Key Takeaways COHR delivered a 249-bps gross margin and a 1,081-bps operating margin expansion in Q1 FY26.COHR's revenues rose 17.3% YoY, driven by product demand and adoption of its 1.6T transceiver.COHR is ramping up 6-inch InP production and sees a $2B optical circuit switch market.Coherent Corp. (COHR) registered a 249-basis-point (bps) year-over-year growth in gross margin during the first quarter of fiscal 2026, with operating margin witnessing a whopping 1,081 bps expansion. This lofty improvement hi ...

Key Takeaways Coherent stock has jumped 111.7% in six months, far outpacing industry and broader market gains.COHR is seeing strong demand for 800G, 1.6T and InP products as AI datacenter investments accelerate.COHR boasts strong liquidity and growth outlook, but trades at valuation premiums and faces SiC competition.Coherent Corp.'s (COHR) stock price has increased a whopping 111.7% in the past six months, outperforming the industry's 13.8% growth and the Zacks S&P 500 Composite’s 13.6% rise.6-Month Share ...

Key Takeaways COHR's AI datacenter business grew 23% y/y in the first quarter of fiscal 2026.Coherent saw strong direct bookings as 800G adoption broadened and 1.6T transceivers were adopted rapidly.COHR began 6-inch InP production in Jarfalla, citing higher yields critical for next-gen AI infrastructure.Coherent Corp.’s (COHR) ability to capture the growing AI markets is at the apex of its growth strategy. The company’s keen interest in AI and datacom is yielding results, as evidenced by a 23% year-over-ye ...