Coherent Dirección
Dirección controles de criterios 4/4
El CEO de Coherent es Jim Anderson , nombrado en Jun 2024, tiene una permanencia de 1.92 años. compensación anual total es $3.72M, compuesta por 28.5% salario y 71.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.013% de las acciones de la empresa, por valor de $9.94M. La antigüedad media del equipo directivo y de la junta directiva es de 3.3 años y 6 años, respectivamente.
Información clave
Jim Anderson
Chief Executive Officer (CEO)
US$3.7m
Compensación total
| Porcentaje del salario del CEO | 28.47% |
| Permanencia del CEO | 1.9yrs |
| Participación del CEO | 0.01% |
| Permanencia media de la dirección | 3.3yrs |
| Promedio de permanencia en la Junta Directiva | 6yrs |
Actualizaciones recientes de la dirección
Recent updates
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.Seeking Alpha • Apr 21
Coherent: Don't Bet On This Party Lasting Forever
Summary Coherent Corp. (COHR) is a key beneficiary of AI-driven optical networking growth, with a robust portfolio and expanding TAM, especially in co-packaged optics. COHR’s bullish momentum is underpinned by Nvidia’s $2B investment and Wall Street’s earnings optimism, but elevated valuation reflects high expectations. Despite significant upside, COHR’s low and volatile margins, plus premium multiples, suggest limited room for disappointment and warrant caution. Putting COHR on Hold. The current valuations indicate that there's little room for disappointment if execution were to falter. Unless outsized growth in TAM expands beyond 2030, much of the optimism through FY2028 has likely been baked in. Read the full article on Seeking AlphaActualización 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.
Nueva narrativa • Mar 07
Coherent Corp. (COHR): The Silicon Photonics Powerhouse – Joining the S&P 500 Benchmark in 2026.
Coherent Corp. (COHR) has reached a historic valuation milestone, trading at $248.89 as of the March 6, 2026, market close, following the announcement that it will join the S&P 500 on March 23.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...Actualización de narrativa • Aug 15
AI Data Centers And Texas Manufacturing Will Strengthen Future Fundamentals
Coherent’s price target was maintained as analysts balanced near-term concerns over modest results and elevated expectations with optimism on ongoing market share gains in high-speed optical markets and supportive long-term demand trends, leaving the consensus fair value unchanged at $111.44. Analyst Commentary Bullish analysts cite slightly better than expected Q4 results, with Coherent trading at a significant discount to peers and suggesting opportunity on post-earnings weakness.Artículo de análisis • Jul 23
These 4 Measures Indicate That Coherent (NYSE:COHR) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$401m |
| Dec 31 2025 | n/a | n/a | US$192m |
| Sep 30 2025 | n/a | n/a | US$118m |
| Jun 30 2025 | US$4m | US$1m | -US$81m |
| Mar 31 2025 | n/a | n/a | -US$32m |
| Dec 31 2024 | n/a | n/a | -US$59m |
| Sep 30 2024 | n/a | n/a | -US$188m |
| Jun 30 2024 | US$101m | US$82k | -US$280m |
Compensación vs. Mercado: La compensación total de Jim($USD3.72M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.79M).
Compensación vs. Ingresos: La compensación de Jim ha sido consistente con los resultados de la empresa en el último año.
CEO
Jim Anderson (53 yo)
1.9yrs
Permanencia
US$3,722,935
Compensación
Mr. James Robert Anderson, also known as Jim, is Director of Applied Materials, Inc. from July 2025. Mr. Anderson is Chief Executive Officer and Employee Director of Coherent Corp. from June 3, 2024 and is...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President & Employee Director | 1.9yrs | US$3.72m | 0.013% $ 9.9m | |
| CFO & Treasurer | 1.6yrs | US$30.52m | 0.0064% $ 4.8m | |
| Executive VP of Optical Components & CTO | 3.6yrs | US$5.44m | 0.0065% $ 4.8m | |
| Chief Strategy & Legal Affairs Officer and Corporate Secretary | 1.6yrs | US$14.70m | 0.0039% $ 2.9m | |
| Special Advisor to the Chief Executive Officer | 12.3yrs | US$4.98m | 0.067% $ 50.5m | |
| Senior VP | 3.3yrs | sin datos | 0.0040% $ 3.0m | |
| Senior Vice President of Investor Relations | 3.3yrs | sin datos | sin datos | |
| Executive Vice President of Communications | less than a year | sin datos | sin datos | |
| Chief Marketing Officer | 6.8yrs | sin datos | sin datos | |
| Chief People Officer | 1.3yrs | sin datos | sin datos | |
| Executive Vice President of Semiconductor Devices | 3.3yrs | sin datos | sin datos | |
| Executive Vice President of Datacenter | 3.3yrs | sin datos | sin datos |
3.3yrs
Permanencia media
57yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de COHR se considera experimentado (3.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President & Employee Director | 1.9yrs | US$3.72m | 0.013% $ 9.9m | |
| Independent Non-Employee Director | 5.2yrs | US$320.53k | 0.0083% $ 6.2m | |
| Independent Non-Employee Director | 24.3yrs | US$345.03k | 0.040% $ 29.7m | |
| Independent Non-Employee Director | 3.8yrs | US$350.03k | 0.0073% $ 5.5m | |
| Independent Non-Employee Director | 4.5yrs | US$320.03k | 0.0065% $ 4.8m | |
| Independent Non-Employee Chairman of the Board | 8yrs | US$419.03k | 0.0067% $ 5.0m | |
| Independent Non-Employee Director | 10.3yrs | US$325.03k | 0.020% $ 14.8m | |
| Independent Non-Employee Director | 6.7yrs | US$335.03k | 0.0050% $ 3.8m | |
| Independent Non-Employee Director | 5.3yrs | US$325.03k | 0.012% $ 9.0m | |
| Independent Non-Employee Director | 15.1yrs | US$320.53k | 0.024% $ 18.3m | |
| Independent Non-Employee Director | 2.7yrs | US$331.03k | 0.0033% $ 2.4m | |
| Independent Non-Employee Director | 6.8yrs | US$320.03k | 0.011% $ 8.1m |
6.0yrs
Permanencia media
63yo
Promedio de edad
Junta con experiencia: La junta directiva de COHR se considera experimentada (6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/17 22:52 |
| Precio de las acciones al final del día | 2026/05/15 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 |
| |
| Principales avances | 10 años |
|
* 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. 20 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 |