Coherent (COHR) Resumen de Acciones
Coherent Corp. desarrolla, fabrica y comercializa materiales de ingeniería, componentes y dispositivos optoelectrónicos y sistemas láser para su uso en los mercados de la industria, las comunicaciones, la electrónica y la instrumentación en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
COHR Community Fair Values
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Analyst Price Targets
Competidores de Coherent Corp.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$271.31 |
| Máximo en las últimas 52 semanas | US$440.00 |
| Mínimo de 52 semanas | US$84.35 |
| Beta | 2.04 |
| Cambio en 1 mes | -28.71% |
| Variación en 3 meses | -10.74% |
| Cambio de 1 año | 160.12% |
| Variación en 3 años | 472.87% |
| Variación en 5 años | 290.49% |
| Variación desde la OPV | 66,684.00% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 17
COHR: AI Datacenter Optics And CHIPS Funding Will Drive Future Upside
Analysts have raised the fair value estimate for Coherent from $220 to $465, citing higher assumptions for revenue growth, profitability, and future P/E. They point to strong AI data center positioning and firm datacom demand highlighted in recent research.Seeking Alpha • Jul 08
Coherent's AI Selloff Is A Massive Opportunity
Summary The recent AI infrastructure selloff reflected sentiment and valuation reset, while Coherent maintained record backlog visibility extending through 2028. Six-inch indium phosphide expansion strengthens Coherent's manufacturing moat as demand visibility, margins, and production capacity continue improving simultaneously. COHR is positioned across transceivers, Optical Circuit Switching, Co-Packaged Optics and thermal technologies, creating multiple overlapping long-term growth drivers. Revenue is projected to increase from $7.1 billion to $13.0 billion by FY2028 while forward EV/Sales remains well below key peers. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 03
COHR: AI Data Center Hype Will Likely Outrun Optical Execution Capacity
Coherent's updated analyst price target of $282.07, up from $114.02, reflects analysts' view that the company's optical portfolio and intellectual property are better positioned for AI data center demand than previously captured in forecasts. Analyst Commentary Recent research on Coherent highlights a mix of optimism around its AI data center exposure and more restrained views that focus on execution risk, valuation, and the competitive backdrop in optical components.Recent updates
Actualización de narrativa • Jul 17
COHR: AI Datacenter Optics And CHIPS Funding Will Drive Future Upside
Analysts have raised the fair value estimate for Coherent from $220 to $465, citing higher assumptions for revenue growth, profitability, and future P/E. They point to strong AI data center positioning and firm datacom demand highlighted in recent research.Seeking Alpha • Jul 08
Coherent's AI Selloff Is A Massive Opportunity
Summary The recent AI infrastructure selloff reflected sentiment and valuation reset, while Coherent maintained record backlog visibility extending through 2028. Six-inch indium phosphide expansion strengthens Coherent's manufacturing moat as demand visibility, margins, and production capacity continue improving simultaneously. COHR is positioned across transceivers, Optical Circuit Switching, Co-Packaged Optics and thermal technologies, creating multiple overlapping long-term growth drivers. Revenue is projected to increase from $7.1 billion to $13.0 billion by FY2028 while forward EV/Sales remains well below key peers. Read the full article on Seeking AlphaActualización de narrativa • Jul 03
COHR: AI Data Center Hype Will Likely Outrun Optical Execution Capacity
Coherent's updated analyst price target of $282.07, up from $114.02, reflects analysts' view that the company's optical portfolio and intellectual property are better positioned for AI data center demand than previously captured in forecasts. Analyst Commentary Recent research on Coherent highlights a mix of optimism around its AI data center exposure and more restrained views that focus on execution risk, valuation, and the competitive backdrop in optical components.Artículo de análisis • Jun 19
Coherent (COHR) Stock Could Be 77% Overvalued After CHIPS Act Funding News
Coherent (COHR) is back in focus after signing a letter of intent to receive up to US$50 million in CHIPS and Science Act funding to expand its Indium Phosphide semiconductor facility in Sherman, Texas. See our latest analysis for Coherent. The CHIPS Act funding news lands after a powerful run in Coherent’s stock, with a 90 day share price return of 53.6% and a year to date share price return of 100.47%. The 1 year total shareholder return is very large at about 4.7x and the 3 year total...
