Stock Track | COHERENT Plunges 5.05% in 24-Hour Session as Bearish CPO Research Report Weighs on Optical Communication Sector

Stock Track06-23 11:42

COHERENT's stock experienced a significant 24-hour plunge of 5.05%, reflecting heightened volatility in the optical communication sector during the extended trading period.

The decline comes despite recent positive developments for the company, including the groundbreaking ceremony for its Texas indium phosphide factory expansion attended by NVIDIA CEO Jensen Huang and confirmation of a $50 million CHIPS Act subsidy. NVIDIA had previously invested $2 billion in Coherent with a long-term supply agreement.

Market analysts point to a bearish CPO (Co-Packaged Optics) research report published by SemiAnalysis as the primary driver of sector-wide selling pressure. The report argues that large-scale CPO commercial deployment faces significant delays until 2028-2029, citing core bottlenecks including low optical engine yield rates, high co-packaging integration difficulty, and unfavorable system-level cost economics. This research has intensified bull-bear divergence in the optical communication sector, dragging down peers including Corning and Vishay Intertechnology.

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/1112015592?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-23 11:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1112015592","market":"hk","top_or_hot":-1,"title":"Stock Track | COHERENT Plunges 5.05% in 24-Hour Session as Bearish CPO Research Report Weighs on Optical Communication Sector","media":"Stock Track","content":"<p>COHERENT's stock experienced a significant 24-hour plunge of 5.05%, reflecting heightened volatility in the optical communication sector during the extended trading period.</p><p>The decline comes despite recent positive developments for the company, including the groundbreaking ceremony for its Texas indium phosphide factory expansion attended by NVIDIA CEO Jensen Huang and confirmation of a $50 million CHIPS Act subsidy. NVIDIA had previously invested $2 billion in Coherent with a long-term supply agreement.</p><p>Market analysts point to a bearish CPO (Co-Packaged Optics) research report published by SemiAnalysis as the primary driver of sector-wide selling pressure. The report argues that large-scale CPO commercial deployment faces significant delays until 2028-2029, citing core bottlenecks including low optical engine yield rates, high co-packaging integration difficulty, and unfavorable system-level cost economics. This research has intensified bull-bear divergence in the optical communication sector, dragging down peers including Corning and Vishay Intertechnology.</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 Plunges 5.05% in 24-Hour Session 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 Plunges 5.05% in 24-Hour Session 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 11:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>COHERENT's stock experienced a significant 24-hour plunge of 5.05%, reflecting heightened volatility in the optical communication sector during the extended trading period.</p><p>The decline comes despite recent positive developments for the company, including the groundbreaking ceremony for its Texas indium phosphide factory expansion attended by NVIDIA CEO Jensen Huang and confirmation of a $50 million CHIPS Act subsidy. NVIDIA had previously invested $2 billion in Coherent with a long-term supply agreement.</p><p>Market analysts point to a bearish CPO (Co-Packaged Optics) research report published by SemiAnalysis as the primary driver of sector-wide selling pressure. The report argues that large-scale CPO commercial deployment faces significant delays until 2028-2029, citing core bottlenecks including low optical engine yield rates, high co-packaging integration difficulty, and unfavorable system-level cost economics. This research has intensified bull-bear divergence in the optical communication sector, dragging down peers including Corning and Vishay Intertechnology.</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":"1112015592","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1112015592","pubTimestamp":1782186149,"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 experienced a significant 24-hour plunge of 5.05%, reflecting heightened volatility in the optical communication sector during the extended trading period.The decline comes despite...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"COHR":"COHERENT"},"translate_title":"个股追踪|Coherent 24小时盘中暴跌5.05%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 experienced a significant 24-hour plunge of 5.05%, reflecting heightened volatility in the optical communication sector during the extended trading period.The decline comes despite recent positive developments for the company, including the groundbreaking ceremony for its Texas indium phosphide factory expansion attended by NVIDIA CEO Jensen Huang and confirmation of a $50 million CHIPS Act subsidy. NVIDIA had previously invested $2 billion in Coherent with a long-term supply agreement.Market analysts point to a bearish CPO (Co-Packaged Optics) research report published by SemiAnalysis as the primary driver of sector-wide selling pressure. The report argues that large-scale CPO commercial deployment faces significant delays until 2028-2029, citing core bottlenecks including low optical engine yield rates, high co-packaging integration difficulty, and unfavorable system-level cost economics. This research has intensified bull-bear divergence in the optical communication sector, dragging down peers including Corning and Vishay Intertechnology.","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/1112015592","isCrawlerRequest":true}