COHR

Technology

Coherent, Inc.

Revenue TTMXBRL

—

Net IncomeXBRL

—

Gross MarginXBRL

—

EPS (Diluted)XBRL

—

No analysis generated yet. Run the pipeline for this company.

AI-extracted key facts from press releases and SEC filings. Significance 1–10.

PartnershipBullishPer-CompanyMar 30, 2026

Coherent Secures $2B Investment From NVIDIA for Advanced Optics Manufacturing Expansion

▸Multiyear strategic agreement with NVIDIA to develop advanced optics technologies
▸NVIDIA to invest $2B in Coherent for U.S. manufacturing and R&D capacity
▸Agreement includes multibillion-dollar purchase commitment for laser and optical networking products
▸Partnership focuses on ultrahigh-bandwidth, energy-efficient connectivity for AI infrastructure
▸Fiscal 2026 and 2027 earnings estimates increased 5.7% and 13.7% respectively

PartnershipBullishPer-CompanyMar 12, 2026

Coherent Secures Multiyear Nvidia Partnership, $2B Investment and $2B Equity Private Placement

▸Nvidia commits to multibillion-dollar purchase of Coherent advanced optical components
▸Nvidia invests $2B in Coherent R&D and U.S. manufacturing capacity
▸Coherent raised $2B via private placement of 7.79M shares at $256.80/share
▸Q3 FY26 revenue guidance issued in range of $1.70B to $1.84B
▸Rosenblatt raised price target to $375 citing AI data center infrastructure demand

PartnershipBullishPer-CompanyMar 11, 2026

Coherent secures multibillion-dollar NVIDIA supply deal for optical interconnects through 2030

▸Multibillion-dollar supply agreement with NVIDIA extends through end of decade
▸Deal focuses on silicon photonics and optical interconnects for AI infrastructure
▸Q2 fiscal 2026 revenue $1.69B, +17.49% YoY, beating estimates by 2.74%
▸Datacenter & Communications segment revenue $1.208B, +34% YoY
▸Data center book-to-bill ratio exceeded 4.0x in recent quarter