Actualización de narrativa • Jun 19
COHR: AI Optics Demand And Nvidia Partnership Will Drive Balanced Future Returns
Coherent's analyst price target edges higher to about $384 from roughly $381, as analysts factor in updated AI data center demand expectations, peer multiple comparisons, and a still constructive view on optical demand despite recent sector selloffs. Analyst Commentary Recent research on Coherent centers on how the stock is pricing in AI data center demand, optical cycle timing, and relative valuation versus other communications equipment suppliers.Actualización de narrativa • Jun 04
COHR: AI Optics Demand And Nvidia Partnership Will Shape Future Returns
Coherent's analyst price target has been updated to about $381 from about $371, with analysts pointing to higher AI infrastructure demand and a larger projected AI data center market as key drivers behind the recalibration of assumptions around growth, margins, and future P/E. Analyst Commentary Recent research activity around Coherent has centered on AI infrastructure, with several bullish analysts adjusting price targets higher and reframing their growth and margin assumptions around a larger AI data center opportunity.Artículo de análisis • May 14
Coherent's (NYSE:COHR) Solid Profits Have Weak Fundamentals
Coherent Corp.'s ( NYSE:COHR ) stock was strong after they recently reported robust earnings. We did some analysis and...Actualización de narrativa • May 10
COHR: AI Data Center Optics And Nvidia Capacity Deal Will Drive Future Upside
Coherent’s analyst price target has been updated from $313.50 to about $371, with analysts citing higher modeled revenue growth tied to AI driven optical demand and recent target hikes from several major research firms. Analyst Commentary Street research on Coherent has become more active, with multiple firms lifting price targets and initiating coverage around the AI driven optical theme.Actualización de narrativa • Apr 24
COHR: AI Data Center Optics And Nvidia Deal Will Shape Future Risk Balance
Analysts have raised the average price target for Coherent from $284.25 to $313.50, citing stronger expectations around AI infrastructure demand, co-packaged optics opportunities, and the company’s hybrid manufacturing model. Analyst Commentary Recent research on Coherent reflects a strongly constructive stance from several large firms, with a cluster of higher price targets and fresh coverage tied to AI infrastructure and optical networking themes.Actualización de narrativa • Apr 09
COHR: AI Optics Demand And Nvidia Partnership Will Shape Future Risk Balance
Analysts have nudged the price target for Coherent higher by $40, citing stronger perceived earnings power tied to rising AI data center optical demand and capacity commitments from major customers. The model now reflects a slightly higher discount rate and future P/E, while keeping fair value unchanged at $284.25.Actualización de narrativa • Mar 25
COHR: Nvidia Optics Partnership And AI Demand Will Shape Future Risk Balance
Analysts have raised the fair value estimate for Coherent by about $11 to $284.25, citing higher assumed revenue growth, a richer future P/E multiple tied to expectations for stronger AI-driven optical demand, and recent price target increases across major research desks. Analyst Commentary Recent Street research around Coherent clusters around a stronger AI infrastructure story, larger optical market assumptions, and a series of higher price targets that feed directly into richer valuation frameworks.Actualización de narrativa • Mar 10
COHR: Nvidia Optics Deal And AI Demand Will Shape Balanced Risk Outlook
The analyst price target for Coherent has been raised by about $19 to reflect updated earnings power expectations tied to Nvidia's planned $2b capacity investments and long term optical demand views from multiple firms. Analyst Commentary Recent research on Coherent clusters around rising expectations for optical demand tied to AI data centers and Nvidia's planned US$2b capacity investment.Actualización de narrativa • Feb 24
COHR: AI Optical Demand And Product Pipeline Will Shape Balanced Risk Outlook
