Coherent Corp.'s (COHR) stock price has declined over the year-to-date period. The stock has plummeted 40.7% compared with the industry's 15.1% fall and the 8.8% decline of the Zacks S&P 500 composite.COHR’s industry peers Yext, Inc. (YEXT) and Vontier Corporation (VNT) have declined over the same period. YEXT and VNT have lost 7.1% and 17%, respectively.YTD Price Performance Image Source: Zacks Investment Research In a year, Coherent has underperformed its industry and Yext while outperforming Vontier. COH ...

市场背景 - 2025年市场开局强劲但随后波动加剧，4月2日特朗普宣布“解放日”关税引发全球动荡，新贸易战开启，投资者对关税影响和美联储货币政策决策存疑，投资更谨慎 [1] 选股方法 - 选择有稳定销售增长的股票是当下常规选股方法，如Meritage Homes、Zoom、Edison、Super Micro和Coherent值得投资 [2] - 评估公司时，投资者更关注营收增长，因其能体现公司扩大客户群的潜力，持续增长对吸引新投资者很重要 [3] - 强劲的营收增长对长期盈利至关重要，持续的利润增长通常需要稳定的销售增长 [4] - 仅看销售增长不能全面了解公司财务健康状况，结合营收评估公司现金状况是更有效的投资策略 [5] 选股参数 - 筛选参数为5年历史销售增长率高于行业且现金流超过5亿美元，还需考虑其他因素 [6] - P/S比率低于行业，比率越低越适合选股 [7] - 四周内F1销售预估修正百分比变化高于行业，通常会促使股价上涨 [7] - 过去五年平均营业利润率大于5%，表明公司成本控制良好且销售增长快于成本 [8] - 净资产收益率大于5%，确保销售增长转化为利润且公司不囤积现金 [9] - Zacks排名小于等于2，此类股票通常表现出色 [9] 潜力股票 - Meritage Homes是美国领先的单户住宅设计和建造商，2025年预期销售增长率为5%，Zacks排名为2 [10] - Zoom提供人工智能优先的工作平台，2025年预期销售增长率为2.7%，Zacks排名为2 [11] - Edison从事电力生产和分配，2025年销售预计增长2.2%，Zacks排名为2 [12] - Super Micro设计、开发、制造和销售节能服务器解决方案，2025年预期销售增长59.2%，Zacks排名为2 [13] - Coherent开发、制造和销售工程材料等产品，2025财年销售预计增长21%，Zacks排名为2 [14] 工具推荐 - 可使用Research Wizard选股和回测软件测试选股想法，该软件简单易用 [15]

Rosenblatt analyst Mike Genovese upgraded Coherent Corp COHR from Neutral to Buy and lowered the price target from $115 to $85 on Friday.Genovese is upbeat on sequential re-acceleration in AI transceivers by the second half of calendar 2025, driven by the Blackwell rollout and Coherent ZR transceiver demand for Data Center Interconnect (DCI) and telecom application that is very strong.The analyst is bullish on the transceiver market through 2030 and increasingly views co-packaged optics (CPO) as more of an ...

文章核心观点 - 分析师自2011年起为投资网站撰稿，倾向价值投资，1999年获相关资质并见证互联网泡沫兴衰 [1] 分析师情况 - 分析师在COHR股票上有长期受益头寸，文章为其本人撰写表达个人观点，除Seeking Alpha外无其他报酬，与文章提及股票公司无业务关系 [2]

SAXONBURG, Pa., April 01, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) ("Coherent," "We," or the "Company"), a global leader in materials, networking, and lasers, today announced that it will host an Analyst and Investor Day on Wednesday, May 28, 2025, at 9:00 a.m. EDT at the New York Stock Exchange. The event will feature presentations and a Q&A session with members of the Company's executive leadership team, including CEO Jim Anderson and CFO Sherri Luther. Presentations will be delivered in perso ...

SAXONBURG, Pa., April 01, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, will demonstrate a 1.6T-SR8 optical transceiver at OFC 2025. This transceiver incorporates advanced 200G vertical cavity surface emitting lasers (VCSELs) and photodiodes produced by Coherent. VCSEL-based transceivers have established dominance in data center environments due to their exceptional cost-effectiveness and low power consumption for short-reach connections. Additionally, surging demand fr ...

About Coherent Coherent empowers market innovators to define the future through breakthrough technologies, from materials to systems. We deliver innovations that resonate with our customers in diversified applications for the industrial, communications, electronics, and instrumentation markets. Coherent has research and development, manufacturing, sales, service, and distribution facilities worldwide. For more information, please visit us at coherent.com. SAXONBURG, Pa., March 31, 2025 (GLOBE NEWSWIRE) -- C ...

SAXONBURG, Pa., March 31, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE:COHR), a global leader in photonics, announced today that it will showcase its new products and technologies for next- generation optical communications networks at OFC 2025, Apr 1-3 at the Moscone Center in San Francisco, Booth #1519. Coherent will bring also expert insights thanks to its thought leaders that will present at panels, technical sessions, and other OFC events. RECENT PRODUCT ANNOUNCEMENTS Optical Transceivers Optimized fo ...

SAXONBURG, Pa., March 31, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, introduces an innovative optical transport solution that combines fundamental advances in high-efficiency pump lasers with novel resource pooling concepts to dramatically increase line system capacity while lowering the size and power consumption required to do so. This sublinear scaling up of capacity through "multi-rail" transmission is essential to keep pace with growth in traffic between Data Ce ...

文章核心观点 - 光子学全球领导者Coherent Corp.宣布业界首款具备0dBm光输出功率的100G ZR QSFP28 - DCO通用版上市，该产品优势显著，获业内认可 [1][2][3] 产品特点 - 是市场上唯一采用紧凑型QSFP28规格的高功率相干收发器，可降低功耗和网络占用空间 [2] - 适用于IP - over - DWDM部署，无需昂贵的复用转发器和转发器，支持无色ROADM配置，可选可调光滤波器增强其多功能性 [2] 业内评价 - Coherent通过高功率100G ZR QSFP28 - DCO重新定义光网络，该产品可实现经济高效、节能的IP - over - DWDM解决方案 [3] - 可插拔100G相干市场增长迅速，Coherent是唯一的QSFP28解决方案，高功率选项将100ZR市场拓展到城域应用 [3] - 高功率相干可插拔器件是实现经济高效IP - over - DWDM架构的关键，该产品可简化基于ROADM的传输，提高网络效率和可扩展性 [3] - 100G ZR/ZR + 0dBm可插拔技术推动IPoDWDM在广域网的应用，该产品可简化IP光融合，升级城域DWDM网络，解决带宽瓶颈问题 [4] 产品情况 - 产品基于Coherent的垂直集成能力打造，包括磷化铟光子集成电路和内部数字信号处理器，现已通用版上市 [4] 公司介绍 - Coherent通过突破性技术助力市场创新者定义未来，为工业、通信、电子和仪器仪表市场的多样化应用提供创新产品，在全球设有研发、制造、销售、服务和分销设施 [5]