Bernstein, Citi, and Wells Fargo have initiated bullish coverage on Coherent, Rocket Lab, and Vertiv, citing their roles in AI infrastructure, satellite launches, and data center power and cooling. Coherent aims to increase revenue by supplying integrated optical connections for AI systems, with PhotonLink ramping in late 2026. Rocket Lab secured a large repeat order for dedicated satellite launches, demonstrating strong customer demand through 2028-2031. Vertiv shows solid earnings growth from its power and cooling business and plans to expand with a microgrid acquisition. Investors should watch each company's execution on these commercial opportunities to assess potential returns.
Coherent shares surged 10.94% to USD 319.30 on Pluang as of Oct 02, 2026 07:11 WIB, reflecting strong investor interest in its AI infrastructure role. Rocket Lab also gained 1.94% to USD 71.03, despite a nearly even split in buy and sell orders. Vertiv stands out with 98% buy activity and a 2.11% price increase to USD 246.39, highlighting confidence in its data center power and cooling business amid the bullish analyst coverage.
Optical stocks tied to AI data centers, including Applied Optoelectronics, Coherent, and Lumentum, are falling sharply as investors shift funds into defensive sectors. Despite strong year-to-date gains driven by AI infrastructure demand, these compan...
Coherent's stock has fallen nearly 16% over the past six months, despite the company beating earnings estimates and showing strong revenue growth, mainly from its AI-related optical products. Wall Street analyst Mike Genovese from Rosenblatt Securiti...
Coherent Corp., a global leader in photonics, announced it will release its financial results for the first quarter of fiscal year 2027 on November 4, 2026, after the NYSE closes. The company will host a live audio webcast at 4:30 p.m. ET to discuss ...
Optical networking stocks, including Applied Optoelectronics, Coherent, and Lumentum, fell sharply after warnings from Broadcom and Intel about potential AI funding constraints. Applied Optoelectronics dropped 9%, the steepest among the group, despit...
