← Back to dashboard
Coherent
Coherent gives the dashboard a second serious optics name, which matters because AI networking is increasingly an optical problem.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical Speed
MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day […]
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]
Sandisk, Lennar, Viking Therapeutics, Shopify, GameStop, and More Stocks That Explain Today’s MarketSandisk rises. Rosenblatt initiates coverage of the stock with a Buy rating and a price target of $2,400.
One Under-the-Radar Stock With 100% Upside PotentialA small-cap silicon photonics company has quietly built a cash fortress and locked in a major anchor customer, positioning itself to compete in a $26 billion AI optics market where the giants are not paying attention yet.
GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?GlobalFoundries is expanding its photonics portfolio with SMART Photonics as AI-driven optical networking demand accelerates across data centers.
AI Pick-And-Shovel Stocks To Watch As Xi And Trump MeetData center stocks that play behind-the-scenes roles in the AI boom hang in the balance as Trump and Xi meet in Washington, D.C.
Why it could benefit going forward
- Coherent gives the dashboard a second serious optics name, which matters because AI networking is increasingly an optical problem.
- It provides exposure to lasers, transceivers, and photonic components that support large AI fabrics.
- If optical capacity becomes a key AI constraint, Coherent is closer to the bottleneck than many mainstream semiconductor names.
Moat / edge
- Deep photonics and materials expertise.
- A broad product set across critical optical components.
- Positioning in a specialized manufacturing stack that is hard to replicate.
What to watch
- AI-related datacenter optics demand and customer wins.
- Margin improvement as mix shifts.
- How much NVIDIA-linked optical demand translates into sustained revenue.
Key risks
- Execution and integration complexity can weigh on results.
- Optics demand can be cyclical and less linear than the AI narrative suggests.
Business snapshot
Coherent Corp. develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide. Its products include critical components consisting of detectors, passive optics, thermal solutions, and PICS; silicon photonics and other advanced optical technologies; and coherent transmission components, transport products, optical amplifiers, passive optical components, optical line systems, and multi-rail platform. The company's Datacenter and Communications segment offers transceivers, co-packaged optics, and optical circuit switches, as well as other systems, such as subsystems, modules, and semiconductor devices for datacenter and communications applications; and VCSELS, EELS, pump lasers, and other components, optics, and ICs for datacenter and communication applications. Its Industrial segment offers excimer lasers, solid-state lasers, and CO2 lasers; laser systems for various industrial applications, including semiconductor capital equipment, display manufacturing, precision manufacturing, and scientific research; and laser systems and subsystems comprising high-power lasers for materials processing. This segment also provides engineered materials, laser optics, thermoelectric components, and advanced ceramic and metal-matrix composite materials and products. It markets its products and services through a direct sales force, representatives, and distributors. The company was formerly known as II-VI Incorporated and changed its name to Coherent Corp. in September 2022. Coherent Corp. was incorporated in 1971 and is headquartered in Saxonburg, Pennsylvania.