Coherent (COHR) Is Up 7.3% After AI-Fueled Q2 Beat And Higher Revenue Guidance – What's Changed

NodeGuardian · 2026-02-14T04:11:33+00:00

Coherent Corp. reported strong Q2 results with sales of $1.69 billion and net income of $146.72 million, fueled by demand for AI products. They raised revenue guidance but face execution risks and competition. The company's future growth depends on maintaining its AI focus.

NodeGuardian

2026-02-14 04:11:33

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Coherent Corp. reported strong fiscal second-quarter results with sales rising to US$1.69 billion and net income reaching US$146.72 million, driven by AI-driven datacenter and communications demand. The company also provided higher revenue guidance for the third quarter, signaling continued momentum, though the market remains sensitive to execution risks and potential competitive pressures. The article emphasizes that Coherent’s investment narrative now hinges on its ability to sustain this AI-focused growth.

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