Key Takeaways COHR will report Q2 results on Feb. 4, with EPS estimated at $1.22 and revenues of $1.6B.COHR is seeing strong product demand, including 1.6T transceivers and rising InP production.COHR shares have surged over the past year, outperforming peers, but trade at a higher P/E than the industry.Coherent Corp. (COHR) is set to report second-quarter fiscal 2026 results on Feb. 4, after market close.The Zacks Consensus Estimate for earnings is pegged at $1.22 per share, suggesting 28.4% growth from the ...

Group 1 - Morgan Stanley analyst Meta Marshall raised the price target on Coherent (COHR) to $190 from $180 while maintaining an Equal Weight rating on the shares [1] - Coherent has outperformed Lumentum (LITE) year-to-date, indicating a positive performance trend [1] - The firm expresses a more positive outlook on COHR compared to LITE ahead of the earnings report, as expectations for COHR are lower [1]

Welcome back to Market on Close. I'm Sam Vardis on the floor of the New York Stock Exchange. It's time now for Overlooked Stocks.Shares of Coherence spiking to a new all-time high, extending its gains to start the year over 15%. So, I'm joined by George Siller, senior markets correspondent. Uh, we've had a note out from Morgan Stanley.What have they said and what do you make of the moves in the stock. It looks like we've come off now. We're down about 1.7%.>> Yeah. Yeah. I was just looking at it, too.I mean ...

Reflecting on the fourth quarter of 2025, the U.S. services sector continued its expansion. In December, the Services PMI, as reported by the Institute for Supply Management, came in at 54.4%, closing out 2025 on a strong note with its 10th month of expansion and the highest reading recorded during the year.According to the latest data from the Bureau of Economic Analysis, real GDP increased at an annual rate of 4.4% during July-September compared with 3.8% growth recorded in the second quarter. This improv ...

Coherent Corp. (NYSE:COHR) is one of the stocks Jim Cramer shared his take on. Noting the stock’s recent run-up, a caller asked about it. Cramer replied: Coherent is so good. Now, the stock has been just a banshee. But I gotta tell you, the technology’s really good. It’s a winner. I would use any dip to buy more stock. Pixabay/Public Domain Coherent Corp. (NYSE:COHR) manufactures engineered materials, laser systems, and optoelectronic components used across the communications, industrial, and electron ...

Core Insights - Coherent Corp. (COHR) and Arm Holdings plc (ARM) are key players in the high-growth tech infrastructure sector, with Coherent focusing on optical materials and semiconductors, while Arm specializes in semiconductor and software design [1] Group 1: Coherent Corp. (COHR) - Coherent reported a 17.3% year-over-year increase in revenues for the first quarter of fiscal 2026, driven by strong demand in the AI sector [2] - The company achieved a 1,081-basis-point year-over-year expansion in operating margin, indicating effective scalability essential for growth in the AI market [2] - Coherent's diverse product pipeline, including the rapid adoption of 800G transceivers, positions it well to meet the increasing demand for AI [3] - The company has a strong balance sheet with $875 million in cash reserves and only $48 million in debt, providing flexibility for investments [4] - Despite its growth trajectory, Coherent faces competitive pressure in the Silicon Carbide (SiC) market from companies like Wolfspeed and ON Semiconductor [5] - The Zacks Consensus Estimate for COHR indicates a 15.1% growth in sales and a 44.5% increase in EPS for fiscal 2026 [10] Group 2: Arm Holdings plc (ARM) - Arm Holdings benefits from a dual-sided network effect that connects software creators and hardware manufacturers, enhancing its position in mobile technology [6] - The company is recognized as a significant player in the AI and IoT sectors, with major clients like Apple, Qualcomm, and Samsung relying on its energy-efficient architecture [7] - However, ARM faces risks in China as local companies shift towards RISC-V, which could impact its growth in that market [8] - The Zacks Consensus Estimate for ARM shows a 21.5% growth in sales and a 5.5% increase in EPS for fiscal 2026 [11] - ARM is trading at a forward P/E ratio of 52.89, significantly higher than Coherent's 34.72, indicating a valuation gap [12] Group 3: Investment Recommendation - Coherent is recommended for portfolio addition due to its higher EPS growth outlook, attractive valuation, and robust liquidity position, despite ARM's dominance in mobile architecture [14]

SAXONBURG, Pa., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced today that it will release its financial results for the quarter ended December 31, 2025, on Wednesday, February 4, after the New York Stock Exchange closes. The release will be followed by a live audio webcast at 4:30 p.m. ET to discuss the results. The Company invites investors to join the live audio webcast at coherent.com/company/ investor-relations/ ...

