Coherent Must Deliver Big Optical Wins Soon (Q2 Review) [Seeking Alpha]
Coherent Corp. (COHR)
Last coherent corp. earnings: 2/5 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
coherent.com/company/investors/investor-relations
Company Research
Source: Seeking Alpha
Coherent's 4x book-to-bill ratio and backlog visibility support management's confidence in sequential revenue and margin expansion through FY26 and into FY27. Despite positive momentum, Coherent's revenue growth and margin expansion hugely lag behind peer Lumentum, raising pressure to secure critical optical program wins. I maintain a bullish stance on Coherent, but further upside depends on accelerated growth and margin improvements to justify rich 42x forward PE multiples. BT Series/iStock via Getty Images Investment Thesis On the whole, Coherent Corp. (NYSE: COHR ) reported strong results in the Q2 FY26 ER print from last week. The Philadelphia-based manufacturer of optoelectronic networking components and laser systems beat Wall St.'s revenue This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this
Show less
Read more
Impact Snapshot
Event Time:
COHR
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
COHR alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
COHR alerts
High impacting Coherent Corp. news events
Weekly update
A roundup of the hottest topics
COHR
News
- Coherent: Six-Inch Indium Phosphide Moat Secures AI Alpha [Seeking Alpha]Seeking Alpha
- The Risk In Coherent Is Obvious - The Opportunity Is Bigger [Seeking Alpha]Seeking Alpha
- Coherent Corp. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year [Yahoo! Finance]Yahoo! Finance
- Coherent Corp. Reports Second Quarter Fiscal 2026 ResultsGlobeNewswire
- Jim Cramer on Coherent: “I Would Use Any Dip to Buy More Stock” [Yahoo! Finance]Yahoo! Finance
COHR
Earnings
- 2/4/26 - Beat
COHR
Sec Filings
- 2/11/26 - Form SCHEDULE
- 2/10/26 - Form 144/A
- 2/9/26 - Form 144
- COHR's page on the SEC website