Coherent Corp.

NYSE:COHR Rapport sur les actions

Capitalisation boursière : US$74.8b

Coherent Croissance future

Future contrôle des critères 5/6

Coherent devrait augmenter ses bénéfices et son chiffre d'affaires de 36.8% et de 24.1% par an respectivement. Le BPA devrait croître de de 34.9% par an. Le rendement des capitaux propres devrait être 15.6% dans 3 ans.

Informations clés

36.8%

Taux de croissance des bénéfices

34.88%

Taux de croissance du BPA

Electronic croissance des bénéfices25.2%
Taux de croissance des recettes24.1%
Rendement futur des capitaux propres15.62%
Couverture par les analystes

Good

Dernière mise à jour13 May 2026

Mises à jour récentes de la croissance future

Recent updates

Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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 Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...

Prévisions de croissance des bénéfices et des revenus

NYSE:COHR - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
6/30/202812,7521,7871,0912,20610
6/30/20279,4591,1845041,46320
6/30/20267,052774-53363818
3/31/20266,602401-538140N/A
12/31/20256,294192-104397N/A
9/30/20256,04311874527N/A
6/30/20255,810-81193634N/A
3/31/20255,595-32256666N/A
12/31/20245,306-59229620N/A
9/30/20245,003-188123500N/A
6/30/20244,708-280199546N/A
3/31/20244,598-415225565N/A
12/31/20234,630-404256600N/A
9/30/20234,869-427394753N/A
6/30/20235,160-404198634N/A
3/31/20234,842-162128590N/A
12/31/20224,430-9715473N/A
9/30/20223,8663535441N/A
6/30/20223,31716799413N/A
3/31/20223,238206167404N/A
12/31/20213,193248290459N/A
9/30/20213,173278332492N/A
6/30/20213,106260428574N/A
3/31/20213,044246489624N/A
12/31/20202,888178461597N/A
9/30/20202,768-1312457N/A
6/30/20202,380-67160297N/A
3/31/20201,997-9048185N/A
12/31/20191,712-72N/A147N/A
9/28/20191,38855N/A134N/A
6/30/20191,362108N/A178N/A
3/31/20191,321107N/A161N/A
12/31/20181,273112N/A190N/A
9/30/20181,21293N/A168N/A
6/30/20181,15988N/A161N/A
3/31/20181,11193N/A154N/A
12/31/20171,06286N/A120N/A
9/30/20171,012100N/A111N/A
6/30/201797295N/A119N/A
3/31/201794077N/A120N/A
12/31/201690069N/A119N/A
9/30/201686065N/A120N/A
6/30/201682765N/A123N/A
3/31/201678268N/A125N/A
12/31/201576068N/A142N/A
9/30/201574571N/A151N/A
6/30/201574266N/A129N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de COHR ( 36.8% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de COHR ( 36.8% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de COHR devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de COHR ( 24.1% par an) devrait croître plus rapidement que le marché US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de COHR ( 24.1% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de COHR devrait être faible dans 3 ans ( 15.6 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/18 07:34
Cours de l'action en fin de journée2026/05/15 00:00
Les revenus2026/03/31
Revenus annuels2025/06/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Coherent Corp. est couverte par 35 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Thomas O'MalleyBarclays
Ted MoreauBarrington Research Associates, Inc.
Karl AckermanBNP Paribas