Stock Data
$1.40 (0.43%)
Asset Type
Common Stock
Exchange
NYSE
Currency
USD
Country
USA
Sector
TECHNOLOGY
Industry
SCIENTIFIC & TECHNICAL INSTRUMENTS
Coherent Corp. is a global leader in developing and manufacturing advanced materials, optoelectronic components, and devices. With a focus on innovation, it offers solutions across two main segments: Compound Semiconductors and Photonic Solutions. From optical components for lasers and aerospace to semiconductor lasers for sensing applications, and advanced materials for various industries, Coherent serves a wide range of markets including industrial, telecommunications, life sciences, and consumer electronics. Headquartered in Saxonburg, Pennsylvania, the company has a rich history of technological advancement since its inception in 1971.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.
Workday closed 18.7% higher at $208.09, the biggest single-session move across our 110-stock priority list. Software names took four of the five top spots, while Coherent and Cipher Mining each shed more than 7%.
Down 4.4% to $340 in the session right after Coherent's Q4 2026 earnings beat, so buyers are treating good numbers as a chance to take profits in an AI-optics leader. Keep an eye on whether $340 holds.
The AI optics trade just got its receipt: datacenter and communications revenue jumped 59% year over year. Management guided Q1 revenue to as much as $2.4 billion, well above the quarter just reported, with co-packaged optics shipping in the second half of 2026.
A 9.1% move to $358.47 adds roughly $6 billion of market value to a $70 billion company in one session. Swings this wide in optics names rarely stay one-sided, so keep an eye on the stock from here.
A 12.4% slide from a $383 open wipes out the optical AI premium buyers paid last week, and it lands a day before Lumentum reports. Anyone treating datacenter optics as a one-way trade gets a read on whether this is company-specific or sector-wide by Tuesday's close.
Earnings split the session at the close: Airbnb's raised revenue outlook lifted it 15.1% while Trade Desk lost nearly a quarter of its value. Travel, optics and AI names carried the session; ad tech and crypto miners absorbed the damage.
Palantir's 29% close pulled the entire AI complex with it, from Arm to the optical names supplying the data centers. Everything outside that trade got sold, with Bruker down 20% and Novo Nordisk sliding again.
Money left oil and autos for optics today: Applied Optoelectronics closed up 16.8% at $110.13, with Coherent right behind it, while Chevron, Diamondback and Ford all finished red. Four of the top five gainers sit in AI infrastructure or high-growth consumer names.
A 12.2% jump to $285 in a single session puts Coherent back in the AI networking spotlight, where optical transceiver demand is setting the tone for the whole optics group. Anyone waiting for a pullback just watched the entry price move.
101 Articles
Our top personal finance-related articles today. Your wallet will thank you later.
