Did AI-Fueled Q2 Beat And Strong Guidance Just Shift Coherent's (COHR) Investment Narrative?

Simply Wall St.02-14

Coherent Corp. recently reported its second-quarter 2026 results, with sales rising to US$1,685.63 million and net income reaching US$146.72 million, alongside guidance for third-quarter revenue of US...

Source Link

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/2611511296?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/9612017-choice1-main-header/1585186558495","is_english":true,"pubTime":"2026-02-14 19:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2611511296","market":"sg","top_or_hot":-1,"title":"Did AI-Fueled Q2 Beat And Strong Guidance Just Shift Coherent's (COHR) Investment Narrative?","media":"Simply Wall St.","content":"<div>\n<p>Coherent Corp. recently reported its second-quarter 2026 results, with sales rising to US$1,685.63 million and net income reaching US$146.72 million, alongside guidance for third-quarter revenue of US...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cohr/coherent/news/did-ai-fueled-q2-beat-and-strong-guidance-just-shift-coheren\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","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>Did AI-Fueled Q2 Beat And Strong Guidance Just Shift Coherent's (COHR) Investment Narrative?</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\">\nDid AI-Fueled Q2 Beat And Strong Guidance Just Shift Coherent's (COHR) Investment Narrative?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-14 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-cohr/coherent/news/did-ai-fueled-q2-beat-and-strong-guidance-just-shift-coheren><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coherent Corp. recently reported its second-quarter 2026 results, with sales rising to US$1,685.63 million and net income reaching US$146.72 million, alongside guidance for third-quarter revenue of US...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cohr/coherent/news/did-ai-fueled-q2-beat-and-strong-guidance-just-shift-coheren\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2272731865.HKD","symbol_name":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nyse-cohr/coherent/news/did-ai-fueled-q2-beat-and-strong-guidance-just-shift-coheren","article_id":"2611511296","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9612017-choice1-main-header/1585186558495"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nyse-cohr/coherent/news/did-ai-fueled-q2-beat-and-strong-guidance-just-shift-coheren","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611511296","pubTimestamp":1771068828,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Coherent Corp. recently reported its second-quarter 2026 results, with sales rising to US$1,685.63 million and net income reaching US$146.72 million, alongside guidance for third-quarter revenue of US$1.70 billion to US$1.84 billion.\nManagement linked this performance to strong AI-driven data center and communications demand, while analysts raised earnings estimates and industry awards highlighted Coherent’s position in advanced optical networking technologies.\nWe’ll now examine how this...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","BK4588":"碎股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","SGXZ81514606.USD":"大华环球创新基金A Acc USD","COHR":"COHERENT","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","BK4023":"应用软件","BK4148":"电子元件","AI":"C3.ai, Inc.","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","BK4543":"AI","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","BK4585":"ETF&股票定投概念","BK4157":"电子设备和仪器","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4587":"ChatGPT概念","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4528":"SaaS概念"},"translate_title":"人工智能推动的第二季度业绩和强有力的指引是否改变了Coherent(COHR)的投资叙事？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COHR":1.5,"AI":0.9},"content_text":"Coherent Corp. recently reported its second-quarter 2026 results, with sales rising to US$1,685.63 million and net income reaching US$146.72 million, alongside guidance for third-quarter revenue of US$1.70 billion to US$1.84 billion. Management linked this performance to strong AI-driven data center and communications demand, while analysts raised earnings estimates and industry awards highlighted Coherent’s position in advanced optical networking technologies. We’ll now examine how this AI-fueled earnings strength and confident revenue guidance could reshape Coherent’s investment narrative and risk profile. Find 53 companies with promising cash flow potential yet trading below their fair value.AdvertisementCoherent Investment Narrative RecapTo own Coherent, you have to believe AI-driven data center optics and advanced photonics can offset cyclicality in industrial and materials end markets. The latest quarter’s higher sales and net income, together with Q3 revenue guidance of US$1.70 billion to US$1.84 billion, reinforce the near term AI data center catalyst, while also sharpening focus on key risks such as capital intensity, customer concentration and potential pricing pressure in highly competitive optical components. The most relevant update here is Coherent’s raised earnings profile and Q3 revenue guidance alongside strong AI data center and communications demand. This sits directly against the risk that heavy investment in 6 inch indium phosphide and new optical platforms raises financial exposure if demand normalizes or pricing comes under pressure. The Lightwave Innovation awards further highlight how tightly Coherent’s growth story is tied to remaining at the forefront of high speed optical networking technologies. Yet behind the exciting AI optics growth, there is still meaningful execution and capital risk that investors should be aware of... Read the full narrative on Coherent (it's free!)Coherent's narrative projects $7.7 billion revenue and $732.0 million earnings by 2028.Uncover how Coherent's forecasts yield a $245.89 fair value, a 13% upside to its current price.Exploring Other PerspectivesCOHR 1-Year Stock Price Chart Before this earnings beat, the most optimistic analysts were already modeling revenue around US$9.4 billion and earnings near US$1.4 billion by 2028, so this new AI driven strength could either reinforce that bullish thesis or prove it too aggressive, depending on how you think about the risk that hyperscalers eventually slow spending or shift architectures away from Coherent’s core transceivers.Explore 7 other fair value estimates on Coherent - why the stock might be worth less than half the current price!Build Your Own Coherent NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Coherent research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.Our free Coherent research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Coherent's overall financial health at a glance.Seeking Other Investments?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:AI is about to change healthcare. These 25 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2611511296","isCrawlerRequest":true}