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2026-10-14 Multiple firms join near-package optics ecosystem; Meta optical module demand confirms COHR as key supplier
2026-10-19 Lumentum CEO cites surging AI optical demand with no end to supply shortage, reinforcing tight supply conditions for COHR
OtherBear
AI Funding Worries Trigger Optical Stock Slide, COHR Down 7%
B. Riley cuts PT to $297 amid VARA AI fund blowup rumors, pressuring optical sector
D1 -9.2% · +5d -9.8%
›2 waves of this story
2026-10-14 Doubts over AI infrastructure funding weigh on optical networking suppliers
2026-10-16 B. Riley cuts PT to $297 amid VARA AI fund blowup rumors, pressuring optical sector
AnalystBull
BofA raises AI networking forecast, COHR benefits from optical demand growth
BofA sees AI networking market growing from $95.6B in 2026 to $394B in 2030, optical from $15B to $111B, benefiting COHR as optical supplier
D1 -7.9% · +5d -19.4%
OtherBear
Optics stocks tumble, COHR falls 5%
Sector profit-taking hits COHR
D1 -9.6% · +5d -17.1%
ProductBull
US May Restrict Chinese 3.2T Transceivers; COHR Benefits from US Content
Morgan Stanley says Washington discusses 3.2T restrictions, leaving 800G/1.6T untouched; COHR has ~65% US content
D1 +1.3% · +5d -12.2%
›5 waves of this story
2026-09-21 Company announces new optical tech and live demos to help customers scale AI infrastructure
2026-09-22 Company announcements and conference coverage confirm platform for AI datacenters, with security demo
2026-09-22 Stifel sees PhotonLink expanding SAM; component breadth as differentiator
2026-09-28 Post-ECOC, Futurum notes PhotonLink adds $30B, raising TAM to $90B; demand continues to validate
2026-10-02 Morgan Stanley says Washington discusses 3.2T restrictions, leaving 800G/1.6T untouched; COHR has ~65% US content
AnalystBull
Strong 800G/1.6T Optical Module Demand, Material Shortages Cap Supply, Highlighting COHR Supply Chain Edge
Nomura expert sees 45-50M 800G modules in NA 2026, 1.6T demand >30M but material shortages cap shipments, benefiting COHR's supply chain position
D1 +7.1% · +5d -10.2%
›8 waves of this story
2026-09-07 GS raises 2026-28E shipments by 21%/31%/31%, 1.6T+ by 29%/61%/50%, TAM by 33%/81%/115%
2026-09-09 Goldman sees AI optical networking TAM reaching $154B by 2028, benefiting COHR as key supplier
2026-09-11 Goldman more than doubled its 2028 optical transceiver forecast to $148.5B, reinforcing COHR's demand outlook in AI optical networks
2026-09-18 Zacks & market reports cite COHR as key beneficiary of AI datacenter optical interconnects
2026-09-20 M5 highlights InP substrate as gate for 1.6T transceivers; COHR runs own fab, reinforcing existing supply chain thesis
2026-09-26 Management cites 3-4yr lead, 5 suppliers across 3 continents, further solidifying supply chain moat
2026-09-28 Multiple sources confirm strong optical demand with lasers as bottleneck, highlighting COHR's in-house InP substrate advantage
2026-09-30 Nomura expert sees 45-50M 800G modules in NA 2026, 1.6T demand >30M but material shortages cap shipments, benefiting COHR's supply chain position
CompanyBull
Strong Optical Module Demand Supports COHR and Peers
Multiple reports show strong 800G/1.6T demand and Ethernet growth, though stocks dip; outlook positive
D1 +3.5% · +5d +15.8%
EarningsBull
COHR's Datacenter Business Powers Revenue Growth
Datacenter & comm segment revenue up ~59% YoY, 79% of total revenue
D1 +1.3% · +5d -12.2%
CompanyBull
COHR Signs 3-Year InP Substrate Deal with AXT, Prepaying $22.3M to Secure Supply
Long-term agreement secures key material supply, supporting optical module capacity expansion and vertical integration
D1 -12.7% · +5d +20.6%
›4 waves of this story
2026-09-14 EML chips key for AI DC optical interconnects; tight capacity favors suppliers like COHR
2026-09-17 Multiple sources confirm CPO substrate tightness; COHR's vertical integration bolsters AI optics position
2026-09-17 Company announcement of full C-band amplifier strengthens optical leadership, aligning with AI datacenter demand
2026-09-17 Long-term agreement secures key material supply, supporting optical module capacity expansion and vertical integration
AnalystBull
COHR Rebounds After 24% Monthly Drop, Analysts Upgrade
Post-correction valuation compression; analysts bullish on AI infrastructure, upgrades
D1 +6.9% · +5d +3.7%
AnalystBull
Mizuho Sees 5x CW Laser Capacity Growth 2025-2029, COHR to Benefit
Seeking Alpha upgrades COHR to strong buy on accelerating growth and capacity scaling
D1 -12.7% · +5d +20.6%
›2 waves of this story
2026-09-14 Multiple brokers highlight optical supply chain; COHR as CW/EML laser supplier in focus
2026-09-14 Seeking Alpha upgrades COHR to strong buy on accelerating growth and capacity scaling
AnalystBull
Deutsche Bank Sets $400 Price Target on COHR
Multiple analysts raise targets, signaling confidence in AI optics
2026-07-14 Morgan Stanley, Rosenblatt cite positive signals for Coherent in laser supply and substrates
2026-07-19 Citi report highlights persistent InP supply constraints, benefiting photonics supply chain; analyst recommends COHR as accumulation in high-beta sell-off.
