Coherent shares rise as investors lean into upbeat FY2026 results and higher Wall Street targets

Coherent Corp. (COHR) is up 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: COHR’s move appears tied to continued momentum following its fiscal Q2 2026 earnings update and a wave of higher analyst valuation assumptions that have helped keep sentiment constructive. With the stock also coming off recent volatility, part of today’s gain may be a rebound as buyers step back in.

Details:

Coherent reported fiscal Q2 2026 results (quarter ended December 31, 2025) showing year-over-year revenue growth and higher profitability metrics, with management highlighting strong demand in datacenter and communications.

The company’s release included GAAP and non-GAAP margin and EPS figures that signaled operating leverage, reinforcing the market’s “AI optical” thesis around bandwidth growth in cloud and datacenters.

In the days after earnings, aggregated Wall Street price-target data showed a notable upward revision in the average one-year target, which can act as a near-term sentiment tailwind for momentum-driven flows.

This could also be partly technical: after a sharp down day earlier in the week, a modest risk-on reversal can produce an outsized one-day bounce in a high-beta name.

Sources:

Coherent Corp. (press release via GlobeNewswire), Nasdaq, AAII

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 480 institutional investors add shares of $COHR stock to their portfolio, and 403 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 $240.0.

Here are some recent targets:

Meta Marshall from Morgan Stanley set a target price of $250.0 on 02/23/2026
Ruben Roy from Stifel set a target price of $235.0 on 02/05/2026
Samik Chatterjee from JP Morgan set a target price of $245.0 on 02/05/2026
Tom O'Malley from Barclays set a target price of $235.0 on 02/05/2026
Mike Genovese from Rosenblatt set a target price of $300.0 on 02/05/2026
Ryan Koontz from Needham set a target price of $235.0 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.