COHERENT CORP.
CNBC’s Jim Cramer discussed post-earnings moves in Lumentum (LITE) and Coherent (COHR). Lumentum reported FQ4 2026 net revenue of $1.01B (+109% YoY) and non-GAAP EPS $3.23, and guided Q1 FY2027 revenue $1.225B-$1.275B. Coherent reported FQ4 2026 revenue $2.05B (+34%) and non-GAAP EPS $1.74, but shares fell after-hours despite guidance.
Coherent (NYSE:COHR) shares rose 8.8% after strong earnings and a better outlook from peer Lumentum Holdings, which lifted sentiment for optical networking equipment. Lumentum reported fiscal Q4 results above forecasts and a stronger sales forecast. The move preceded Coherent’s scheduled fiscal Q4 release, with analysts citing AI data-center demand.
Coherent Corp. (NYSE: COHR) reported Q4 FY2026 revenue of $2.05B, up 34% YoY and above consensus of $1.99B. Datacenter and Communications revenue was $1.62B (+58.6% YoY) while Industrial was $430.5M (-15.8%). Non-GAAP operating income was $445.8M and non-GAAP EPS $1.74. FY2026 revenue was $7.12B (+22.5% YoY).
Over the past 7 days, alphai's AI scored 67 news stories mentioning COHR (COHERENT CORP.). Coverage has skewed bullish: 24 bullish, 33 neutral, and 10 bearish.
Recent COHR coverage spans earnings, market movers and technology.
In the last 30 days, COHR insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($307K). The most active reporter was Luther Sherri R, Chief Financial Officer, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Fundamentals look strong, but the sell-the-news reaction suggests traders may have already priced in the results, raising near-term mean-reversion risk.
Near-term momentum is supported by the earnings beat and sector read-through, but follow-through depends on Coherent’s own upcoming fiscal Q4 results.
Optical connectivity demand and indium phosphide laser capacity are the key swing factors for Coherent’s near-term revenue and margin trajectory.
The move appears smaller than peers, suggesting relative positioning rather than a fresh catalyst.
Clear start-date for scale-out CPO revenue is a tangible catalyst for COHR’s optics revenue ramp narrative.
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.
CNBC’s Jim Cramer discussed post-earnings moves in Lumentum (LITE) and Coherent (COHR). Lumentum reported FQ4 2026 net revenue of $1.01B (+109% YoY) and non-GAAP EPS $3.23, and guided Q1 FY2027 revenue $1.225B-$1.275B. Coherent reported FQ4 2026 revenue $2.05B (+34%) and non-GAAP EPS $1.74, but shares fell after-hours despite guidance.
6 min readCoherent (NYSE:COHR) shares rose 8.8% after strong earnings and a better outlook from peer Lumentum Holdings, which lifted sentiment for optical networking equipment. Lumentum reported fiscal Q4 results above forecasts and a stronger sales forecast. The move preceded Coherent’s scheduled fiscal Q4 release, with analysts citing AI data-center demand.
4 min readCoherent Corp. (NYSE: COHR) reported Q4 FY2026 revenue of $2.05B, up 34% YoY and above consensus of $1.99B. Datacenter and Communications revenue was $1.62B (+58.6% YoY) while Industrial was $430.5M (-15.8%). Non-GAAP operating income was $445.8M and non-GAAP EPS $1.74. FY2026 revenue was $7.12B (+22.5% YoY).
6 min readOptics-related shares rose midday without a same-day press release. Corning (GLW) was up about 4.5%, Lumentum (LITE) up about 5%, Applied Optoelectronics (AAOI) up about 5%, and Coherent (COHR) up about 1.3%. The move followed recent earnings: Lumentum Q4 revenue $1.01B and Q1 FY27 guidance $1.225B-$1.275B; Coherent Q4 revenue $2.05B; AAOI cited demand outpacing capacity through mid-2027. Broadcom (AVGO) fell about 4.7% amid financing-risk commentary.
7 min readNVIDIA’s CPO partners Lumentum and Coherent said CPO deployment is on track despite delay rumors. Lumentum expects scale-up laser shipments in 2H 2027 and customer deployments in 2028. Coherent expects scale-out CPO revenue in 2H 2026 and scale-up in 2027. NVIDIA invested $2B in each firm.
6 min readNvidia (NVDA) signed an MOU with Apollo (APO), BlackRock (BLK), Blackstone (BX), and Brookfield (BAM) to pursue $500B in financing for AI infrastructure, backed by assets. NVDA shares fell 2.86%. Marathon Petroleum (MPC) rose 7.42% to $320.32 on Strait of Hormuz shipping risk. Coherent (COHR) dropped 14.24% ahead of earnings; Lumentum (LITE), Ciena (CIEN), and Corning (GLW) also fell.
3 min readCoherent, Inc. reported Q4 2026 results driven by strong AI data center demand and revenue growth acceleration from expanding internal 6-inch Indium Phosphide production. Gross margin rose 152 bps for the full year. Management guided to a first $3 billion revenue quarter by end of fiscal 2027, with 800G and 1.6T transceiver ramps and higher capex.
6 min readAhead of Coherent (COHR) fiscal Q4 results due Aug. 12, options traders expect further upside. Consensus calls for $1.43 EPS, up 93.24% YoY. Barchart cites a put-to-call ratio of 0.58 and an Aug. 14 upper option price above $385, implying about a 9% move. COHR trades at a forward P/E above 42x; mean 12-month price target is $388.
4 min readU.S. stocks closed higher Thursday after softer wholesale inflation. The Dow rose 0.13% to 53,839.99, the S&P 500 gained 0.65% to 7,798.99, and the Nasdaq added 0.81% to 26,803.03. July PPI was unchanged, core PPI rose 0.2%. Cisco fell 8.4% on results; Netflix rose over 5% on Pershing Square stake disclosure.
4 min readToronto’s TSX hit another record, up 97.15 points to 36,759.29, led by telecom and tech. Canadian dollar weakened to 71.78 US cents. Earnings: Stantec beat adjusted profit, CCL topped sales; Pan American Silver missed. Brookfield, TELUS and Rogers reported results. On Wall Street, S&P 500 and Nasdaq reached highs; Cisco fell after results; CPI rose 0.1% m/m.
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