Coherent Gestione
Criteri Gestione verificati 4/4
Coherent Il CEO è Jim Anderson, nominato in Jun2024, e ha un mandato di 1.92 anni. la retribuzione annua totale è $ 3.72M, composta da 28.5% di stipendio e 71.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.013% delle azioni della società, per un valore di $ 8.31M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 6 anni.
Informazioni chiave
Jim Anderson
Amministratore delegato
US$3.7m
Compenso totale
| Percentuale dello stipendio del CEO | 28.47% |
| Mandato del CEO | 1.9yrs |
| Proprietà del CEO | 0.01% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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.Coherent: Don't Bet On This Party Lasting Forever
Apr 21COHR: 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.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.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.
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.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.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.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.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.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.Coherent Corp.'s (NYSE:COHR) Shares Climb 33% But Its Business Is Yet to Catch Up
Dec 22
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.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.Coherent's (NYSE:COHR) Strong Earnings Are Of Good Quality
Nov 12COHR: 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.Coherent Corp. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Nov 08What Coherent Corp.'s (NYSE:COHR) 40% Share Price Gain Is Not Telling You
Nov 07AI 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.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.Coherent Corp.'s (NYSE:COHR) 26% Share Price Surge Not Quite Adding Up
Sep 20AI 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.These 4 Measures Indicate That Coherent (NYSE:COHR) Is Using Debt Reasonably Well
Jul 23Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$280m |
Compensazione vs Mercato: La retribuzione totale di Jim ($USD 3.72M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.54M ).
Compensazione vs guadagni: La retribuzione di Jim è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jim Anderson (53 yo)
1.9yrs
Mandato
US$3,722,935
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Employee Director | 1.9yrs | US$3.72m | 0.013% $ 8.3m | |
| CFO & Treasurer | 1.6yrs | US$30.52m | 0.0065% $ 4.0m | |
| Chief Technology Officer | 3.6yrs | US$5.44m | 0.0065% $ 4.1m | |
| Chief Legal & Global Affairs Officer and Corporate Secretary | 1.6yrs | US$14.70m | 0.0039% $ 2.5m | |
| Chief Strategy Officer | 12.3yrs | US$4.98m | 0.068% $ 42.2m | |
| Senior VP | 3.3yrs | Nessun dato | 0.0040% $ 2.5m | |
| Senior Vice President of Investor Relations | 3.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Communications | 1.3yrs | Nessun dato | Nessun dato | |
| Chief Marketing Officer | 6.8yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Semiconductor Devices | 3.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Datacenter | 3.3yrs | Nessun dato | Nessun dato |
3.3yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di COHR è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Employee Director | 1.9yrs | US$3.72m | 0.013% $ 8.3m | |
| Independent Non-Employee Director | 5.2yrs | US$320.53k | 0.0083% $ 5.2m | |
| Independent Non-Employee Director | 24.3yrs | US$345.03k | 0.040% $ 24.8m | |
| Independent Non-Employee Director | 3.8yrs | US$350.03k | 0.0073% $ 4.6m | |
| Independent Non-Employee Director | 4.5yrs | US$320.03k | 0.0065% $ 4.1m | |
| Independent Non-Employee Chairman of the Board | 8yrs | US$419.03k | 0.0067% $ 4.2m | |
| Independent Non-Employee Director | 10.3yrs | US$325.03k | 0.020% $ 12.3m | |
| Independent Non-Employee Director | 6.7yrs | US$335.03k | 0.0050% $ 3.1m | |
| Independent Non-Employee Director | 5.3yrs | US$325.03k | 0.012% $ 7.6m | |
| Independent Non-Employee Director | 15.1yrs | US$320.53k | 0.024% $ 15.3m | |
| Independent Non-Employee Director | 2.7yrs | US$331.03k | 0.0033% $ 2.0m | |
| Independent Non-Employee Director | 6.8yrs | US$320.03k | 0.011% $ 6.8m |
6.0yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di COHR sono considerati esperti (durata media dell'incarico 6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/01 08:04 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2025/12/31 |
| 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 |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| 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 |