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Coherent

COHR

Market cap $62.1B

317.36 USD

+21.38

7.22%

At close Updated Sep 18, 4:00 PM EDT

Pre-market

After hours

316.66

-0.70

0.22%

1 day

7.22%

5 days

11.84%

1 month

3.57%

3 months

-18.54%

6 months

23.39%

Year to date

63.31%

1 year

193.72%

5 years

435.27%

10 years

1,303.63%

About: Coherent Corp is a vertically integrated manufacturing company that develops, manufactures, and markets lasers, transceivers, and other optical and optoelectronic devices, modules, and systems, as well as engineered materials, for use in the communications, industrial, instrumentation, and electronics markets. Its reporting segments are Datacenter Communications and Industrial. Its geographic areas are North America, Europe, China, Japan, and the rest of the world.

Employees: 51,000

Technology Scientific & Technical Instruments

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 55.1%

Neutral 28.8%

Negative 16.1%

Coherent: Margin Expansion Clears The Path For A Higher P/E

Coherent is experiencing rapid growth driven by escalating AI data center buildouts and robust demand for AI infrastructure hardware. COHR reported record quarterly revenues of $2.05B, up 42% Y/Y, and expanding non-GAAP gross margins to a record 40.2% in the fourth fiscal quarter. Despite sector volatility, COHR trades at a forward P/E of only 21x, appearing undervalued given the strength and secularity of the underlying AI boom.

Coherent: Margin Expansion Clears The Path For A Higher P/E

Laser Focus: 2 Optical Stocks Lighting Up AI

Data centers running complex artificial intelligence models need immense bandwidth, but traditional copper cabling is hitting a wall. At high speeds, copper struggles to transmit signals beyond one to two meters without generating excess heat and signal loss.

Laser Focus: 2 Optical Stocks Lighting Up AI

Coherent Expands Pluggable Optical Line Systems Portfolio with Full C-Band Amplification to Enable AI Datacenter Networks

SAXONBURG, Pa., Sept. 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: OHR), the global leader in photonics, today announced the expansion of its Pluggable Optical Line System (POLS) portfolio, with the full C-band, high-power variable-gain amplifier optical line system in a compact QSFP form factor. Designed for the latest generation of 800G ZR/ZR+ digital coherent optics, the enhanced POLS supports up to 32 DWDM wavelengths over a single fiber pair, enabling as much as 25.6Tbps of AI datacenter traffic across links from 2km to 200km.

Coherent Expands Pluggable Optical Line Systems Portfolio with Full C-Band Amplification to Enable AI Datacenter Networks

Why optical stocks Lumentum and Coherent were the day's biggest gainers

Investors are looking further down the AI data-center supply chain for signs of demand amid concerns of a spending slowdown, one expert says.

Why optical stocks Lumentum and Coherent were the day's biggest gainers

Coherent: Post-Correction Alpha Blueprint (Rating Upgrade)

Coherent Corp. is positioned as a foundational AI infrastructure leader, now trading at a compressed 28.8x forward P/E and PEG of 0.55. Three converging catalysts—Thermadite/SiC cooling, PhotonLink platform launch, and executive compensation targets—could drive a significant re-rating toward $454.43. COHR's 6-inch InP wafer transition and U.S./Europe production expansion underpin margin expansion, targeting 45%+ gross margins by mid-2027.

Coherent: Post-Correction Alpha Blueprint (Rating Upgrade)

24/7 Wall Street

Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3%

Optics stocks are rebounding Wednesday morning without a fresh headline to point to, and the size of the group's move relative to the broader market is the story. The iShares Semiconductor ETF (NASDAQ:SOXX) is at $508.

Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3%

Zacks Investment Research

Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?

COHR's 24% pullback creates a buying opportunity as AI-driven demand, capacity expansion and stronger margins support its long-term growth story.

Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?

AI stocks are rebounding. One analyst says there's no spending slowdown in sight.

Customers are signing multiyear deals for chips and more: “That's not what the front end of a downturn looks like.”

AI stocks are rebounding. One analyst says there's no spending slowdown in sight.

Coherent: Riding The AI Optics Boom

Coherent Corp. is capitalizing on surging AI data center demand, with 800G and 1.6T optical modules driving record revenues and margin expansion. COHR's Datacenter & Communications segment now generates 79% of revenue, growing 58.6% year-over-year, while the company accelerates its shift to higher-margin products. Despite a high forward P/E of 32.4x, rapid profit growth and a low PEG ratio of 0.62x justify a bullish stance for investors focused on 2027 results.

Coherent: Riding The AI Optics Boom

Coherent Is A Buy-The-Dip Opportunity

Coherent's valuation has dropped by roughly 28% since their last ATH, recorded in June 2026. But COHR's financials are robust, with revenue up 42%, gross margin expanding 200 bps, and EPS surging 74% year-over-year. AI-driven datacenter demand and expanding optical networking position COHR for accelerated growth through at least 2027.

Coherent Is A Buy-The-Dip Opportunity

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