Coherent Corp.
COHRCoherent Corp. (COHR) specializes in manufacturing photonics and Laser-based solutions, providing integration and optical components for industries such as telecommunications, industrial, and aerospace. The company develops advanced laser and photonics technologies used in various applications including manufacturing, medical devices, and sensing systems.
Company News
As AI clusters scale beyond 100,000 compute nodes, networking infrastructure has become a critical bottleneck. The article highlights that investors have overlooked AI networking opportunities while focusing on GPUs. Broadcom and Coherent are positioned to benefit from surging demand for high-speed optical modules and networking components, with ...
The U.S. Solid-State Laser Market is projected to grow from USD 0.87B in 2025 to USD 1.24B by 2033, with a 4.51% CAGR, driven by increasing adoption in manufacturing, medical, defense, and semiconductor technologies.
Communication technology companies are experiencing a significant stock rally driven by AI-related infrastructure demands, with optical networking leaders seeing explosive growth in cloud and data center equipment orders.
Several large-cap stocks experienced significant gains last week, driven by factors like strong earnings, Federal Reserve expectations, and sector momentum in tech and precious metals.
Three data center stocks (Lumentum, SanDisk, and Coherent) reported strong financial results, with significant revenue growth and earnings beats. However, analysts have mixed views on their future potential, with most suggesting potential downside despite strong current performance.
