Coherent Corp. to Release Q4 2025 Financial Results on February 4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy COHR?
Source: Newsfilter
- Earnings Release Schedule: Coherent Corp. will announce its financial results for the quarter ending December 31, 2025, on February 4, 2026, after the NYSE closes, reflecting the company's ongoing leadership in the photonics sector.
- Live Webcast: Following the earnings release, Coherent will host a live audio webcast at 4:30 p.m. ET, allowing investors to gain insights into the financial performance and future outlook directly from company executives.
- Replay Availability: The webcast will be recorded and made available for replay within 24 hours post-event on the company's website, ensuring that investors who cannot attend live can still access critical information.
- Company Background: Founded in 1971 and operating in over 20 countries, Coherent leverages its extensive technology stack and resilient global supply chain to assist customers in overcoming technological challenges and driving innovation and growth.
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Analyst Views on COHR
Wall Street analysts forecast COHR stock price to fall
13 Analyst Rating
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 216.100
Low
113.00
Averages
175.92
High
220.00
Current: 216.100
Low
113.00
Averages
175.92
High
220.00
About COHR
Coherent Corp., specializing in materials, networking, and lasers, is a vertically integrated manufacturing company that develops, manufactures, and markets engineered materials, optoelectronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. Its segments include Networking, Materials and Lasers. The Networking segment leverages its compound semiconductor technology platforms and knowledge of end-user applications for its key end markets to deliver differentiated components and subsystems. The Materials segment includes engineered materials and optoelectronic devices, such as those based on zinc selenide (ZnSe), zinc sulfide (ZnS), gallium arsenide (GaAs), indium phosphide (InP), gallium antimonide (GaSb), and silicon carbide (SiC). The Lasers segment's lasers and optics products serve industrial customers in semiconductor and display capital equipment, precision manufacturing, and aerospace & defense, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Market Potential and Growth: The photonics market, valued at approximately $43 billion, is expected to see significant growth, particularly in AI applications, due to its ability to achieve fast data transmission, which is crucial for AI advancements.
Company Performance Insights: Companies like Lumentum Holdings and Coherent Inc. are experiencing strong revenue growth, with Lumentum projecting $805 million for the current quarter, reflecting an 85% year-over-year improvement. Analysts are optimistic about their performance despite some competitive pressures.
Investment Recommendations: Analysts suggest that investors consider stocks in the photonics sector, particularly those with strong growth potential and innovative applications in AI, as they may offer substantial returns in the evolving tech landscape.
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- Market Leadership Role: Bank of America is leading the share sale as the primary underwriter, highlighting its significant position in the capital markets and reflecting Bain Capital's strategic adjustments and market timing.
- Future Growth Expectations: Despite facing downward guidance pressures, analysts still anticipate Coherent to achieve double-digit revenue growth in fiscal 2027, indicating market confidence in its long-term growth potential.
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COHR Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $195.00 put option is $18.20, and if an investor sells to open this contract, they commit to buying the stock at $195.00, effectively lowering their cost basis to $176.80, which is a 1% discount from the current price of $197.04, making it attractive for potential COHR buyers.
- Yield Potential Analysis: Should the put option expire worthless, it would yield a 9.33% return, equating to an annualized yield of 68.19%, showcasing the YieldBoost potential of this contract, appealing to investors seeking stable returns.
- Call Option Returns: The $205.00 call option has a current bid of $20.20, and if an investor buys COHR shares at $197.04 and sells this call, they could achieve a total return of 14.29% if the stock is called away at expiration, highlighting the attractiveness of this strategy.
- Risk-Reward Consideration: The $205.00 call option has a 47% chance of expiring worthless, in which case the investor retains both the stock and the premium collected, providing an additional return of 10.25%, or 74.90% annualized, emphasizing the need for investors to weigh risks and rewards when selecting options.
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Photonics Technology Overview: Photonics technology utilizes light (photons) to perform tasks traditionally handled by electronic tools, with applications in data transmission, laser manufacturing, and medical and consumer uses. The industry is relatively unknown to many investors, presenting new opportunities for savvy investors seeking tech advancements.
Market Potential and Growth: The photonics market, valued at approximately $43 billion, is expected to see significant growth, particularly in AI applications, due to its ability to achieve fast data transmission, which is crucial for AI advancements.
Company Performance Insights: Companies like Lumentum Holdings and Coherent Inc. are experiencing strong revenue growth, with Lumentum projecting $805 million for the current quarter, reflecting an 85% year-over-year improvement. Analysts are optimistic about their performance despite some competitive pressures.
