Bernstein·2026-11-05CompanyOutperform$350Coherent Corp (COHR.US) Q1 27 Earnings Debrief: Solid results, but the bull case falls in FY 28.
Morgan Stanley·2026-10-30CompanyEqual-weight$375 → $325▼Coherent Corp FQ1 Preview Not Expecting a Margin Catalyst For Now
Bernstein·2026-10-19CompanyOutperform$350Lumentum (LITE) & Coherent (COHR) Q1 27 Preview What can management say to assuage investor fear
Morgan Stanley·2026-11-03CompanyLumentum Holdings Inc LITE FQ1 Acquisition Announcement - Read-Throughs into our Coverage
Morgan Stanley·2026-10-16SectorTelecom & Networking Equipment OCP 2026 Still Plenty of Hard Problems to Solve, But Problems Largely Known
Bernstein·2026-10-15SectorOutperform$350U.S. Multi Industry & Electrical Equipment AI Data Center Interconnects: Copper Inside, Optical Outside, CPO in Between (webinar recap)
Bernstein·2026-10-14SectorOutperform$350US Networking & Communications Equipment: US Networking: Numbers going up, multiples going down-Top questions and feedback on our initiation
Bernstein·2026-10-12SectorOutperform$350US Networking & Communications Equipment LITE & COHR: Illuminating the Optical Debate- Top investor questions and feedback from our initiation