Zacks Investment Research·1d ago
Buy These 2 Technology Services Stocks to Tap Recent Northbound TrendCOHR and CBRS are riding AI demand, with strong growth outlooks, expanding infrastructure opportunities and improving earnings estimates.
Coherent is experiencing a powerful growth cycle driven by 800G optical transceivers for AI datacenters, with revenue accelerating to 33.7% year-over-year growth in Q4 2026 and gross margins expanding over 800 basis points to 38.5%. However, this growth is bei...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 33.7% year-over-year in Q4 2026, driving gross margin expansion to 38.5% and demonstrating powerful operating leverage as operating income grew 222% year-over-year.
Coherent is a critical supplier in the optical communications value chain, offering a comprehensive portfolio of coherent transceivers, lasers, amplifiers, and photonic devices that support faster, more efficient networks.
Positioned at the heart of the AI-driven data center buildout, Coherent's leadership in laser light sources and photonic components makes it a key beneficiary of this trend.
Coherent reported strong second-quarter 2026 results with sales of US$1,685.63 million and net income of US$146.72 million, indicating robust financial health.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $1.74+7.4% vs $1.62 | $2.0B+3.1% vs $2.0B |
Q2 2026 May 6, 2026 | $1.41+0.7% vs $1.40 | $1.8B+1.3% vs $1.8B |
Q1 2026 Feb 4, 2026 | $1.29+6.6% vs $1.21 | $1.7B+2.7% vs $1.6B |
Q4 2025 Nov 5, 2025 | $1.16+11.5% vs $1.04 | $1.6B+1.8% vs $1.6B |
COHR and CBRS are riding AI demand, with strong growth outlooks, expanding infrastructure opportunities and improving earnings estimates.
SAXONBURG, Pa., Sept. 21, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), the global leader in photonics, today announced PhotonLink™, an integrated optics platform that brings together Coherent's broad portfolio of critical photonics technologies, precision assembly and test capabilities to deliver complete optical solutions for next-generation AI datacenters.
Coherent Corp. (COHR) Presents at European Conference on Optical Communication 2026 (ECOC 2026) Prepared Remarks Transcript
EINDHOVEN, Netherlands and MÁLAGA, Spain, Sept. 21, 2026 (GLOBE NEWSWIRE) -- CUbIQ Technologies, a Dutch pioneer in quantum-safe communications for AI infrastructure, and Coherent Corp. (NYSE: COHR), the global photonics leader, today announced a successful proof-of-concept (POC) quantum key distribution (QKD) demonstrator.
Benchmark COHR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Coherent, Inc. (COHR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $310.39 | $60.72B | 260.83 | -64.79% | 11.76% | 2.44% | 0.02% | |
| $945.67 | $73.57B | 2555.86 | 21.03% | -230.1% | -300.07% | — | |
| $36.40 | $8.98B | 242.67 | 8.39% | -2% | -3.16% | — | |
| $78.20 | $3.32B | 107.12 | 2.73% | 2.58% | 1.3% | — | |
| $260.37 | $17.59B | 59.58 | 9.62% | 10.12% | 15.83% | — | |
| $107.00 | $8.59B | -167.19 | 82.75% | -9.57% | -5.61% | — |
Coherent, Inc. (COHR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Coherent, Inc. (COHR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
May 6, 2026·SEC
Apr 28, 2026·SEC
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Coherent, Inc. (COHR) stock FAQ — growth, dividends, profitability & financials explained
Coherent, Inc. (COHR) reported $7.12B in revenue for fiscal year 2026. This represents a 13408% increase from $52.7M in 1997.
Coherent, Inc. (COHR) saw revenue decline by 64.8% over the past year.
Yes, Coherent, Inc. (COHR) is profitable, generating $805.1M in net income for fiscal year 2026 (11.8% net margin).
Coherent, Inc. (COHR) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
Coherent, Inc. (COHR) has a return on equity (ROE) of 2.4%. This is below average, suggesting room for improvement.
Coherent, Inc. (COHR) had negative free cash flow of $1.03B in fiscal year 2026, likely due to heavy capital investments.
