{"data":{"ticker":"COHR","slug":"coherent-corp","name":"Coherent Corp","exchange":"NYSE","sector":"Technology","headquarters":"Saxonburg, Pennsylvania","ceo":"James Robert Anderson","employees":51478,"website":"https://www.coherent.com","founded":"1971","layers":[{"slug":"networking","name":"Networking & Optics"}],"exposure":{"score":65,"tier":"Strategic","rationale":"Coherent sells 800G optical transceivers and photonics that link GPUs across AI clusters, plus lasers and SiC materials. AI datacom optics is its dominant growth engine and the core of the thesis, though telecom, industrial laser, and materials businesses remain sizable."},"quote":{"price":192.81,"change24hPct":13.58,"change7dPct":-8.33,"change30dPct":-36.23,"change1yPct":24.79,"high52w":426.89,"low52w":135.61,"marketCap":37975601152,"peRatio":39.92,"eps":4.83,"volume24h":3123301039},"nextEarningsDate":"2027-02-03","summary":"Coherent Corp is a photonics company: it makes the optical transceivers, lasers, and materials that turn electrical signals into light and back. Its customers span data centers, telecom networks, industrial manufacturers, and power electronics makers.","explainer":["Coherent Corp is a photonics company: it makes the optical transceivers, lasers, and materials that turn electrical signals into light and back. Its customers span data centers, telecom networks, industrial manufacturers, and power electronics makers.","For AI, the headline products are 800G optical transceivers, the modules that link GPUs across AI clusters at high speed. Around them sit AI laser solutions, silicon carbide power substrates for efficient electronics, and datacom optics built for AI network architectures.","Founded in 1971 and headquartered in Saxonburg, Pennsylvania, Coherent trades on the NYSE, is led by CEO James Robert Anderson, and employs roughly 30,200 people."],"buildoutRole":"Coherent sits in the Networking & Optics layer, supplying the light-speed links AI clusters run on. Every large training cluster needs optical transceivers to connect GPUs across racks, and Coherent's 800G datacom optics serve exactly that need, making AI datacom its dominant growth engine and the core of the thesis. Sizable telecom, industrial laser, and materials businesses sit alongside it. Supercycle scores its exposure as high, anchored by AI cluster interconnect demand.","faq":[{"q":"What does Coherent do?","a":"Coherent makes photonics products: optical transceivers, lasers, and silicon carbide materials. Its optics connect GPUs inside AI data centers, alongside telecom, industrial, and power electronics businesses."},{"q":"How is Coherent exposed to AI?","a":"Strongly. Its 800G transceivers link GPUs across AI clusters, and AI datacom optics is its dominant growth engine. Supercycle gives Coherent an AI Exposure Score of 65 out of 100."},{"q":"What are Coherent's main AI products?","a":"800G AI transceivers, AI laser solutions, silicon carbide power substrates, and datacom optics designed for AI network buildouts."},{"q":"Is COHR a pure play AI stock?","a":"No. AI datacom optics is the core growth story, but Coherent also runs sizable telecom, industrial laser, and materials businesses. Its score of 65 out of 100 reflects that mix."},{"q":"Who leads Coherent and where is it based?","a":"CEO James Robert Anderson leads Coherent from Saxonburg, Pennsylvania. The company was founded in 1971, trades on the NYSE, and employs roughly 30,200 people."}],"history1y":[{"date":"2026-09-28","close":282.45},{"date":"2026-09-29","close":292.21},{"date":"2026-09-30","close":287.81},{"date":"2026-10-01","close":319.19},{"date":"2026-10-02","close":337.04},{"date":"2026-10-05","close":333.64},{"date":"2026-10-06","close":338.36},{"date":"2026-10-07","close":334.56},{"date":"2026-10-08","close":302.35},{"date":"2026-10-09","close":312.62},{"date":"2026-10-12","close":288.02},{"date":"2026-10-13","close":289.98},{"date":"2026-10-14","close":263.32},{"date":"2026-10-15","close":250.6},{"date":"2026-10-16","close":232.9},{"date":"2026-10-19","close":232.02},{"date":"2026-10-20","close":231.8},{"date":"2026-10-21","close":237.53},{"date":"2026-10-22","close":207.82},{"date":"2026-10-23","close":209.29},{"date":"2026-10-26","close":221.5},{"date":"2026-10-27","close":235.79},{"date":"2026-10-28","close":239.59},{"date":"2026-10-29","close":237.22},{"date":"2026-10-30","close":210.32},{"date":"2026-11-02","close":199.95},{"date":"2026-11-03","close":207.49},{"date":"2026-11-04","close":195.09},{"date":"2026-11-05","close":169.76},{"date":"2026-11-06","close":192.81}],"incomeStatements":[{"ticker":"COHR","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","revenue":7118181000,"cost_of_revenue":4449141000,"gross_profit":2669040000,"operating_expense":0,"operating_income":901522000,"net_income":804998000,"earnings_per_share":4.12