AI-generated illustration of an optical module with illuminated fibers
Coherent logoCOHR / NYSE / Photonics & optical networking

COHERENT

The light behind the AI revolution.

Lasers and optical connections that move data between AI chips.

Photonics illustration · AI-generated
COHERENT Overview
LATEST RESULTS

THE QUARTER, IN FOCUS.

Coherent optical transceiver R&D laboratory in Fremont, California
LATEST EARNINGS

THE QUARTER. AT A GLANCE.

Q4 FY2026 · Aug 12, 2026

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NEXT EARNINGSNov 4, 2026Estimated · Company confirmation pending

Beat both estimatesvs analyst estimates
RevenueBeat
ACTUAL$2.046B
vs
ESTIMATE$1.985B
+$60.9M (+3.1%)Reported revenue
Adjusted EPSBeat
ACTUAL$1.74
vs
ESTIMATE$1.62
+$0.12 (+7.4%)Non-GAAP diluted EPS

THE BUSINESS, OVER TIME.

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Revenue · FY2026$7.12B
+22.5% vs previous year

Revenue increased across the last 3 years.

7.1B3.6B0.0B$4.71BFY2024$5.81BFY2025$7.12BFY2026
Select a period to inspectUSD · Reported · Retrieved Sep 14, 2026
LOOKING AHEAD

REVENUE EXPECTATIONS

Estimated annual revenue · FY2029$19.07B
2.7× FY2026 revenue
19.1B9.5B0.0B$7.12BFY2026$10.61BFY2027E$14.58BFY2028E$19.07BFY2029E
ReportedAnalyst estimate
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USD · Estimates are not guidance · Snapshot Sep 14, 2026

RATINGS & TARGETS

THE ANALYST VIEW

77%

24 of 31 analysts rate it BuyStrong Buy ratings included

24 Buy7 Hold0 Sell
Analyst price targets$390.38 average
$230 low$455 high$266.50 quote

Quote Sep 14, 2026 · Targets reflect analyst opinions.

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Snapshot · Sep 14, 2026

INSTITUTIONAL HOLDINGS · FORM 13F

HOW POSITIONS CHANGED.

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Opened or increased838reported positions

Reporting period
Jun 30, 2026

Reduced or closed486reported positions
New positions337
Increased501
Reduced367
Closed positions119

Changes in reported share holdings, not transaction dates or money flows.
Snapshot Sep 14, 2026 · Compared with prior reported holdings.

Insiders, Congress & institutions