2026-07-19 AI clusters hit copper limits, accelerating silicon photonics; COHR and Lumentum cited as critical optical component suppliers
2026-07-22 Multiple social media and trading platform data show COHR, AAOI, LITE and other optics stocks posted double-digit gains on July 22, signaling a market sentiment recovery
2026-07-25 Analyst breakdown of Vera Rubin rack BOM cites shift to co-packaged optics, reinforcing COHR's CPO supply chain position
2026-08-06 Third-party research confirms high growth in optical interconnects, reinforcing long-term thesis for COHR's end market
2026-08-09 Multiple sources confirm photonics sector momentum; AAOI CEO highlights laser as bottleneck for advanced transceivers, supporting COHR outlook
2026-08-09 CEO confirms laser supply constraints despite transceiver capacity, aligning with COHR's +51% weekly gain
2026-08-09 AAOI CEO states laser remains the bottleneck for advanced transceiver production, market interprets as positive for photonics suppliers like COHR
2026-08-16 AAOI reiterates laser bottleneck, plus FCC curbs on Chinese modules, highlighting COHR's scarce InP source value
2026-08-27 Multiple independent voices flag light-source/substrate shortage as 1.6T bottleneck, reinforcing COHR's supply-chain position
2026-08-29 FQ4 2026 revenue up 34% YoY, datacenter segment surge 59%, confirming robust AI optical demand.
Coherent Samples 300mm High-Thermal SiC Substrates to AI Partners, 25% Heat Spreading Gain
M4 independently reports the sampling, adding 25% heat-spreading improvement detail to E136649.
D1 -12.8% · +5d -6.0%
›3 waves of this story
2026-08-18 Company announcement confirms customer sampling, advancing AI infrastructure materials position
2026-08-18 Social media reiterates sampling of SiC substrates to AI partners, consistent with existing event
2026-08-22 M4 independently reports the sampling, adding 25% heat-spreading improvement detail to E136649.
OtherBear
Coherent shares drop over 10% as AI hardware stocks sell off
Multiple outlets report COHR leading S&P 500 declines, but all are market moves without new fundamental info
D1 -12.8% · +5d -6.0%
CompanyBull
InP Substrate Prices to Jump Over 10% in Q4, Reinforcing COHR's InP Supply Chain Position
Media reports InP substrate/epi-wafer prices to rise over 10% in Q4 amid AI optical shortages, benefiting COHR's light source supply
D1 +9.6% · +5d +12.8%
›3 waves of this story
2026-08-01 Lumentum CEO warns InP laser shortage for AI DCs worse than memory; AXTI holds $134.7M prepayments from Coherent, Lumentum, Casela through 2031
2026-08-04 Nvidia VP says CPO in mass production for Vera Rubin; CMB Intl estimates InP laser shortage >50% in 2026
2026-08-17 Media reports InP substrate/epi-wafer prices to rise over 10% in Q4 amid AI optical shortages, benefiting COHR's light source supply
Institutional holdings reinforce COHR's AI optics leadership
D1 +11.1% · +5d -23.3%
›4 waves of this story
2026-07-21 NVIDIA disclosed on July 21 that it holds a 6% stake in COHR within its stock portfolio, ranking among the top 5 holdings, indicating a strategic investment relationship
2026-07-23 New ETF offers exposure to optical interconnects, transceivers, and fiber-optic infrastructure for AI data centers, reinforcing COHR's role in the photonics theme
COHR, Photonics Stocks Tumble Pre-Earnings as AI Optics Cools
COHR fell ~12% Monday, with LITE, AXTI also down; profit-taking and FCC rule debate weigh pre-earnings
D1 -14.2% · +5d +8.0%
›4 waves of this story
2026-08-10 COHR reports after close Wednesday, LITE same week; photonics sector surged over 7 trading days
2026-08-11 Profit-taking ahead of earnings: COHR -11-12%, LITE -6.6%, AXTI -13.4%
2026-08-11 COHR fell 11.63% to $335.05 Monday, with intraday low of $333.83 (-12%); Lumentum -7%, AXTI -13.4%, LITE -6.6%, AAOI -1.2% as traders take profits ahead of earnings.
