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The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.

Adobe's Q3 fiscal 2026 earnings and revenues beat estimates as subscription growth and surging AI-first ARR powered results and lifted full-year targets.

Coherent (COHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Coherent stock has delivered a very large 3 year gain, yet the latest Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at roughly half of that model’s value, while broader valuation checks look more mixed than clearly cheap. Over the past 3 years Coherent shares are up roughly 7x, which puts recent price swings into a very different context for anyone thinking about new money going into the stock. The recent return to profitability and push into 300mm silicon...

Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.

The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.

Coherent (COHR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

On August 12, 2026, Coherent Corp. (NYSE:COHR) beat fourth-quarter earnings estimates and forecast first-quarter revenue and profit above expectations. Yet, its shares slipped 4% in extended trading. Lumentum Holdings Inc. (NASDAQ:LITE), a rival optical component maker, reported its results a day earlier, on August 11, 2026, with revenue guidance that CEO Michael Hurlston said would […]

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

Record revenue and margin expansion driven by AI data center optical connectivity demand.

Coherent’s second quarter results for 2026 surpassed Wall Street’s revenue and profit expectations, yet the market responded negatively. Management identified exceptional demand in the data center and communications segments, with CEO James Anderson attributing the growth to a surge in AI-driven optical networking and ongoing production capacity expansion, particularly in their 6-inch Indium Phosphide lines. CFO Sherri Luther emphasized improved cost structure and greater operating leverage as a

A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?

COHR's record FY26 results and strong FY27 outlook face a tougher test as surging capex, rising inventory and capacity constraints raise execution risks.

Coherent stock has surged over the past few years, yet the valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples lean expensive. Coherent has delivered a very large return of around 8x over the past 3 years, which puts extra focus on whether today’s price still reflects its fundamentals. Investor expectations around AI related optical and data center demand can support the current valuation, while any slowdown in...

Shares of optical technology leaders Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent Corp. (NYSE:COHR) experienced some action after the quarterly reports. During the August 12 episode of CNBC’s Mad Money, Jim Cramer highlighted the short-term disconnect between market trading dynamics and business fundamentals in the optical hardware space. He noted: Sometimes, even the best stocks get […]

Coherent recovered from an early decline as accelerating data-center sales and stronger margins reinforced its role in AI connectivity.

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

COHR is accelerating AI optics capacity, with faster 1.6T and 6-inch InP ramps, new revenue streams and fiscal 2027 demand essentially booked.

Moby summary of Coherent, Inc.'s Q4 2026 earnings call

Coherent (COHR) delivered earnings and revenue surprises of +7.41% and +2.66%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.

Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billion, surpassing the $1.98 billion estimate and marking a 34% increase YoY.

Materials and photonics company Coherent (NYSE:COHR) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 33.7% year on year to $2.05 billion. On top of that, next quarter’s revenue guidance ($2.3 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $1.74 per share was 7.6% above analysts’ consensus estimates.

Materials and photonics company Coherent (NYSE:COHR) will be announcing earnings results this Wednesday after the bell. Here’s what investors should know.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Coherent (NYSE:COHR) shares climbed 5. 7% in premarket trading to $347.

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.

The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.