Bain Capital Stake Sale: Recent discussions on social media have centered around Coherent Corp.'s stock taking a hit after Bain Capital announced plans to sell another large block of shares. Reports indicate a potential discount of up to 3.4% on the offering, sparking concern among investors. Many are debating the impact of this repeated divestment on the stock's stability.
AI and Tech Growth: On a brighter note, there’s buzz about Coherent’s strategic focus on AI and photonics, with some highlighting a significant revenue boost from datacenter and communications sectors. Posts note a 26% year-over-year growth in these areas, fueling optimism. There’s also chatter about recent analyst upgrades, with raised price targets adding to the excitement.
Market Volatility: The stock's dramatic price swings have not gone unnoticed, with some pointing to a reported 292% surge amid heavy trading volume. Discussions reflect a mix of awe and caution as investors weigh the sustainability of such gains. The dual narrative of strategic promise and shareholder exits keeps the conversation lively.
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 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 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.
- MICHAEL L DREYER sold 11,570 shares for an estimated $1,676,203
- STEPHEN A SKAGGS has made 0 purchases and 4 sales selling 8,000 shares for an estimated $1,084,460.
- CHRISTOPHER KOEPPEN (EVP of Aerospace & Defense) has made 0 purchases and 5 sales selling 8,558 shares for an estimated $836,435.
- JULIE SHERIDAN ENG (EVP, Engineering) has made 0 purchases and 4 sales selling 7,136 shares for an estimated $647,050.
- HOWARD H. XIA has made 0 purchases and 3 sales selling 3,000 shares for an estimated $498,360.
- ENRICO DIGIROLOMO sold 2,831 shares for an estimated $381,760
- 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 $1.6B in Q1 2026. This is an increase of 17.3% 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, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $COHR stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 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 362 institutional investors add shares of Coherent Corp. stock to their portfolio, and 378 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 2,290,546 shares (-13.9%) from their portfolio in Q3 2025, for an estimated $246,737,615
- FMR LLC added 1,785,320 shares (+16.1%) to their portfolio in Q3 2025, for an estimated $192,314,670
- WELLINGTON MANAGEMENT GROUP LLP added 1,726,861 shares (+29.0%) to their portfolio in Q3 2025, for an estimated $186,017,466
- POLAR CAPITAL HOLDINGS PLC removed 1,570,329 shares (-76.4%) from their portfolio in Q3 2025, for an estimated $169,155,839
- ALYESKA INVESTMENT GROUP, L.P. added 1,509,271 shares (+127.5%) to their portfolio in Q3 2025, for an estimated $162,578,672
- DUQUESNE FAMILY OFFICE LLC removed 1,157,840 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $124,722,524
- DIMENSIONAL FUND ADVISORS LP removed 1,117,807 shares (-40.1%) from their portfolio in Q3 2025, for an estimated $120,410,170
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 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 12/05/2025
- Barclays issued a "Overweight" rating on 11/07/2025
- Stifel issued a "Buy" rating on 11/06/2025
- Rosenblatt issued a "Buy" rating on 11/06/2025
- Needham issued a "Buy" rating on 11/06/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
- Wolfe Research issued a "Outperform" rating on 07/08/2025
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 8 analysts offer price targets for $COHR in the last 6 months, with a median target of $169.0.
Here are some recent targets:
- Samik Chatterjee from JP Morgan set a target price of $215.0 on 12/05/2025
- Tom O'Malley from Barclays set a target price of $170.0 on 11/07/2025
- Mike Genovese from Rosenblatt set a target price of $220.0 on 11/06/2025
- Meta Marshall from Morgan Stanley set a target price of $150.0 on 11/06/2025
- Ryan Koontz from Needham set a target price of $190.0 on 11/06/2025
- Ruben Roy from Stifel set a target price of $168.0 on 11/06/2025
- Mehdi Hosseini from Susquehanna set a target price of $150.0 on 10/22/2025
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.
