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]

Core Insights - Coherent Corp. (COHR) is a leader in Silicon Carbide (SiC) substrates for power electronics, which are crucial for enhancing energy efficiency in electric and hybrid-electric vehicles. The demand for EVs is driving the EV battery market, projected to grow at a CAGR of 9.6% from 2024 to 2035, providing opportunities for COHR to expand its market share [1]. Group 1 - Coherent received a $1 billion investment from DENSO and Mitsubishi Electric Corporation to scale SiC power electronics manufacturing on a 200 mm technology platform, strengthening its position in the EV sector [2]. - The company announced the sale of its aerospace and defense business to Advent for $400 million, allowing it to reduce debt and invest in AI and EV R&D [2]. - Despite positive developments, COHR faced a 6% year-over-year decline in its Materials segment revenues in 2025 due to softer automotive and SiC end market demand, indicating a long-term strategy is needed for navigating the EV market [3]. Group 2 - The competitive landscape includes rivals like Cognex and Applied Materials, which focus on automated manufacturing of advanced products, posing a threat to COHR's market share. To remain competitive, COHR is expected to invest in R&D and develop next-gen battery technologies such as Lithium-Sulfur batteries [4]. - Over the past year, COHR stock gained 18.8%, slightly outperforming the Zacks S&P 500 Composite's 18.3% increase, but lagging behind the industry’s 75.4% rally [5]. - COHR trades at a forward price-to-earnings ratio of 18.2X, lower than the industry average of 26.52X, with Applied Materials at 16.6X and Cognex at 43.23X [9]. Group 3 - The Zacks Consensus Estimate for COHR's earnings for fiscal years 2026 and 2027 has increased by 4.1% and 11.2%, respectively, over the past 60 days [11]. - COHR currently holds a Zacks Rank 2 (Buy), indicating positive market sentiment [12].

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]

Group 1 - Coherent (COHR) has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to Amplitude, Inc. (AMPL), which has a Zacks Rank of 4 (Sell) [3] - Value investors utilize various valuation metrics to identify undervalued stocks, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] - COHR has a forward P/E ratio of 19.84, significantly lower than AMPL's forward P/E of 171.38, suggesting COHR is more attractively priced [5] Group 2 - COHR's PEG ratio is 0.79, indicating a favorable valuation relative to its expected earnings growth, while AMPL's PEG ratio is 4.43, suggesting it may be overvalued [5] - COHR has a P/B ratio of 2.35, compared to AMPL's P/B of 3.94, further supporting COHR's stronger valuation metrics [6] - COHR's overall Value grade is B, while AMPL's Value grade is F, highlighting COHR as the better option for value investors [6]