Coherent 경영진
경영진 기준 점검 4/4
Coherent CEO는 Jim Anderson, Jun2024 에 임명되었습니다 의 임기는 2.25 년입니다. 총 연간 보상은 $3.72M, 28.5% 급여 및 71.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $18.39M 가치에 해당하는 회사 주식의 0.031% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.6 년과 6.3 년입니다.
핵심 정보
Jim Anderson
최고경영자
US$3.7m
총 보수
| CEO 급여 비율 | 28.47% |
| CEO 재임 기간 | 2.3yrs |
| CEO 지분 보유율 | 0.03% |
| 경영진 평균 재임 기간 | 3.6yrs |
| 이사회 평균 재임 기간 | 6.3yrs |
최근 경영진 업데이트
Recent updates
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.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 Alpha내러티브 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$770m |
| Mar 31 2026 | n/a | n/a | US$401m |
| 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 |
보상 대 시장: Jim의 총 보수(USD3.72M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M)보다 낮습니다.
보상과 수익: Jim의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Jim Anderson (54 yo)
2.3yrs
재임 기간
US$3,722,935
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Employee Director | 2.3yrs | US$3.72m | 0.031% $ 18.4m | |
| CFO & Treasurer | 1.9yrs | US$30.52m | 0.0048% $ 2.9m | |
| Executive VP of Optical Components & CTO | 3.9yrs | US$5.44m | 0.0066% $ 3.9m | |
| Chief Strategy & Legal Affairs Officer and Corporate Secretary | 1.9yrs | US$14.77m | 0.0056% $ 3.3m | |
| Special Advisor to the Chief Executive Officer | 12.7yrs | US$4.98m | 0.067% $ 40.3m | |
| Senior VP | 3.6yrs | 데이터 없음 | 0.0057% $ 3.4m | |
| Senior Vice President of Investor Relations | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Communications | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 7.2yrs | 데이터 없음 | 데이터 없음 | |
| Chief People Officer | 1.7yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Semiconductor Devices | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Datacenter | 3.7yrs | 데이터 없음 | 데이터 없음 |
3.6yrs
평균 재임 기간
58yo
평균 나이
경험이 풍부한 관리: COHR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Employee Director | 2.3yrs | US$3.72m | 0.031% $ 18.4m | |
| Independent Non-Employee Director | 5.5yrs | US$320.53k | 0.0083% $ 4.9m | |
| Independent Non-Employee Director | 24.7yrs | US$345.03k | 0.040% $ 23.7m | |
| Independent Non-Employee Director | 4.2yrs | US$350.03k | 0.0073% $ 4.4m | |
| Independent Non-Employee Director | 4.8yrs | US$320.03k | 0.0065% $ 3.9m | |
| Independent Non-Employee Chairman of the Board | 8.3yrs | US$419.03k | 0.0088% $ 5.3m | |
| Independent Non-Employee Director | 10.6yrs | US$325.03k | 0.020% $ 11.8m | |
| Independent Non-Employee Director | 7yrs | US$335.03k | 0.0050% $ 3.0m | |
| Independent Non-Employee Director | 5.6yrs | US$325.03k | 0.012% $ 7.2m | |
| Independent Non-Employee Director | 15.4yrs | US$320.53k | 0.024% $ 14.6m | |
| Independent Non-Employee Director | 3yrs | US$331.03k | 0.0032% $ 1.9m | |
| Independent Non-Employee Director | 7.1yrs | US$320.03k | 0.011% $ 6.5m |
6.3yrs
평균 재임 기간
64yo
평균 나이
경험이 풍부한 이사회: COHR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/13 01:45 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2026/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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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.
| 분석가 | 기관 |
|---|---|
| Thomas O'Malley | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Karl Ackerman | BNP Paribas |