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Coherent Introduces Axon FL: a Versatile Fiber Coupling Module for Mini2P Applications
Newsfilter· 2025-04-18 20:30
SAXONBURG, Pa., April 18, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE:COHR), a global leader in photonics, today announces the launch of the Axon FL, a fiber coupling module that transforms the Axon 920 TPC ultrafast femtosecond laser into a plug-and-play solution for Mini2P microscopy. Designed for seamless interchangeability between free-space and fiber-coupled outputs, the Axon FL significantly expands the versatility of the Axon 920 TPC laser, enabling researchers to use a single source across a wider ...
Coherent Stock Falls 41% YTD: Buying Opportunity or Red Flag?
ZACKS· 2025-04-15 14:35
Coherent Corp.'s (COHR) stock price has declined over the year-to-date period. The stock has plummeted 40.7% compared with the industry's 15.1% fall and the 8.8% decline of the Zacks S&P 500 composite.COHR’s industry peers Yext, Inc. (YEXT) and Vontier Corporation (VNT) have declined over the same period. YEXT and VNT have lost 7.1% and 17%, respectively.YTD Price Performance Image Source: Zacks Investment Research In a year, Coherent has underperformed its industry and Yext while outperforming Vontier. COH ...
5 Stocks With Robust Sales Growth to Buy Amid Tariff Headwinds
ZACKS· 2025-04-09 13:55
Core Viewpoint - The current market environment is characterized by heightened volatility due to the recent announcement of "Liberation Day" tariffs by President Donald Trump, which has initiated a new trade war and created uncertainty regarding its impact on the U.S. economy and Federal Reserve policy [1] Group 1: Stock Selection Criteria - The conventional method of selecting stocks emphasizes the importance of steady sales growth, with companies like Meritage Homes Corporation, Zoom Communications Inc., Edison International, Super Micro Computer Inc., and Coherent Corp. identified as potential investment opportunities [2] - Evaluating a company's revenue growth is crucial, as increasing sales indicate potential for expanding the customer base, while stagnant or declining sales may signal underlying challenges [3] - Robust revenue growth is essential for long-term profitability, as consistent sales increases are necessary for sustained bottom-line expansion [4] Group 2: Financial Health Assessment - Sales growth alone does not provide a complete picture of a company's financial health; assessing cash position alongside revenues is a more effective investment strategy [5] - A strong cash balance and steady cash flow offer flexibility for strategic decisions, operational stability, and future investments [5] Group 3: Stock Screening Parameters - Stocks are shortlisted based on criteria such as 5-Year Historical Sales Growth (%) greater than the industry average and Cash Flow exceeding $500 million [6] - Additional factors include a Price-to-Sales (P/S) Ratio lower than the industry average, and positive changes in sales estimate revisions compared to the industry [7] - Operating Margin (average over the last five years) greater than 5% and Return on Equity (ROE) greater than 5% are also important metrics for evaluating stock potential [8][9] Group 4: Featured Stocks with Sales Growth - Meritage Homes is expected to have a sales growth rate of 5% for 2025 and currently holds a Zacks Rank of 2 [10] - Zoom Communications anticipates a sales growth rate of 2.7% for 2025, also holding a Zacks Rank of 2 [11] - Edison International's sales are projected to rise by 2.2% in 2025, with a Zacks Rank of 2 [12] - Super Micro Computer is expected to see a significant sales growth of 59.2% for 2025, maintaining a Zacks Rank of 2 [13] - Coherent is projected to experience a 21% increase in sales for fiscal 2025, currently holding a Zacks Rank of 2 [14]
Coherent Gets Analyst Upgrade, But Tariffs Could Cast Shadow Over Future Growth
Benzinga· 2025-04-04 19:17
Core Viewpoint - Analyst Mike Genovese upgraded Coherent Corp from Neutral to Buy, lowering the price target from $115 to $85, citing a positive outlook for AI transceivers in the second half of 2025 driven by strong demand for Coherent ZR transceivers in Data Center Interconnect and telecom applications [1] Group 1: Market Outlook - The analyst is optimistic about the transceiver market through 2030, viewing co-packaged optics (CPO) as an opportunity due to new products like Ultra-High-Power lasers and Optical Circuit Switches [2] - Coherent is expected to see a sequential acceleration in 800G Datacom transceiver sales in the September and December quarters, driven by shipments of Blackwell GPUs ordered in the first half of 2025 [6] Group 2: Company Performance - Coherent has achieved approximately $300 million in quarterly sales from 800G Datacom transceivers, making it the