COHR
Coherent, Inc.·Technology
377.57
0.114%(−0.43)
Market ClosedLast Updated: — ET
52W L: $73.6652W H: $413.00
COHR NEWS
seekingalpha.com
8h ago
Coherent's AI Infrastructure Positioning Has Changed The Valuation Debate
Coherent has transitioned from a cyclical optical supplier to a strategic AI infrastructure enabler, supporting a structural rerating in valuation. Q3 revenue grew 27% and EPS 55%, with datacenter exposure rising to 75% and strong backlog visibility extending into 2028 and beyond. COHR's 6-inch indium phosphide ramp and broad AI ecosystem positioning underpin confidence in sustained high growth through FY2027 and FY2028.
benzinga.com
2d ago
Nvidia Just Opened A $1.9 Billion Position In A Critical AI Supplier
Investors know Nvidia Corp.(NASDAQ:NVDA) as a GPU supplier powering the artificial intelligence boom. But the chip giant's latest portfolio disclosure suggests CEO Jensen Huang may be placing a significant bet on another part of the AI stack: the infrastructure that moves data between those chips.
marketbeat.com
2d ago
As Small-Cap Outperformance Continues, These 2 ETFs Provide Exposure
The eye-catching performance of some of the world's largest stocks has led to them becoming fixtures in investors' portfolios. Whether that exposure comes via market-cap-weighted funds or direct ownership, the stocks' collective gains have overshadowed the roughly 2,500 other U.S.-listed stocks that do not meet the criteria for inclusion in the S&P 500.
zacks.com
2d ago
CRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?
Credo is betting big on AEC adoption, new product families and a $750M DustPhotonics deal - while Coherent scales transceivers and OCS.
247wallst.com
3d ago
Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world's largest company.
seekingalpha.com
4d ago
Why Coherent's Rally May Continue Higher
Coherent Corp.'s Q3 FY2026 revenue rose 21% YoY to $1.81B while EPS surged 55% as margins expanded toward 39.6%. COHR management expects FY2027 growth exceeding FY2026 despite consensus already projecting revenue growth from $7.05B to $9.45B. Coherent plans for 4x indium phosphide capacity expansion through 2027, materially improving optical supply availability and production economics.
