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On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the […]
Coherent has seen a very sharp share price run over the past few years, which naturally raises a simple question for you as an investor: Does the current valuation really line up with the cash flows the business is expected to generate? Coherent has delivered a very large 3 year return of about 9x, which puts a lot of weight on whether its cash generation can keep backing that kind of market enthusiasm. The recent expansion of its pluggable optical line systems for AI focused datacenter...
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 4.1% in the afternoon session after the company announced the expansion of its Pluggable Optical Line System portfolio designed to support artificial intelligence datacenter networks. According to a company press release, the expanded Pluggable Optical Line System portfolio features a full C-band, high-power variable-gain amplifier in a compact QSFP form factor. Designed for 800G ZR and ZR+ digital coherent optics, the hardwar
COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.
Major indexes edged lower as the yield on the 10-year Treasury note pushed past 5%. Markets have had a lot to digest this week: a quarter-point interest-rate hike, fluctuating fuel prices and big tech's P(doom)--aka the probability that AI results in a existentially catastrophic outcome, according to the Silicon Valley ecosystem.
As AI data centers shift from copper to optical connections, Lumentum and Coherent post strong earnings growth, with analysts maintaining Moderate Buy ratings on both stocks.
FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.
Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth
It’s been a difficult week for the performance of shares of optical networking companies as existential artificial-intelligence fears hit the stock market. Ciena stock rose 8.7% to $370.80 on Thursday and was one of the best-performing components in the for the trading session. Fellow optical networking stocks Corning and Coherent each advanced solidly while Lumentum added 0.2%.
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here. Baron SMID Cap ETF® (BCSM) gained 15.62% (NAV) in the second quarter, underperforming the Russell 2500 Growth Index’s 24.02% return. The trend towards “AI winners” continued, focusing on companies related to chips, […]
The ChatGPT developer warns that the AI industry won’t be able to scale at maximum speed much longer.
AXT Inc. (NASDAQ:AXTI) saw its share price climb by 11.49 percent on Wednesday to close at $64.30 apiece after it was named as one of the five semiconductor beneficiaries in the accelerating co-packaged optics sector. Following a five-day visit to Semicon Taiwan 2026, investment firm Needham & Company underscored the huge role of co-packaged optics […]
Needham calls CPO the most important technology transition for AI networking through 2028
Lumentum is the best-performing S&P 500 stock Wednesday, and Coherent isn’t far behind. Corning is seeing smaller gains.
AXTI's surging sales in Europe and Asia-Pacific are broadening its revenue base beyond China as InP demand and export approvals improve.
Coherent happens to be one of the more relevant names in the AI data center boom yet COHR stock may be currently priced at a discount.
FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
Microsoft stock rises even as the AI trade gets hit hard after the company releases its AI model code of conduct.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Networking hardware firm Ciena Corporation (NYSE:CIEN)’s shares are up by more than 150% over the past year. As is the case with other networking equipment providers, the firm is also benefiting from the AI buildout. Cramer discussed Ciena Corporation (NYSE:CIEN) in his morning appearance on September 3rd and commented on the impact of the recent […]
Coherent (COHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
TT's strong backlog, robust HVAC demand and rising earnings estimates highlight its growth prospects and financial flexibility.
Goldman Sachs, RTX and Abbott headline today's research, with growth drivers, risks and strategic moves shaping their outlooks.
Here is how Kforce (KFRC) and Coherent (COHR) have performed compared to their sector so far this year.
AXTI's $748.8M liquidity, $100M-plus InP backlog and planned capacity expansions position it to meet strong AI data-center demand.
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