CoherentCOHR
COHR
About: Coherent Corp engaged in materials, networking, and lasers, is a vertically integrated manufacturing company that develops, manufactures, and markets engineered materials, optoelectronic components and devices, and lasers for use in the industrial, communications, electronics and instrumentation markets. The firm operates in three segments Networking, Materials, and Lasers Segment. It generates maximum revenue from Networking segment. The company geographically operates in North America. Europe, China, Japan and Rest of the world.
Employees: 26,157
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
68% more call options, than puts
Call options by funds: $347M | Put options by funds: $206M
26% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 178
1.53% less ownership
Funds ownership: 92.15% [Q4 2024] → 90.61% (-1.53%) [Q1 2025]
8% less funds holding
Funds holding: 623 [Q4 2024] → 575 (-48) [Q1 2025]
25% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 130
32% less capital invested
Capital invested by funds: $13.5B [Q4 2024] → $9.21B (-$4.29B) [Q1 2025]
40% less funds holding in top 10
Funds holding in top 10: 20 [Q4 2024] → 12 (-8) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
3%
upside
Avg. target
$93
20%
upside
High target
$115
49%
upside
10 analyst ratings
9 positive
90%
1 neutral
10%
0 negative
0%
JP Morgan Samik Chatterjee | 29%upside $100 | Overweight Maintained | 12 Jun 2025 |
Citigroup Atif Malik | 49%upside $115 | Buy Maintained | 3 Jun 2025 |
Northland Capital Markets Tim Savageaux | 10%upside $85 | Outperform Maintained | 2 Jun 2025 |
B of A Securities Vivek Arya | 19%upside $92 | Buy Maintained | 29 May 2025 |
Morgan Stanley Meta Marshall | 7%upside $83 | Equal-Weight Maintained | 29 May 2025 |
Financial journalist opinion
Based on 7 articles about COHR published over the past 30 days
Neutral
GlobeNewsWire
1 day ago
Coherent Launches Best-In-Class 18 W 880 nm Single-Emitter Laser Diode For High-Performance DPSS Systems
SAXONBURG, Pa., June 13, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today launches the SES18-880A-190-10, a high-power 880 nm single-emitter laser diode on sub mount, designed specifically for high-efficiency, high-reliability pumping of diode-pumped solid-state (DPSS) lasers.
Neutral
GlobeNewsWire
2 days ago
Coherent Introduces Breakthrough Diamond-Silicon Carbide Material for Next Generation Thermal Management in AI and High-Performance Computing
SAXONBURG, Pa., June 12, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in engineered materials, today announces the release of a groundbreaking diamond-loaded silicon carbide (SiC) ceramic composite, designed to tackle the thermal challenges of advanced AI datacenters and high-performance computing (HPC) systems.
Positive
Seeking Alpha
1 week ago
Coherent Sees Growth In The Data Center Market; Exits Non-Core Businesses
I recommend COHR as a BUY with a $105 price target, driven by robust data center and AI infrastructure growth. Coherent is focusing on high-growth markets, expanding indium phosphide capacity, and sunsetting non-core assets to optimize its portfolio. Strong financial discipline is evident with debt reduction, inventory management, and restructuring, positioning Coherent for margin expansion.
Positive
Seeking Alpha
2 weeks ago
Coherent: Investor Day And Earnings Keep The Story Going
Coherent's upside is driven by GenAI data center demand, strong market share, and respected management, despite leverage and competitive risks. Recent Q3 earnings and Investor Day reinforced the bullish thesis, with robust data center growth and manageable tariff impact. Financial modeling suggests potential for the stock to double by FY29, assuming continued execution and reasonable valuation multiples.
Neutral
GlobeNewsWire
2 weeks ago
Coherent Details Growth Strategy and Long-Term Financial Model at 2025 Analyst and Investor Day
SAXONBURG, Pa., May 28, 2025 (GLOBE NEWSWIRE) -- Global photonics leader Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”) today detailed its long-term growth strategy, key areas of product and technology investment, and target long-term financial model at its 2025 Analyst and Investor Day at the New York Stock Exchange. Investors can access a webcast replay of the event and a copy of the presentation on the Company's Investor Relations website.
Positive
Zacks Investment Research
2 weeks ago
PLTR vs. COHR: Which AI-Driven Tech Stock Has More Upside Now?
Both Palantir Technologies Inc. PLTR and Coherent Corp. COHR are major players in the AI and data infrastructure space.
Positive
MarketBeat
3 weeks ago
Analysts Are Bullish on These 3 Laser Tech Companies
Lasers are an often-overlooked technology with a broad array of applications in medicine, industrial settings, electronics, and more. The global market for laser technology is small but growing rapidly; valued at about $24 billion in 2024, it is expected to climb at a compound annual growth rate of 8% over a five-year period to reach close to $30 billion by 2029.
Positive
Investors Business Daily
1 month ago
Who Needs China? Saudi Arabia Steps Up As Big Buyer Of AI Chips.
AI stocks, led by Nvidia, rose for the second straight day following news of major business deals in Saudi Arabia.
Positive
Zacks Investment Research
1 month ago
Coherent Stock Gains 37% in a Year: Should You Book Profits?
We assess COHR's rise to determine whether investors should square off their positions or stay invested in the stock.
Positive
Seeking Alpha
1 month ago
Coherent: Too Cheap To Ignore
Coherent is the world's largest optical, laser, and photonics company. The data center segment is continuing to deliver, quarter after quarter. Its solid market share, vertical integration toward materials, and cost optimization should continue to help margin expansion.
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