Analysts have lifted their price target framework for Coherent to about $254, up from roughly $246, citing a larger expected optical total addressable market tied to AI data center investment and new network technologies. Analyst Commentary Recent Street research around Coherent has centered on how quickly its optical opportunities tied to AI data centers and new network technologies are being reflected in valuation frameworks.Actualización de narrativa • Feb 09
COHR: AI And Cloud Capex Exposure Will Shape Balanced Execution Risk Outlook
Analysts have lifted their fair value estimate for Coherent from $192.95 to $245.89, reflecting updated views on revenue growth, profitability and appropriate future P/E multiples, following a string of recent price target increases across major firms. Analyst Commentary Street research on Coherent has been active, with a series of price target changes and one major firm adding the stock to a positive watch list.Actualización de narrativa • Jan 25
COHR: AI And Cloud Capex Exposure Will Shape Fairly Valued Outlook
Analysts have lifted their price target on Coherent to about $193 from roughly $178, citing updated expectations around revenue growth, future P/E, and the company's positioning in AI and cloud related capex. Analyst Commentary Recent Street research around Coherent clusters around one core theme: how well the company can turn its AI and cloud exposure into sustained earnings power while executing on capacity and product ramps.Actualización de narrativa • Jan 10
COHR: AI Cloud Capex And Auto Exposure Will Shape Fairly Valued Outlook
Narrative Update Analysts have lifted their price expectations for Coherent into a roughly $140 to $190 range, citing the recent Q1 earnings beat, above-consensus Q2 outlook, and growing exposure to AI and cloud capex as key supports for the higher targets. Analyst Commentary Recent research on Coherent has been broadly constructive, with several bullish analysts lifting their price targets into a higher range and pointing to both company specific drivers and sector level trends to justify the moves.Actualización de narrativa • Dec 25
COHR: AI Optical Demand Will Drive Capacity Utilization Amid Auto And China Headwinds
The analyst price target for Coherent has been nudged higher, with our fair value estimate rising about 2 percent to approximately $178 per share as analysts factor in the recent wave of target increases tied to stronger than expected earnings, AI driven optical demand, and improving confidence in the company’s capacity expansion. Analyst Commentary Bullish analysts are largely aligned that Coherent is entering a period of stronger execution, with price targets moving higher as earnings outpace expectations and guidance points to sustained demand from AI and cloud customers.Artículo de análisis • Dec 22
Coherent Corp.'s (NYSE:COHR) Shares Climb 33% But Its Business Is Yet to Catch Up
Coherent Corp. ( NYSE:COHR ) shares have continued their recent momentum with a 33% gain in the last month alone. The...Actualización de narrativa • Dec 11
COHR: AI And Cloud Spending Will Mask Auto And China Risks
Analysts have modestly raised their price target on Coherent, lifting fair value by about $6 to approximately $175 per share, citing the company's recent earnings beat, strengthened AI and cloud capex positioning, and an improving growth outlook reflected in higher projected revenue growth and future valuation multiples. Analyst Commentary Bullish analysts remain constructive on Coherent's positioning, pointing to a series of price target increases that reflect greater confidence in the company’s execution, visibility on demand, and leverage to AI and cloud infrastructure spending.Actualización de narrativa • Nov 27
COHR: AI And Cloud Demand Will Support Progress Despite Sector Headwinds
The analyst fair value estimate for Coherent was raised from $161.37 to $168.74 per share. Analysts cited stronger expected revenue growth, improved profit margins, and optimism around the company's delivery on AI and cloud infrastructure demand.Artículo de análisis • Nov 12
Coherent's (NYSE:COHR) Strong Earnings Are Of Good Quality
Coherent Corp. ( NYSE:COHR ) recently posted some strong earnings, and the market responded positively. We have done...Actualización de narrativa • Nov 10
