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Coherent Inc (COHR) — chart, structure and Closelook read

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Company snapshot — Coherent Inc

COHR in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Coherent makes lasers, optical transceivers and related photonic components used in datacentre networking, telecoms and industrial manufacturing. Its Datacenter and Communications arm supplies transceivers, co-packaged optics, optical switches and the lasers and chips that go inside them, while its Industrial arm sells excimer, solid-state and CO2 lasers plus optical materials for chipmaking and precision manufacturing. The company was formerly known as II-VI and is headquartered in Saxonburg, Pennsylvania.
Where it sits in the stack
In our Rubin Build-Out 100 index, Coherent sits in Layer 5, Connectivity & Materials, within the High-Speed Interconnects sleeve alongside optical switching silicon and networking IP. This sleeve is the fabric that links separate GPUs into working clusters, so Coherent's transceivers and optical components are a supply constraint on how fast that fabric can be built.
Who it is priced against
Closelook's peer group prices Coherent against other optical-components and laser makers — Lumentum, Applied Optoelectronics, Fabrinet and Ciena — because they compete on the same transceiver and optics business. The market also weighs it against Cisco's networking hardware.
Why Closelook tracks it
Coherent holds a seat in the Rubin Build-Out 100 and carries a Closelook score, where the balance-sheet module reads strongest and capital allocation reads weakest. The diary has returned to it in a Report on optical interconnects, in a Heresy piece on portfolio construction, and in a Report on Nvidia's pattern of bundling supplier investments into its own strategic deals.
What the diary watches
The diary watches whether Coherent's purchase commitments and capacity-access arrangements tied to larger customer investments keep showing up alongside its own earnings, and whether momentum and valuation readings converge or keep pulling apart.

Coherent Inc (COHR) trades on US exchanges, classified under Technology, and sits in Layer 5 of the build-out stack. Constituent of Rubin Build-Out 100.

The Closelook company score reads 36/100 composite (momentum 38, quality 31, valuation 24) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for COHR, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 2 analyst actions on the wire · latest: price target by Deutsche Bank, 2026-08-31

The Street on this name

Analyst actions and the latest print for COHR from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target Deutsche Bank — target 400 Target set to $400 (+44% to spot) 2026-08-31
  • Price target Raymond James — target 448 from 435 Target raised to $448 from $435 (+28.4% to spot) 2026-08-13

2 actions on the analyst wire since 2026-08-13: 2 target changes. Analyst wire → · Earnings wire →

Who it is priced against Optical components and lasers · 4 names with week and year-to-date

Peer group

Optical components and lasers

Curated competitor set — who the market prices this name against, not just who shares its sector.

  • LITELumentum Holdings Inc
    day
    −2.8%
    vs 50d
    +6.5%
    off high
    −17.7%
    score
    55

    flow: losing force

  • AAOIApplied Opt
    day
    +1.4%
    vs 50d
    −13.2%
    off high
    −58.0%
    score
    32

    flow: losing force

  • FNFabrinet
    day
    −3.0%
    vs 50d
    −17.9%
    off high
    −49.1%
    score
    —

    flow: getting weaker

  • CIENCiena Corp
    day
    +1.1%
    vs 50d
    −10.9%
    off high
    −46.0%
    score
    —

Compared against COHR on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-09-17

DayWeekMonth3 months
COHR+2.1%+1.0%−3.4%−21.9%
High-Speed Interconnects+1.9%−1.1%−3.1%—
Rubin Build-Out 100+1.5%−2.2%−2.9%—

Against the index: 3.2 pts ahead on the week, 0.5 pts behind on the month; against its High-Speed Interconnects sleeve 0.3 pts behind on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sector × region Technology in US: −2.1% week · −3.4% month · −1.2% quarter · +32.1% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-16
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Coherent Inc (COHR)?

Coherent Inc trades as COHR on the US exchange (US) and is classified under Technology in the Closelook research universe, as of the registry build of 2026-09-18.

Is COHR in a Closelook index?

Yes — Coherent Inc is a constituent of Rubin Build-Out 100, as of 2026-09-18.

What is Coherent Inc's Closelook composite score?

36 out of 100, with momentum 38, quality 31 and valuation 24 sub-scores, as of 2026-09-18. Scores are Closelook's own research readings, not ratings or investment advice.

What is Coherent Inc's earnings print record?

Across the 10 prints Closelook covers, Coherent Inc beat EPS estimates 10 times and revenue estimates 7 times; the three-day reactions split 7 up, 1 flat and 2 down (moves beyond ±3%), as of the 2026-08-12 card. The full print-record card carries the per-print history.

Where does COHR trade against its moving averages?

Resizing — 32.7% off its high: 32.7% below its 52-week high — a deeper resizing of the trend, not a shallow dip. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is COHR doing against its Closelook index?

Over the past month Coherent Inc is −3.4% against −2.9% for the Rubin Build-Out 100 — 0.5 points behind its index, as of 2026-09-17. Its High-Speed Interconnects sleeve is −3.1% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Coherent Inc do?

Coherent makes lasers, optical transceivers and related photonic components used in datacentre networking, telecoms and industrial manufacturing. Its Datacenter and Communications arm supplies transceivers, co-packaged optics, optical switches and the lasers and chips that go inside them, while its Industrial arm sells excimer, solid-state and CO2 lasers plus optical materials for chipmaking and precision manufacturing. The company was formerly known as II-VI and is headquartered in Saxonburg, Pennsylvania. Closelook's peer group prices Coherent against other optical-components and laser makers — Lumentum, Applied Optoelectronics, Fabrinet and Ciena — because they compete on the same transceiver and optics business. The market also weighs it against Cisco's networking hardware.

Where does Coherent Inc sit in the AI build-out?

In our Rubin Build-Out 100 index, Coherent sits in Layer 5, Connectivity & Materials, within the High-Speed Interconnects sleeve alongside optical switching silicon and networking IP. This sleeve is the fabric that links separate GPUs into working clusters, so Coherent's transceivers and optical components are a supply constraint on how fast that fabric can be built. Coherent holds a seat in the Rubin Build-Out 100 and carries a Closelook score, where the balance-sheet module reads strongest and capital allocation reads weakest. The diary has returned to it in a Report on optical interconnects, in a Heresy piece on portfolio construction, and in a Report on Nvidia's pattern of bundling supplier investments into its own strategic deals.

What has Wall Street done on Coherent Inc recently?

The most recent analyst action on Coherent Inc on the Closelook wire is a price target by Deutsche Bank on 2026-08-31 (target 400). 2 actions on the analyst wire since 2026-08-13: 2 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about Coherent Inc?

Coherent Inc appears in 29 Closelook pieces, most recently Midday 10: Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83 (2026-09-17); Morning 10: Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505 (2026-09-17); Morning 10: AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo (2026-09-15). What Closelook said most recently: Chips, the design side wider: AMD +6.4% to $545.38, Micron +5.5% to $977.94, Broadcom +2.9% to $349.39, Nvidia +2.3% to $218.74, TSMC +2.1% to $425.93; memory ETF +4.4% to $57.63; optics pause — Lumentum −0.4% at $916, Coherent +1.2% (Midday 10, 2026-09-17). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for COHR, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 29 pieces · newest: Midday 10, “Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83” (2026-09-17)

Mentioned on Closelook

Where COHR appears in the diary — 29 pieces, newest first. Every link is our own writing.

Long reads

101 and glossary

Dailies

Related in the Closelook universe