[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-coherent-stock-rose-7-in-a-day-heres-what-the-september-21-photonlink-launch-could-mean-for-the-stock-FR":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":345},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},129699,"Coherent Stock Rose 7% in a Day. Here’s What the September 21 PhotonLink Launch Could Mean for the Stock","2026-09-09T15:55:00","2026-09-09T19:39:12","\u003Cp>Coherent bounced 7% in a single session, but the date that matters is September 21. That’s when the company unveils PhotonLink, its bid to own the full optical signal chain as data centers rip out copper. \u003C\u002Fp>\n","\n\u003Ch3 id=\"h-k-ey-stats-for-coherent-stock\" class=\"wp-block-heading\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>Coherent Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $301.88\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$1,145\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target:\u003C\u002Fstrong> ~$415\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~279%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~32% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Coherent Corp. (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=309779&tid=2659893&?ref=tikrblog\">\u003Cstrong>COHR\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> closed at $301.88 on September 8, up 7.10% on the day, riding a broad lift across AI photonics names rather than any headline of its own. That pop was sector beta, not a company event. The company event lands twelve days later. On September 21, at the ECOC optical communications conference, Coherent unveils PhotonLink, a platform built to sell customers the entire optical signal chain instead of one component at a time.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Per Simply Wall St, shares are down roughly 26% over the past month and near 30% over the past quarter, even as the one-year total return sits around 188%. Investors want to know whether the summer selloff broke the thesis or discounted it, and PhotonLink is the first hard look at where the next leg of growth comes from.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-one-platform-beats-selling-parts\" class=\"wp-block-heading\">\u003Cstrong>Why One Platform Beats Selling Parts\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">For most of optics history, a data center bought a laser from one vendor, an isolator from another, fiber from a third. PhotonLink is built to end that. It spans the complete chain, from light generation and beam shaping through transmission, detection, and conversion back to an electrical signal for the switch or XPU chip, and it supports co-packaged optics (where the optical engine sits on the chip package) alongside near-package optics and other formats.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CEO Jim Anderson framed the shift on the fiscal Q4 call in August: “AI runs on compute, but it scales on optical connectivity.” That defines where Coherent thinks the bottleneck moves next, from the GPU to the wiring between GPUs. As clusters grow, copper interconnects burn too much power and choke on bandwidth, and optics is the way through at scale.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The financial logic behind bundling is content per socket. Anderson said the company sees comparable dollar content whether a customer picks co-packaged or near-package optics, “because we’re providing a pretty broad range of solutions in both of those types of applications.” Selling the platform rather than the part captures more of each connection regardless of the architecture a hyperscaler chooses. Management sizes the integrated-optics opportunity at more than $15 billion of incremental addressable market over the coming years.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1788968829\u002Fimages\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1.webp?_i=AA\" alt=\"\" class=\"wp-post-129699 wp-image-129720\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788968829\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788968829\u002Fimages\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788968829\u002Fimages\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1788968829\u002Fimages\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1788968829\u002Fimages\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788968829\u002Fimages\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1\u002FTIKR.com_Coherent-Corp.-COHR-Drawdowns_129720498f1.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Coherent Drawdowns \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for Coherent stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-order-book-behind-the-launch\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>The Order Book Behind the Launch\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">A platform reveal only matters if demand is there to absorb it, and Coherent’s visibility is the strongest part of the story. On the August call, Anderson said fiscal 2027 is essentially booked out, with backlog extending through calendar 2027 and customer purchase orders now reaching into calendar 2028. Longer-term agreements, many carrying take-or-pay commitments, run to the end of the decade.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Coherent is on track to double its internal indium phosphide output year over year by the end of the current quarter, a full quarter ahead of the original schedule, then more than double it again by the end of calendar 2027. Those indium phosphide lasers sit at the heart of every 800-gig and 1.6T transceiver, so the ramp feeds revenue and\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-gross-margin-definition-formula\"> gross margin\u003C\u002Fa> at the same time.