Coherent Corp. (COHR)
NYSE · Price as of
- Profitability20/20
Profitable and growing: $805.0M net income over the last four reported quarters, up from $-271.1M the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 17 sells worth $8.3M, 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.
- Analysts21
- Implied upside+49.0%
- Target range$280.00 to $500.00
- EPS expected$1.96 +69%
- A year ago$1.16
- Revenue expected$2.30B +45%
- Estimate range$1.68 to $2.04
COHR closed at $279.20 on Aug 28, up 12.1% since Jul 30. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 56% of the 52-week range ($87.80 to $426.89).
Insider buying and selling at Coherent Corp. (COHR)
The most recent Form 4 on record for Coherent Corp. (COHR) is December 10, 2025, when Joseph J Corasanti, Director, sold $3.0M 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 |
|---|---|---|---|---|
| Joseph J Corasanti · Director | Sell | $3.0M | December 10, 2025 | Own call |
| Michael L Dreyer · Director | Sell | $1.7M | November 14, 2025 | Own call |
| Joseph J Corasanti · Director | Sell | $1.5M | November 7, 2025 | Own call |
| Giovanni Barbarossa · EVP, General Management | Sell | $9.7M | November 6, 2025 | Routine |
| Giovanni Barbarossa · EVP, General Management | Sell | $8.4M | October 29, 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 |
|---|---|---|---|---|
| Luther Sherri R · Officer | $1.1M | August 18, 2026 | Executed | Routine |
| Luther Sherri R · Officer | $317,220 | July 22, 2026 | Not yet reported | Routine |
Congress trades
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-06-25 | Sheldon Whitehouse RI | Purchase | $15,001 - $50,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | August 20, 2026 | FORM 4 |
| 144 | August 18, 2026 | View on EDGAR |
| 10-K | August 14, 2026 | 10-K |
| 8-K | August 12, 2026 | 8-K |
| 4 | July 24, 2026 | FORM 4 |
| 144 | July 22, 2026 | View on EDGAR |
| SCHEDULE 13G/A | July 8, 2026 | View on EDGAR |
| 4 | July 6, 2026 | FORM 4 |
Coherent news
All 28 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.
Applied Optoelectronics (AAOI) is doubling down on making its own lasers. A new Texas equipment deal is the proof.
AOI just gave Dutch supplier Trymax a multi-year equipment order to expand its in-house InP laser chip production in Texas. Here is why owning the laser supply matters, and the dilution paying for it.
Applied Optoelectronics (AAOI) filed to sell another $600 million of stock. It has already sold $1.1 billion of shares since March.
Applied Optoelectronics filed an equity distribution agreement after Friday's close to sell up to $600 million of common stock through Raymond James and Needham. It is the company's third such program of 2026. The first two sold about 8.1 million shares for $1.1 billion between March and August. The stock traded near $112 in the post-market, down about 10% from the close.
The AI trade rotates to a new sector every week. Which one is it going to be this week?
The AI trade has rotated by sector almost every week: software, then photonics, then memory. So which corner of AI runs next? I make the case for the one group that keeps riding along without ever leading.
Frequently asked questions
When does COHR report earnings?
Coherent Corp. (COHR) is scheduled to report quarterly results on November 4, 2026. The 19-analyst consensus is $1.96 per share on revenue of $2.30B for the quarter ending 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?
21 analysts cover Coherent Corp. (COHR). The consensus rating is Buy. The average price target is $416.09, in a range of $280.00 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 August 20, 2026.