COHR Stock Recent News

Coherent Corp is powering growth with new transceivers, an Apple partnership, and a strong push in data centers and communications.

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Photonics company Coherent (COHR -19.52%) wasn't a bright light on the stock exchange Thursday. Despite delivering a second quarter that (slightly) beat analyst estimates, factors such as growth deceleration in a key business segment raised some concern.

Coherent Corp.'s stock dropped 21% despite a double-beat quarter, as beats were too minor and largely in line guidance failed to justify its premium valuation. Networking is the only growth driver, now 60% of revenue, but reliance on this segment increases risk and reduces diversification. Similar to Nvidia, Coherent had previously priced in major beats.

Live Updates Live Coverage Has Ended Every Wall Street Question, Summarized 6:21 pm Here’s a summary of every question Wall Street asked and management’s response: 1) Can the data-center business keep growing fast next year? Why investors asked: Hyperscale cloud companies are increasing capital spending, so the street wants to know if Coherent can keep pace. Management’s answer: Demand outlook is “very strong.” They expect data center and communications to grow again sequentially in the current quarter. Growth drivers are 800-gigabit transceivers rising through 2025–2026, 1.6-terabit transceivers ramping on top of that, the optical circuit switch moving from first revenue toward scale, and continued strength in data-center-interconnect. 2) What is special about the new six-inch indium-phosphide line and U.S. manufacturing? Why investors asked: Capacity and cost determine how much share Coherent can win in next-gen optics; U.S. production can be a strategic advantage

Coherent Corp.'s Q4 beat expectations, but conservative guidance and a GAAP loss triggered a sharp stock drop. Management expects 23% revenue growth and 191% non-GAAP EPS increase in fiscal 2025, driven by AI datacenters and new product ramps. Discussion on cost structure improvements, debt reduction, and production advances position Coherent for margin expansion.

Shares of semiconductor manufacturer Coherent (NYSE: COHR) fell more than 22% on Thursday after the company's fiscal fourth-quarter non-GAAP operating margin came in at 18.0%, narrowly missing the FactSet consensus estimate of 18.2%. The drop came despite the firm posting revenue and earnings per share ahead of market expectations.

U.S. stock futures were slightly lower this morning, with the Dow futures falling around 0.1% on Thursday.

Coherent Corp. (NYSE:COHR ) Q2 2025 Earnings Conference Call August 13, 2025 5:00 PM ET Company Participants James Robert Anderson - CEO, President & Employee Director Paul Jonas Silverstein - Vice President of Investor Relations Sherri R. Luther - Treasurer & CFO Conference Call Participants Christopher Adam Jackson Rolland - Susquehanna Financial Group, LLLP, Research Division George Charles Notter - Wolfe Research, LLC Karl Ackerman - BNP Paribas Exane, Research Division Meta A.

Although the revenue and EPS for Coherent (COHR) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.