Core Insights - Coherent Corp. has achieved a significant milestone by shipping its 50 millionth thin-film filter, highlighting its 25-year history in precision optical innovation [1][2][7] Company Overview - Coherent is recognized as a global leader in photonics, providing industry-leading optical coatings that enhance telecommunications and life sciences [2][3] - The company operates in over 20 countries and offers a comprehensive technology stack, ensuring supply chain resilience and global scale [4] Technological Impact - The thin-film filter technology has a lasting impact on advanced communication systems and life-saving diagnostics, showcasing Coherent's commitment to performance and reliability [2][3] - The achievement reflects the company's dedication to innovation and customer success, as emphasized by the Senior Vice President of Engineered Materials [2]

Core Insights - Applied Energetics, Inc. has announced the issuance of two critical patents that enhance laser-driven optical amplification and tunable, multi-wavelength light sources [1] Company Developments - The patents issued by the U.S. Patent and Trademark Office represent significant advancements in the field of ultrashort pulse laser technology [1]

SAXONBURG, Pa., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced that its Chief Technology Officer, Dr. Julie Sheridan Eng, and its Chief Marketing Officer, Dr. Sanjai Parthasarathi, along with other experts will participate in key thought leadership sessions at the European Conference on Optical Communication (ECOC) 2025, to be held September 29 – October 1, 2025, at the Bella Center in Copenhagen, Denmark. Coherent thought leaders will share the ...

Key Takeaways Coherent posted $5.8B in fiscal 2025 revenues, up 23% y/y, driven by AI and datacom demand.New 1.6T and 3.2T transceivers plus CPO and OCS products boost Coherent's growth.Stock trades below industry valuations with stronger returns, liquidity and outlook.Coherent Corp.'s (COHR) stock price has soared 57.1% in the past six months, outperforming the industry's 43.1% rise and the Zacks S&P 500 Composite’s 16.6% growth.6 Months' Price Performance Image Source: Zacks Investment Research This sharp ...

SAXONBURG, Pa., Sept. 08, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced Dr. Julie Sheridan Eng, Chief Technology Officer, as the recipient of the 2025 Dr. Lisa Su Woman of Innovation Award by the Global Semiconductor Alliance (GSA). The GSA Woman of Innovation Award recognizes an industry veteran who has dedicated her career to making exceptional contributions to drive the development, innovation, growth, and long-term opportunities for the semiconductor ...

Core Insights - Coherent Corp. has joined the Diode Technology Working Group within the STARFIRE Hub, a collaborative initiative aimed at advancing inertial fusion energy (IFE) [1][4] - This collaboration emphasizes Coherent's dedication to innovating in photonics to tackle complex energy challenges and contribute to sustainable fusion energy solutions [2][3] Company Overview - Coherent is recognized as a global leader in photonics, providing technology solutions across various industries including datacenter, communications, and industrial markets [4][5] - The company has been operational since 1971 and has a presence in over 20 countries, showcasing a robust technology stack and supply chain resilience [5] Industry Context - The STARFIRE project, supported by the U.S. Department of Energy, aims to establish a technical foundation for future commercial fusion systems, highlighting the importance of collaboration in the energy sector [4]

Core Insights - Coherent Corp. has launched the EDGE FL30, a 30 kW fiber laser designed for superior performance in metal cutting applications, setting a new standard for high-power, thick sheet cutting [1][4] Product Features - The EDGE FL30 features back reflection resilience, minimizing cut loss and process instability, which enhances uptime and consistency in challenging cutting scenarios [2] - Built with Coherent's active fiber technology and pump diodes, the EDGE FL30 ensures high efficiency, quality, and longevity [2] - The system utilizes FPGA-controlled EDGE FL modules, providing robust performance, redundancy, and field-replaceable options [2] Market Impact - The introduction of the EDGE FL30 is expected to improve manufacturers' throughput, reduce interruptions, and lower total cost of ownership [2] - Coherent's FSC3-Z-HP cutting head is compatible with the EDGE FL30, allowing OEMs to create next-generation cutting machines with enhanced reliability and precision [3] Industry Commitment - The EDGE FL30 will be showcased at FABTECH 2025 in Chicago, highlighting Coherent's dedication to advancing high-power fiber laser cutting technology in both the U.S. and global markets [4]

