AXT's 657% YTD surge is tied to booming AI optical-network demand, record backlog growth and major capacity expansion plans.
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AXT's 657% YTD surge is tied to booming AI optical-network demand, record backlog growth and major capacity expansion plans.
In early May 2026, Coherent Corp. reported third-quarter fiscal 2026 results showing sales of US$1.81 billion and net income of US$191.40 million, sharply higher than a year earlier, alongside revenue guidance of US$1.91 billion to US$2.05 billion for the fourth quarter. These results came as Coherent deepened its role in AI data center infrastructure, underpinned by long-term supply agreements and a multi‑billion‑dollar partnership with NVIDIA that aligns its expanded photonics capacity...
AXTI's indium phosphide backlog tops $100M in Q1 2026 as AI data center demand lifts optical components, but export permits remain a hurdle.
AAOI teams with Mediacom on DOCSIS 4.0 network upgrades, supplying amplifiers and software to boost capacity, reliability and cut costs.
Wondering if Coherent at US$403.71 is priced for perfection or still offers value? This article walks through the key signals that matter for you. The stock has been volatile, with returns of 17.1% over the last week, 31.1% over the last month and 107.7% year to date, while the 1 year return sits at 400.3% and the 3 year return is very large at roughly 13x. These moves come as Coherent stays on investors' radar, with ongoing attention on its position within the broader tech sector and how it...
The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8% intraday, trading near $203, while Coherent (NYSE:COHR) stock has climbed 4% to around $390. Lumentum Holdings (NASDAQ:LITE) is also participating, with LITE shares ... Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4%
COHR soars 171% in 6 months as datacenter AI demand surges and industrial bookings rebound, but rich valuation and no dividend raise questions.
The optical-networking complex is ripping higher at midday Monday, with all three of the group’s marquee names posting double-digit gains. Applied Optoelectronics (NASDAQ:AAOI) is leading the basket, up 24% to $184.51, while Lumentum (NASDAQ:LITE) trades 17% higher near $1,057. Coherent (NYSE:COHR) rounds out the trio, up 13% to roughly $377.60. The rally is essentially a ... Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire
Eaton Corporation plc (NYSE:ETN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted adding to the position in the stock for the Charitable Trust, as he commented: There’s Lumentum and Coherent, advanced fiber optics. Eaton for the electricity you need. By the way, that […]
Coherent (NYSE:COHR) reported stronger third-quarter revenue on Wednesday, supported by rising demand tied to AI data center infrastructure and communications markets. The company generated quarterly revenue of $1.
Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.
Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.
Cipher Digital Inc. (CIFR) delivered earnings and revenue surprises of -3.70% and +3.35%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
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