COHR

COHERENT CORP.

NYSE · Optical Instruments & Lenses · Inc. PA · CIK 0000820318
$376.99 -10.64% $73.8B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)3 New Institutional PositionsCongressional Activity (1)
Vol
Market Cap$73.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (76%)
Inst. Holders9 funds
Inst. Value$8.7B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 10S
Insider Net $-$6.0M
Reddit Sentiment50° Neutral
SEC Reports5
Congressional4 trades
Exchange NYSE·Sector Optical Instruments & Lenses·Inc. PA·CIK 0000820318·Prev Close $421.90

Recent Activity

Jun 3, 2026 Insider
ANDERSON JAMES ROBERT sold 25,836 shares
CEO @ $426.89 ($11.0M)
May 13, 2026 short_volume
Short Volume: COHR — 61.1% short (1.8M / 2.9M)
Short: 1,774,861 | Exempt: 3,987 | TRF Vol: 2,903,454 | Short Ratio: 61.1% | Off-exchange volume (da
May 12, 2026 Insider
Luther Sherri R sold 2,000 shares
Chief Financial Officer @ $372.96 ($745.9K)
May 11, 2026 Insider
Xia Howard H. sold 2,000 shares
Director @ $0.00 ($0.00)
Apr 28, 2026 SEC
Coherent Corp. disclosed that Chief Strategy Officer Giovanni Barbarossa will transition to a Special Advisor role effec
8-K — Impact 2/10
Apr 22, 2026 SEC
Coherent Corp. announced the timing of its FY2026 Q3 earnings release, providing no financial results or updates. This i
PRESS-RELEASE — Impact 2/10
Mar 11, 2026 SEC
Two Coherent Corp. directors conducted share transactions in the past week, including open-market sales totaling approxi
CLUSTER — Impact 4/10
Inst.
FMR LLC — ADD
23,607,003 shares ($4.4B)

Price Targets

$380.62 +1.0% upside Hold
Current $376.99 Low $230.00 Median $386.00 High $461.96 21 analysts
$230.00 $461.96

Analyst Ratings

Buy76% buy · 29 analysts
7Strong Buy
15Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 TD Cowen MAINTAIN Buy → Buy
May 7, 2026 Rosenblatt MAINTAIN Buy → Buy
May 5, 2026 Stifel MAINTAIN Buy → Buy
May 1, 2026 Rothschild & Co INITIATE Buy
Apr 21, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.62 ▲ +5.8% $1.49 — $1.75 62% YoY 19
Next Q $1.77 ▲ +7.7% $1.50 — $1.99 52% YoY 19
Current FY $5.45 ▲ +1.9% $5.31 — $5.57 55% YoY 20
Next FY $8.10 ▲ +8.6% $6.51 — $9.78 48% YoY 21

Top Institutional Holders

FundValueMove
FMR LLC$4.4BADD
VANGUARD GROUP INC$3.0B
NORGES BANK$408.6MNEW
MORGAN STANLEY$346.2MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$252.2MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026ANDERSON JAMESF$11.0M
May 12, 2026Luther SherriSELL$745.9K
May 11, 2026Xia HowardM$0.00
May 11, 2026Xia HowardM$43.3K
May 11, 2026Xia HowardSELL$172.0K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
30 mentions 6 bullish 6 bearish

