COHR News | Roxom Stocks

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CO

Mkt Cap

$62.96B

Volume

27

Next Earnings

November 4th

Chart Financials Earnings News About Insider Filings

GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?GlobalFoundries (GFS) has partnered with SMART Photonics to combine silicon and indium phosphide photonics manufacturing capabilities. The company reported 62% year-over-year revenue growth in communications infrastructure and data center in Q2 2026, driven by strong AI and optical networking demand. GFS is advancing 1.6-terabit and 3.2-terabit optical modules while producing 200-gigabit-per-lane technology, though financial contributions from the SMART partnership will take time to materialize.Zacks Investment Research · Sep 22, 2026

Here's Why You Should Hold Corpay's Stock in Your Portfolio NowCorpay (CPAY) has surged 35.6% over six months, driven by strong Corporate Payments organic growth of 16% in Q2 and 43% spend increase to $95 billion. The company projects 2026 revenue growth of 17.4% and EPS growth of 28.2%, supported by cross-border expansion and robust cash generation. However, challenges include slowing U.S. Vehicle Payments growth at 8% and limited margin expansion due to continued investment in sales and product development.Zacks Investment Research · Sep 21, 2026

CUbIQ Technologies and Coherent Corp. demonstrate scalable, physical-layer security for AI infrastructureCUbIQ Technologies and Coherent Corp. announced a successful proof-of-concept demonstration of quantum key distribution (QKD) technology integrated into a compact QSFP-28 pluggable transceiver. The solution provides physical-layer security for AI infrastructure without requiring modifications to existing deployments, reducing power consumption, cost, and footprint by 100x compared to conventional rack-based QKD systems. The demonstrator will be showcased at ECOC 2026 in Málaga.GlobeNewswire Inc. · Sep 21, 2026

Coherent Showcases Optical Innovations to Scale AI Infrastructure at ECOC 2026Coherent Corp. announced new optical technologies and live demonstrations at ECOC 2026 to help customers scale AI infrastructure. The company showcased innovations including PhotonLink integrated optics platform, high-speed transceivers (3.2T and 6.4T), co-packaged optics (CPO), near-packaged optics (NPO), and thermal management solutions. Coherent also demonstrated quantum technologies for networking and encryption applications with industry partners.GlobeNewswire Inc. · Sep 20, 2026

Coherent's Datacenter Business Powers its Revenue GrowthCoherent reported fiscal Q4 revenues of $2.05 billion, with datacenter and communications segment generating $1.62 billion (79% of total revenue), up significantly from $1.02 billion a year ago. The company's stock has surged 171% over the past year, driven by strong AI and optical transition demand. Peers Lumentum and Fabrinet are similarly benefiting from the datacenter boom, though supply chain and inventory concerns persist.Zacks Investment Research · Sep 18, 2026

Bull of the Day: AXT (AXTI)AXT, a semiconductor substrate manufacturer, is positioned as a critical supplier for AI data-center optical interconnects, particularly in indium phosphide (InP) substrates. The company reported record Q2 2026 revenue of $47.6M (up 165% YoY) with 44.9% gross margins and a 170% EPS beat. With a >$100M backlog, planned capacity expansions to $35M quarterly by end-2026 and $65-70M by 2027/early 2028, and progression toward 6-inch wafers, AXT is transitioning from a cyclical substrate maker into a critical AI infrastructure supplier. However, risks include potential slowdown in AI optical spending, China export controls, and margin sustainability.Zacks Investment Research · Sep 18, 2026

AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?AXT, Inc. is diversifying its revenue streams beyond China, with Europe revenues surging 302.3% and other Asian markets showing strong growth in the first half of 2026. However, the company faces intensifying competition from Coherent and Lumentum in the indium phosphide (InP) substrate market as both rivals expand their optical connectivity capabilities. Despite premium valuation, AXT holds a Zacks Rank #1 (Strong Buy) with 2026 earnings expected at 86 cents per share.Zacks Investment Research · Sep 16, 2026

Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?Coherent Corp (COHR) has experienced a 24% monthly decline after a 155% annual surge. Despite premium valuation, the company's AI-focused portfolio, strong datacenter revenue growth (58.6% YoY), expanding margins, and capacity expansion plans support a positive long-term outlook. The stock is rated a Buy, though risks include hyperscaler spending cycles and customer concentration.Zacks Investment Research · Sep 15, 2026

ADBE Q3 Earnings Beat Estimates, Revenues Rise on Subscription GrowthAdobe reported Q3 fiscal 2026 earnings of $6.13 per share and revenues of $6.76 billion, both beating consensus estimates. Subscription revenues grew 13.7% to $6.58 billion, while AI-first ARR exceeded $650 million with over 150% year-over-year growth. The company raised its fiscal 2026 revenue and earnings guidance despite margin compression from increased operating expenses.Zacks Investment Research · Sep 11, 2026

Coherent (COHR) Down 10.4% Since Last Earnings Report: Can It Rebound?Coherent reported strong Q4 earnings with adjusted EPS beating estimates by 7.4% and revenues up 33.8% year-over-year, driven primarily by datacenter and communications segment growth. Despite solid fundamentals and upward estimate revisions, the stock has declined 10.4% since earnings. The company projects continued growth with Q1 FY2027 guidance implying 45.6% year-over-year revenue growth, though concerns exist around high inventory levels and substantial capital expenditure requirements.Zacks Investment Research · Sep 11, 2026

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