COHERENT CORP.
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Coherent (COHR) fell 36% in three months due to dilution and profit-taking, despite Q4 revenue up 34% YoY. Analysts raised targets, with Rosenblatt setting a $500 price target, citing growth in 800G transceivers and gross-margin expansion. Consensus fiscal 2027 EPS increased from $8.09 to $9.41. COHR trades at $268.64, with an average target of $416.09, implying 55% upside.
Coherent (COHR) reported 59% YoY growth in its Datacenter segment, now 79% of sales. Analysts maintain a Buy rating with a $397 target, implying 48% upside. The stock is down 8.74% in a week, trading at $268.64. Management targets $3B quarterly revenue by FY2027, with expanding EPS estimates and capacity increases.
SKAGGS STEPHEN A sold 2,272 shares of COHERENT CORP. (COHR) at $276.88 ($0.63M total) on 2026-08-31 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 13 news stories mentioning COHR (COHERENT CORP.). Coverage has skewed bullish: 8 bullish, 4 neutral, and 1 bearish.
Recent COHR coverage spans financial news, insider activity and earnings.
In the last 30 days, COHR insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($5.8M). The most active reporter was Eng Julie Sheridan, Chief Technology Officer, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Analyst target hikes suggest potential upside, but recent dilution and cash flow weakness temper the rally.
Strong earnings beat and raised guidance suggest upside, but high valuation and concentration risk temper the case.
Insider sale may signal lack of confidence, modest negative pressure on COHR.
The insider sale may signal reduced confidence or portfolio rebalancing, potentially pressuring the stock short term.
Improved liquidity and validation from Nvidia could accelerate Coherent's growth in AI optics.
alphai scores every news story that mentions COHR with an AI model for sentiment and relevance, and aggregates insider trades from COHERENT CORP.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Coherent (COHR) fell 36% in three months due to dilution and profit-taking, despite Q4 revenue up 34% YoY. Analysts raised targets, with Rosenblatt setting a $500 price target, citing growth in 800G transceivers and gross-margin expansion. Consensus fiscal 2027 EPS increased from $8.09 to $9.41. COHR trades at $268.64, with an average target of $416.09, implying 55% upside.
3 min readCoherent (COHR) reported 59% YoY growth in its Datacenter segment, now 79% of sales. Analysts maintain a Buy rating with a $397 target, implying 48% upside. The stock is down 8.74% in a week, trading at $268.64. Management targets $3B quarterly revenue by FY2027, with expanding EPS estimates and capacity increases.
3 min readSKAGGS STEPHEN A sold 2,272 shares of COHERENT CORP. (COHR) at $276.88 ($0.63M total) on 2026-08-31 under a Rule 10b5-1 trading plan.
1 min readDigirolomo Enrico sold 2,272 shares of COHERENT CORP. (COHR) at $276.85 ($0.63M total) on 2026-08-31 under a Rule 10b5-1 trading plan.
1 min readNVIDIA (NASDAQ:NVDA) invested $2 billion in Coherent Corp. (NYSE:COHR) for optics development and supply. The deal highlights the importance of optical bandwidth in AI data centers. Coherent gains capital and demand visibility, while NVIDIA secures critical components for its AI systems. Both companies benefit from increased optical content in AI architectures.
3 min readDeutsche Bank analyst Gianmarco Conti highlights the shift in AI infrastructure investment towards connectivity, benefiting optical component manufacturers. He rates Lumentum (LITE-US) and Coherent (COHR-US) as top picks, citing strong demand, supply constraints, and Nvidia's (NVDA-US) investments. Both companies reported significant revenue growth and high margins. Conti also rated Arista (ANET-US), Cisco (CSCO-US), and HPE (HPE-US) as 'Buy', with risks including supply expansion and AI spendin
2 min readCoherent Corp. (COHR) CTO Julie Sheridan Eng sold 13,077 shares under a 10b5-1 plan, netting $3.58M. She acquired 5,373 shares via RSU and 11,960 shares from PSU payouts. 12,862 shares were withheld for taxes at $295.39 per share. Sales occurred at $276.83 and $270.69 per share on Aug 31 and Sep 1, 2026.
2 min readCoherent Corp. (COHR) CEO James Robert Anderson received 30,564 restricted stock units (RSUs) on August 28, 2026, with a vesting schedule over 2027. Additionally, 11,958 shares were withheld to cover tax obligations at $295.39 per share, totaling $3.53M. The company noted this was not an open market sale. Anderson also holds 243 shares from the employee stock purchase plan.
1 min readEng Julie Sheridan (Chief Technology Officer) sold 13,077 shares of COHERENT CORP. (COHR) at an average of $274.00 ($270.69–$276.83, $3.58M total) across 2 trades over 2026-08-31 to 2026-09-01 under a Rule 10b5-1 trading plan.
1 min readDeutsche Bank analyst Gianmarco Conti initiated coverage on eight hardware stocks, highlighting Lumentum (LITE) and Coherent (COHR) as 'highest conviction' picks due to their roles in AI-driven data-center connectivity. Conti also rated Arista (ANET), Cisco (CSCO), and HPE (HPE) as buys, citing their competitive advantages in networking. LITE and COHR shares have surged 553% and 204% respectively over the past year. Conti noted Nvidia's (NVDA) investments in LITE and COHR, securing purchase comm
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