and control products. Its products are used for applications in microelectronics, materials processing, OEM components and instrumentation, and scientific research and government programs. The company markets its products through a direct sales force in the United States, as well as through direct sales personnel and independent representatives internationally. Coherent, Inc. was founded in 1966 and is headquartered in Santa Clara, California. As of July 1, 2022, Coherent, Inc. operates as a subsidiary of II-VI Incorporated.