Coherent Corp. Stock Update: Coherent Corp. (NYSE: COHR) has received a price target increase from Northland, raising it to $105 from $95 while maintaining an Outperform rating after better-than-expected fiscal Q4 results.
Market Position: Analysts note that Coherent is trading at a 35% discount compared to peers Lumentum and Fabrinet, although it lacks the strong market performance seen by Lumentum this earnings season.
Investment Perspective: While Coherent is recognized as a potential investment, some analysts suggest that other AI stocks may offer better upside potential with less risk.
Additional Resources: The article hints at a report on undervalued AI stocks that could benefit from current economic trends, encouraging readers to explore further investment opportunities.
FN
$451.16+Infinity%1D
Analyst Views on FN
Wall Street analysts forecast FN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FN is 533.80 USD with a low forecast of 499.00 USD and a high forecast of 550.00 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.
5 Analyst Rating
Wall Street analysts forecast FN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FN is 533.80 USD with a low forecast of 499.00 USD and a high forecast of 550.00 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.
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 470.020
Low
499.00
Averages
533.80
High
550.00
Current: 470.020
Low
499.00
Averages
533.80
High
550.00
Susquehanna
NULL -> Positive
initiated
$550
2025-12-15
New
Reason
Susquehanna
Price Target
$550
2025-12-15
New
initiated
NULL -> Positive
Reason
Susquehanna initiated coverage of Fabrinet with a Positive rating and $550 price target.
Susquehanna
Positive
initiated
$550
2025-12-15
New
Reason
Susquehanna
Price Target
$550
2025-12-15
New
initiated
Positive
Reason
Susquehanna initiated coverage of Fabrinet with a Positive rating and $550 price target. Fabrinet has benfited from the inflection of transceivers in data centers and is set to further benefit from multiplying opportunities in optical networking, with an emerging story in high performance computing contract manufacturing for AI servers in addition, the analyst tells investors in a research note.
Citi
Neutral -> Buy
upgrade
$212 -> $375
2025-11-10
Reason
Citi
Price Target
$212 -> $375
2025-11-10
upgrade
Neutral -> Buy
Reason
Citi upgraded Celestica (CLS) to Buy from Neutral with a price target of $375, up from $212. The firm sees the "Big Five" U.S. hyperscalers growing spending by 40% in 2025 following a 75% increase in 2025. Celestica's communications unit should grow 41% in 2026 as a result following 77% growth in 2025, the analyst tells investors in a research note. Citi believes shares now warrant a premium valuation compared to Fabrinet (FN) given Celestica's higher earnings growth.
Northland
Tim Savageaux
Outperform -> Market Perform
downgrade
$105 -> $125
2025-11-06
Reason
Northland
Tim Savageaux
Price Target
$105 -> $125
2025-11-06
downgrade
Outperform -> Market Perform
Reason
As previously reported, Northland analyst Tim Savageaux downgraded Coherent (COHR) to Market Perform from Outperform with a price target of $125, up from $105. Like peers Fabrinet (FN) and Lumentum (LITE), Coherent guided mid range fiscal Q2 revenue ahead of the firm's estimates, but "with some important differences," the analyst tells investors. While noting similar superlatives around data center demand, Coherent guided to a "much wider" relative range than peers that includes sequential declines at the low end and 5% comparable sequential growth, versus 10%-20% at peers, the analyst explains.
About FN
Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).
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.
