Nvidia investment ignites debate: Social media lit up after Nvidia disclosed a $2 billion investment in Coherent Corp, coupled with a multiyear supply pact for AI photonics. Participants emphasized the deal's boost to optical interconnects essential for expansive datacenters. The announcement fueled visions of Coherent as a cornerstone in AI hardware evolution.
OFC innovations draw attention: Recent previews of Coherent's AI-scale optical breakthroughs at OFC 2026 sparked fresh chatter on platforms. Discussions spotlighted multi-rail transport advancements and photonics leadership amid surging datacom demand. Enthusiasts linked these developments to replacing copper with superior light-based systems.
Photonics supercycle narrative: Conversations portray Coherent as riding an AI optics wave, citing robust revenue growth and Nvidia ties. Some noted elevated valuations and insider sales, advocating patience for dips. Overall sentiment leans bullish on long-term prospects.
Note: This discussion summary was generated from an AI condensation of post data.
Coherent Corp Insider Trading Activity
Coherent Corp insiders have traded $COHR stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.
Here’s a breakdown of recent trading of $COHR stock by insiders over the last 6 months:
- CAPITAL INVESTORS LLC BAIN sold 7,500,000 shares for an estimated $1,075,275,000
- GIOVANNI BARBAROSSA (EVP, General Management) has made 0 purchases and 3 sales selling 120,186 shares for an estimated $18,075,133.
- JOSEPH J CORASANTI has made 0 purchases and 2 sales selling 24,720 shares for an estimated $4,421,239.
- STEPHEN A SKAGGS has made 0 purchases and 4 sales selling 9,523 shares for an estimated $1,696,550.
- MICHAEL L DREYER sold 11,570 shares for an estimated $1,676,203
- ENRICO DIGIROLOMO has made 0 purchases and 2 sales selling 6,742 shares for an estimated $1,326,266.
- JULIE SHERIDAN ENG (Chief Technology Officer) has made 0 purchases and 2 sales selling 4,246 shares for an estimated $1,189,039.
- SHERRI R LUTHER (Chief Financial Officer) sold 4,000 shares for an estimated $870,954
- HOWARD H. XIA has made 0 purchases and 3 sales selling 3,000 shares for an estimated $498,360.
- MICHELLE M STERLING sold 2,000 shares for an estimated $329,022
- ILARIA MOCCIARO (SVP, Finance) sold 1,377 shares for an estimated $224,051
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Coherent Corp Revenue
Coherent Corp had revenues of $1.7B in Q2 2026. This is an increase of 17.49% from the same period in the prior year.
You can track COHR financials on Quiver Quantitative's COHR stock page.
Coherent Corp Congressional Stock Trading
Members of Congress have traded $COHR stock 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $COHR stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 3 times. They made 0 purchases and 3 sales worth up to $150,000 on 02/04, 12/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Coherent Corp Hedge Fund Activity
We have seen 479 institutional investors add shares of Coherent Corp stock to their portfolio, and 404 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 10,755,793 shares (+83.7%) to their portfolio in Q4 2025, for an estimated $1,985,196,714
- BAIN CAPITAL INVESTORS LLC added 9,775,846 shares (+inf%) to their portfolio in Q4 2025, for an estimated $1,804,327,896
- WELLINGTON MANAGEMENT GROUP LLP removed 5,221,551 shares (-67.9%) from their portfolio in Q4 2025, for an estimated $963,741,668
- JANE STREET GROUP, LLC added 3,509,546 shares (+5162.3%) to their portfolio in Q4 2025, for an estimated $647,756,905
- ALYESKA INVESTMENT GROUP, L.P. removed 2,693,003 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $497,047,563
- AMERIPRISE FINANCIAL INC removed 1,853,061 shares (-59.4%) from their portfolio in Q4 2025, for an estimated $342,019,468
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 1,841,168 shares (+inf%) to their portfolio in Q4 2025, for an estimated $339,824,377
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Coherent Corp Government Contracts
We have seen $46,450 of award payments to $COHR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Coherent Corp Analyst Ratings
Wall Street analysts have issued reports on $COHR in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/05/2026
- JP Morgan issued a "Overweight" rating on 12/05/2025
- Barclays issued a "Overweight" rating on 11/07/2025
- Rosenblatt issued a "Buy" rating on 11/06/2025
- Stifel issued a "Buy" rating on 11/06/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
To track analyst ratings and price targets for Coherent Corp, check out Quiver Quantitative's $COHR forecast page.
Coherent Corp Price Targets
Multiple analysts have issued price targets for $COHR recently. We have seen 9 analysts offer price targets for $COHR in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Sean O'Loughlin from TD Cowen set a target price of $330.0 on 03/12/2026
- Ryan Koontz from Needham set a target price of $330.0 on 03/04/2026
- Tom O'Malley from Barclays set a target price of $350.0 on 03/03/2026
- Meta Marshall from Morgan Stanley set a target price of $250.0 on 02/23/2026
- Samik Chatterjee from JP Morgan set a target price of $245.0 on 02/05/2026
- Mike Genovese from Rosenblatt set a target price of $300.0 on 02/05/2026
- Ruben Roy from Stifel set a target price of $235.0 on 02/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