,"earnings_per_share_diluted":4.12,"research_and_development":722952000,"selling_general_and_administrative_expenses":1044566000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"COHR","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":5810115000,"cost_of_revenue":3766793000,"gross_profit":2043322000,"operating_expense":0,"operating_income":534947000,"net_income":49364000,"earnings_per_share":-0.52,"earnings_per_share_diluted":-0.52,"research_and_development":581924000,"selling_general_and_administrative_expenses":926451000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"COHR","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":4707688000,"cost_of_revenue":3251724000,"gross_profit":1455964000,"operating_expense":0,"operating_income":123175000,"net_income":-156154000,"earnings_per_share":-1.84,"earnings_per_share_diluted":-1.84,"research_and_development":478788000,"selling_general_and_administrative_expenses":854001000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"COHR","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":5160100000,"cost_of_revenue":3541817000,"gross_profit":1618283000,"operating_expense":0,"operating_income":81981000,"net_income":-259458000,"earnings_per_share":-2.93,"earnings_per_share_diluted":-2.93,"research_and_development":499603000,"selling_general_and_administrative_expenses":1036699000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"COHR","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","total_assets":18299852000,"current_assets":6925499000,"cash_and_equivalents":1162018000,"total_liabilities":7061652000,"current_liabilities":2853929000,"total_debt":3538434000,"shareholders_equity":10903495000,"retained_earnings":1354270000},{"ticker":"COHR","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":14910936000,"current_assets":3927154000,"cash_and_equivalents":909200000,"total_liabilities":6429653000,"current_liabilities":1794841000,"total_debt":3893658000,"shareholders_equity":8127775000,"retained_earnings":584374000},{"ticker":"COHR","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":14488634000,"current_assets":3660099000,"cash_and_equivalents":926033000,"total_liabilities":6542355000,"current_liabilities":1343767000,"total_debt":4303153000,"shareholders_equity":7574887000,"retained_earnings":664940000},{"ticker":"COHR","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":13711133000,"current_assets":3251998000,"cash_and_equivalents":821310000,"total_liabilities":6482167000,"current_liabilities":1078748000,"total_debt":4488817000,"shareholders_equity":7228966000,"retained_earnings":944416000}],"holders13f":[{"slug":"nvidia","personName":"NVIDIA","fundName":"NVIDIA","value":3072195870,"portfolioPct":0.04842681433704785,"change":"unchanged","period":"2026-06-30"},{"slug":"whale-rock","personName":"Whale 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3%","source":null,"url":"https://247wallst.com/investing/2026/11/06/coherent-surges-13-as-investors-revisit-20-billion-ai-deal-after-sell-off-lumentum-climbs-4-applied-optoelectronics-gains-3/?.tsrc=rss","date":"2026-11-06"},{"title":"Coherent Soars 13% as Citi Lifts Target to $440, Lumentum Up 3% in AI Optics Rebound","source":null,"url":"https://www.tikr.com/blog/coherent-soars-13-as-citi-lifts-target-to-440-lumentum-up-3-in-ai-optics-rebound?ref=yahoofinance&tlnk=yf-261106-h6qvhh58&.tsrc=rss","date":"2026-11-06"},{"title":"COHR vs. NPO: Which Stock Is the Better Value Option?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/cohr-vs-npo-stock-better-154004636.html?.tsrc=rss","date":"2026-11-06"},{"title":"Coherent Signed a $20 Billion Deal. The Market Sold It Off 13% Anyway","source":null,"url":"https://www.tikr.com/blog/coherent-signed-a-20-billion-deal-the-market-sold-it-off-13-anyway?ref=yahoofinance&tlnk=yf-261106-82jqxpr9&.tsrc=rss","date":"2026-11-06"},{"title":"Coherent (COHR) Stock Price Falls Despite Strong Q1 Earnings","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/coherent-cohr-stock-price-falls-231906614.html?.tsrc=rss","date":"2026-11-05"},{"title":"Coherent Corp (COHR) (Q1 2027) Earnings Call Highlights: Record $2. ...","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/coherent-corp-cohr-q1-2027-210806528.html?.tsrc=rss","date":"2026-11-05"},{"title":"Coherent earnings analysis: questions answered and next catalysts","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/coherent-earnings-analysis-questions-answered-204906865.html?.tsrc=rss","date":"2026-11-05"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.493Z","tier":"free","source":"https://supercyclehq.com/stock/coherent-corp","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/COHR","html":"https://supercyclehq.com/stock/coherent-corp","md":"https://supercyclehq.com/stock/coherent-corp.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}