Coherent jumps as investors chase AI datacenter optics momentum and SiC power-tech progress

Coherent Corp. (COHR) is up 5.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued bullish positioning around Coherent’s AI-exposed datacenter optics franchise, alongside incremental enthusiasm around its silicon carbide (SiC) technology progress for high-voltage power applications. Recent analyst commentary and price-target lifts following company updates may also be contributing to the bid.

Details:

Coherent recently highlighted progress in its SiC epitaxy capabilities, positioning the technology for higher-voltage power devices used in AI datacenters and industrial systems.

In the same update cycle, the company pointed to strong demand for AI-related optical connectivity products used in hyperscale datacenters, reinforcing the core “AI infrastructure” growth narrative.

Following Coherent’s quarterly updates and product/technology commentary, at least one major bank raised its price target while maintaining a bullish stance, citing improved demand visibility and AI-driven growth potential.

Earlier in fiscal 2026, Coherent reported year-over-year revenue growth and margin expansion, with management discussing continued demand strength in its Datacenter and Communications segment and ongoing capacity investment.

Sources:

Coherent (press release), FinancialContent, Investing.com

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 25 times in the past 6 months. Of those trades, 0 have been purchases and 25 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
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.
SHERRI R LUTHER (Chief Financial Officer) sold 4,000 shares for an estimated $870,954
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.

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$COHR Hedge Fund Activity

We have seen 489 institutional investors add shares of $COHR stock to their portfolio, and 350 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 7 times in the past 6 months. Of those trades, 2 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:

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.
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 9 analysts offer price targets for $COHR in the last 6 months, with a median target of $300.0.

Here are some recent targets:

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
Ruben Roy from Stifel set a target price of $275.0 on 03/18/2026
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

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.