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COHRVery BullishEarningsnews
High materiality9/10

Coherent Beats Q1 and Guides >60% Pro Forma Revenue Growth for 2027

Nov 4, 2026, 5:40 PM EST1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Strong Q1 beat, elevated FY2027 guidance (>60% pro forma revenue growth), and a favorable AI data-center optics backdrop typically drive near-term share-price upside and optional upgrades.

AI summary

What happened, with direct paths to the underlying reporting

Coherent reported a strong Q1 FY2027, beating on EPS and revenue with EPS of $2.09 and revenue of $2.37B. Pro forma revenue rose 56% YoY and non-GAAP EPS grew 80%, as AI data-center demand shifts from copper to optical connectivity bolster growth. Management projects FY2027 pro forma revenue growth above 60% and issued above-consensus Q2 targets, signaling sustained momentum and potential multiple expansion.

  • COHR Q1 FY2027 EPS $2.09 vs $1.97 est; beat by ~6%.
  • Revenue $2.37B, up 49.9% YoY, vs $2.31B est.
  • Pro forma revenue +56% YoY; non-GAAP EPS +80%.
  • AI data-centers shift to optical supports growth; FY2027 rev growth guide >60%.
  • Q2 guidance: Adj EPS $2.28-$2.48; revenue $2.55-$2.75B.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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