Investment Recommendations: Analysts suggest that investors consider stocks in the photonics sector, particularly those with strong growth potential and innovative applications in AI, as they may offer substantial returns in the evolving tech landscape.
See More
Bain Capital Plans to Sell $2.3 Billion of Coherent Shares
- Share Sale Plan: Bain Capital is seeking to sell up to $2.3 billion of Coherent shares, involving approximately 9.4 million shares priced between $237.50 and $240 each, reflecting a discount of up to 2% from Monday's closing price, indicating a strategic reduction in its stake in the laser equipment manufacturer.
- Market Leadership Role: Bank of America is leading the share sale as the primary underwriter, highlighting its significant position in the capital markets and reflecting Bain Capital's strategic adjustments and market timing.
- Future Growth Expectations: Despite facing downward guidance pressures, analysts still anticipate Coherent to achieve double-digit revenue growth in fiscal 2027, indicating market confidence in its long-term growth potential.
- Investor Focus: This share sale may prompt investors to reassess Coherent's future performance, especially with its upcoming earnings report, where the market will closely monitor signals of growth acceleration in the second quarter of 2026.
See More
Arnhold LLC Increases Stake in Axalta Coating Systems
- Increased Holdings: According to an SEC filing dated February 9, Arnhold LLC aggressively increased its stake in Axalta Coating Systems from 236,419 shares to 500,700 shares during the fourth quarter, indicating confidence in the company's future performance.
- Value Appreciation: As of December 31, Arnhold's position in Axalta was valued at $16.2 million, up $9.4 million from $6.8 million on September 30, reflecting optimistic expectations for potential returns from the stock.
- Asset Allocation Insight: Axalta represents 1.2% of Arnhold's reported AUM, and while it does not rank among the top five holdings, the increase in shares suggests a sustained interest in the sector.
- Market Performance Comparison: Despite Axalta's stock declining by 11.1% over the past year, trailing the S&P 500's 15.4% return, Arnhold's continued investment indicates a belief in the company's future market performance, potentially leading to strategic adjustments in their investment approach.
See More
Arnhold Increases Axalta Holdings to 500,700 Shares
- Share Acquisition: Arnhold purchased 264,281 shares of Axalta in Q4, increasing its total holdings to 500,700 shares valued at $16.2 million, indicating confidence in Axalta's future performance.
- Asset Allocation: As of December 31, Axalta represented 1.2% of Arnhold's reported $1.3 billion AUM, highlighting its significance within the investment portfolio.
- Market Performance: Axalta's stock has declined by 11.1% over the past year, underperforming the S&P 500's 15.4% return, raising concerns about its future outlook in the market.
- Investment Strategy: Despite increasing its stake in Axalta, the Motley Fool analyst team did not include it among the best stocks to buy now, suggesting investors should exercise caution before investing.
See More
Dow Jones Index Hits Record Highs Over 50,000 Points
- Dow Jones Surge: On Friday, the Dow Jones index surged over 1,200 points during trading, closing at 50,115.67, marking a historic high that signifies a strong market recovery and may attract more investors.
- Strong Performance of S&P 500 and Nasdaq: The S&P 500 rose by 1.97% to close at 6,932.30, while the Nasdaq Composite jumped 2.18% to 23,031.21, indicating a robust rebound in tech and large-cap stocks, further boosting market confidence.
- Analyst Rating Discrepancies: Despite daily new stock picks from Wall Street analysts, the wide variance in analyst ratings and price targets leaves investors confused about which analyst opinions to trust, potentially impacting the effectiveness of investment decisions.
- Market Sentiment Recovery: The Dow's milestone of surpassing 50,000 points reflects optimistic expectations for economic recovery, which could lead to increased capital inflow into the stock market, thereby driving further overall market gains.
See More
COHR Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $195.00 put option is $18.20, and if an investor sells to open this contract, they commit to buying the stock at $195.00, effectively lowering their cost basis to $176.80, which is a 1% discount from the current price of $197.04, making it attractive for potential COHR buyers.
- Yield Potential Analysis: Should the put option expire worthless, it would yield a 9.33% return, equating to an annualized yield of 68.19%, showcasing the YieldBoost potential of this contract, appealing to investors seeking stable returns.
- Call Option Returns: The $205.00 call option has a current bid of $20.20, and if an investor buys COHR shares at $197.04 and sells this call, they could achieve a total return of 14.29% if the stock is called away at expiration, highlighting the attractiveness of this strategy.
- Risk-Reward Consideration: The $205.00 call option has a 47% chance of expiring worthless, in which case the investor retains both the stock and the premium collected, providing an additional return of 10.25%, or 74.90% annualized, emphasizing the need for investors to weigh risks and rewards when selecting options.
See More
