Coherent Corp. shares fell 5.00% as the stock crossed below its 5-day SMA, reflecting a challenging trading environment.
The decline comes amid the recent launch of Coherent's bondable diamond solutions, which enhance thermal management by 99%. This innovation is expected to drive market demand in electronic and optoelectronic applications, showcasing the company's commitment to advancing technology in the photonics sector. However, the stock's performance may also be influenced by broader market weakness, as both the Nasdaq-100 and S&P 500 are down slightly.
Despite the recent product launch, Coherent's stock is facing pressure, indicating potential investor caution ahead of its upcoming earnings report scheduled for February 4, 2026. The company aims to leverage its technological advancements to maintain competitiveness in the market.
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: 202.720
Low
113.00
Averages
175.92
High
220.00
Current: 202.720
Low
113.00
Averages
175.92
High
220.00
Susquehanna
Christopher Rolland
Positive
maintain
$160 -> $235
2026-01-22
New
Reason
Susquehanna
Christopher Rolland
Price Target
$160 -> $235
AI Analysis
2026-01-22
New
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.
Stifel
Ruben Roy
Buy
maintain
$168 -> $220
2026-01-22
New
Reason
Stifel
Ruben Roy
Price Target
$168 -> $220
2026-01-22
New
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.
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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.
BofA
Vivek Arya
Neutral
maintain
$165 -> $210
2025-12-16
Reason
BofA
Vivek Arya
Price Target
$165 -> $210
2025-12-16
maintain
Neutral
Reason
BofA analyst Vivek Arya raised the firm's price target on Coherent (COHR) to $210 from $165 and keeps a Neutral rating on the shares. The firm raised its price targets "significantly" for both Coherent and Lumentum (LITE) due to outsized demand for optical transceivers and components, where demand continues to exceed supply.
About COHR
Coherent Corp. is a vertically integrated manufacturing company. The Company develops, manufactures, and markets lasers, transceivers and other optical and optoelectronic devices, modules and systems, as well as engineered materials, for use in communications, industrial, instrumentation and electronics applications. Its segments include Datacenter & Communications and Industrial. The Datacenter & Communications segment manufactures products such as transceivers, systems, subsystems, modules, components, optics, and semiconductor devices for datacenter and communications applications. The industrial segment’s products include excimer lasers, solid-state lasers, carbon dioxide lasers, laser systems, engineered materials, laser optics, thermoelectric components, advanced ceramic and metal-matrix composite materials and products, vertical-cavity surface-emitting lasers (VCSELs), edge-emitting laser (EELs), pump lasers, high-power lasers for materials processing, and integrated circuit.
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.
