Coherent (COHR) Down 10.4% Since Last Earnings Report: Can It Rebound?
Coherent reported strong Q4 earnings with adjusted EPS beating estimates by 7.4% and revenues up 33.8% year-over-year, driven primarily by datacenter and communications segment growth. Despite solid fundamentals and upward estimate revisions, the stock has declined 10.4% since earnings. The company projects continued growth with Q1 FY2027 guidance implying 45.6% year-over-year revenue growth, though concerns exist around high inventory levels and substantial capital expenditure requirements.