$Coherent(COHR)$ Coherent Corp

$Coherent(COHR)$ Coherent Corp (COHR) is trading at $309.96, down 11.75% in the session after a big social media debate over optics vs. memory technology and broader tech volatility. That pullback comes after a 7.79% rally to $351.22, driven by an AI earnings rebound, record pricing power for Indium Phosphide, and a cluster of Wall Street price target upgrades.

Even with the technical fallback, Coherent's long-term growth story still looks anchored in AI data center architecture. Management guided Q1 Fiscal 2027 revenue to $2.2 billion to $2.4 billion, above Wall Street's $2.14 billion expectation on strong AI transceiver demand. Rosenblatt analysts pointed out that Coherent's 2027 production capacity is effectively sold out, with hyperscalers already looking to lock in manufacturing slots into 2028. NVIDIA, co-packaged optics R&D, and securing a reliable supplier roadmap for AI workloads remain part of the picture.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":598401392107608,"tweetId":"598401392107608","gmtCreate":1787068903000,"gmtModify":1787194288779,"author":{"id":10000000000010964,"idStr":"10000000000010964","authorId":10000000000010964,"authorIdStr":"10000000000010964","name":"Leona Morgan","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/COHR\">$Coherent(COHR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Coherent Corp (COHR) is trading at $309.96, down 11.75% in the session after a big social media debate over optics vs. memory technology and broader tech volatility. That pullback comes after a 7.79% rally to $351.22, driven by an AI earnings rebound, record pricing power for Indium Phosphide, and a cluster of Wall Street price target upgrades.\nEven with the technical fallback, Coherent's long-term growth story still looks anchored in AI data center architecture. Management guided Q1 Fiscal 2027 revenue to $2.2 billion to $2.4 billion, above Wall Street's $2.14 billion expectation on strong AI transceiver demand. Rosenblatt analysts pointed out that Coherent's 2027 production capacity is effectively sold out, with hyperscalers already looking to lock in manufacturing slots into 2028. NVIDIA, co-packaged optics R&amp;D, and securing a reliable supplier roadmap for AI workloads remain part of the picture.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/COHR\">$Coherent(COHR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Coherent Corp (COHR) is trading at $309.96, down 11.75% in the session after a big social media debate over optics vs. memory technology and broader tech volatility. That pullback comes after a 7.79% rally to $351.22, driven by an AI earnings rebound, record pricing power for Indium Phosphide, and a cluster of Wall Street price target upgrades.\nEven with the technical fallback, Coherent's long-term growth story still looks anchored in AI data center architecture. Management guided Q1 Fiscal 2027 revenue to $2.2 billion to $2.4 billion, above Wall Street's $2.14 billion expectation on strong AI transceiver demand. Rosenblatt analysts pointed out that Coherent's 2027 production capacity is effectively sold out, with hyperscalers already looking to lock in manufacturing slots into 2028. NVIDIA, co-packaged optics R&amp;D, and securing a reliable supplier roadmap for AI workloads remain part of the picture.</body></html>","text":"$Coherent(COHR)$ Coherent Corp (COHR) is trading at $309.96, down 11.75% in the session after a big social media debate over optics vs. memory technology and broader tech volatility. That pullback comes after a 7.79% rally to $351.22, driven by an AI earnings rebound, record pricing power for Indium Phosphide, and a cluster of Wall Street price target upgrades. Even with the technical fallback, Coherent's long-term growth story still looks anchored in AI data center architecture. Management guided Q1 Fiscal 2027 revenue to $2.2 billion to $2.4 billion, above Wall Street's $2.14 billion expectation on strong AI transceiver demand. Rosenblatt analysts pointed out that Coherent's 2027 production capacity is effectively sold out, with hyperscalers already looking to lock in manufacturing slots into 2028. NVIDIA, co-packaged optics R&D, and securing a reliable supplier roadmap for AI workloads remain part of the picture.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/598401392107608","repostId":0,"isVote":1,"tweetType":1,"viewCount":201,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["COHR"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":790,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/598401392107608"}