Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $209.68
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 21, 26 |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 21, 26 | Beard Robert P | officer: Chief Strategy & Legal Officer | F-InKind | 5,127 @ $231.80 | $1.19M |
Daily · Wilder smoothing
| Susquehanna |
| maintain |
| Positive |
| Positive |
| Oct 19, 26 | TD Cowen | maintain | Buy | Buy |
| Oct 15, 26 | B. Riley Securities | maintain | Neutral | Neutral |
| Oct 13, 26 | Rosenblatt | maintain | Buy | Buy |
| Sep 24, 26 | Rosenblatt | maintain | Buy | Buy |
| Sep 1, 26 | Deutsche Bank | maintain | Buy | Buy |
| Aug 13, 26 | B. Riley Securities | maintain | Neutral | Neutral |
| Aug 13, 26 | Needham | maintain | Buy | Buy |
| Aug 13, 26 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Oct 12, 26 |
| Luther Sherri R |
| officer: Chief Financial Officer |
| F-InKind |
| 18,284 @ $312.62 |
| $5.72M |
| Nov 28, 25 | Mocciaro Ilaria | officer: Chief Accounting Officer | F-InKind | 1,130 @ $154.00 | $174.0K |
| Feb 28, 26 | Mocciaro Ilaria | officer: Chief Accounting Officer | F-InKind | 636 @ $258.93 | $164.7K |
| Feb 11, 26 | Pagliuca Stephen G | director | A-Award | 279 | — |
| Oct 1, 26 | Place Jeffrey B. | officer: Chief Supply Chain Officer | F-InKind | 641 @ $287.81 | $184.5K |
| Sep 11, 26 | Digirolomo Enrico | director | S-Sale | 5,315 @ $305.99 | $1.63M |
| Sep 11, 26 | Digirolomo Enrico | director | G-Gift | 1,279 | — |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 30.29 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 7.51 | Oscillator | Buy |
| Williams %R (14) | -95.87 | Oscillator | Buy |
| MACD (12, 26, 9) | -22.33 (Hist -9.53) | Oscillator | Strong Sell |
| Average Directional Index (14) | 24.21 (+DI 13.6 / -DI 39.3) | Trend | Sell |
| EMA 20 | 263.71 | MA | Strong Sell |
| SMA 20 | 279.17 | MA | Strong Sell |
| EMA 50 | 285.45 | MA | Strong Sell |
| SMA 50 | 287.90 | MA | Strong Sell |
| SMA 200 | 295.35 | MA | Strong Sell |
FY2026 · 10-K disclosure
FY2026 · 10-K disclosure
Stock news · updated daily
Memory is the current bottleneck. But there are other constraints, as well as stocks (and their investors) that can take advantage of them.
SAXONBURG, Pa., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), the global leader in photonics, is proud to announce its inclusion in the America's Growth Leaders 2027 list, a distinguished ranking honoring companies demonstrating exceptional growth performance, financial stability, and stock performance.
Optical networking stocks that powered the AI data-center trade this year are falling fast, and the selling is landing on the group's biggest names at once. Coherent (NYSE:COHR | COHR Price Prediction) stock is trading at $209.
Wall Street just sold off three AI infrastructure stocks hard, but their latest earnings tell a completely different story. The real AI build-out runs deeper than the obvious names, through optical lasers, custom silicon, and raw electricity.
3M (NYSE:MMM | MMM Price Prediction) stock jumped 6% to $171.91 as investors weighed an expanded Amazon (NASDAQ:AMZN) data center relationship alongside better-than-expected quarterly earnings.
Credo and Coherent are riding the AI connectivity boom, but differing growth prospects, valuations and risks raise questions about which stock is the better buy.
Optical suppliers tied to the artificial intelligence (AI) data center buildout are extending their slide as money shifts into defensive sectors. Applied Optoelectronics (NASDAQ:AAOI) stock is down 6% to $80.97 in early trading, leading the group lower.
Coherent keeps beating earnings estimates while its stock slides further from a 52-week high, and now Wall Street's most bullish analyst has a target that implies shares could nearly double from here.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 12, 2026 | 1.62 | 1.74 | Beat 7.4% | $2.05B |
| May 6, 2026 | 1.40 | 1.41 | Beat 0.7% | $1.81B |
| Feb 4, 2026 | 1.21 | 1.29 | Beat 6.6% | $1.69B |
| Nov 5, 2025 | 1.04 | 1.16 | Beat 11.5% | $1.58B |
| Aug 13, 2025 | 0.92 | 1.00 | Beat 8.7% | $1.53B |
| May 7, 2025 | 0.86 | 0.91 | Beat 6.3% | $1.50B |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 4 | Oct 22, 2026 | 2026-10-22 16:07:29 | View |
| 4 | Oct 14, 2026 | 2026-10-14 16:30:26 | View |
| ARS | Oct 9, 2026 | 2026-10-09 07:06:16 | View |
| DEFA14A | Oct 9, 2026 | 2026-10-09 07:03:51 | View |
| DEF 14A | Oct 9, 2026 | 2026-10-09 07:00:38 | View |
| 4 | Oct 7, 2026 | 2026-10-07 20:56:52 | View |
| 4 | Oct 7, 2026 | 2026-10-07 17:15:57 | View |
| 4 | Oct 5, 2026 | 2026-10-05 16:12:18 | View |
| 4 | Sep 15, 2026 | 2026-09-15 19:00:26 | View |
| 4 | Sep 11, 2026 | 2026-09-11 16:09:25 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | COHR | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 48.2x | -21.3x · sector 44.2x | In line |
| Forward P/E (FY27E) | 22.2x | EPS est. 9.44 | Discount |
| Price / Book | 3.8x | 2.3x | Elevated |
| Price / Sales | 5.8x | 3.5x | Elevated |
| EV / EBITDA | 28.0x | 21.4x | Elevated |
| Return on equity | 8.4% | — | Weak |
| Gross margin | 37.5% | 35.3% | In line |
| Debt / Equity | 0.32 | 0.51 | Conservative |
| Piotroski / Altman Z | 7/9 | Z 4.42 | Safe zone |
Discounted cash flow model