COHRCoherent

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

• 🔥🔥🔥#1Force1.43%bullishDirectCoherent, Sandisk, Lululemon, Zscaler, and More Stocks That Explain Today's Market9d ago

  Continued AI data-center demand for optical modules and lasers drives a sentiment premium tied to its AI infrastructure exposure

  Impact chain →

  Also named: SNDK · MU · WDC · LITE · LULU · GPS

• 🔥🔥#2Force1.42%bullishDirectCOHR 8-K — Results of Operations and Financial Condition · Regulation FD Disclosure32d ago

  Filing confirms sustained AI optics demand, but with an average beat of only 4.6% over four quarters and estimates already revised up, upside surprise is limited

  Impact chain →

  Also named: LITE · AAOI · ANET

• 🔥#3Force1.16%bullish2nd-orderLumentum: Why 2027 Will Be A Game Changer2d ago

  As a direct peer in optical/laser components, Coherent similarly benefits from industry-wide demand expansion driven by AI networking upgrades

  Impact chain →

  Also named: LITE · FN · AAOI · CIEN · ANET

• #4Force1%bullishDirectCOHR 10-K — Annual report30d ago

  The 10-K confirms $7.1B FY26 revenue, 20.5% quarterly growth and $4.34 diluted EPS, but most data was pre-flagged and analysts already revised up, leaving limited surprise room

  Impact chain →

  Also named: LITE · FN · NVDA

• #5Force0.88%bullishDirectCoherent (COHR) Down 10.4% Since Last Earnings Report: Can It Rebound?2d ago

  Underlying fundamentals (revenue +20.5% YoY, $805M net income) are intact, but the article adds no new information; the 10.4% decline is already priced in and a rebound lacks a clear catalyst

  Impact chain →

  Also named: LITE

• #6Force0.75%bearishDirectCOHR 8-K — Departure or Election of Directors or Officers · Other Events13d ago

  The 8-K lacks specifics on who departed or why; given COHR's strong growth trajectory (+20.5% YoY revenue), any core executive change adds a risk premium to an otherwise robust growth story

  Impact chain →

  Also named: LITE · AAOI

• #7Force0.7%bullishDirectAAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR?2d ago

  Also cited as a comparison peer, Coherent benefits from the same broad datacenter optics sentiment lift, though no stock-specific catalyst is present.

  Impact chain →

  Also named: AAOI · LITE · CIEN

• #8Force0.6%bullish2nd-orderBroadcom Forecasts Steep Ramp In AI Revenue10d ago

  An optical components and laser supplier whose data-center optics demand rises with AI networking build-out.

  Impact chain →

  Also named: AVGO · MRVL · NVDA · TSM · 300308.SZ · 300502.SZ

• #9Force0.58%bullish2nd-orderAAOI 8-K — Entry into a Material Definitive Agreement3d ago

  High-speed transceiver competitor, read-through from improving industry order expectations

  Impact chain →

  Also named: AAOI · FN · LITE

• #10Force0.34%bullish2nd-orderANET 8-K — Results of Operations and Financial Condition40d ago

  A supplier of high-speed 800G optical modules that benefits as AI back-end networks scale up port density.

  Impact chain →

  Also named: ANET · CSCO · AVGO · MRVL