Data Centers Need Faster Connections. These 6 Optical and Networking Stocks Could Benefit.
As AI processors get progressively more powerful, the equipment that connects them within and between data centers has to keep pace.
COHR - Coherent, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$385.89
DETAILS
HIGH:
$455.00
LOW:
$230.00
MEDIAN:
$420.00
CONSENSUS:
$385.89
UPSIDE:
23.44%
Stock News
Coherent stock forms bullish pattern as Lumentum projects strong optics demand
Coherent (COHR) stock has wavered since mid-August, in step with the consolidation among leading companies in the artificial intelligence industry. Shares were trading at $309.60 on Friday, about 30% below their high for the year.
Optics Stocks Tumble as Profit Taking Cuts Into Big Yearly Gains: Applied Optoelectronics Drops 9%, Coherent Falls 5%, Lumentum Slides 4%
Optical component makers are being sold as a group after a year of extraordinary gains, and the pressure is landing hardest on the names that ran furthest. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% to $111.
Coherent Stock Rises 8% in a Month: Is the Buying Opportunity Intact?
COHR's AI-driven optical demand, 1.6T ramp and expanding capacity support its growth case even after an 8% monthly stock gain.
The Big 3: COHR, BE, NOW
@ProsperTradingAcademy's Mike Shorr touches on trading opportunities he sees powering the AI trade. He takes investors through his example options trades for Coherent (COHR), Bloom Energy (BE), and ServiceNow (NOW).
AI-Fueled Earnings Keep Climbing: 3 Top Stocks With Bullish EPS Revisions
As AI infrastructure demand rises, McKinsey projects the semiconductor market could reach $2.3T by 2030, up 44% from last year's estimate. AI-driven earnings continue to surge, along with Wall Street's expectations, despite concerns over concentration risk. S&P 500 tech sector earnings are expected to grow by 64% YoY in Q3 2026, led by industries tied to the AI buildout.
This Top Business Services Stock is a #1 (Strong Buy): Why It Should Be on Your Radar
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Rank.
Coherent Jumps 10% on PhotonLink Push and Bernstein's Outperform Start; Lumentum Rises 9%, Corning Advances 3%
Coherent Corp. (NYSE:COHR | COHR Price Prediction) stock jumped 10% to $315.71 as traders focused on the company's PhotonLink platform and fresh Wall Street support for AI infrastructure suppliers. Lumentum Holdings (NASDAQ:LITE) stock rose 9% to $1,058.
PLTR vs. COHR: Which AI-Driven Tech Stock is a Better Buy?
Palantir's commercial AI momentum, scalable software model, strong profitability and cash generation give it an edge over Coherent despite its higher valuation.
Optics Stocks Slide Despite Citi's $11B Switching Forecast: Coherent and Applied Optoelectronics Drop 5%, Corning Falls 3%
Optics and photonics stocks are sliding together in afternoon trading, even as the freshest research on the group reads as a strong endorsement from Citi. Coherent (NYSE:COHR | COHR Price Prediction) stock is down 5% to $280.
Are Business Services Stocks Lagging COHERENT CORP (COHR) This Year?
Here is how Coherent (COHR) and Ingram Micro (INGM) have performed compared to their sector so far this year.
Goldman Sachs Says a $7.6 Trillion AI Spending Boom Is Coming. Skip the GPUs, Follow the Money Here
Goldman Sachs sees hyperscalers accelerating toward a spending level that dwarfs anything the tech industry has attempted before, and the companies positioned to profit most may have nothing to do with the chips getting all the attention.
Coherent Has Ripped 59% in 2026: Is It Too Late to Buy COHR Stock Now?
Shares of Coherent Corp. (NYSE:COHR | COHR Price Prediction) are up 59% year to date (YTD) in 2026, a striking run for a stock leveraged to the shift from copper to optical connectivity inside AI data centers.
Buy These 2 Technology Services Stocks to Tap Recent Northbound Trend
COHR and CBRS are riding AI demand, with strong growth outlooks, expanding infrastructure opportunities and improving earnings estimates.