Congressional Trades

2 members: 1 buys, 3 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
Markwayne MullinRSELL$15,001 - $50,000
Markwayne MullinRSELL$15,001 - $50,000
9 institutional holders with $8.7B total value (47,263,984 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, NORGES. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC23,607,003$4.4B49.9%ADD +83.7%
2VANGUARD GROUP INC16,127,729$3.0B34.1%
3NORGES BANK2,213,952$408.6M4.7%NEW
4MORGAN STANLEY1,875,889$346.2M4.0%ADD +54.8%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,366,642$252.2M2.9%NEW
6BANK OF AMERICA CORP /DE/1,052,651$194.3M2.2%
7DODGE & COX669,855$123.6M1.4%TRIM -57.0%
8WELLS FARGO & COMPANY/MN251,031$46.3M0.5%TRIM -29.8%
9TWO SIGMA INVESTMENTS, LP99,232$18.3M0.2%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD12,851,21023,607,003+83.7%$4.4B2025-Q4
NORGES BANKNEW2,213,952$408.6M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW99,232$18.3M2025-Q4
MORGAN STANLEYADD1,465,5902,268,665+54.8%$244.4M2025-Q3
DODGE & COXTRIM1,731,595744,879-57.0%$80.2M2025-Q3
WELLS FARGO & COMPANY/MNTRIM356,407250,341-29.8%$27.0M2025-Q3
NORGES BANKEXIT2,200,6510-100.0%$0.002025-Q3
Duquesne Family Office LLCEXIT1,157,8400-100.0%$0.002025-Q3
NORGES BANKNEW2,200,651$196.3M2025-Q2
DODGE & COXTRIM6,437,7691,731,595-73.1%$154.5M2025-Q2
MORGAN STANLEYTRIM2,478,0731,465,590-40.9%$130.7M2025-Q2
Duquesne Family Office LLCTRIM2,222,0701,157,840-47.9%$103.3K2025-Q2
DODGE & COXTRIM10,239,0996,437,769-37.1%$418.1M2025-Q1
MORGAN STANLEYADD1,385,7462,478,073+78.8%$160.9M2025-Q1
NORGES BANKEXIT1,528,2370-100.0%$0.002025-Q1
UBS Group AGDOUBLED222,6481,465,548+558.2%$138.8M2024-Q4
MORGAN STANLEYADD1,043,6631,496,348+43.4%$133.0M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,021,838$90.9M2024-Q3
15 unique insiders with 10 transactions. Net insider value: -$6.0M ($0.00 bought, $6.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026ANDERSON JAMES ROBERTCEOF25,836$426.89$11.0M
May 12, 2026Luther Sherri RChief Financial OfficerSELL2,000$372.96$745.9K
May 11, 2026Xia Howard H.DirectorM2,000$0.00$0.00
May 11, 2026Xia Howard H.DirectorM2,000$21.67$43.3K
May 11, 2026Xia Howard H.DirectorSELL500$344.00$172.0K
Apr 22, 2026Luther Sherri RChief Financial OfficerSELL2,000$351.00$702.0K
Mar 17, 2026Xia Howard H.DirectorM3,240$0.00$0.00
Mar 17, 2026Xia Howard H.DirectorSELL1,000$245.57$245.6K
Mar 17, 2026Xia Howard H.DirectorM3,240$21.67$70.2K
Mar 16, 2026Xia Howard H.DirectorM1,000$0.00$0.00
Mar 16, 2026Xia Howard H.DirectorSELL1,000$258.00$258.0K
Mar 16, 2026Xia Howard H.DirectorM1,000$21.67$21.7K
Mar 10, 2026Eng Julie SheridanChief Technology OfficerSELL1,454$258.18$375.4K
Mar 9, 2026SKAGGS STEPHEN ADirectorSELL3,523$243.13$856.6K
Mar 6, 2026Digirolomo EnricoDirectorM1,005$0.00$0.00
Mar 6, 2026Digirolomo EnricoDirectorG1,847$0.00$0.00
Mar 6, 2026Digirolomo EnricoDirectorSELL3,911$241.50$944.5K
Mar 2, 2026Eng Julie SheridanChief Technology OfficerSELL2,792$291.42$813.6K
Feb 12, 2026Luther Sherri RChief Financial OfficerSELL4,000$217.74$871.0K
Feb 11, 2026CORASANTI JOSEPH JDirectorA279$0.00$0.00
Feb 11, 2026Hatter PatriciaDirectorA279$0.00$0.00
Feb 11, 2026Neal-Graves LisaDirectorA279$0.00$0.00
Feb 11, 2026Patrick ElizabethDirectorA279$0.00$0.00
Feb 11, 2026SADASIVAM SHAKERDirectorA279$0.00$0.00
Feb 11, 2026SKAGGS STEPHEN ADirectorA279$0.00$0.00
Feb 11, 2026VIJ SANDEEPDirectorA279$0.00$0.00
Feb 11, 2026Xia Howard H.DirectorA279$0.00$0.00
Feb 11, 2026STERLING MICHELLE MDirectorA279$0.00$0.00
Feb 11, 2026MOTLEY DAVID LDirectorA279$0.00$0.00
Feb 11, 2026Dreyer Michael LDirectorA279$0.00$0.00
Feb 11, 2026Digirolomo EnricoDirectorA279$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (76% buy). Based on 29 analysts: 7 strong buy, 15 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$380.62 mean target +1.0% upside Hold (3.00)