2026-08-11 COHR fell ~12% Monday, with LITE, AXTI also down; profit-taking and FCC rule debate weigh pre-earnings
Related — this ticker is not the subject
RelatedEarnings
AppLovin Q3 EPS of $4.30 tops estimates; shares up 13% after hours on raised Q4 sales guidance
The beat lands as securities class-action lead-plaintiff deadlines approach over alleged delays in its generative AI ad tool
D1 -13.0% · since +26.4%
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Event thread
Key events, in time order
30 items
EarningsBull
COHR Q1 Revenue Beats, Raises FY Growth Target to 60%+
Q1 rev $237M +56% YoY, guides Q2 up to $2.75B on strong AI optical demand
D1 -4.9% · +5d +12.6%
›5 waves of this story
2026-11-02 Multiple sources confirm COHR on this week's earnings calendar; AXT's call on InP supply tightness reinforces AI optical demand narrative
2026-11-05 Company release shows strong Y/Y growth in revenue, gross margin, and EPS; results now out
2026-11-05 Data center & comms revenue +79% to $2.0B, majority of $2.4B total
2026-11-05 AI demand, $20B customer deal, PhotonLink expansion support outlook
2026-11-06 Q1 rev $237M +56% YoY, guides Q2 up to $2.75B on strong AI optical demand
Earnings
Earnings report
Q1营收创纪录达$2.37 billion，环比增长16%，同比增长56%（pro forma basis）。
D1 -6.0% · since +10.0%
CapitalBull
COHR Touted as Strategic Beneficiary After Marvell-Lumentum Deal
Multiple sources cite COHR as strategic winner; Northland upgrades to Outperform
D1 -4.9% · +5d +12.6%
OtherBear
AI optics stocks plunge; COHR falls 9-13% in a day
Hyperscaler spending fears spread down supply chain, hitting optics sector
2026-10-14 Multiple firms join near-package optics ecosystem; Meta optical module demand confirms COHR as key supplier
2026-10-19 Lumentum CEO cites surging AI optical demand with no end to supply shortage, reinforcing tight supply conditions for COHR
OtherBear
AI Funding Worries Trigger Optical Stock Slide, COHR Down 7%
B. Riley cuts PT to $297 amid VARA AI fund blowup rumors, pressuring optical sector
D1 -9.2% · +5d -9.8%
›2 waves of this story
2026-10-14 Doubts over AI infrastructure funding weigh on optical networking suppliers
2026-10-16 B. Riley cuts PT to $297 amid VARA AI fund blowup rumors, pressuring optical sector
AnalystBull
BofA raises AI networking forecast, COHR benefits from optical demand growth
BofA sees AI networking market growing from $95.6B in 2026 to $394B in 2030, optical from $15B to $111B, benefiting COHR as optical supplier
D1 -7.9% · +5d -19.4%
OtherBear
Optics stocks tumble, COHR falls 5%
Sector profit-taking hits COHR
D1 -9.6% · +5d -17.1%
ProductBull
US May Restrict Chinese 3.2T Transceivers; COHR Benefits from US Content
Morgan Stanley says Washington discusses 3.2T restrictions, leaving 800G/1.6T untouched; COHR has ~65% US content
D1 +1.3% · +5d -12.2%
›5 waves of this story
2026-09-21 Company announces new optical tech and live demos to help customers scale AI infrastructure
2026-09-22 Company announcements and conference coverage confirm platform for AI datacenters, with security demo
2026-09-22 Stifel sees PhotonLink expanding SAM; component breadth as differentiator
2026-09-28 Post-ECOC, Futurum notes PhotonLink adds $30B, raising TAM to $90B; demand continues to validate
2026-10-02 Morgan Stanley says Washington discusses 3.2T restrictions, leaving 800G/1.6T untouched; COHR has ~65% US content
