Coherent Corp.

NYSE:COHR 주식 리포트

시가총액: US$58.0b

Coherent 향후 성장

Future 기준 점검 6/6

Coherent (는) 각각 연간 43.9% 및 30.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 40.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.3% 로 예상됩니다.

핵심 정보

43.9%

이익 성장률

40.28%

EPS 성장률

Electronic 이익 성장26.1%
매출 성장률30.4%
향후 자기자본이익률24.32%
애널리스트 커버리지

Good

마지막 업데이트31 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 17

COHR: AI Transceiver Demand And Data Center Visibility Will Drive Future Upside

Coherent's analyst fair value estimate has increased from $465.00 to $500.00 as analysts factor in strong AI transceiver demand, multi-year data center visibility, and higher long-term revenue expectations, despite a slightly lower projected profit margin and P/E multiple. Analyst Commentary Bullish analysts see Coherent as a key beneficiary of rising AI transceiver demand and strong data center spending, with many research notes highlighting both execution on recent quarters and extended visibility into future orders.
Seeking Alpha • Sep 15

Coherent: I'm Completely Unfazed (Upgrade)

Summary Coherent is upgraded to a strong buy as accelerating growth, robust demand, and capacity scaling drive a compelling risk/reward profile. The company delivered 34% YoY revenue growth in Q4, beat consensus, and guided for further acceleration with Q1 revenue expected to grow ~46% YoY. Margins are expanding: Q4 gross margin reached 40.2%, and operating margin improved by 381 bps, reflecting pricing power and operational efficiency. Valuation has sharply contracted—forward P/E now 28.33 and PEG at 0.62—while regulatory catalysts and AI-driven demand reinforce the bullish thesis. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

NYSE:COHR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/202919,1823,504N/A4,0416
6/30/202814,6752,5941,8682,71618
6/30/202710,6181,531-5721,38819
6/30/20267,118770-1,03180N/A
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
3/31/20201,997-90N/A185N/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

애널리스트 향후 성장 전망

수입 대 저축률: COHR 의 연간 예상 수익 증가율(43.9%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: COHR 의 연간 수익(43.9%)이 US 시장(17.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: COHR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: COHR 의 수익(연간 30.4%)이 US 시장(연간 13.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: COHR 의 수익(연간 30.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: COHR의 자본 수익률은 3년 후 24.3%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/18 03:59
종가2026/09/18 00:00
수익2026/06/30
연간 수익2026/06/30

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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지분 구조10년
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산업 및 섹터 지표

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분석가 소스

Coherent Corp.는 32명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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