Coherent Corp. (COHR)
NYSE · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $801.2M net income over the last four reported quarters, up from $-79.9M the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 9 sells worth $8.5M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 2 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 25.7% in a year and 1 offering-related filing. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts24
- Implied upside+90.0%
- Target range$230.00 to $500.00
- EPS expected$1.97 +69%
- A year ago$1.16
- Revenue expected$2.30B +46%
- Estimate range$1.68 to $2.05
COHR closed at $207.82 on Oct 22, down 30.9% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 28% of the 52-week range ($121.52 to $426.89).
Insider buying and selling at Coherent Corp. (COHR)
The most recent Form 4 on record for Coherent Corp. (COHR) is September 11, 2026, when Enrico Digirolomo, Director, sold $1.6M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Enrico Digirolomo · Director | Sell | $1.6M | September 11, 2026 | Worth a look |
| Julie Sheridan Eng · Chief Technology Officer | Sell | $3.6M | August 31, 2026 | Routine |
| Joseph J Corasanti · Director | Sell | $3.0M | December 10, 2025 | Worth a look |
| Michael L Dreyer · Director | Sell | $1.7M | November 14, 2025 | Worth a look |
| Giovanni Barbarossa · EVP, General Management | Sell | $9.7M | November 6, 2025 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Digirolomo Enrico · Director | $1.6M | September 11, 2026 | Executed | Vested shares |
| Beard Robert P · Officer | $154,660 | September 9, 2026 | Executed | Vested shares |
| Neal-Graves Lisa · Director | $590,524 | September 2, 2026 | Executed | Vested shares |
| Eng Julie Sheridan · Officer | $1.7M | September 1, 2026 | Executed | Routine |
| SKAGGS STEPHEN A · Director | $634,342 | August 31, 2026 | Executed | Routine |
Congress trades in COHR
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-08-18 | Gil Cisneros CA | Sale | $1,001 - $15,000 | |
| 2026-06-25 | Sheldon Whitehouse RI | Purchase | $15,001 - $50,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 22, 2026 | FORM 4 |
| 4 | October 14, 2026 | FORM 4 |
| ARS | October 9, 2026 | ARS |
| DEFA14A | October 9, 2026 | DEFA14A |
| DEF 14A | October 9, 2026 | FORM DEF 14A |
| 4 | October 7, 2026 | FORM 4 |
| 4 | October 7, 2026 | 4 |
| 4 | October 5, 2026 | FORM 4 |
Coherent news
All 31 articles
An AI model trains across 100,000 chips that all have to talk at once. The stocks that wire them: Arista (ANET), Broadcom (AVGO), Coherent (COHR) and Astera Labs (ALAB)
Tens of thousands of GPUs have to act like one machine, and the network that connects them is a fast-growing slice of every AI buildout. Here's what Arista, Broadcom, Marvell, the optics makers and Astera Labs each do.
Coherent (COHR), Lumentum (LITE) and Applied Optoelectronics (AAOI) all beat on earnings. Coherent's stock dropped after hours after reporting.
Coherent beat on revenue and profit and guided higher, its seventh straight beat, capping a clean sweep of AI-optics earnings with Lumentum and Applied Optoelectronics. All three beat. But after a 44% run, Coherent's stock slipped after hours, the same sell-the-news reaction the group keeps showing.
Lumentum beat estimates and raised its outlook after a pre-earnings selloff. Coherent reports next (COHR, LITE).
Lumentum beat on revenue and earnings for its fiscal fourth quarter and guided the next quarter well above Wall Street, capping a run that had sold off into the print. Coherent reports Wednesday into the same AI optics demand.
Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.
A senator sold Apple and Nvidia in June. He bought Coherent and Micron instead.
Senator Sheldon Whitehouse's latest disclosure shows he sold Apple and Nvidia in late June, then bought Coherent and Micron the same week. Here's what the filing actually shows, and how each stock has moved since.
Articles that mention Coherent without it being the main subject.
Lumentum (LITE) is sold out of AI optical parts into 2029, and customers are already lining up 2030 orders
Customers are already lining up orders for 2030. Hyperscalers are helping pay for new capacity.
Marvell (MRVL) shows 2nm optical chips for 3.2T AI networks
Marvell (MRVL) says four of its 38 demos at ECOC 2026 in Malaga are industry firsts, all built on 2nm chips: 400G-per-lane optical PAM4, 800G ZR with MACsec, and 1.6T ZR. A 102.4 terabit co-packaged optics platform targets the point where copper runs out of reach in AI networks.
Nvidia (NVDA) owns $90.7 billion of other companies. Its public stock portfolio has lost $16.4 billion since June 30.
Nvidia's latest 10-Q carries $42.8 billion of marketable equity securities and $47.9 billion of funded private stakes, with $25 billion more committed but not yet paid in. Its June 30 13F positions have given back about $16.4 billion since, and a $105 billion guarantee on an OpenAI data center sits off the balance sheet entirely.
Frequently asked questions
When does COHR report earnings?
Coherent Corp. (COHR) is scheduled to report quarterly results on November 4, 2026. The 20-analyst consensus is $1.97 per share on revenue of $2.30B for the quarter ended September 30, 2026, against $1.16 and $1.58B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for COHR?
24 analysts cover Coherent Corp. (COHR). The consensus rating is Buy. The average price target is $394.79, in a range of $230.00 to $500.00.
Are insiders buying or selling COHR?
We track Form 4 filings for Coherent Corp. (COHR). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see COHR SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed October 22, 2026.