Coherent Shares Dip 1.59 as 460M Volume Ranks 217th Q4 Earnings Outlook Brightened by AI-Driven Networking Growth

Coherent (COHR) closed on August 11 with a 1.59% decline, trading at a volume of $460 million, ranking 217th in market activity. The stock is poised to report Q4 fiscal 2025 earnings on August 13, with analysts projecting $1.5 billion in revenue, a 15.2% year-over-year increase. The Networking segment is expected to rise 21.9% to $930.2 million, driven by AI data center demand, while Lasers growth of 3% to $358.4 million reflects strength in semi-cap equipment. Earnings per share are forecast at $0.93, up 52.5% annually, supported by Coherent’s consistent outperformance of estimates in the past four quarters.

The company’s Zacks Rank #1 (Strong Buy) and an Earnings ESP of +8.32% suggest a potential earnings beat. However, market dynamics remain mixed, with the Materials segment facing a 2.6% revenue decline due to weak consumer electronics demand. Analysts highlight Coherent’s ability to capitalize on excimer annealing lasers and AI infrastructure trends, though sector-specific challenges could temper broader momentum.

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