Coherent Corp. saw a 34% year-over-year revenue increase in Q4, surpassing expectations, with Q1 revenue forecasted to grow about 46% YoY. The company improved its gross margin to 40.2% and operating margin by 381 basis points, driven by pricing power and operational efficiency. Valuation metrics have become more attractive, with a forward P/E of 28.33 and PEG at 0.62. Strong demand from AI data centers and regulatory catalysts support a bullish outlook, prompting an upgrade to a strong buy rating.
Following the upbeat earnings report and rating upgrade, Coherent's stock shows notable volatility. On Pluang, COHR trades at USD 270.27, down 11.49% as of Sep 15, 2026 11:11 WIB. The stock remains well below its 52-week high of USD 426.89, reflecting a wide trading range despite recent positive news.
Lumentum and Coherent both posted strong fiscal 2026 results driven by AI datacenter demand, with order backlogs extending into 2027 and beyond. Lumentum faces supply constraints on high-power lasers, leading to higher margins and scarcity-driven pri...
Lumentum's stock dropped 10%, leading a broader 7% selloff in AI optics stocks like Applied Optoelectronics and Coherent, despite having a fully booked order book through early 2029. This decline highlights a sector-wide selloff rather than company-s...
Optical component makers like Lumentum, Applied Optoelectronics, and Coherent saw their stocks rise sharply after Lumentum announced its optical capacity is sold out through early 2029 due to high AI data center demand. This strong demand reverses re...