Key Takeaways COHR can look forward to investing more in AI and EV with $400 million from divestiture.Weak automotive and SiC demand resulted in a 6% Y/Y dip in the Materials segment's revenues.Heightened focus on Lithium-Sulfur batteries and SHARP technology should be COHR's next move. Coherent Corp. (COHR) holds a leading position in Silicon Carbide (SiC) substrates for power electronics, which enhance the energy efficiency of electric and hybrid-electric vehicles. Its laser technology is also utilized in ...

Group 1 - The semiconductor sector experienced significant declines, with major companies like Micron Technology dropping over 17% [1] - NVIDIA's two-times leveraged ETF fell by 7.4%, indicating a broader market reaction to semiconductor stocks [1] - Other notable declines included Advanced Micro Devices (AMD) down 3.3%, and TSMC ADR down 2.9%, reflecting a negative sentiment across the industry [1] Group 2 - The overall semiconductor ETF decreased by 2.9%, suggesting a bearish trend in the semiconductor market [1] - Companies such as Supermicro and Arm Holdings also faced declines of 4.9% and 3.1% respectively, highlighting widespread weakness [1] - The performance of related companies like Amphenol and Nova also showed declines, with drops of 3.3% and 4.2% respectively [1]

Core Insights - Palantir Technologies Inc. (PLTR) and Coherent Corp. (COHR) are significant players in the AI and data infrastructure sectors [1] Palantir Technologies Inc. (PLTR) - Palantir specializes in enterprise-level AI software, focusing on data integration, large-scale analytics, and decision-making platforms [2] - The company's core platforms, including Palantir Gotham, Foundry, and Artificial Intelligence Platform (AIP), enable organizations to leverage data for real-time decision-making [2] - In Q2 2025, U.S. commercial revenues increased by 93% to $306 million, while U.S. government business rose by 53% to $426 million, indicating strong growth [4] - AIP allows clients to integrate autonomous AI agents into workflows, enhancing decision-making speed and productivity [5] - AIP bootcamps have accelerated client adoption, reducing time-to-value and receiving positive feedback for user-friendliness and scalability [6] - Total U.S. commercial contract value grew by 222% year-over-year in Q2, with remaining deal value increasing by 145% to $2.79 billion [7] - The Zacks Consensus Estimate for PLTR indicates a projected sales growth of approximately 46% and EPS growth of 59% year-over-year [16] Coherent Corp. (COHR) - Coherent reported a 51% revenue increase for fiscal 2025, driven by the demand for AI infrastructure in data centers and communications [8] - The data center segment alone surged by 61%, reflecting the global demand for high-bandwidth optical solutions [8] - Coherent's strategy includes ramping up new products, such as 1.6T transceivers, which are expected to significantly contribute to revenue in fiscal 2026 [9] - The company has expanded its indium phosphide (InP) capacity by 3X year-over-year, enhancing its manufacturing capabilities [10] - Coherent's revenues in communications rose by 42% year-over-year in Q4 fiscal 2025, driven by the adoption of high-speed coherent transceivers [14] - The Zacks Consensus Estimate for COHR indicates a projected sales growth of about 9% year-over-year and EPS growth of 29% [19] Valuation Comparison - COHR is trading at a forward P/E ratio of 18.93X, below its 12-month median of 28.04X, suggesting potential undervaluation [23] - In contrast, PLTR has a much higher forward P/E ratio of 202.65X, although still below its median of 267.56X [23] Investment Outlook - Palantir's rapid revenue growth and expanding U.S. commercial contracts position it favorably for near-term upside in the AI sector [24] - Coherent, while essential for AI hardware infrastructure, exhibits steadier growth that is more dependent on hardware cycles [24]