COHR: AI And Cloud Expansion Will Drive Balanced Opportunity Amid Volatility
The analyst fair value estimate for Coherent has increased significantly, rising from approximately $121 to $161 per share. Analysts cite the company's strong earnings, improved growth outlook, and expanding role in AI and cloud infrastructure demand as factors behind this increase.Artículo de análisis • Nov 08
Coherent Corp. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Coherent Corp. ( NYSE:COHR ) just released its first-quarter report and things are looking bullish. It was overall a...Artículo de análisis • Nov 07
What Coherent Corp.'s (NYSE:COHR) 40% Share Price Gain Is Not Telling You
Coherent Corp. ( NYSE:COHR ) shareholders have had their patience rewarded with a 40% share price jump in the last...Actualización de narrativa • Oct 25
AI Demand And Next-Gen Manufacturing Will Drive Broader Industry Performance Ahead
The analyst price target for Coherent has been raised from $115 to approximately $120.63, as analysts cite continued optimism around market demand and recent outperforming results across the high-speed optical connectivity space. Analyst Commentary Recent revisions in Coherent's price targets reflect both growing enthusiasm for the company's momentum in high-speed optical connectivity and measured caution regarding potential headwinds.Actualización de narrativa • Oct 10
AI Data Centers And Texas Manufacturing Will Strengthen Future Fundamentals
Coherent's analyst price target has risen from $113.37 to $115.00 per share. Analysts cite ongoing market share gains and strengthening demand in optical and AI-driven networking equipment as key factors for the upward revision.Artículo de análisis • Sep 20
Coherent Corp.'s (NYSE:COHR) 26% Share Price Surge Not Quite Adding Up
Coherent Corp. ( NYSE:COHR ) shares have continued their recent momentum with a 26% gain in the last month alone. The...Rentabilidad de los accionistas
| COHR | US Electronic | Mercado US | |
|---|---|---|---|
| 7D | -4.9% | -0.1% | -1.0% |
| 1Y | 160.1% | 53.8% | 14.7% |
Rentabilidad vs. Industria: COHR superó a la industria US Electronic, que obtuvo un rendimiento del 53.8% el año pasado.
Rentabilidad vs. Mercado: COHR superó al mercado US, que obtuvo un rendimiento del 14.7% el año pasado.
Volatilidad de los precios
| COHR volatility | |
|---|---|
| COHR Average Weekly Movement | 13.1% |
| Electronic Industry Average Movement | 9.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de COHR ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de COHR(13%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1971 | 30,216 | Jim Anderson | www.coherent.com |
Coherent Corp. desarrolla, fabrica y comercializa materiales de ingeniería, componentes y dispositivos optoelectrónicos y sistemas láser para su uso en los mercados de la industria, las comunicaciones, la electrónica y la instrumentación en todo el mundo. Opera a través de tres segmentos: Redes, Materiales y Láseres. El segmento de redes ofrece transceptores, sistemas, subsistemas, módulos, componentes, óptica y dispositivos semiconductores para aplicaciones de centros de datos y comunicaciones.
Resumen de fundamentos de Coherent Corp.
| Estadísticas fundamentales de COHR | |
|---|---|
| Capitalización bursátil | US$55.25b |
| Beneficios(TTM) | US$400.61m |
| Ingresos (TTM) | US$6.60b |
132.5x
Ratio precio-beneficio (PE)8.0x
Ratio precio-ventas (PS)¿Está COHR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de COHR | |
|---|---|
| Ingresos | US$6.60b |
| Coste de los ingresos | US$4.16b |
| Beneficio bruto | US$2.44b |
| Otros gastos | US$2.04b |
| Beneficios | US$400.61m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 12, 2026
| Beneficios por acción (BPA) | 2.05 |
| Margen bruto | 36.99% |
| Margen de beneficio neto | 6.07% |
| Ratio deuda/patrimonio | 29.0% |
¿Cómo se ha desempeñado COHR a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/27 21:29 |
| Precio de las acciones al final del día | 2026/07/27 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Coherent Corp. está cubierta por 35 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Thomas O'Malley | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| David O'Connor | BNP Paribas |