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COHR Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
402.780
Open
394.000
VWAP
389.67
Vol
7.52M
Mkt Cap
76.22B
Low
376.645
Amount
2.93B
EV/EBITDA(TTM)
54.63
Total Shares
195.64M
EV
77.33B
EV/OCF(TTM)
551.01
P/S(TTM)
10.64
Coherent Corp. is a vertically integrated manufacturing company that develops, manufactures, and markets lasers, transceivers, and other optical and optoelectronic devices, modules, and systems, as well as engineered materials, for use in the communications, industrial, instrumentation and electronics markets. Its segments include datacenter & communications, and industrial. Its datacenter & communications segment offers optical transceivers, optical circuit switches, interconnect cables, optical instruments, optoelectronic devices, communication components, and wavelength management products. Its industrial segment offers lasers, machines & systems, components & accessories, optics, laser measurement instruments, ceramics & metal matrix, ion implantation, engineered materials, and wide-bandgap electronics. Its subsidiaries include Finisar Australia Pty Limited, Nufibre PTY LTD, Finisar Brasil Suporte De Vendas LTDA, Coherent Aerospace & Defense, Inc., and Coherent Asia, Inc.
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Events Timeline

(ET)
2026-06-16
09:30:00
Coherent Signs LOI for Up to $50M Funding
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2026-06-02 (ET)
2026-06-02
10:00:00
Hewlett Packard Enterprise Gains 11.45% to $58.45
select
2026-05-22 (ET)
2026-05-22
09:50:00
Exxon Mobil in Talks to Acquire Oil Production Rights in Venezuela
select
2026-05-21 (ET)
2026-05-21
12:40:00
Boeing, Apple Executives Join Trump Delegation to China
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link

