Coherent Corp.

• COHR Stock Price 24h change: +4.14%. From 197.51 USD to 201.46 USD. The surge was driven by exceptionally strong demand for AI networking components and record bookings for 1.6T transceivers, following the company's announcement of its Q2 FY2026 earnings release date.
• Technical indicators present a "Strong Buy" outlook: the RSI(14) stands at 57.58, indicating healthy upward momentum without reaching overbought territory; the MACD(12,26) remains bullish at 2.84, while the stock trades above all key moving averages (MA5, MA50, and MA200), confirming a robust long-term uptrend.
• Coherent Corp. announced it will release its FY2026 second quarter financial results on February 4, 2026, with management citing record customer forecasts extending to 2028.
• Stifel raised its price target for COHR to $220.00 from $168.00, highlighting the company's leading-edge portfolio of 800G and 1.6T transceivers as a competitive advantage in AI infrastructure.
• Coherent and Quside successfully demonstrated a mass-manufacturable quantum entropy source at the Photonics West 2026 event, marking a major milestone for hardware-based quantum-safe encryption.
• The semiconductor sector shows a "tale of two markets" in early 2026, where AI infrastructure and HBM memory sectors grow at 30%+ annually while traditional markets like smartphones and automotive remain in a unit-shipment recession.
• Photonic computing company Optalysys secured £23M in funding to advance "always-encrypted" data processing technology, reflecting intensified investment in light-based alternatives to traditional electronic computing.

• COHR Stock Price 24h change: +4.14%. From 193.46 USD to 201.46 USD. The price surge is driven by strong investor optimism following the SPIE Photonics West Expo and a bullish outlook on AI-driven data center demand.
• From a technical perspective, COHR is in a "Strong Buy" phase with the price recently breaking above its 20-day (185.48) and 50-day (186.95) moving averages. Technical indicators like the MACD (1.53) suggest continued bullish momentum, while the RSI (57.5) remains in a healthy range, indicating the stock is not yet overbought despite recent gains.
• Coherent is showcasing its latest laser and photonics technologies at the 2026 SPIE Photonics West Expo, highlighting new high-efficiency optical components for next-gen data centers.
• Analysts have significantly raised price targets for COHR, with some reaching as high as $220, citing the rapid adoption of 1.6T transceivers and the company's strategic pivot toward AI infrastructure.
• Insider trading data reveals high-volume selling activity by institutional backers like Bain Capital over the past months, though market sentiment remains focused on the company's 17.3% year-over-year revenue growth.
• The semiconductor industry is entering a new "Super Cycle" in early 2026, with memory prices surging 40-50% and giants like Samsung reporting a 208% jump in operating profit.
• ASML's market value surpassed $500 billion following a massive capital spending forecast from TSMC, signaling sustained global investment in AI-capable chip manufacturing equipment.