second-largest player in global market share after Innolight [5] - Telecom revenues for Coherent grew 11% year over year in the second quarter of 2025, following a 17% growth in the first quarter [6] Group 3: Product Development and Strategy - Coherent is making progress in commercializing 200G VCSELs and 100G and 200G EMLs, with management expressing confidence in the ramp-up of new products [3][7] - The company has the most extensive portfolio of CPO components among vendors and is participating in OCS deployments with significant Hyper Scalers [8] Group 4: Competitive Landscape - Lumentum Holdings is currently ahead in EML capacity, but Coherent is close to ramping up its own EML production [9] - Coherent's manufacturing locations face varying tariff rates, including 24% on Malaysian goods and 54% on Chinese goods, which may impact cost structures [10]
Coherent: The Best Bet For Long-Term GenAI Bulls
Seeking Alpha· 2025-04-03 10:11
Core Viewpoint - The author has been contributing to investment analysis since 2011, focusing on value investing and has extensive experience in the financial sector, particularly during significant market events like the dot-com bubble [1]. Group 1 - The author holds a beneficial long position in COHR shares, indicating a personal investment interest in the company [2]. - The article reflects the author's personal opinions and is not influenced by any external compensation or business relationships with mentioned companies [2]. Group 2 - Seeking Alpha emphasizes that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [3]. - The platform clarifies that it does not provide personalized investment advice and that the views expressed may not represent the entire organization [3].
Coherent Corp. to Host Analyst and Investor Day on May 28, 2025
Globenewswire· 2025-04-01 20:30
SAXONBURG, Pa., April 01, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) ("Coherent," "We," or the "Company"), a global leader in materials, networking, and lasers, today announced that it will host an Analyst and Investor Day on Wednesday, May 28, 2025, at 9:00 a.m. EDT at the New York Stock Exchange. The event will feature presentations and a Q&A session with members of the Company's executive leadership team, including CEO Jim Anderson and CFO Sherri Luther. Presentations will be delivered in perso ...
Coherent Demonstrates 1.6T Optical Transceivers Based on 200G VCSELs
Globenewswire· 2025-04-01 13:25
SAXONBURG, Pa., April 01, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, will demonstrate a 1.6T-SR8 optical transceiver at OFC 2025. This transceiver incorporates advanced 200G vertical cavity surface emitting lasers (VCSELs) and photodiodes produced by Coherent. VCSEL-based transceivers have established dominance in data center environments due to their exceptional cost-effectiveness and low power consumption for short-reach connections. Additionally, surging demand fr ...
Coherent to Showcase Silicon Photonics Based 1.6T Transceiver Modules Incorporating Next-Generation ICS for Low Power Consumption
Newsfilter· 2025-03-31 20:30
About Coherent Coherent empowers market innovators to define the future through breakthrough technologies, from materials to systems. We deliver innovations that resonate with our customers in diversified applications for the industrial, communications, electronics, and instrumentation markets. Coherent has research and development, manufacturing, sales, service, and distribution facilities worldwide. For more information, please visit us at coherent.com. SAXONBURG, Pa., March 31, 2025 (GLOBE NEWSWIRE) -- C ...
Coherent to Showcase Innovative Products, Technologies and Thought Leadership at OFC 2025
Newsfilter· 2025-03-31 13:30
SAXONBURG, Pa., March 31, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE:COHR), a global leader in photonics, announced today that it will showcase its new products and technologies for next- generation optical communications networks at OFC 2025, Apr 1-3 at the Moscone Center in San Francisco, Booth #1519. Coherent will bring also expert insights thanks to its thought leaders that will present at panels, technical sessions, and other OFC events. RECENT PRODUCT ANNOUNCEMENTS Optical Transceivers Optimized fo ...
Coherent Introduces Multi-Rail Technology With Resource Pooling for Efficient Optical Transport
Globenewswire· 2025-03-31 13:25
SAXONBURG, Pa., March 31, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, introduces an innovative optical transport solution that combines fundamental advances in high-efficiency pump lasers with novel resource pooling concepts to dramatically increase line system capacity while lowering the size and power consumption required to do so. This sublinear scaling up of capacity through "multi-rail" transmission is essential to keep pace with growth in traffic between Data Ce ...