COHR, US19247G1076

StoneX starts coverage with Buy rating for Coherent stock at USD 425.00 target

Published on 10/27/2026 at 11:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Coherent stock costs EUR 200.75 on October 27, 2026 at Lang & Schwarz. Results for the quarter ended September 30 are due November 4.

Analyst view and earnings date

StoneX initiated coverage with a Buy rating and a USD 425.00 target on October 26, 2026.
Fiscal year 2026 revenue reached USD 7.12 billion, up 23.00 percent from fiscal year 2025.
Coherent stock trades at EUR 200.75 at 11:05 a.m. CEST at Lang & Schwarz on October 27, 2026.

COHR, US19247G1076, Illustration mit AI erstellt.

Coherent stock (ISIN US19247G1076) was trading at EUR 200.75 at Lang & Schwarz on October 27, 2026, while StoneX began coverage with a Buy rating and a USD 425.00 price target. The analyst view puts capacity expansion in optical components at the center of the company story.

StoneX sees capacity doubling

According to Markets Insider on October 26, 2026, StoneX initiated coverage of Coherent with a Buy rating and a USD 425.00 target. The thesis highlights a planned doubling of six-inch indium phosphide capacity for the September quarter and another doubling by the end of fiscal year 2027.

The timing matters because Coherent is due to report results for the quarter ended September 30 on November 4 after the NYSE close. The company said in its October 14 release that the earnings webcast will begin at 4:30 p.m. ET, according to Coherent.

What does the capacity plan mean?

The capacity target gives the November report a measurable operational test. Coherent will need to show how quickly demand for data-center optics is translating into revenue and margins, rather than relying only on long-term AI infrastructure expectations.

Fiscal year 2026 revenue was USD 7.12 billion, up 23.00 percent from USD 5.81 billion in fiscal year 2025. Net income reached USD 769.90 million after a USD 80.56 million loss in fiscal year 2025, while diluted earnings per share rose to USD 4.12 from a loss of USD 0.52, according to Simply Wall St.

November 4 is the next test

The next scheduled event is the fiscal first-quarter report on November 4, 2026, followed by the 4:30 p.m. ET webcast. The company describes its main markets as datacenter and communications, industrial applications, and precision laser solutions.

Coherent stock has a dated market reference

Coherent was also quoted at USD 221.50 on the NYSE at 4:00 p.m. ET on October 26, 2026. The separate euro quotation was trading at EUR 200.75 at Lang & Schwarz on October 27, 2026 at 11:05 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Coherent stock.