Earnings anticipation builds: Social media buzz intensifies around Coherent Corp's earnings release after market close today, with traders speculating on updates regarding indium phosphate and laser bottlenecks in the semiconductor sector. Investors view the report as a key indicator for AI-driven demand in optics.
AI optics momentum: Discussions position $COHR alongside peers like Lumentum and Nvidia suppliers, highlighting its role in the escalating AI infrastructure buildout. Enthusiasm stems from supply chain expansions and institutional interest in related plays.
Long-term investor favor: The stock features prominently in curated lists of high-potential names for the coming decade, tied to fiber optics and semiconductor advancements. Sentiment reflects confidence in sustained growth amid global chip demand surges.
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 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 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) sold 60,706 shares for an estimated $9,712,960
- JOSEPH J CORASANTI has made 0 purchases and 2 sales selling 24,720 shares for an estimated $4,421,239.
- MICHAEL L DREYER sold 11,570 shares for an estimated $1,676,203
- SHERRI R LUTHER (Chief Financial Officer) has made 0 purchases and 2 sales selling 6,000 shares for an estimated $1,572,954.
- HOWARD H. XIA has made 0 purchases and 7 sales selling 7,240 shares for an estimated $1,539,302.
- 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.
- STEPHEN A SKAGGS has made 0 purchases and 2 sales selling 5,523 shares for an estimated $1,156,550.
- 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. You can access data on insider stock transactions through the Quiver Quantitative API.
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 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $COHR stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/25.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Coherent Corp Hedge Fund Activity
We have seen 559 institutional investors add shares of Coherent Corp stock to their portfolio, and 382 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rothschild & Co issued a "Buy" rating on 05/01/2026
- Needham issued a "Buy" rating on 02/05/2026
- JP Morgan issued a "Overweight" rating on 12/05/2025
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 11 analysts offer price targets for $COHR in the last 6 months, with a median target of $330.0.
Here are some recent targets:
- Ruben Roy from Stifel set a target price of $412.0 on 05/05/2026
- Mike Harrison from Rothschild & Co set a target price of $455.0 on 05/01/2026
- Papa Sylla from Citigroup set a target price of $420.0 on 04/21/2026
- Meta Marshall from Morgan Stanley set a target price of $290.0 on 04/20/2026
- Samik Chatterjee from JP Morgan set a target price of $300.0 on 04/09/2026
- Mike Genovese from Rosenblatt set a target price of $375.0 on 03/30/2026
- Sean O'Loughlin from TD Cowen set a target price of $330.0 on 03/12/2026
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.