Coherent Corp's stock rose by 6.59% as it crossed above the 5-day SMA, reflecting positive market conditions.
The company recently launched bondable diamond solutions that significantly reduce thermal interface resistance, enhancing cooling performance by up to 99%. This innovation is expected to drive market demand in electronic and optoelectronic applications, showcasing Coherent's leadership in thermal management technology. The new solutions are designed to meet customer demands for high thermal conductivity, which is anticipated to enhance the company's competitiveness in the semiconductor sector.
This product launch positions Coherent favorably in the market, as it addresses critical thermal management challenges and is expected to attract significant interest from customers in various industries, further solidifying its market influence.
Wall Street analysts forecast COHR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for COHR is 175.92 USD with a low forecast of 113.00 USD and a high forecast of 220.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast COHR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for COHR is 175.92 USD with a low forecast of 113.00 USD and a high forecast of 220.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 221.140
Low
113.00
Averages
175.92
High
220.00
Current: 221.140
Low
113.00
Averages
175.92
High
220.00
Citi
Buy
upgrade
$180 -> $250
2026-01-26
New
Reason
Citi
Price Target
$180 -> $250
AI Analysis
2026-01-26
New
upgrade
Buy
Reason
Citi raised the firm's price target on Coherent to $250 from $180 and keeps a Buy rating on the shares. The firm upped its 2027 earnings estimates for Coherent 28% ahead of consensus heading into the December quarter report on February 4. Citi sees the company's growth reaccelerating on higher demand for AI accelerators.
Susquehanna
Christopher Rolland
Positive
maintain
$160 -> $235
2026-01-22
Reason
Susquehanna
Christopher Rolland
Price Target
$160 -> $235
2026-01-22
maintain
Positive
Reason
Susquehanna analyst Christopher Rolland raised the firm's price target on Coherent to $235 from $160 and keeps a Positive rating on the shares. The firm updated targets in the semiconductor group as a part of an earnings preview. Susquehanna generally expects in-line results to modest upside in Q4, amid a "steadying upcycle" and a broadening of the artificial intelligence infrastructure supply chain. While the industrial end market is improving, auto remains somewhat challenged, the analyst tells investors in a research note.
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Stifel
Ruben Roy
Buy
maintain
$168 -> $220
2026-01-22
Reason
Stifel
Ruben Roy
Price Target
$168 -> $220
2026-01-22
maintain
Buy
Reason
Stifel analyst Ruben Roy raised the firm's price target on Coherent (COHR) to $220 from $168 and keeps a Buy rating on the shares as the firm provided updated thoughts on core optical companies under its coverage at the start of 2026. Given valuation consideration and expected near-term execution, the firm leans "most favorably" towards Coherent, but continues to expect positively biased estimate revisions for Lumentum (LITE) and Ciena (CIEN) as well, the analyst tells investors.
Morgan Stanley
Meta Marshall
Equal Weight
maintain
$150 -> $180
2025-12-17
Reason
Morgan Stanley
Meta Marshall
Price Target
$150 -> $180
2025-12-17
maintain
Equal Weight
Reason
Morgan Stanley analyst Meta Marshall raised the firm's price target on Coherent to $180 from $150 and keeps an Equal Weight rating on the shares. The AI trade broadened out from semi names in 2025, helping infrastructure names, particularly within optical, notes the analyst, who believes that trade can continue, particularly in optical, through the first half of 2026. However, investors will "need to get more selective for full year returns given multiples," the analyst added in a year-ahead note on the group.
About COHR
Coherent Corp., specializing in materials, networking, and lasers, is a vertically integrated manufacturing company that develops, manufactures, and markets engineered materials, optoelectronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. Its segments include Networking, Materials and Lasers. The Networking segment leverages its compound semiconductor technology platforms and knowledge of end-user applications for its key end markets to deliver differentiated components and subsystems. The Materials segment includes engineered materials and optoelectronic devices, such as those based on zinc selenide (ZnSe), zinc sulfide (ZnS), gallium arsenide (GaAs), indium phosphide (InP), gallium antimonide (GaSb), and silicon carbide (SiC). The Lasers segment's lasers and optics products serve industrial customers in semiconductor and display capital equipment, precision manufacturing, and aerospace & defense, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
