Coherent Corp.

NYSE:COHR 株式レポート

時価総額:US$74.0b

Coherent 配当と自社株買い

配当金 基準チェック /06

Coherent配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-2.7%

バイバック利回り

総株主利回り-2.7%
将来の配当利回り0.02%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

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 Alpha
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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: COHRの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: COHRの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Coherent 配当利回り対市場
COHR 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (COHR)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Electronic)0.8%
アナリスト予想 (COHR) (最長3年)0.02%

注目すべき配当: COHRは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: COHRは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: COHRの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: COHRが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/05/22 11:20
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/06/30

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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. 20 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。35

アナリスト機関
Thomas O'MalleyBarclays
Ted MoreauBarrington Research Associates, Inc.
Karl AckermanBNP Paribas