News

Fool
7.5
06-19Fool
Coherent's Growth Potential in the AI Market
  • Market Growth Drivers: As the AI market rapidly expands, Coherent's optical business has become its core growth engine, with revenue expected to grow at a 31% CAGR from 2025 to 2028, indicating strong market demand and business transformation potential.
  • Investment and Collaboration: Nvidia's $2 billion investment in Coherent in early March underscores its emphasis on optical networking technology, with Coherent's stock rising approximately 30% since the announcement, reflecting market confidence in its future development.
  • Product Innovation Catalyst: The sales growth of Coherent's ultra-fast 800G, 1.6T, and 3.2T optical products will drive revenue growth, particularly as data centers upgrade to fiber-optic components, further solidifying its market position.
  • Optimistic Financial Outlook: Although Coherent's P/E ratio stands at 65 times, it is expected to achieve positive EPS in fiscal 2026 and grow at a 52% CAGR over the next two years, demonstrating its long-term investment value in the AI sector.
NASDAQ.COM
8.5
06-19NASDAQ.COM
Coherent's Optical Upgrades Propel AI Market Growth
  • Significant Investment Potential: Coherent reported a 23% revenue increase in fiscal 2025, with analysts projecting a 31% CAGR through 2028, highlighting its strong potential in the AI market, particularly in optical product sales.
  • Strategic Investment from Nvidia: Nvidia's $2 billion investment in March propelled Coherent's stock up approximately 30%, reflecting market confidence in Coherent as a long-term AI investment and reinforcing its leadership in the optical networking sector.
  • Accelerated Technological Transformation: Coherent is transitioning from a cyclical networking business to a high-growth AI play, with expectations of maintaining a premium valuation driven by sales of ultra-fast 800G, 1.6T, and next-gen 3.2T optical products.
  • Enhanced Government Support: Coherent secured $50 million in funding under the CHIPS and Science Act to expand its manufacturing plant in Sherman, Texas, which not only boosts its production capacity but also provides robust support for further expansion in the AI market.
CNBC
9.5
06-18CNBC
Enphase Energy Shares Surge Following Production Announcement
  • Enphase Energy Surge: Enphase Energy's shares jumped 10% after announcing the commencement of production shipments for its IQ9S microinverters, indicating strong growth potential in the global energy technology sector.
  • AI-Related Stocks Rally: Stocks tied to artificial intelligence and data center infrastructure saw significant gains, with Corning up 7% and Credo Technology rising 5%, reflecting ongoing investor optimism in AI technologies.
  • Kroger Earnings Miss: Kroger reported first-quarter earnings of $1.58 per share, slightly below analysts' expectations of $1.59, resulting in a more than 6% drop in stock price, despite revenue of $46.12 billion exceeding forecasts.
  • Smith & Wesson Performance: Smith & Wesson's stock surged approximately 20% after reporting earnings and revenue beats, with handgun sales increasing 23% year-over-year, highlighting strong demand in the firearms market.
stocktwits
2.0
06-17stocktwits
Photonics Stocks Rebound Amid Strong Market Demand
  • Surge in Market Demand: As hyperscalers ramp up spending on optical networking gear, photonics stocks like Applied Optoelectronics (AAOI) and Lumentum (LITE) rose between 1.3% and 2.3% in overnight trading, indicating strong market demand and rich valuations.
  • Market Volatility: Despite a significant drop of 10.8% for AAOI and 9.2% for POET on Tuesday, the overnight rebound suggests sustained investor confidence in photonic technologies, particularly following Nvidia CEO's mentions of related companies at the Computex conference.
  • Retail Sentiment Shift: Retail sentiment for AAOI shifted from 'neutral' to 'bullish', while LITE remained 'extremely bearish', reflecting differing market expectations that could influence future investment decisions.
  • Production Capacity Expansion: AAOI is projected to ramp up production to 930,000 optical transceivers per month by the end of 2027, a significant increase from 100,000 in Q1, showcasing the company's strategic positioning and enhanced production capabilities in a competitive landscape.
CNBC
2.0
06-16CNBC
Rackspace Partners with AMD for 30MW Computing Capacity Deployment
  • Rackspace and AMD Partnership: Rackspace announced a collaboration to deploy 30 megawatts of AMD computing capacity across its data centers, resulting in a 9% stock price increase for Rackspace while AMD shares fell 4%, indicating mixed market reactions to the partnership.
  • Mobileye's Autonomous Ride-Hailing: Mobileye plans to launch an autonomous ride-hailing service in a U.S. city by 2027, with shares rising nearly 3%, suggesting that this new initiative could significantly enhance its market share and brand presence in the driver-assist technology sector.
  • Southwest Airlines Stock Surge: Southwest Airlines shares rose almost 4% after Jefferies raised its price target from $37 to $44, although the new target still indicates a 4.5% downside from Monday's close, reflecting optimistic sentiment regarding the airline industry's recovery.
  • Gildan's Stock Plunge: Gildan's stock plummeted about 24% following a negative report from Jehoshaphat Research, which claimed the company's
Fool
7.5
06-16Fool
Surging Demand for Optical Networking Components
  • Surging Market Demand: The rapid advancement of artificial intelligence is expected to drive a 9x increase in demand for optical networking components over the next two years, with the total addressable market reaching $154 billion, providing significant growth opportunities for companies like Lumentum, Ciena, and Coherent.
  • Supply Shortage Phenomenon: According to McKinsey, optical transceivers capable of 800 Gbps will face a 40% to 60% supply shortage by 2027, while those at 1.6 Tbps will see a 30% to 40% shortfall, further driving price increases and enhancing company margins.
  • Impressive Financial Performance: Lumentum's non-GAAP earnings per share surged over 4x year-over-year to $2.37, with quarterly earnings expected to rise 236%; Ciena reported a 290% earnings increase and raised its full-year forecast to $6.3 billion, reflecting robust market demand.
  • Long-Term Contracts Signed: Coherent is signing long-term agreements with customers extending into 2030, with orders already in place for 2028, and is expected to see a 55% increase in earnings for fiscal 2027, indicating a successful strategic positioning to meet rising market demand.
Wall Street analysts forecast COHR stock price to rise
13 Analyst Rating
Wall Street analysts forecast COHR stock price to rise
9 Buy
4 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
170.00
Averages
238.18
High
300.00
Current: 0.000
sliders
Low
170.00
Averages
238.18
High
300.00
JPMorgan
Samik Chatterjee
Overweight
maintain
AI Analysis
2026-06-11
Reason
JPMorgan
Samik Chatterjee
Price Target
AI Analysis
2026-06-11
maintain
Overweight
Reason
JPMorgan analyst Samik Chatterjee says shares of optical suppliers Coherent (COHR) and Lumentum (LITE) are trading down nearly 20% from their early June highs on a "host of concerns," including limited summer catalysts and worries around delays in co-packaged optics adoption. JPMorgan sees a "more interesting setup emerging as once-lofty optical premiums begin to look more palatable." The firm views the selloff as a buying opportunity and reiterates Overweight ratings on both Coherent and Lumentum. JPMorgan's channel checks suggest co-packaged optics adoption is on track.
BofA
BofA
Neutral
maintain
$365 -> $400
2026-05-13
Reason
BofA
BofA
Price Target
$365 -> $400
2026-05-13
maintain
Neutral
Reason
BofA raised the firm's price target on Coherent to $400 from $365 and keeps a Neutral rating on the shares. The firm updated its calendar year 2030 AI data center systems total addressable market outlook to about $1. 7T from $1.4T previously estimated, stating that 2026 will continue to be a year of accelerating AI sales and ROIs and that 2027 could see improving tokenomics/efficiency as new architecture compute and memory systems ramp.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for COHR
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Valuation Metrics

