NYSEInformation TechnologyScientific & Technical InstrumentsSnapshot 2026-07-07
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Track COHR free→Coherent grows AI datacenter revenue from $969M to $1.36B by 2026-Q3. Revenue rose 20.5% year over year to $1.8B in 2026-Q3. Gross margin improved to 37.7%, near guidance. The company beats earnings estimates and expands AI infrastructure.
The recent sharp selloff shows investor worries. Profit margins are fragile. AI datacenter growth may slow or miss targets.
The market expects about 45% revenue growth next year. Our fair value is 47% below the Street median, showing a more cautious view.
Breaks if: AI datacenter revenue falls below $969M by 2026-Q3
Rapidly expand capacity to meet demand in AI datacenter infrastructure.
Stated in 2 of last 2 quarters. Datacenter & Communications revenue grew from $968.7M in 2025-Q3 to $1,361.6M in 2026-Q3, indicating strong demand and expansion. The trajectory is delivering on the stated priority of expanding AI datacenter infrastructure.
Breaks if: EPS falls below $1.52
Breaks if: Gross margin falls below 37%
Focus on maintaining gross margin within the guided range.
Stated in 3 of last 3 quarters. Gross margin improved from 35.2% in 2025-Q3 to 37.7% in 2026-Q3, aligning with the guidance range. The trajectory shows progress in maintaining gross margin guidance.
Breaks if: Total revenue falls below $1.498B by 2026-Q3
Focus on achieving significant revenue growth across segments.
Stated in 3 of last 3 quarters. Revenue increased from $1.498B in 2025-Q3 to $1.806B in 2026-Q3, reflecting a 20.5% Y/Y growth. The trajectory indicates delivering on the priority of achieving revenue growth.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'As AI datacenter infrastructure continues to scale, we are rapidly expanding capacity to meet demand.'”
“CEO: 'We are expanding our AI datacenter infrastructure to meet growing demand.'”
“CFO: 'Gross margin percentage for the fourth quarter of fiscal 2026 is expected to be between 39.0% and 41.0%.'”
“CFO: 'Gross margin percentage for the third quarter of fiscal 2026 is expected to be between 38.5% and 40.5%.'”
“CFO: 'Gross margin for the second quarter of fiscal 2026 is expected to be between 38% and 40%.'”
“CEO: 'We delivered another quarter of strong financial performance, with accelerating revenue growth.'”
“CEO: 'Revenue growth remains a key focus as we expand our market presence.'”
“CEO: 'Achieving revenue growth is central to our strategy.'”
