Coherent jumps 5.7% as post-earnings optimism and analyst target hikes lift shares

Coherent Corp. (COHR) is up 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to lingering optimism after Coherent’s latest quarterly results and upbeat forward outlook, with investors continuing to reposition around the company’s exposure to AI-driven datacenter optical demand. In the days following the report, multiple analysts lifted price targets, which can act as a catalyst for renewed buying after recent volatility.

Details:

Sources:

Coherent Corp. (press release via GlobeNewswire), Investing.com, StockAnalysis, StreetInsider

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$COHR Insider Trading Activity

$COHR 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.
• MICHAEL L DREYER sold 11,570 shares for an estimated $1,676,203
• SHERRI R LUTHER (Chief Financial Officer) sold 4,000 shares for an estimated $870,954
• STEPHEN A SKAGGS has made 0 purchases and 3 sales selling 6,000 shares for an estimated $840,000.
• 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.

$COHR Hedge Fund Activity

We have seen 482 institutional investors add shares of $COHR stock to their portfolio, and 401 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.

$COHR 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:

• 4H-SILICONE CARBIDE 100MM EPIWAFERS QTY OF 7: $46,450

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$COHR Congressional Stock Trading

Members of Congress have traded $COHR stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 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 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 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.

$COHR 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 $COHR, check out Quiver Quantitative's $COHR forecast page.

$COHR 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 $235.0.

Here are some recent targets:

• Ruben Roy from Stifel set a target price of $235.0 on 02/05/2026
• Ryan Koontz from Needham set a target price of $235.0 on 02/05/2026
• Tom O'Malley from Barclays set a target price of $235.0 on 02/05/2026
• Meta Marshall from Morgan Stanley set a target price of $200.0 on 02/05/2026
• Mike Genovese from Rosenblatt set a target price of $300.0 on 02/05/2026
• Samik Chatterjee from JP Morgan set a target price of $245.0 on 02/05/2026
• Atif Malik from Citigroup set a target price of $250.0 on 01/26/2026

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.