Coherent shares edge up to close out short week, AI optics gains against China indium worries

Coherent Corp. finished the holiday-shortened week up, as buyers stuck with the stock on hopes for AI data center growth. A new Reuters piece about China looking at indium exports put supply risk back in the spotlight.

Artificial Intelligence · China Economy · NASDAQ:COHR · Stock Market
Coherent Stock Rebounds as AI Data-Center Demand Puts Its Capacity Race in Focus

Coherent Stock Rebounds as AI Data-Center Demand Puts Its Capacity Race in Focus

Coherent Corp bounced back on Friday, with shares climbing 5.03% to finish at $335.26 after a rough earnings reaction that saw the stock tumble 7.39% the day before. Investors looked past the immediate hit, focusing instead on whether the appetite for AI data-center optics will continue to outstrip the company's ability to keep up. U.S. markets didn’t open on Sunday.
10 May 2026
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Coherent Corp Stock Just Rebounded — But Its AI Optics Margin Test Is Not Over

Coherent Corp Stock Just Rebounded — But Its AI Optics Margin Test Is Not Over

Coherent Corp shares bounced back Friday, climbing 5.03% to finish at $335.26. Investors took another look at the company’s hefty AI data-center order pipeline, weighing it against margins that aren’t improving as quickly as hoped—a dynamic now at the core of the optical networking surge. The stock had dropped after its results a day earlier.
10 May 2026
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Coherent Stock Falls After AI-Fueled Q3 Beat: Why Wall Street Still Sold COHR

Coherent Stock Falls After AI-Fueled Q3 Beat: Why Wall Street Still Sold COHR

Coherent Corp. dropped roughly 6% after hours Wednesday, despite the photonics supplier beating fiscal third-quarter revenue expectations and projecting results above what Wall Street had penciled in—a clear sign investors were looking for more from a name riding this year’s AI-infrastructure boom. Revenue came in at $1.81 billion, marking a 20.5% jump from the prior year, with adjusted earnings at $1.41 a share.
6 May 2026
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Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp wrapped up Friday at $243.48, barely moving after a tough session for U.S. stocks. Over in Pittsburgh, a key executive took the stage at a packed industry summit, pitching the optics maker’s multibillion-dollar deal with Nvidia as bigger than just one partnership. Steve Rummel, the company’s senior vice president of engineered materials, told the crowd the agreement “really cements the partnership” and argued it would “support the whole industry.” The Pennsylvania event drew attention from data center, power and manufacturing players.
29 March 2026
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Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Shares of Coherent Corp climbed close to 6% Tuesday, after the company announced it’s set to join the S&P 500 on March 23. That move tacked on to a rally kicked off by Nvidia’s recent $2 billion stake. By late morning in New York, the stock was trading at $267.79, up after a 7.04% jump on Monday.
10 March 2026
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Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum Holdings surged roughly 10.6% Monday, bucking the slide across U.S. equities as buyers piled in before the photonics group's upcoming S&P 500 inclusion later this month. Shares recently changed hands near $617.81 in New York.
9 March 2026
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Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent Corp rolled out its 224Gbps quad-channel transimpedance amplifier on Wednesday, zeroing in on the push for 800G and 1.6T optical transceivers powering AI and cloud data centers. The CHR1074, as the company calls it, snaps back to full performance in just 50 nanoseconds after an idle period, according to Coherent. Samples are already shipping, while the company expects to ramp up broader availability by the end of next quarter. “AI-driven infrastructure is redefining performance and power requirements across the optical interconnect ecosystem,” said Beck Mason, executive vice president for semiconductor devices at Coherent.
5 March 2026
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