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Coherent Corp (DE:H7B)
XETRA:H7B

Coherent Corp (H7B) Price & Analysis

14 Followers

H7B Stock Chart & Stats

€238.80
-€18.10(-8.00%)
At close: 4:00 PM EDT
€238.80
-€18.10(-8.00%)

Bulls Say, Bears Say

Bulls Say
Data-center-led Revenue GrowthStrong growth in data-center and communications, which represented 79% of Q4 revenue, shows meaningful exposure to expanding optical-connectivity demand. The scale and acceleration of this business can support sustained revenue growth and operating leverage over the next several quarters.
Backlog And Long-term AgreementsMulti-year backlog and long-term agreements provide unusually strong revenue and pricing visibility for a cyclical photonics supplier. This coverage can improve capacity-planning confidence, support customer retention, and reduce dependence on short-term order timing while new programs ramp.
Improving Balance-sheet LeverageMaterial deleveraging and a sizable cash balance strengthen Coherent’s ability to fund capacity expansion and product development without relying as heavily on external financing. Greater financial flexibility also improves resilience if demand or investment returns temporarily fall short.
Bears Say
Weak Cash Generation And Heavy InvestmentThe sharp gap between improved earnings and 2026 cash generation raises concern about how efficiently current growth converts into deployable cash. Elevated capital spending for capacity ramps may be strategically necessary, but sustained outflows could constrain flexibility and increase execution pressure.
Indium Phosphide Capacity ConstraintA critical internal material capacity bottleneck can limit shipments even when customer demand and backlog remain strong. Coherent’s growth targets therefore depend on timely 6-inch expansion and stable yields, making ramp execution a durable constraint over the coming quarters.
Industrial-market WeaknessFlat industrial performance shows that Coherent’s growth is uneven across end markets and remains exposed to weaker manufacturing investment. Until industrial demand recovers, this segment can dilute consolidated growth, limit utilization benefits, and leave results more concentrated in technology-led markets.

Coherent Corp News

H7B FAQ

What was Coherent Corp’s price range in the past 12 months?
Coherent Corp lowest stock price was €90.40 and its highest was €385.50 in the past 12 months.
    What is Coherent Corp’s market cap?
    Coherent Corp’s market cap is €50.96B.
      When is Coherent Corp’s upcoming earnings report date?
      Coherent Corp’s upcoming earnings report date is Nov 11, 2026 which is in 42 days.
        How were Coherent Corp’s earnings last quarter?
        Coherent Corp released its earnings results on Aug 12, 2026. The company reported €1.499 earnings per share for the quarter, beating the consensus estimate of €1.393 by €0.106.
          Is Coherent Corp overvalued?
          According to Wall Street analysts Coherent Corp’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Coherent Corp pay dividends?
            Coherent Corp does not currently pay dividends.
            What is Coherent Corp’s EPS estimate?
            Coherent Corp’s EPS estimate is 1.7.
              How many shares outstanding does Coherent Corp have?
              Coherent Corp has 195,832,240 shares outstanding.
                What happened to Coherent Corp’s price movement after its last earnings report?
                Coherent Corp reported an EPS of €1.499 in its last earnings report, beating expectations of €1.393. Following the earnings report the stock price went down -2.842%.
                  Which hedge fund is a major shareholder of Coherent Corp?
                  Currently, no hedge funds are holding shares in DE:H7B
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Coherent Corp

                    Coherent, Inc. specializes in advanced laser technologies, offering a comprehensive suite of products that includes lasers, laser-based solutions, and complete systems. These are deployed across a spectrum of uses, from commercial and industrial operations to critical scientific research. The company's operations are distinctly segmented into two primary areas: laser sources for Original Equipment Manufacturers (OEMs) and industrial lasers alongside integrated systems. Coherent handles the entire lifecycle of its offerings, from conceptual design and manufacturing to global marketing and ongoing service. Their product portfolio spans lasers, specialized laser tools, high-precision optical components, associated accessories, and sophisticated laser measurement and control devices. These sophisticated tools are integral to fields such as microelectronics fabrication, advanced materials processing, integration into original equipment manufacturer (OEM) components and instrumentation, scientific studies, and various governmental programs. Distribution in the U.S. is primarily managed by an in-house sales team, while international markets are reached through a combination of direct sales personnel and independent representatives. Established in 1966, Coherent, Inc. maintains its headquarters in Santa Clara, California. Notably, since July 1, 2022, the company has operated as a wholly-owned subsidiary of II-VI Incorporated.

                    Coherent Corp (H7B) Earnings & Revenues

                    H7B Company Deck

                    H7B Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a strongly positive operational and financial picture: record revenue and a record quarter, significant margin and EPS expansion, reduced leverage, large backlog and LTAs, aggressive capacity ramps (notably 6-inch Indium Phosphide), and multiple large incremental TAMs (OCS, CPO/NPO, multi-rail). Near-term challenges and risks include Indium Phosphide being a primary supply constraint until ramps complete, a flat industrial segment, elevated CapEx and absolute operating spend, a sequential cash decline, and external market/regulatory uncertainty (speculative import restrictions and competition). Management provided concrete guidance and timelines for product ramps (CPO revenue expected to begin in the December quarter and scale-up CPO in H2 calendar 2027) and reiterated confidence in margin targets, but some margin upside remains dependent on future ramp execution.View all DE:H7B earnings summaries

                    H7B Stock 12 Month Forecast

                    Average Price Target

                    €359.70
                    ▲(50.63% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":96.8,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":115.5,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            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15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":192,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":255,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 20,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n        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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":311.6,"date":1780272000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":322.8,"date":1782864000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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