Coherent (COHR) Panoramica del titolo
Coherent Corp. sviluppa, produce e commercializza materiali ingegnerizzati, componenti e dispositivi optoelettronici e sistemi laser da utilizzare nei mercati industriali, delle comunicazioni, dell'elettronica e della strumentazione in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
COHR Community Fair Values
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Analyst Price Targets
Concorrenti di Coherent Corp.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$385.03 |
| Massimo di 52 settimane | US$440.00 |
| Minimo di 52 settimane | US$77.84 |
| Beta | 2.05 |
| Variazione di 1 mese | 0.67% |
| Variazione a 3 mesi | 55.65% |
| Variazione di 1 anno | 397.65% |
| Variazione a 3 anni | 601.71% |
| Variazione a 5 anni | 470.75% |
| Variazione dall'IPO | 94,676.62% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Seeking Alpha • May 19
Why Coherent's Rally May Continue Higher
Summary Coherent Corp.'s Q3 FY2026 revenue rose 21% YoY to $1.81B while EPS surged 55% as margins expanded toward 39.6%. COHR management expects FY2027 growth exceeding FY2026 despite consensus already projecting revenue growth from $7.05B to $9.45B. Coherent plans for 4x indium phosphide capacity expansion through 2027, materially improving optical supply availability and production economics. Nvidia's $2B investment, accelerating 1.6T demand, and expanding CPO and OCS opportunities support long-term infrastructure positioning. Read the full article on Seeking AlphaRecent updates
Aggiornamento della narrazione • 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.Seeking Alpha • May 19
Why Coherent's Rally May Continue Higher
Summary Coherent Corp.'s Q3 FY2026 revenue rose 21% YoY to $1.81B while EPS surged 55% as margins expanded toward 39.6%. COHR management expects FY2027 growth exceeding FY2026 despite consensus already projecting revenue growth from $7.05B to $9.45B. Coherent plans for 4x indium phosphide capacity expansion through 2027, materially improving optical supply availability and production economics. Nvidia's $2B investment, accelerating 1.6T demand, and expanding CPO and OCS opportunities support long-term infrastructure positioning. Read the full article on Seeking AlphaArticolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Rendimenti per gli azionisti
| COHR | US Electronic | US Mercato | |
|---|---|---|---|
| 7D | 2.1% | 4.5% | 0.9% |
| 1Y | 397.6% | 98.4% | 24.5% |
Ritorno vs Industria: COHR ha superato il US Electronic che ha restituito 98.4 % nell'ultimo anno.
Rendimento vs Mercato: COHR ha superato il mercato US che ha restituito 24.5 % nell'ultimo anno.
Volatilità dei prezzi
| COHR volatility | |
|---|---|
| COHR Average Weekly Movement | 12.4% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di COHR è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di COHR è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1971 | 30,216 | Jim Anderson | www.coherent.com |
Coherent Corp. sviluppa, produce e commercializza materiali ingegnerizzati, componenti e dispositivi optoelettronici e sistemi laser da utilizzare nei mercati industriali, delle comunicazioni, dell'elettronica e della strumentazione in tutto il mondo. Opera attraverso tre segmenti: Networking, Materiali e Laser. Il segmento Networking offre ricetrasmettitori, sistemi, sottosistemi, moduli, componenti, ottiche e dispositivi a semiconduttore per applicazioni nei data center e nelle comunicazioni.
Coherent Corp. Riepilogo dei fondamenti
| COHR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$75.33b |
| Utili (TTM) | US$400.61m |
| Ricavi(TTM) | US$6.60b |
188.0x
Rapporto P/E11.4x
Rapporto P/SCOHR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| COHR Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.60b |
| Costo del fatturato | US$4.16b |
| Profitto lordo | US$2.44b |
| Altre spese | US$2.04b |
| Utili | US$400.61m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.05 |
| Margine lordo | 36.99% |
| Margine di profitto netto | 6.07% |
| Rapporto debito/patrimonio netto | 29.0% |
Come si è comportato COHR nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/14 11:42 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Coherent Corp. è coperta da 34 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Thomas O'Malley | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Karl Ackerman | BNP Paribas |