Coherent（COHR）株式概要
Coherent Corp.は、レーザー、トランシーバー、その他の光デバイスおよび光電子デバイス、モジュール、システムを開発、製造し、世界中で販売しています。 詳細
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Analyst Price Targets
Coherent Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$293.17 |
| 52週高値 | US$440.00 |
| 52週安値 | US$100.63 |
| ベータ | 2.1 |
| 1ヶ月の変化 | -10.77% |
| 3ヶ月変化 | -23.86% |
| 1年変化 | 183.23% |
| 3年間の変化 | 768.65% |
| 5年間の変化 | 374.00% |
| IPOからの変化 | 72,064.92% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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 Alphaナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| COHR | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | 10.9% | 1.4% | -2.2% |
| 1Y | 183.2% | 44.3% | 13.1% |
業界別リターン: COHR過去 1 年間で44.3 % の収益を上げたUS Electronic業界を上回りました。
リターン対市場: COHR過去 1 年間で13.1 % の収益を上げたUS市場を上回りました。
価格変動
| COHR volatility | |
|---|---|
| COHR Average Weekly Movement | 14.3% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: COHRの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: COHRの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1971 | 51,478 | Jim Anderson | www.coherent.com |
Coherent Corp.は、レーザー、トランシーバー、その他の光・光電子デバイス、モジュール、およびシステムを開発、製造、販売しており、その事業は世界中に展開されています。 同社の製品には、検出器、パッシブ光学部品、熱ソリューション、PICS（集積光子回路）からなる重要部品、シリコンフォトニクスおよびその他の先進的な光学技術、ならびにコヒーレント伝送部品、トランスポート製品、光増幅器、パッシブ光学部品、光回線システム、マルチレール・プラットフォームなどが含まれます。 同社のデータセンターおよび通信部門は、トランシーバー、コパッケージド・オプティクス、光回路スイッチに加え、データセンターおよび通信用途向けのサブシステム、モジュール、半導体デバイスなどのシステムを提供しています。 さらに、データセンターおよび通信用途向けのVCSEL、EEL、ポンプレーザー、その他のコンポーネント、光学部品、ICも提供しています。 産業部門では、エキシマレーザー、固体レーザー、CO₂レーザー、半導体製造装置、ディスプレイ製造、精密製造、科学研究など、さまざまな産業用途向けのレーザーシステム、および材料加工用高出力レーザーを構成要素とするレーザーシステムやサブシステムを提供しています。 また、このセグメントでは、エンジニアリング材料、レーザー光学素子、熱電素子、ならびに先端セラミックスおよび金属マトリックス複合材料・製品も提供しています。同社は、直販部隊、代理店、および販売代理店を通じて製品およびサービスを販売しています。 同社は、以前はII-VI Incorporatedとして知られていたが、2022年9月にCoherent Corp.に社名を変更した。Coherent Corp.は1971年に設立され、ペンシルベニア州サクソンバーグに本社を置いている。
Coherent Corp. 基礎のまとめ
| COHR 基礎統計学 | |
|---|---|
| 時価総額 | US$59.43b |
| 収益（TTM） | US$769.90m |
| 売上高(TTM) | US$7.12b |
74.6x
PER（株価収益率8.1x
P/SレシオCOHR は割高か？
公正価値と評価分析を参照収益と収入
| COHR 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.12b |
| 売上原価 | US$4.45b |
| 売上総利益 | US$2.67b |
| その他の費用 | US$1.90b |
| 収益 | US$769.90m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.93 |
| グロス・マージン | 37.50% |
| 純利益率 | 10.82% |
| 有利子負債／自己資本比率 | 28.7% |
COHR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 04:03 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Coherent Corp. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32
| アナリスト | 機関 |
|---|---|
| Thomas O'Malley | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Karl Ackerman | BNP Paribas |