Core Insights - Coherent Corp. will showcase its extensive photonics product portfolio at SPIE Photonics West from January 20-22, 2026, highlighting innovations in lasers, beam delivery, advanced materials, and thermal management solutions [1][2] Product Announcements - Coherent will present a range of products including: - Bondable diamond for GPU cooling with ultra-high thermal conductivity [5] - Sapphire XT, a compact visible laser for super-resolution imaging in various applications [5] - OCT Specialty Fiber Assemblies optimized for clinical imaging applications [5] - CO2 Electro-Optic Modulator for high-throughput PCB via drilling [5] - FieldMax Touch Laser Power & Energy Meter for production environments [5] - Waveshaper 1000A Sharp, a programmable optical filter with fine spectral control [5] - Thermo-Electric Generation system to convert waste heat into usable power [5] - Quantum encryption demonstration in collaboration with QUSIDE [5] - Deep UV solution for film cutting in display and semiconductor applications [5] Technology and Product Demonstrations - Live demonstrations will occur at the booth, showcasing innovations and addressing critical trends in the photonics landscape [4] - Executives and experts will participate in discussions to share insights and developments that redefine technological boundaries [4] Industry Event Participation - Coherent will engage in a panel discussion on data infrastructure with co-packaged optics, featuring Dr. Sanjai Parthasarathi [5] - Presentations will cover various topics including fiber lasers, optical technologies, and high-performance materials [6][7][8] Company Overview - Coherent is recognized as a global leader in photonics, providing technology solutions for data centers, communications, and industrial markets [8][9] - Founded in 1971, the company operates in over 20 countries, offering a broad technology stack and supply chain resilience [9]

Core Insights - Coherent Corp. and Quside have achieved a significant milestone in hardware-based security by successfully demonstrating a mass manufacturable quantum entropy source, which is crucial for secure digital systems [1][10] Technology and Innovation - The solution utilizes Coherent's vertical cavity surface emitting laser (VCSEL) technology, manufactured at scale on 6" wafers, combined with Quside's quantum random number generation technology [2] - This marks the first instance where runtime entropy verification from a single VCSEL provides high-quality, observable randomness suitable for cryptographic key generation and secure communications [2] - The collaboration enables quantum-grade security primitives to transition from niche applications to mainstream processors and secure elements [2] Market Implications - The successful integration of quantum entropy technology into practical infrastructure is expected to meet the growing demand for entropy generation and verification in secure designs [3][4] - Coherent and Quside are positioned to facilitate high-volume commercial deployment of quantum entropy solutions for large-scale secure infrastructure [4] Company Background - Coherent is recognized as a global leader in photonics, providing technology solutions across various industries including datacenters and communications [5][6] - Quside specializes in quantum technology, focusing on building digital trust infrastructure solutions through quantum random number generator chips and modules [7]

Core Insights - Coherent Corp. has launched its innovative Bondable Diamond solutions aimed at enhancing thermal management in electronic and opto-electronic applications, significantly improving device cooling performance by reducing thermal interface resistance [1][3]. Product Features - The bondable diamond features controlled surface roughness, flatness, and coatings, allowing direct bonding to various semiconductor materials such as silicon, silicon carbide, and gallium nitride [2]. - This solution can reduce interface thermal resistance by up to 99% and is applicable for die sizes up to 100mm square, surpassing conventional thermal spreaders that rely on Thermal Interface Materials (TIMs) [3]. Manufacturing Capabilities - Coherent combines diamond growth, surface finishing, and advanced coating technologies, enabling the production of high-performance bondable diamond thermal spreaders at scale [4]. - The company has been a leading producer of technical diamond since 2010, positioning itself to deliver exceptional thermal performance tailored to customer needs [5]. Customer Collaboration - Coherent collaborates closely with customers to address complex thermal and process-integration challenges, integrating bondable diamond with other materials and features [6]. - The company is actively working with clients to develop compatible materials, coatings, and bonding processes for their device fabrication workflows [6]. Industry Position - Coherent is recognized as a global leader in photonics, providing technology solutions that drive innovation across various industries, including datacenters and communications [8][9].