COHR - Coherent, Inc.

Coherent's AI Selloff Is A Massive Opportunity

The recent AI infrastructure selloff reflected sentiment and valuation reset, while Coherent (COHR) maintained record backlog visibility extending through 2028. Six-inch indium phosphide expansion strengthens Coherent's manufacturing moat as demand visibility, margins and production capacity continue improving simultaneously. The company is positioned across transceivers, Optical Circuit Switching, Co-Packaged Optics and thermal technologies, creating multiple overlapping long-term growth drivers.

Jul 08, 2026 03:45 AM • seekingalpha.com

Unpacking Gavin Baker's "Memory Crunch" Thesis

Prominent AI investor Gavin Baker believes that the current hardware cycle is fundamentally different from past tech bubbles.

Jul 06, 2026 02:11 PM • zacks.com

Nvidia CEO Jensen Huang Highlighted a New AI Bottleneck. 3 AI Stocks That Could Benefit.

One of the new congestion points in AI is the speed at which data can be transferred. Nvidia has been aggressively investing in companies that could offer a solution.

Jul 05, 2026 04:25 PM • fool.com

Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.

Jul 02, 2026 09:34 AM • 247wallst.com

Are Business Services Stocks Lagging COHERENT CORP (COHR) This Year?

Here is how Coherent (COHR) and Enpro (NPO) have performed compared to their sector so far this year.

Jul 02, 2026 06:40 AM • zacks.com

Why Investors Need to Take Advantage of These 2 Business Services Stocks Now

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Jul 02, 2026 05:56 AM • zacks.com

These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough... These 7 Stocks Will Solve AI's Most Important Bottleneck

Jun 29, 2026 05:58 AM • 247wallst.com

Kalshi’s Harrison Shows Where the Next AI Trade Is Heading

Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.

Jun 28, 2026 08:00 PM • investorplace.com

The AI Bottleneck Most Investors Are Missing but Shouldn't

The first wave of AI investing focused on companies building powerful processors. But as AI systems become larger, a different challenge is emerging: moving massive amounts of data between those processors.

Jun 27, 2026 11:25 PM • fool.com

AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

Jun 26, 2026 09:53 AM • marketwatch.com

Coherent: Yes, It's Expensive -- That's Kind Of The Point

Coherent Corp. has surged 196% since my last coverage, significantly outperforming the benchmark. I remain bullish on COHR due to its essential high-speed connectivity solutions for data centers and persistent demand. COHR benefits from multiple long-term tailwinds, supporting expectations for robust top and bottom-line growth.

Jun 24, 2026 07:48 AM • seekingalpha.com

PLTR vs. COHR: Which AI-Driven Tech Stock Should You Bet on?

Palantir's rapid growth, strong profitability, and expanding AI adoption are helping it stand out from Coherent as a long-term AI investment.

Jun 23, 2026 10:40 AM • zacks.com

Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.

Jun 23, 2026 10:08 AM • 247wallst.com

Commercial Predictability: COHR's Means to Growth in the AI Era

Coherent's record backlog, long-term commitments, NVIDIA investment and deleveraged balance sheet are reshaping its AI-era growth profile.

Jun 23, 2026 06:01 AM • zacks.com

Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own.

Coherent's optical upgrades are essential for handling AI applications. Its stock is richly valued, but it has significant upside potential.

Jun 19, 2026 10:36 AM • fool.com

Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs

Tower's advanced silicon photonics platform enables high-bandwidth, energy-efficient data center connectivity

Jun 18, 2026 01:30 AM • globenewswire.com

Goldman Sachs Says That This Is the Next Big AI Infrastructure Megatrend With a 9X Growth Potential. 3 Stocks You Can Buy to Capitalize on This $154 Billion Opportunity

Optical networking is becoming the next bottleneck in the AI infrastructure space, and that's great news for these three companies.

Jun 16, 2026 07:39 AM • fool.com

Coherent Announces a CHIPS Letter of Intent for $50 Million to Expand World-Leading Manufacturing Facility for AI Infrastructure

SHERMAN, Texas, June 16, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), the global photonics leader, today announced it has signed a letter of intent to receive up to $50 million in direct funding under the CHIPS and Science Act from the U.S. Department of Commerce to expand its world-leading 6-inch Indium Phosphide (InP) semiconductor manufacturing facility in Sherman, Texas. The investment will support growing demand for optical networking technologies that power AI datacenters and further strengthen Coherent's longstanding and recently expanded partnership with NVIDIA.

