The Risk In Coherent Is Obvious - The Opportunity Is Bigger [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
Q2 2026 revenue grew 17.5% YoY, with datacenter & communications now over 70% of revenue and a book-to-bill ratio near 4x, indicating strong demand visibility. Capacity expansion and the shift to 6-inch wafers underpin margin gains, supporting a plausible path to 42%+ gross margins and sustained EBITDA growth. I recommend a speculative Buy on COHR; upside hinges on execution and 15-20% EBITDA CAGR, with risks from capex intensity, pricing cycles, and industry competition. mihtiander/iStock via Getty Images Coherent Corp. ( COHR ) posted yet another quarter of stellar results, showcasing its structural breakout demand strength and improving economics in a secular AI upcycle. The Q2 2026 numbers prove yet again that execution backs the 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 article myself,
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COHR
News
- Coherent: Six-Inch Indium Phosphide Moat Secures AI Alpha [Seeking Alpha]Seeking Alpha
- Coherent Must Deliver Big Optical Wins Soon (Q2 Review) [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