J P M O R G A N North America Equity Research 13 October 2026 Coherent Corp Takeaways From PhotonLink Follow-Up Discussion With Management We attended a follow-up call on PhotonLink, which was announced at ECOC (see takeaways note here), hosted by Coherent's EVP of Optical Components and CTO, Dr. Julie Eng, and EVP of Semiconductor Devices, Dr. Beck Mason. Key takeaways include: Overweight COHR, COHR US Price (12 Oct 26):$288.02 IT Hardware/ Telecom & Networking Equipment Joseph Cardoso AC (1-212) 622-9036 ...