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.
Coherent is expanding its PhotonLink technology from individual components to integrated optical subsystems, which could increase AI system content and customer loyalty. The company has fully booked its FY2027 orders, supported by strong capacity in ...
Coherent's stock surged 10% following the launch of its PhotonLink platform, designed for AI data centers, and a new Outperform rating from Bernstein. The optics sector also saw gains with Lumentum up 9% and Corning rising 3%, driven by strong demand...
Optics stocks, led by Lumentum Holdings, surged after a sharp selloff triggered by Citi's forecast of an $11 billion optical switching market by 2030. Lumentum rose 7%, supported by strong Q4 FY2026 results and optimistic guidance for Q1 FY2027, refl...
Optics stocks including Coherent, Applied Optoelectronics, and Corning dropped sharply despite Citi's bullish $11 billion optical switching market forecast. The selloff appears driven by profit-taking after these high-beta stocks surged significantly...
