COHR
NYSE · Electrical Equipment
Coherent Corp
$379.13
+44.91 (+13.44%)
COHR News30 articles
nLIGHT Shares Plunge 24% on Optics Shortage
nLIGHT (LASR) shares fell nearly 24% after the company delayed $17M in product shipments due to an optics shortage, despite record Q2 revenue of $82.6M.
Coherent Soars 41% on Week as U.S. Weighs China Optics Ban
Coherent (COHR) surged 40.7% this week following a U.S. draft proposal to curb Chinese optical transceiver imports, with earnings due Aug 12.
Applied Optoelectronics Soars 14% on Record Q2 Revenue, Capacity Expansion
Applied Optoelectronics (AAOI) surged 14% premarket after Q2 revenue hit a record $191.9M, up 86% YoY, driven by strong demand for 800G and 1.6T optical products.
POET Technologies Surges on Strong Balance Sheet, But Revenue Remains Key Test
POET Technologies shares rose 7% premarket after a cash boost. With a strong balance sheet, the focus shifts to converting orders into revenue.
Applied Optoelectronics Q2 Revenue Jumps 86%, But Stock Wavers on Dilution and Margin Concerns
Applied Optoelectronics reported Q2 revenue up 86% to $191.9M, but diluted share count rose 42%, pressuring per-share metrics. Q3 guidance beat on revenue but disappointed on EPS.
Dow Tops 54,000 as AI Boom Broadens to Industrial Sector
The Dow rose 1.6% to surpass 54,000, driven by AI investment spreading to industrials. Chip stocks rallied, while factory orders showed mixed signals.
Coherent Stock Jumps 12% on Report of Possible US Ban on Chinese Optics
Coherent (COHR) shares jumped 12.4% after reports of a proposed US ban on Chinese optical transceivers, boosting market value by $7B. The move highlights potential reshoring of AI optics supply.
Marvell Stock Jumps 11% on AI Memory Expansion, Optics Rally
Marvell (MRVL) shares rose 11% after unveiling new AI-memory products, boosting market value by $19.9B. The rally also lifted optics peers on reports of possible US restrictions on Chinese transceivers.
AI Infrastructure Stocks Lead Futures Higher as Earnings Beat Rates Soar
U.S. stock futures advanced as AI infrastructure plays outperformed, with Palantir, Onsemi, and Caterpillar leading premarket gains. Earnings beat rates remain strong.
Applied Optoelectronics Surges 23% on AI Optics Demand
AAOI stock jumped 23% since Friday, adding $1.77B in market value ahead of Q2 earnings. Optical sector rallies on AI infrastructure demand.
AXT Soars 27% on Record InP Sales and Margin Surge
AXT (NASDAQ:AXTI) shares surged 27% in premarket trading after the company reported record indium phosphide sales, driving gross margin to 44.9% and Q3 guidance well above consensus.
Corning Shares Plunge 17% as Q3 Guidance Misses Estimates
Corning shares fell 17% in premarket trading after Q3 guidance missed estimates, overshadowing a strong Q2 beat. The annualized sales pace of $19.8 billion is 1% below the 2026 target.
Corning's $86B Market Cap Erased Since June Peak Amid Valuation Reset
Corning (GLW) shares have dropped 36.7% from their June high, losing about $86 billion in market value. The decline is driven by a valuation reset as 2027 EPS estimates rise.
nLIGHT Soars on $627M Laser Weapon Contract Ceiling
nLIGHT shares surged 28% on a defense contract worth up to $627 million, signaling a strategic pivot from industrial lasers to directed energy systems.
Applied Optoelectronics Shares Slide 13% on $94M Cleanroom Cash Outlay
Applied Optoelectronics shares tumbled nearly 13% after a filing revealed a $94.1 million cleanroom contract, representing about 21% of its cash and restricted cash as of March 31.
Coherent Surges 9% on AI Optics Demand, CHIPS Act Signals Indium Phosphide Boost
Coherent shares rose 9.2% to $425.38 on a CHIPS Act letter for up to $50M to expand indium phosphide capacity in Texas, highlighting AI data center supply chain concerns amid China's export checks.
Lumentum Rides AI Optical Demand to 6% Gain Despite Nasdaq Weakness
Lumentum shares surged 6.1% to $901.89, driven by a $400M+ optical circuit switch backlog and underappreciated co-packaged optics attach-rate upside, as AI infrastructure stocks attracted buyers.
Coherent Rises on CHIPS Act Funds, Supply Risk Looms
Coherent shares rose 2.8% after receiving up to $50 million in CHIPS Act funding for its Texas facility, while China's indium export checks pose supply risks.
Nvidia's Pre-Holiday Surge Bolsters Chip Sector as AI Focus Intensifies
Nvidia surged 2.95% to $210.69 before Juneteenth, leading a broad chip rally. The move highlights Nvidia's market influence and sets up a key test with Micron earnings next week.
Coherent Stock Slips Despite $50M CHIPS Grant; AI Optics Demand in Question
Coherent shares slipped 1% to $378.85 despite a $50M CHIPS grant for its Texas InP plant, as high valuation and supply risks overshadow AI optics demand.
Ciena Stock Dips Despite Earnings Beat as AI Euphoria Fades
Ciena shares fell 9.5% premarket despite beating Q2 estimates and raising guidance, as AI-driven demand concerns and customer concentration weigh on sentiment.
Corning Surges 13% on Nvidia AI Optical Link Demand
Corning shares soared 13.4% on heavy volume after Nvidia CEO Jensen Huang emphasized the need for optical interconnects in AI data centers, with Corning's recent deals with Nvidia and Meta making it a key AI infrastructure play.
Coherent Surges on AI Demand and Nvidia Investment
Coherent shares soared 17% to $425.44 after strong Q3 results and renewed AI infrastructure demand, fueled by Nvidia's $2 billion investment.
POET Technologies Surges 17% Amid AI Orders, Lawsuit Deadline, and Marvell Impact
POET Technologies shares jumped 17% on heavy volume as law firms highlighted a June 29 lead-plaintiff deadline in a securities case. The rally follows a $50 million Lumilens order and $400 million financing, but legal and business risks persist.
POET Technologies Faces Headwinds After $400M Raise and Celestial AI Loss
POET Technologies shares dropped 7.3% to $12.29 Friday, capping a 16% weekly decline. The optical chip maker raised $400M but faces lawsuits and lost Celestial AI orders.
POET Technologies Stock Slips Again as $400M AI Optics Plan Faces New Hurdles
POET Technologies shares dropped 7.3% Friday, closing at $12.29 as the company's $400 million AI optics push faces setbacks including canceled orders and a securities class action.
Coherent Stock Slips 6.6% Amid Profit-Taking in AI Optics Sector
Coherent Corp. (COHR) dropped 6.6% to around $352 on Friday, even as the broader market rose, signaling profit-taking in AI optics stocks.
Lumentum's AI Optics Surge Outshines Nvidia; Pullback Tests Rally
Lumentum shares slipped 3.6% Friday, paring a massive AI-driven rally that saw the stock gain 135% YTD, far exceeding Nvidia.
POET Technologies Slips After $400M Financing, AI Hopes Remain
POET Technologies shares dropped 8.6% last week after a $400M financing. The company is betting on AI optical networking, but Q1 revenue was just $503,389.
Sivers Semiconductors Surges 31% Ahead of MSCI Switch and Q1 Results
Sivers Semiconductors shares jumped 31% in a week, fueled by MSCI index inclusion, a $6.6 million defense contract extension, and board nominations, with Q1 results due May 29.