Jun 16, 2026 05:00 AM • globenewswire.com

Coherent Trades Higher Than Industry: Is the Premium Justified?

COHR's valuation premium is backed by a near-equilibrium PEG, margin gains and AI capacity investments, but cash burn keeps the pivot in focus.

Jun 15, 2026 07:06 AM • zacks.com

Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P.

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.

Jun 11, 2026 12:48 PM • marketwatch.com

Coherent price target raised to $435 from $371 at Raymond James

$435.00 (was $368.65)

Raymond James

Jul 02, 2026 07:39 AM • TheFly

Coherent price target raised to $330 from $290 at Morgan Stanley

$330.00 (was $326.00)

Meta Marshall · Morgan Stanley

May 07, 2026 09:16 AM • TheFly

Coherent price target raised to $230 from $170 at Northland

$230.00 (was $323.58)

Northland Securities

May 07, 2026 08:42 AM • TheFly

Coherent price target raised to $371 from $243 at Raymond James

$371.00 (was $329.34)

Raymond James

May 07, 2026 08:28 AM • TheFly

Coherent price target raised to $412 from $275 at Stifel

$412.00 (was $329.89)

Stifel Nicolaus

May 05, 2026 07:36 AM • TheFly

Coherent initiated with a Buy at Rothschild & Co Redburn

$455.00 (was $319.71)

Mike Harrison · Redburn Partners

May 01, 2026 04:39 AM • TheFly

Coherent price target raised to $290 from $250 at Morgan Stanley

$290.00 (was $341.73)

Morgan Stanley

Apr 20, 2026 08:49 AM • TheFly

Coherent price target raised to $250 from $200 at Morgan Stanley

$250.00 (was $248.18)

Meta Marshall · Morgan Stanley

Feb 23, 2026 07:53 AM • TheFly

Coherent price target raised to $170 from $125 at Northland

$170.00 (was $204.12)

Tim Savageaux · Northland Securities

Feb 05, 2026 09:08 AM • TheFly

Coherent price target raised to $235 from $220 at Stifel

$235.00 (was $198.78)

Stifel Nicolaus

Feb 05, 2026 08:03 AM • TheFly

Coherent price target raised to $235 from $215 at Barclays

$235.00 (was $211.00)

Tom O'Malley · Barclays

Feb 05, 2026 05:30 AM • TheFly

Coherent price target raised to $190 from $180 at Morgan Stanley

$190.00 (was $228.51)

Meta Marshall · Morgan Stanley

Jan 30, 2026 08:12 AM • TheFly

Coherent price target raised to $220 from $168 at Stifel

$220.00 (was $197.26)

Ruben Roy · Stifel Nicolaus

Jan 22, 2026 07:29 AM • TheFly

Coherent price target raised to $235 from $160 at Susquehanna

$235.00 (was $197.26)

Christopher Rolland · Susquehanna

Jan 22, 2026 07:08 AM • TheFly

Coherent price target raised to $215 from $170 at Barclays

$215.00 (was $184.11)

Tom O'Malley · Barclays

Jan 15, 2026 06:35 AM • TheFly

Coherent price target raised to $180 from $150 at Morgan Stanley

$180.00 (was $175.20)

Meta Marshall · Morgan Stanley

Dec 17, 2025 07:41 AM • TheFly

Coherent (COHR) PT Raised to $210 at Raymond James

$210.00 (was $177.35)

Simon Leopold · Raymond James

Dec 05, 2025 05:57 AM • StreetInsider

Coherent price target raised to $190 from $135 at Needham

$190.00 (was $155.44)

Needham

Nov 06, 2025 11:43 AM • TheFly

Coherent price target raised to $160 from $150 at Susquehanna

$160.00 (was $155.44)

Susquehanna

Nov 06, 2025 09:27 AM • TheFly

Coherent price target raised to $150 from $120 at Morgan Stanley

$150.00 (was $155.44)

Meta Marshall · Morgan Stanley

Nov 06, 2025 08:48 AM • TheFly