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Stock impact report

Why The Narrative Around Coherent (COHR) Is Shifting With AI Capex And New Analyst Targets [Yahoo! Finance]

Lumentum Holdings Inc. (LITE) 
Last lumentum holdings inc. earnings: 2/4 07:30 am Check Earnings Report
Company Research Source: Yahoo! Finance
frame the stock is largely intact even as the share price and headlines move around it. The slight easing in the discount rate to 8.71% and steady revenue growth assumption of 13.33% reflect how recent research is tying a relatively consistent valuation view to company specific drivers like Q1 delivery, the above consensus Q2 outlook, and capacity expansion linked to AI and cloud capex. As you read on, keep an eye on how these steady assumptions are being tested by bullish and cautious analysts, and stay tuned for simple ways to keep on top of how this narrative may evolve from here. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Coherent. ?? Bullish Takeaways Several firms have raised their Coherent targets in recent weeks, with Needham moving to US$190 from US$135, Barclays to US$170 from US$135, Rosenblatt and Susquehanna both to US$150 from US$135 and US$120, and Stifel to US$140 from US$118. This clusters Show less Read more
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