Coherent Crecimiento futuro
Future controles de criterios 6/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Coherent de 43.9% y 30.4% por año respectivamente. Se prevé que el BPA crezca en un 40.3% al año. Se espera que la rentabilidad financiera sea de 24.3% en 3 años.
Información clave
43.9%
Tasa de crecimiento de los beneficios
40.28%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Electronic | 26.2% |
| Tasa de crecimiento de los ingresos | 30.4% |
| Rentabilidad financiera futura | 24.32% |
| Cobertura de analistas | Good |
| Última actualización | 31 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Sep 03
COHR: AI Transceiver Demand And Data Center Visibility Will Drive Future Upside
Coherent's analyst fair value estimate has moved from about $395 to $415 as analysts factor in stronger data center visibility, higher projected revenue growth and margins, and a lower future P/E assumption, following a series of higher Street price targets and positive research updates. Analyst Commentary Recent Street commentary on Coherent has been heavily focused on data center visibility, AI driven transceiver demand, and how these factors might support the company’s long term revenue and earnings profile.
Actualización de narrativa • Aug 20
COHR: AI Data Center Demand And Capacity Commitments Will Drive Future Upside
Coherent's updated analyst price target has shifted higher to about $320, supported by Street research that points to stronger AI transceiver revenue, robust data center demand, and tighter capacity visibility into 2027 and 2028. Analyst Commentary Recent Street research around Coherent shows a wide range of views on how much upside is already reflected in the stock, even as analysts highlight strong AI transceiver revenue, data center demand, and long term capacity commitments.Seeking Alpha • Aug 13
Coherent: The AI-Optics Engine Is Firing -- Initiating At Buy, With Eyes Open On Valuation
Summary Coherent Corp. (COHR) is a central AI datacenter infrastructure supplier, with accelerating growth and a dominant position in optical connectivity. COHR delivered 34% revenue growth, 59% datacenter revenue growth, and guided Q1 fiscal 2027 revenue up to $2.4 billion, signaling ongoing acceleration. The NVIDIA partnership, co-packaged optics ramp, and capacity expansion underpin confidence in continued growth and margin expansion. Despite trading at ~60x forward earnings after a 189% run, I rate COHR a cautious Buy, advocating staged position-building to manage valuation risk. Read the full article on Seeking AlphaActualización de narrativa • Aug 05
COHR: China Transceiver Ban And AI Datacenters Will Drive Future Upside
Analysts have lifted their fair value estimate for Coherent by about $10 to $394.62. They cite higher price targets supported by expectations for healthy datacom demand, potential share gains if U.S. restrictions tighten on Chinese optical transceivers, and broader interest in the company's AI data center exposure.
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.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.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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 6/30/2029 | 19,182 | 3,504 | N/A | 4,041 | 6 |
| 6/30/2028 | 14,675 | 2,594 | 1,868 | 2,716 | 18 |
| 6/30/2027 | 10,618 | 1,531 | -572 | 1,388 | 19 |
| 6/30/2026 | 7,118 | 770 | -1,031 | 80 | N/A |
| 3/31/2026 | 6,602 | 401 | -538 | 140 | N/A |
| 12/31/2025 | 6,294 | 192 | -104 | 397 | N/A |
| 9/30/2025 | 6,043 | 118 | 74 | 527 | N/A |
| 6/30/2025 | 5,810 | -81 | 193 | 634 | N/A |
| 3/31/2025 | 5,595 | -32 | 256 | 666 | N/A |
| 12/31/2024 | 5,306 | -59 | 229 | 620 | N/A |
| 9/30/2024 | 5,003 | -188 | 123 | 500 | N/A |
| 6/30/2024 | 4,708 | -280 | 199 | 546 | N/A |
| 3/31/2024 | 4,598 | -415 | 225 | 565 | N/A |
| 12/31/2023 | 4,630 | -404 | 256 | 600 | N/A |
| 9/30/2023 | 4,869 | -427 | 394 | 753 | N/A |
| 6/30/2023 | 5,160 | -404 | 198 | 634 | N/A |
| 3/31/2023 | 4,842 | -162 | 128 | 590 | N/A |
| 12/31/2022 | 4,430 | -97 | 15 | 473 | N/A |
| 9/30/2022 | 3,866 | 35 | 35 | 441 | N/A |
| 6/30/2022 | 3,317 | 167 | 99 | 413 | N/A |
| 3/31/2022 | 3,238 | 206 | 167 | 404 | N/A |
| 12/31/2021 | 3,193 | 248 | 290 | 459 | N/A |
| 9/30/2021 | 3,173 | 278 | 332 | 492 | N/A |
| 6/30/2021 | 3,106 | 260 | 428 | 574 | N/A |
| 3/31/2021 | 3,044 | 246 | 489 | 624 | N/A |
| 12/31/2020 | 2,888 | 178 | 461 | 597 | N/A |
| 9/30/2020 | 2,768 | -1 | 312 | 457 | N/A |
| 6/30/2020 | 2,380 | -67 | 160 | 297 | N/A |
| 3/31/2020 | 1,997 | -90 | N/A | 185 | N/A |
| 12/31/2019 | 1,712 | -72 | N/A | 147 | N/A |
| 9/28/2019 | 1,388 | 55 | N/A | 134 | N/A |
| 6/30/2019 | 1,362 | 108 | N/A | 178 | N/A |
| 3/31/2019 | 1,321 | 107 | N/A | 161 | N/A |
| 12/31/2018 | 1,273 | 112 | N/A | 190 | N/A |
| 9/30/2018 | 1,212 | 93 | N/A | 168 | N/A |
| 6/30/2018 | 1,159 | 88 | N/A | 161 | N/A |
| 3/31/2018 | 1,111 | 93 | N/A | 154 | N/A |
| 12/31/2017 | 1,062 | 86 | N/A | 120 | N/A |
| 9/30/2017 | 1,012 | 100 | N/A | 111 | N/A |
| 6/30/2017 | 972 | 95 | N/A | 119 | N/A |
| 3/31/2017 | 940 | 77 | N/A | 120 | N/A |
| 12/31/2016 | 900 | 69 | N/A | 119 | N/A |
| 9/30/2016 | 860 | 65 | N/A | 120 | N/A |
| 6/30/2016 | 827 | 65 | N/A | 123 | N/A |
| 3/31/2016 | 782 | 68 | N/A | 125 | N/A |
| 12/31/2015 | 760 | 68 | N/A | 142 | N/A |
| 9/30/2015 | 745 | 71 | N/A | 151 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (43.9% al año) de COHR es superior a la tasa de ahorro (3.7%).
Beneficios vs. Mercado: Se prevé que los beneficios (43.9% al año) de COHR crezcan más rápidamente que el mercado US (17.3% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de COHR crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (30.4% al año) de COHR crezcan más rápidamente que los del mercado US (13.5% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (30.4% al año) de COHR crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de COHR sea alta dentro de 3 años (24.3%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 00:01 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/06/30 |
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 |
| |
| 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 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 32 analistas. 19 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. |
| Karl Ackerman | BNP Paribas |