Coherent Launches PhotonLink™ Integrated Optics Platform for AI Infrastructure
SAXONBURG, Pa., Sept. 21, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), the global leader in photonics, today announced PhotonLink™, an integrated optics platform that brings together Coherent's broad portfolio of critical photonics technologies, precision assembly and test capabilities to deliver complete optical solutions for next-generation AI datacenters.
Coherent Corp. (COHR) Presents at European Conference on Optical Communication 2026 (ECOC 2026) Prepared Remarks Transcript
Coherent Corp. (COHR) Presents at European Conference on Optical Communication 2026 (ECOC 2026) Prepared Remarks Transcript
CUbIQ Technologies and Coherent Corp. demonstrate scalable, physical-layer security for AI infrastructure
EINDHOVEN, Netherlands and MÁLAGA, Spain, Sept. 21, 2026 (GLOBE NEWSWIRE) -- CUbIQ Technologies, a Dutch pioneer in quantum-safe communications for AI infrastructure, and Coherent Corp. (NYSE: COHR), the global photonics leader, today announced a successful proof-of-concept (POC) quantum key distribution (QKD) demonstrator.
Coherent Showcases Optical Innovations to Scale AI Infrastructure at ECOC 2026
SAXONBURG, Pa., Sept. 20, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), the global leader in photonics, today announced new optical technologies and live demonstrations designed to help customers scale AI infrastructure at the European Conference on Optical Communication (ECOC) 2026 in Málaga, Spain.
NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It
AI's loudest voices spent the week telling everyone to slow down, and the market took them at their word. AI infrastructure names sold off into a month that traditionally is already unkind to stocks.
Coherent's Datacenter Business Powers its Revenue Growth
COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.
Price Targets
Coherent initiated with an Outperform at Bernstein
$350.00
(was $292.21)
Bernstein
Coherent initiated with a Buy at Deutsche Bank
$400.00
(was $277.83)
Deutsche Bank
Stifel Reiterates Buy Rating on Coherent (COHR)
$420.00
(was $337.34)
Ruben Roy
·
Stifel Nicolaus
Coherent price target raised to $448 from $435 at Raymond James
$448.00
(was $348.88)
Raymond James
Coherent (COHR) PT Raised to $420 at Needham
$420.00
(was $355.64)
Ryan Koontz
·
Needham
Coherent price target raised to $420 from $375 at Jefferies
$420.00
(was $355.64)
Jefferies
Coherent price target raised to $435 from $371 at Raymond James
$435.00
(was $368.65)
Raymond James
Coherent price target raised to $330 from $290 at Morgan Stanley
$330.00
(was $326.00)
Meta Marshall
·
Morgan Stanley
Coherent price target raised to $230 from $170 at Northland
$230.00
(was $323.58)
Northland Securities
Coherent price target raised to $371 from $243 at Raymond James
$371.00
(was $329.34)
Raymond James
Coherent price target raised to $412 from $275 at Stifel
$412.00
(was $329.89)
Stifel Nicolaus
Coherent initiated with a Buy at Rothschild & Co Redburn
$455.00
(was $319.71)
Mike Harrison
·
Redburn Partners
Coherent price target raised to $290 from $250 at Morgan Stanley
$290.00
(was $341.73)
Morgan Stanley
Coherent price target raised to $250 from $200 at Morgan Stanley
$250.00
(was $248.18)
Meta Marshall
·
Morgan Stanley
Coherent price target raised to $170 from $125 at Northland
$170.00
(was $204.12)
Tim Savageaux
·
Northland Securities
Coherent price target raised to $235 from $220 at Stifel
$235.00
(was $198.78)
Stifel Nicolaus
Coherent price target raised to $235 from $215 at Barclays
$235.00
(was $211.00)
Tom O'Malley
·
Barclays
Coherent price target raised to $190 from $180 at Morgan Stanley
$190.00
(was $228.51)
Meta Marshall
·
Morgan Stanley
Coherent price target raised to $220 from $168 at Stifel
$220.00
(was $197.26)
Ruben Roy
·
Stifel Nicolaus
Coherent price target raised to $235 from $160 at Susquehanna
$235.00
(was $197.26)
Christopher Rolland
·
Susquehanna