$230.00 Low $461.96 High
MetricValue
Current Price$376.99
Target Low$230.00
Target Mean$380.62
Target Median$386.00
Target High$461.96
# Analysts21
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.62 $1.49 $1.75 61.5% +5.8% 11↑ 0↓ $2.0B 29.4% 19
Next Q
2026-09-30
$1.77 $1.50 $1.99 52.2% +7.7% 13↑ 1↓ $2.1B 34.3% 19
Current FY
2026-06-30
$5.45 $5.31 $5.57 54.5% +1.9% 16↑ 1↓ $7.1B 21.4% 20
Next FY
2027-06-30
$8.10 $6.51 $9.78 48.4% +8.6% 16↑ 1↓ $9.5B 34.0% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.615
7d ago$1.544+0.072
30d ago$1.526+0.089
60d ago$1.526+0.089
90d ago$1.533+0.082
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 TD Cowen MAINTAIN Buy Buy
May 7, 2026 Rosenblatt MAINTAIN Buy Buy
May 5, 2026 Stifel MAINTAIN Buy Buy
May 1, 2026 Rothschild & Co INITIATE Buy
Apr 21, 2026 Citigroup MAINTAIN Buy Buy
Apr 20, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 9, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 30, 2026 Rosenblatt MAINTAIN Buy Buy
Mar 18, 2026 Stifel MAINTAIN Buy Buy
Mar 12, 2026 TD Cowen INITIATE Buy
Mar 4, 2026 Needham MAINTAIN Buy Buy
Mar 3, 2026 Barclays MAINTAIN Overweight Overweight
Feb 23, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 5, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 5, 2026 Stifel REITERATE Buy Buy
Feb 5, 2026 Barclays MAINTAIN Overweight Overweight
Feb 5, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 5, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 5, 2026 Needham REITERATE Buy Buy
Jan 30, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 26, 2026 Citigroup MAINTAIN Buy Buy
Jan 22, 2026 Susquehanna MAINTAIN Positive Positive
Jan 22, 2026 Stifel MAINTAIN Buy Buy
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Dec 17, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671570076%
May 1, 202681470076%
Apr 1, 202681470076%
Mar 1, 202681370075%
Feb 1, 202681470076%
Jan 1, 202681470076%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 3 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 25, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Coherent CorpApr 8, 2026 (15d)
Feb 4, 2026Markwayne MullinRSENATESELL$15,001 - $50,000Coherent CorpMar 2, 2026 (27d)
Dec 18, 2025Markwayne MullinRSENATESELL$15,001 - $50,000Coherent CorpJan 14, 2026 (27d)
Dec 18, 2025Markwayne MullinRSENATESELL$15,001 - $50,000Coherent CorpJan 14, 2026 (27d)
50°
Neutral
Bearish Neutral Bullish
30 mentions 6 bullish 6 bearish 25 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 4, 2026233° Cool022
Jun 4, 2026233° Cool022
May 18, 2026150° Neutral001
May 18, 2026250° Neutral002
May 18, 2026150° Neutral001
May 16, 2026160° Warm101
May 15, 2026160° Warm101
May 15, 2026160° Warm101
May 14, 2026258° Warm102
May 14, 2026160° Warm101
May 12, 2026156° Neutral001
May 12, 2026156° Neutral001
May 5, 2026150° Neutral001
May 5, 2026150° Neutral001
Apr 27, 2026156° Neutral001
Apr 27, 2026156° Neutral001
Apr 22, 2026160° Warm101
Apr 19, 2026256° Neutral002
Apr 19, 2026156° Neutral001
Mar 27, 2026140° Cool011
Mar 27, 2026140° Cool011
Mar 20, 2026150° Neutral001
Mar 20, 2026150° Neutral001
Mar 19, 2026156° Neutral001
Feb 26, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 1mo ago
Is photonics just getting started? $LITE and $COHR
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
Why is Coherent $COHR holding up so well today?
▲ 1 💬 1 ⚡ 0.5
r/options Bullish 21d 7h ago
Ranking LEAPs -or- 6 Months out
▲ 2 💬 0 ⚡ 0.5
r/stocks Neutral 25d 8h ago
Want some photonics names to look at or buy? Here you go!
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 19d 10h ago
Nobody is talking about the company that manufactures COHR and LITE’s chips
