Coherent Corp Stock Price, News & Analysis

Coherent Corp (NYSE: COHR) has been recognized as one of NVIDIA's ecosystem innovation collaborators for co-packaged optics (CPO) at GTC. The collaboration focuses on developing silicon photonics networking switches that will enable AI factories to connect millions of GPUs.

CEO Jim Anderson highlighted that CPO technology is expected to accelerate optical networking expansion in datacenters. NVIDIA's Senior VP of Networking, Gilad Shainer, emphasized the growing need for evolved networking infrastructure in AI factories.

Industry analyst Pat Moorhead noted that as datacenter networking speeds and bandwidth increase, optical networking's importance in datacenter architectures will continue to grow. Coherent will showcase its optical networking technologies, including CPOs and CPO-enabling lasers and components, at OFC 2025 (April 1-3) in San Francisco.

Coherent Corp. (NYSE: COHR) has launched its new 2D Collimator Array, an advanced optical assembly designed for optical circuit switches (OCS). The product integrates a 2D lens array and 2D fiber array, specifically targeting switching solutions for AI, machine learning, and high-performance computing data centers.

The innovative design features high port density, precision, and reliability for enhanced OCS system performance. The multi-beam input/output architecture supports customer co-design capabilities, strengthening Coherent's position in customized optical solutions. The company will showcase the 2D Collimator Array at OFC 2025 in San Francisco (April 1-3) at booth #1519.

Coherent Corp. (NYSE: COHR) has launched a groundbreaking 793nm pump laser diode, achieving industry-first specifications with 28W of reliable power and 97% polarization purity. This innovative product targets the growing Thulium fiber laser market, particularly in medical applications.

The new chip enables higher power pumping and increased fiber laser power, leading to shorter treatment times and improved patient outcomes in medical applications while opening possibilities for new industrial uses. The high polarization purity enhances pump design efficiency, reducing operational costs.

According to Karlheinz Gulden, Senior VP of Laser Components and Subsystems, this class-leading chip will make laser systems more powerful, efficient, and cost-effective. The product is currently available and complements Coherent's broader portfolio, including fiber-coupled diode laser modules, Thulium-doped fibers, and optics.

Coherent Corp. (NYSE: COHR) has unveiled the WaveAnalyzer 1500B, an advanced optical spectrum analyzer designed for high-precision transceiver testing. The new model features 100 MHz absolute frequency accuracy, high resolution, and full C+L band coverage in a single device.

Key features include 180 MHz resolution bandwidth and 10 sweeps per second throughput, making it ideal for production line testing. The instrument combines wavelength meter and optical spectrum analyzer functionalities, reducing footprint and capital costs.

The WaveAnalyzer 1500B offers backward compatibility with existing setups through its GUI and API, serving as an upgrade to the 1500S model. The product received a 4.5 score in the 2025 Lightwave+BTR Innovation Reviews. Sample units will ship in May, with deliveries starting July 2025.

Coherent Corp. (NYSE: COHR) has launched its new AIM FL series of industrial, multi-kilowatt single mode fiber lasers. The series features up to 3kW single mode operation with 10m fiber delivery and water-cooling temperature range of 20°C to 35°C.

The product line, specifically designed for high precision manufacturing applications, offers power options from 500W to 3kW in a rack-mounted design. The AIM FL series particularly targets industrial welding applications across automotive, medical device manufacturing, and consumer goods sectors.

Key features include exceptional beam quality, stability, and competitive pricing. The series integrates with Coherent's processing heads and laser welding vision solutions. Availability begins immediately for power levels up to 1.5kW, with 2-3kW lasers launching in June 2025.

Coherent Corp. (NYSE: COHR) has announced its executive leadership team's participation in key panels at OFC 2025, the premier global event for optical networking and communications. CEO Jim Anderson will join the CEO Panel at the Optica Executive Forum on March 31 at the Marriott Marquis San Francisco, discussing Coherent's role in optical networking and AI revolution.

Other executive participations include CTO Dr. Julie Eng presenting on 'Status of Photonic-enabled Modules' and CMO Dr. Sanjai Parthasarathi speaking at the Market Watch panel 'The State of the Industry: Now and in 2030' on April 1. The company will showcase its latest innovations in fiber optics, photonics, and networking solutions at booth 1519 during OFC 2025, running from April 1-3.

Coherent Corp. (NYSE: COHR) has received recognition for six products in the 2025 Lightwave + BTR Innovation Reviews, showcasing its leadership in optical networking technology. The awarded products include:

• 200G Differential Electro-absorption Modulated Laser (D-EML) for enhanced electro-optical signal integrity in high-speed networks
• Dual Laser 100G ZR QSFP28-DCO Transceiver for bi-directional traffic support
• L-band 800G Pluggable QSFP-DD DCO with high TX output power for expanded DWDM capacity
• Ultra-Compact Dual-Chip 980nm Pump Laser for compact amplifier applications
• WaveAnalyzer 1500B High Resolution Optical Spectrum Analyzer
• AOwave-Multi-Channel Analog Optical Modules for RF-over-fiber links

Coherent Corp. (COHR) reported strong financial results for Q2 FY2025, with revenue reaching $1.43 billion, marking a 27% increase year-over-year. The company demonstrated significant profitability improvements with GAAP gross margin of 35.5% (up 452 bps Y/Y) and non-GAAP gross margin of 38.2% (up 363 bps Y/Y).

GAAP EPS improved by $0.82 Y/Y to $0.44, while non-GAAP EPS rose by $0.69 Y/Y to $0.95. The company's growth was primarily driven by strong AI-related Data Center demand and growth in Telecom business. During the quarter, Coherent reduced its outstanding debt by $132 million.

For Q3 FY2025, the company projects revenue between $1.39-1.48 billion, with non-GAAP gross margin expected between 37-39% and non-GAAP EPS guidance of $0.75-0.95.

Coherent Corp. (NYSE: COHR) has introduced a new high-power F-theta lens designed for additive manufacturing, EV battery welding, and laser cleaning applications. The new lens operates across multiple wavelengths from deep UV to IR, delivering minimum spot sizes and large working areas to maximize process throughput.

The product features low absorption coatings and minimal laser shift at high powers across a broad wavelength spectrum. Available in 266 nm, 355 nm, 532 nm & 1070 nm wavelengths, the lens supports applications from femtosecond to nanosecond pulse durations and high-power fiber lasers. The company offers immediate availability and custom solutions through their in-house optical design services.