AnalystBull
Strong 800G/1.6T Optical Module Demand, Material Shortages Cap Supply, Highlighting COHR Supply Chain Edge
Nomura expert sees 45-50M 800G modules in NA 2026, 1.6T demand >30M but material shortages cap shipments, benefiting COHR's supply chain position
D1 +7.1% · +5d -10.2%
›8 waves of this story
2026-09-07 GS raises 2026-28E shipments by 21%/31%/31%, 1.6T+ by 29%/61%/50%, TAM by 33%/81%/115%
2026-09-09 Goldman sees AI optical networking TAM reaching $154B by 2028, benefiting COHR as key supplier
2026-09-11 Goldman more than doubled its 2028 optical transceiver forecast to $148.5B, reinforcing COHR's demand outlook in AI optical networks
2026-09-18 Zacks & market reports cite COHR as key beneficiary of AI datacenter optical interconnects
2026-09-20 M5 highlights InP substrate as gate for 1.6T transceivers; COHR runs own fab, reinforcing existing supply chain thesis
2026-09-26 Management cites 3-4yr lead, 5 suppliers across 3 continents, further solidifying supply chain moat
2026-09-28 Multiple sources confirm strong optical demand with lasers as bottleneck, highlighting COHR's in-house InP substrate advantage
2026-09-30 Nomura expert sees 45-50M 800G modules in NA 2026, 1.6T demand >30M but material shortages cap shipments, benefiting COHR's supply chain position
CompanyBull
Strong Optical Module Demand Supports COHR and Peers
Multiple reports show strong 800G/1.6T demand and Ethernet growth, though stocks dip; outlook positive
D1 +3.5% · +5d +15.8%
EarningsBull
COHR's Datacenter Business Powers Revenue Growth
Datacenter & comm segment revenue up ~59% YoY, 79% of total revenue
D1 +1.3% · +5d -12.2%
CompanyBull
COHR Signs 3-Year InP Substrate Deal with AXT, Prepaying $22.3M to Secure Supply
Long-term agreement secures key material supply, supporting optical module capacity expansion and vertical integration
D1 -12.7% · +5d +20.6%
›4 waves of this story
2026-09-14 EML chips key for AI DC optical interconnects; tight capacity favors suppliers like COHR
2026-09-17 Multiple sources confirm CPO substrate tightness; COHR's vertical integration bolsters AI optics position
2026-09-17 Company announcement of full C-band amplifier strengthens optical leadership, aligning with AI datacenter demand
2026-09-17 Long-term agreement secures key material supply, supporting optical module capacity expansion and vertical integration
AnalystBull
COHR Rebounds After 24% Monthly Drop, Analysts Upgrade
Post-correction valuation compression; analysts bullish on AI infrastructure, upgrades
D1 +6.9% · +5d +3.7%
AnalystBull
Mizuho Sees 5x CW Laser Capacity Growth 2025-2029, COHR to Benefit
Seeking Alpha upgrades COHR to strong buy on accelerating growth and capacity scaling
D1 -12.7% · +5d +20.6%
›2 waves of this story
2026-09-14 Multiple brokers highlight optical supply chain; COHR as CW/EML laser supplier in focus
2026-09-14 Seeking Alpha upgrades COHR to strong buy on accelerating growth and capacity scaling
AnalystBull
Deutsche Bank Sets $400 Price Target on COHR
Multiple analysts raise targets, signaling confidence in AI optics
2026-07-14 Morgan Stanley, Rosenblatt cite positive signals for Coherent in laser supply and substrates
2026-07-19 Citi report highlights persistent InP supply constraints, benefiting photonics supply chain; analyst recommends COHR as accumulation in high-beta sell-off.