The current forward P/E ratio for Coherent Corp (COHR.N) is 45.05, compared to its 5-year average forward P/E of 20.79. For a more detailed relative valuation and DCF analysis to assess Coherent Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
20.79
Current PE
45.05
Overvalued PE
28.89
Undervalued PE
12.69

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
11.42
Current EV/EBITDA
40.95
Overvalued EV/EBITDA
17.93
Undervalued EV/EBITDA
4.92

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.18
Current PS
8.01
Overvalued PS
3.64
Undervalued PS
0.73

Financials

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Whales Holding COHR

C
Cathay Securities Investment Trust Co., LTD
Holding
COHR
+71.07%
3M Return
N
Needham Investment Management, LLC
Holding
COHR
+67.84%
3M Return
S
Situational Awareness LP
Holding
COHR
+64.68%
3M Return
F
Fuh Hwa Securities Investment Trust Co., Ltd.
Holding
COHR
+54.10%
3M Return
B
Burkehill Global Management, LP
Holding
COHR
+52.50%
3M Return
W
Wt Asset Management Ltd
Holding
COHR
+52.33%
3M Return

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Frequently Asked Questions

What is Coherent Corp (COHR) stock price today?

The current price of COHR is 389.57 USD — it has increased 2.83

What is Coherent Corp (COHR)'s business?

Coherent Corp. is a vertically integrated manufacturing company that develops, manufactures, and markets lasers, transceivers, and other optical and optoelectronic devices, modules, and systems, as well as engineered materials, for use in the communications, industrial, instrumentation and electronics markets. Its segments include datacenter & communications, and industrial. Its datacenter & communications segment offers optical transceivers, optical circuit switches, interconnect cables, optical instruments, optoelectronic devices, communication components, and wavelength management products. Its industrial segment offers lasers, machines & systems, components & accessories, optics, laser measurement instruments, ceramics & metal matrix, ion implantation, engineered materials, and wide-bandgap electronics. Its subsidiaries include Finisar Australia Pty Limited, Nufibre PTY LTD, Finisar Brasil Suporte De Vendas LTDA, Coherent Aerospace & Defense, Inc., and Coherent Asia, Inc.

What is the price predicton of COHR Stock?

Wall Street analysts forecast COHR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COHR is238.18 USD with a low forecast of 170.00 USD and a high forecast of 300.00 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.

What is Coherent Corp (COHR)'s revenue for the last quarter?

Coherent Corp revenue for the last quarter amounts to 1.81B USD, increased 20.55

What is Coherent Corp (COHR)'s earnings per share (EPS) for the last quarter?

Coherent Corp. EPS for the last quarter amounts to 0.97 USD, decreased -981.82

How many employees does Coherent Corp (COHR). have?

Coherent Corp (COHR) has 30216 emplpoyees as of June 21 2026.

What is Coherent Corp (COHR) market cap?

Today COHR has the market capitalization of 76.22B USD.