Coherent Beheer
Beheer criteriumcontroles 4/4
De CEO Coherent is Jim Anderson, benoemd in Jun2024, heeft een ambtstermijn van 1.92 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 3.72M, bestaande uit 28.5% salaris en 71.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.013% van de aandelen van het bedrijf, ter waarde $ 8.56M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.3 jaar en 6 jaar.
Belangrijke informatie
Jim Anderson
Algemeen directeur
US$3.7m
Totale compensatie
| Percentage CEO-salaris | 28.47% |
| Dienstverband CEO | 1.9yrs |
| Eigendom CEO | 0.01% |
| Management gemiddelde ambtstermijn | 3.3yrs |
| Gemiddelde ambtstermijn bestuur | 6yrs |
Recente managementupdates
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 23Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$280m |
Compensatie versus markt: De totale vergoeding ($USD 3.72M ) Jim } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.58M ).
Compensatie versus inkomsten: De vergoeding van Jim is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Jim Anderson (53 yo)
1.9yrs
Tenure
US$3,722,935
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Employee Director | 1.9yrs | US$3.72m | 0.013% $ 8.6m | |
| CFO & Treasurer | 1.6yrs | US$30.52m | 0.0065% $ 4.2m | |
| Chief Technology Officer | 3.6yrs | US$5.44m | 0.0065% $ 4.2m | |
| 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% $ 43.5m | |
| Senior VP | 3.3yrs | geen gegevens | 0.0040% $ 2.6m | |
| Senior Vice President of Investor Relations | 3.3yrs | geen gegevens | geen gegevens | |
| Executive Vice President of Communications | 1.3yrs | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 6.8yrs | geen gegevens | geen gegevens | |
| Chief People Officer | 1.3yrs | geen gegevens | geen gegevens | |
| Executive Vice President of Semiconductor Devices | 3.3yrs | geen gegevens | geen gegevens | |
| Executive Vice President of Datacenter | 3.3yrs | geen gegevens | geen gegevens |
3.3yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van COHR wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Employee Director | 1.9yrs | US$3.72m | 0.013% $ 8.6m | |
| Independent Non-Employee Director | 5.2yrs | US$320.53k | 0.0083% $ 5.3m | |
| Independent Non-Employee Director | 24.3yrs | US$345.03k | 0.040% $ 25.6m | |
| Independent Non-Employee Director | 3.8yrs | US$350.03k | 0.0073% $ 4.7m | |
| Independent Non-Employee Director | 4.5yrs | US$320.03k | 0.0065% $ 4.2m | |
| Independent Non-Employee Chairman of the Board | 8yrs | US$419.03k | 0.0067% $ 4.3m | |
| Independent Non-Employee Director | 10.3yrs | US$325.03k | 0.020% $ 12.7m | |
| Independent Non-Employee Director | 6.7yrs | US$335.03k | 0.0050% $ 3.2m | |
| Independent Non-Employee Director | 5.3yrs | US$325.03k | 0.012% $ 7.8m | |
| Independent Non-Employee Director | 15.1yrs | US$320.53k | 0.024% $ 15.7m | |
| Independent Non-Employee Director | 2.7yrs | US$331.03k | 0.0033% $ 2.1m | |
| Independent Non-Employee Director | 6.8yrs | US$320.03k | 0.011% $ 7.0m |
6.0yrs
Gemiddelde duur
63yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van COHR wordt beschouwd als ervaren (gemiddelde ambtstermijn 6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 17:20 |
| Aandelenkoers aan het einde van de dag | 2026/05/04 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Coherent Corp. wordt gevolgd door 35 analisten. 21 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Thomas O'Malley | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Karl Ackerman | BNP Paribas |