2026-07-19 AI clusters hit copper limits, accelerating silicon photonics; COHR and Lumentum cited as critical optical component suppliers
2026-07-22 Multiple social media and trading platform data show COHR, AAOI, LITE and other optics stocks posted double-digit gains on July 22, signaling a market sentiment recovery
2026-07-25 Analyst breakdown of Vera Rubin rack BOM cites shift to co-packaged optics, reinforcing COHR's CPO supply chain position
2026-08-06 Third-party research confirms high growth in optical interconnects, reinforcing long-term thesis for COHR's end market
2026-08-09 Multiple sources confirm photonics sector momentum; AAOI CEO highlights laser as bottleneck for advanced transceivers, supporting COHR outlook
2026-08-09 CEO confirms laser supply constraints despite transceiver capacity, aligning with COHR's +51% weekly gain
2026-08-09 AAOI CEO states laser remains the bottleneck for advanced transceiver production, market interprets as positive for photonics suppliers like COHR
2026-08-16 AAOI reiterates laser bottleneck, plus FCC curbs on Chinese modules, highlighting COHR's scarce InP source value
2026-08-27 Multiple independent voices flag light-source/substrate shortage as 1.6T bottleneck, reinforcing COHR's supply-chain position
2026-08-29 FQ4 2026 revenue up 34% YoY, datacenter segment surge 59%, confirming robust AI optical demand.
Coherent Samples 300mm High-Thermal SiC Substrates to AI Partners, 25% Heat Spreading Gain
M4 independently reports the sampling, adding 25% heat-spreading improvement detail to E136649.
D1 -12.8% · +5d -6.0%
›3 waves of this story
2026-08-18 Company announcement confirms customer sampling, advancing AI infrastructure materials position
2026-08-18 Social media reiterates sampling of SiC substrates to AI partners, consistent with existing event
2026-08-22 M4 independently reports the sampling, adding 25% heat-spreading improvement detail to E136649.
OtherBear
Coherent shares drop over 10% as AI hardware stocks sell off
Multiple outlets report COHR leading S&P 500 declines, but all are market moves without new fundamental info
D1 -12.8% · +5d -6.0%
CompanyBull
InP Substrate Prices to Jump Over 10% in Q4, Reinforcing COHR's InP Supply Chain Position
Media reports InP substrate/epi-wafer prices to rise over 10% in Q4 amid AI optical shortages, benefiting COHR's light source supply
D1 +9.6% · +5d +12.8%
›3 waves of this story
2026-08-01 Lumentum CEO warns InP laser shortage for AI DCs worse than memory; AXTI holds $134.7M prepayments from Coherent, Lumentum, Casela through 2031
2026-08-04 Nvidia VP says CPO in mass production for Vera Rubin; CMB Intl estimates InP laser shortage >50% in 2026
2026-08-17 Media reports InP substrate/epi-wafer prices to rise over 10% in Q4 amid AI optical shortages, benefiting COHR's light source supply
Institutional holdings reinforce COHR's AI optics leadership
D1 +11.1% · +5d -23.3%
›4 waves of this story
2026-07-21 NVIDIA disclosed on July 21 that it holds a 6% stake in COHR within its stock portfolio, ranking among the top 5 holdings, indicating a strategic investment relationship
2026-07-23 New ETF offers exposure to optical interconnects, transceivers, and fiber-optic infrastructure for AI data centers, reinforcing COHR's role in the photonics theme
COHR, Photonics Stocks Tumble Pre-Earnings as AI Optics Cools
COHR fell ~12% Monday, with LITE, AXTI also down; profit-taking and FCC rule debate weigh pre-earnings
D1 -14.2% · +5d +8.0%
›4 waves of this story
2026-08-10 COHR reports after close Wednesday, LITE same week; photonics sector surged over 7 trading days
2026-08-11 Profit-taking ahead of earnings: COHR -11-12%, LITE -6.6%, AXTI -13.4%
2026-08-11 COHR fell 11.63% to $335.05 Monday, with intraday low of $333.83 (-12%); Lumentum -7%, AXTI -13.4%, LITE -6.6%, AAOI -1.2% as traders take profits ahead of earnings.
2026-08-11 COHR fell ~12% Monday, with LITE, AXTI also down; profit-taking and FCC rule debate weigh pre-earnings
Related — this ticker is not the subject
RelatedEarnings
AppLovin Q3 EPS of $4.30 tops estimates; shares up 13% after hours on raised Q4 sales guidance
The beat lands as securities class-action lead-plaintiff deadlines approach over alleged delays in its generative AI ad tool
