Coherent's Datacenter Business Powers its Revenue Growth

COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.

Zacks Investment Research • 14 hours ago

Coherent: Margin Expansion Clears The Path For A Higher P/E

Coherent is experiencing rapid growth driven by escalating AI data center buildouts and robust demand for AI infrastructure hardware. COHR reported record quarterly revenues of $2.05B, up 42% Y/Y, and expanding non-GAAP gross margins to a record 40.2% in the fourth fiscal quarter. Despite sector volatility, COHR trades at a forward P/E of only 21x, appearing undervalued given the strength and secularity of the underlying AI boom.

Seeking Alpha • a day ago

Laser Focus: 2 Optical Stocks Lighting Up AI

Data centers running complex artificial intelligence models need immense bandwidth, but traditional copper cabling is hitting a wall. At high speeds, copper struggles to transmit signals beyond one to two meters without generating excess heat and signal loss.

MarketBeat • a day ago

Coherent Expands Pluggable Optical Line Systems Portfolio with Full C-Band Amplification to Enable AI Datacenter Networks

SAXONBURG, Pa., Sept. 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: OHR), the global leader in photonics, today announced the expansion of its Pluggable Optical Line System (POLS) portfolio, with the full C-band, high-power variable-gain amplifier optical line system in a compact QSFP form factor. Designed for the latest generation of 800G ZR/ZR+ digital coherent optics, the enhanced POLS supports up to 32 DWDM wavelengths over a single fiber pair, enabling as much as 25.6Tbps of AI datacenter traffic across links from 2km to 200km.

GlobeNewsWire • Sep 17, 2026

Why optical stocks Lumentum and Coherent were the day's biggest gainers

Investors are looking further down the AI data-center supply chain for signs of demand amid concerns of a spending slowdown, one expert says.

Market Watch • Sep 16, 2026

Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3%

Optics stocks are rebounding Wednesday morning without a fresh headline to point to, and the size of the group's move relative to the broader market is the story. The iShares Semiconductor ETF (NASDAQ:SOXX) is at $508.

24/7 Wall Street • Sep 16, 2026

Coherent: Post-Correction Alpha Blueprint (Rating Upgrade)

Coherent Corp. is positioned as a foundational AI infrastructure leader, now trading at a compressed 28.8x forward P/E and PEG of 0.55. Three converging catalysts—Thermadite/SiC cooling, PhotonLink platform launch, and executive compensation targets—could drive a significant re-rating toward $454.43. COHR's 6-inch InP wafer transition and U.S./Europe production expansion underpin margin expansion, targeting 45%+ gross margins by mid-2027.

Seeking Alpha • Sep 16, 2026

Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?

COHR's 24% pullback creates a buying opportunity as AI-driven demand, capacity expansion and stronger margins support its long-term growth story.

Zacks Investment Research • Sep 15, 2026

Coherent Is A Buy-The-Dip Opportunity

Coherent's valuation has dropped by roughly 28% since their last ATH, recorded in June 2026. But COHR's financials are robust, with revenue up 42%, gross margin expanding 200 bps, and EPS surging 74% year-over-year. AI-driven datacenter demand and expanding optical networking position COHR for accelerated growth through at least 2027.

Seeking Alpha • Sep 15, 2026

Coherent: Riding The AI Optics Boom

Coherent Corp. is capitalizing on surging AI data center demand, with 800G and 1.6T optical modules driving record revenues and margin expansion. COHR's Datacenter & Communications segment now generates 79% of revenue, growing 58.6% year-over-year, while the company accelerates its shift to higher-margin products. Despite a high forward P/E of 32.4x, rapid profit growth and a low PEG ratio of 0.62x justify a bullish stance for investors focused on 2027 results.

Seeking Alpha • Sep 15, 2026