Stock Track | COHERENT Plummets 9.85% Intraday as Bearish CPO Research Report Weighs on Optical Communication Sector

Stock Track06-23 21:42

COHERENT's stock plummeted 9.85% during intraday trading on Tuesday, reflecting heightened volatility and significant selling pressure in the optical communication sector.

The sharp decline is primarily attributed to a bearish CPO (Co-Packaged Optics) research report published by SemiAnalysis, which argues that large-scale commercial deployment of co-packaged optics faces significant delays until 2028-2029. The report cites core bottlenecks including low optical engine yield rates, high co-packaging integration difficulty, and unfavorable system-level cost economics, intensifying bull-bear divergence across the sector.

This research has triggered sector-wide selling pressure, dragging down peers including Corning and Vishay Intertechnology, despite recent positive developments for COHERENT such as its Texas indium phosphide factory expansion and CHIPS Act subsidy confirmation.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1107504657?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-23 21:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1107504657","market":"us","top_or_hot":-1,"title":"Stock Track | COHERENT Plummets 9.85% Intraday as Bearish CPO Research Report Weighs on Optical Communication Sector","media":"Stock Track","content":"<p>COHERENT's stock plummeted 9.85% during intraday trading on Tuesday, reflecting heightened volatility and significant selling pressure in the optical communication sector.</p><p>The sharp decline is primarily attributed to a bearish CPO (Co-Packaged Optics) research report published by SemiAnalysis, which argues that large-scale commercial deployment of co-packaged optics faces significant delays until 2028-2029. The report cites core bottlenecks including low optical engine yield rates, high co-packaging integration difficulty, and unfavorable system-level cost economics, intensifying bull-bear divergence across the sector.</p><p>This research has triggered sector-wide selling pressure, dragging down peers including Corning and Vishay Intertechnology, despite recent positive developments for COHERENT such as its Texas indium phosphide factory expansion and CHIPS Act subsidy confirmation.</p>","source":"ai_movement_en","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | COHERENT Plummets 9.85% Intraday as Bearish CPO Research Report Weighs on Optical Communication Sector</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | COHERENT Plummets 9.85% Intraday as Bearish CPO Research Report Weighs on Optical Communication Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-06-23 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>COHERENT's stock plummeted 9.85% during intraday trading on Tuesday, reflecting heightened volatility and significant selling pressure in the optical communication sector.</p><p>The sharp decline is primarily attributed to a bearish CPO (Co-Packaged Optics) research report published by SemiAnalysis, which argues that large-scale commercial deployment of co-packaged optics faces significant delays until 2028-2029. The report cites core bottlenecks including low optical engine yield rates, high co-packaging integration difficulty, and unfavorable system-level cost economics, intensifying bull-bear divergence across the sector.</p><p>This research has triggered sector-wide selling pressure, dragging down peers including Corning and Vishay Intertechnology, despite recent positive developments for COHERENT such as its Texas indium phosphide factory expansion and CHIPS Act subsidy confirmation.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"COHR","symbol_name":"COHERENT","start_time":0,"source_url":"","article_id":"1107504657","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1107504657","pubTimestamp":1782222177,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"COHERENT's stock plummeted 9.85% during intraday trading on Tuesday, reflecting heightened volatility and significant selling pressure in the optical communication sector.The sharp decline is...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"COHR":"COHERENT"},"translate_title":"个股追踪|相干盘中暴跌9.85%CPO研报看空光通信板块承压","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COHR":1},"content_text":"COHERENT's stock plummeted 9.85% during intraday trading on Tuesday, reflecting heightened volatility and significant selling pressure in the optical communication sector.The sharp decline is primarily attributed to a bearish CPO (Co-Packaged Optics) research report published by SemiAnalysis, which argues that large-scale commercial deployment of co-packaged optics faces significant delays until 2028-2029. The report cites core bottlenecks including low optical engine yield rates, high co-packaging integration difficulty, and unfavorable system-level cost economics, intensifying bull-bear divergence across the sector.This research has triggered sector-wide selling pressure, dragging down peers including Corning and Vishay Intertechnology, despite recent positive developments for COHERENT such as its Texas indium phosphide factory expansion and CHIPS Act subsidy confirmation.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1107504657","isCrawlerRequest":true}