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2d 7h ago
$AAOI is the next $SNDK
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 19d 10h ago
Nobody is talking about the company that manufactures COHR and LITE’s chips
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2d 7h ago
$AAOI is the next $SNDK
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
LITE vS COHR vS AAOI vs other photonics stocks and why?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
+$12.8k in 2 hours trading shares only. SNDK WDC MU STX LITE COHR
▲ 1 💬 1 ⚡ 0.5
r/stockmarket Bullish 1mo ago
Photonics stocks have exploded over the last year
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 23d 21h ago
Coherent ($COHR) DD – One of the Most Overlooked AI Infrastructure Plays?
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 1mo ago
What's the next big idea in AI downstream?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 19d 10h ago
Nobody is talking about the company that manufactures COHR and LITE’s chips
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Neutral 1mo ago
Is Photonics just getting started? $LITE and $COHR
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 23d 21h ago
Coherent ($COHR) DD – One of the Most Overlooked AI Infrastructure Plays?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 22d 11h ago
Timed the top for AXTI, COHR thak you
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 2mo ago
How high can $LITE, $COHR,$AAOI, $AXTI go?
▲ 1 💬 0 ⚡ 0.5
May 13, 2026
short_volume
Short Volume: COHR — 61.1% short (1.8M / 2.9M)
Short: 1,774,861 | Exempt: 3,987 | TRF Vol: 2,903,454 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: COHR — 8.4M shares, 228,905 trades
Week starting 2026-05-11. Total ATS volume: 8,431,499 shares across 228,905 trades.
May 8, 2026
short_volume
Short Volume: COHR — 57.6% short (1.8M / 3.1M)
Short: 1,794,241 | Exempt: 66,711 | TRF Vol: 3,116,258 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings
Coherent Corp. Reports Third Quarter Fiscal 2026 Results
COHERENT CORP. REPORTS THIRD QUARTER FISCAL 2026 RESULTS
May 6, 2026
earnings_calendar
COHR Q3 2026 Earnings After Market Close — 2026-05-06
May 5, 2026
short_interest
FTD: COHR — 18,131 shares ($6.0M) failed to deliver
Settlement: 20260505, Price: $329.89, FTD Value: $5,981,235.59, COHERENT CORP COM
May 4, 2026
dark_pool
Dark Pool: COHR — 10.5M shares, 251,305 trades
Week starting 2026-05-04. Total ATS volume: 10,483,267 shares across 251,305 trades.
May 4, 2026
short_interest
FTD: COHR — 2,205 shares ($0.7M) failed to deliver
Settlement: 20260504, Price: $329.50, FTD Value: $726,547.5, COHERENT CORP COM
Apr 30, 2026
short_interest
FTD: COHR — 16,024 shares ($4.9M) failed to deliver
Settlement: 20260430, Price: $304.93, FTD Value: $4,886,198.32, COHERENT CORP COM
Apr 27, 2026
dark_pool
Dark Pool: COHR — 8.0M shares, 165,869 trades
Week starting 2026-04-27. Total ATS volume: 8,006,738 shares across 165,869 trades.
Apr 22, 2026
earnings
Coherent Corp. Announces Timing of FY2026 Third Quarter Earnings Release
COHERENT CORP. ANNOUNCES TIMING OF FY2026 THIRD QUARTER EARNINGS RELEASE
Apr 20, 2026
short_interest
FTD: COHR — 8,900 shares ($3.1M) failed to deliver
Settlement: 20260420, Price: $345.02, FTD Value: $3,070,678, COHERENT CORP COM
Apr 20, 2026
dark_pool
Dark Pool: COHR — 7.2M shares, 136,574 trades
Week starting 2026-04-20. Total ATS volume: 7,150,873 shares across 136,574 trades.
Apr 17, 2026
short_volume
Short Volume: COHR — 55.2% short (1.3M / 2.4M)
Short: 1,318,567 | Exempt: 195 | TRF Vol: 2,390,608 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: COHR — 7.3M shares, 137,701 trades
Week starting 2026-04-13. Total ATS volume: 7,309,365 shares across 137,701 trades.