Coherent Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 3/6
Coherent yıllık ortalama 7.7% oranında kazançlarını artırırken, Electronic sektöründe kazançlar growing at 3.1% annual. Gelirler growing yılda ortalama 15.3% oranında artmaktadır. Coherent'in özkaynak karlılığı 7% ve net marjı 10.8%'dir.
Anahtar bilgiler
7.65%
Kazanç büyüme oranı
-3.53%
EPS büyüme oranı
| Electronic Sektör Büyümesi | 15.34% |
| Gelir büyüme oranı | 15.33% |
| Özkaynak getirisi | 7.00% |
| Net Marj | 10.82% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Coherent nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 7,118 | 770 | 1,045 | 723 |
| 31 Mar 26 | 6,602 | 401 | 985 | 659 |
| 31 Dec 25 | 6,294 | 192 | 987 | 624 |
| 30 Sep 25 | 6,043 | 118 | 950 | 602 |
| 30 Jun 25 | 5,810 | -81 | 926 | 579 |
| 31 Mar 25 | 5,595 | -32 | 885 | 553 |
| 31 Dec 24 | 5,306 | -59 | 883 | 530 |
| 30 Sep 24 | 5,003 | -188 | 871 | 497 |
| 30 Jun 24 | 4,708 | -280 | 854 | 479 |
| 31 Mar 24 | 4,598 | -415 | 813 | 475 |
| 31 Dec 23 | 4,630 | -404 | 777 | 474 |
| 30 Sep 23 | 4,869 | -427 | 842 | 492 |
| 30 Jun 23 | 5,160 | -404 | 1,005 | 500 |
| 31 Mar 23 | 4,842 | -162 | 839 | 472 |
| 31 Dec 22 | 4,430 | -97 | 788 | 443 |
| 30 Sep 22 | 3,866 | 35 | 632 | 409 |
| 30 Jun 22 | 3,317 | 167 | 474 | 377 |
| 31 Mar 22 | 3,238 | 206 | 475 | 365 |
| 31 Dec 21 | 3,193 | 248 | 482 | 351 |
| 30 Sep 21 | 3,173 | 278 | 463 | 341 |
| 30 Jun 21 | 3,106 | 260 | 445 | 330 |
| 31 Mar 21 | 3,044 | 246 | 529 | 347 |
| 31 Dec 20 | 2,888 | 178 | 460 | 358 |
| 30 Sep 20 | 2,768 | -1 | 481 | 381 |
| 30 Jun 20 | 2,380 | -67 | 413 | 339 |
| 31 Mar 20 | 1,997 | -90 | 286 | 275 |
| 31 Dec 19 | 1,712 | -72 | 291 | 216 |
| 28 Sep 19 | 1,388 | 55 | 230 | 142 |
| 30 Jun 19 | 1,362 | 108 | 234 | 139 |
| 31 Mar 19 | 1,321 | 107 | 223 | 136 |
| 31 Dec 18 | 1,273 | 112 | 217 | 130 |
| 30 Sep 18 | 1,212 | 93 | 208 | 124 |
| 30 Jun 18 | 1,159 | 88 | 209 | 117 |
| 31 Mar 18 | 1,111 | 93 | 198 | 110 |
| 31 Dec 17 | 1,062 | 86 | 188 | 105 |
| 30 Sep 17 | 1,012 | 100 | 182 | 101 |
| 30 Jun 17 | 972 | 95 | 174 | 97 |
| 31 Mar 17 | 940 | 77 | 168 | 91 |
| 31 Dec 16 | 900 | 69 | 161 | 81 |
| 30 Sep 16 | 860 | 65 | 155 | 69 |
| 30 Jun 16 | 827 | 65 | 161 | 60 |
| 31 Mar 16 | 782 | 68 | 144 | 53 |
| 31 Dec 15 | 760 | 68 | 142 | 51 |
| 30 Sep 15 | 745 | 71 | 139 | 51 |
Kaliteli Kazançlar: COHR yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: COHR geçmişte karlı hale geldi.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: COHR şirketinin kazancı son 5 yılda yılda 7.7% oranında arttı.
Büyüme Hızlandırma: COHR son bir yılda karlı hale geldi, bu da kazanç büyüme oranının 5 yıllık ortalamayla karşılaştırılmasını zorlaştırıyor.
Kazançlar vs. Sektör: COHR son bir yılda karlı hale geldi ve bu durum, geçmiş yıl kazanç büyümesinin Electronic sektörüyle ( 25.3% ) karşılaştırılmasını zorlaştırıyor.
Özkaynak Getirisi
Yüksek ROE: COHR 'nin Özsermaye Getirisi ( 7% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/17 18:21 |
| Gün Sonu Hisse Fiyatı | 2026/08/14 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2026/06/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Coherent Corp. 32 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Thomas O'Malley | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Karl Ackerman | BNP Paribas |