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">A Substack account had circulated claims that Coherent was struggling with the ultra-high-power laser central to its co-packaged optics push, work tied to its NVIDIA partnership, per management’s prepared remarks. Anderson pushed back directly, saying the team had already started production wafers for December-quarter shipments and that the customer “continues to tell us to please ship more as fast as possible.” This is management’s characterization, not an independent yield audit, but it is specific and falsifiable. If co-packaged optics revenue shows up in the December quarter as promised, the doubt dies.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Coherent trades at roughly 32 times next-twelve-month earnings and about 22 times NTM EV\u002FEBITDA, up sharply from around 13 times EV\u002FEBITDA a year ago. That re-rating is the market pricing in the ramp before it shows up in the numbers. Q4 revenue hit a record $2.05 billion, up 42% year over year on a pro forma basis, and gross margin reached 40.2%, so the growth is real.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1788968848\u002Fimages\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b.webp?_i=AA\" alt=\"\" class=\"wp-post-129699 wp-image-129721\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788968848\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788968848\u002Fimages\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788968848\u002Fimages\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1788968848\u002Fimages\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1788968848\u002Fimages\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788968848\u002Fimages\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b\u002FTIKR.com_COHR-Coherent-Corp.-Datacenter-Communications-Operating-Revenue_129721e790b.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Coherent Datacenter & Communications Operating Revenue \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how Coherent performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $301.88\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$1,145\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~279%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~32% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FCOHR_valuation_model_129722de41e\u002FCOHR_valuation_model_129722de41e.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1788968869\u002Fimages\u002FCOHR_valuation_model_129722de41e\u002FCOHR_valuation_model_129722de41e.webp?_i=AA\" alt=\"\" class=\"wp-post-129699 wp-image-129722\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788968869\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788968869\u002Fimages\u002FCOHR_valuation_model_129722de41e\u002FCOHR_valuation_model_129722de41e.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1788968869\u002Fimages\u002FCOHR_valuation_model_129722de41e\u002FCOHR_valuation_model_129722de41e.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1151,c_scale\u002Ff_webp,q_auto\u002Fv1788968869\u002Fimages\u002FCOHR_valuation_model_129722de41e\u002FCOHR_valuation_model_129722de41e.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_247,c_scale\u002Ff_webp,q_auto\u002Fv1788968869\u002Fimages\u002FCOHR_valuation_model_129722de41e\u002FCOHR_valuation_model_129722de41e.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Coherent Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for Coherent stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR’s mid-case scenario values Coherent at roughly $1,145 by mid-2031, a total return near 279% from today’s price, or about 32% annualized over 4.8 years. The two revenue engines are the transceiver ramp, where 800-gig demand keeps growing while 1.6T scales on expanding indium phosphide supply, and the newer platforms of optical circuit switching, co-packaged optics, and multi-rail moving from sampling to revenue across fiscal 2027. The model pairs a mid-case revenue CAGR near 26% with net margins climbing toward 21%.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The margin driver is the 6-inch indium phosphide transition, where yields already beat the older 3-inch lines, and each wafer delivers four times the output at half the cost. The primary risk is the mirror of the thesis: these are supply-gated ramps competing on price, so any stumble in the indium phosphide expansion or a pause from a large customer would compress both the growth rate and the multiple. The upside is a business compounding through several product cycles at once. The downside is a stock at 32 times forward earnings burning cash to build capacity, with negative \u003Ca href=\"...\">free cash flow\u003C\u002Fa> in Q4 against $556 million of capital expenditure, which leaves little room for a miss.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-conclusion\" class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Two dates decide whether this bounce means anything. September 21 shows what PhotonLink is and how customers react. The December quarter shows whether the co-packaged optics revenue management promised is real, the moment the Substack doubt dies or gets vindicated. Watch for co-packaged optics to appear as a named revenue contributor when Coherent reports fiscal Q2, expected early next year. Show up on schedule, and a stock down 26% in a month looks like a discount to a platform story just starting. Slip, and the summer selloff was the market seeing it first.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-coherent\" class=\"wp-block-heading\">Should You Invest in Coherent?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Pull up \u003Cstrong>Coherent\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">You can build a free watchlist to track \u003Cstrong>\u003Cstrong>Coherent\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze Coherent on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1318,"en","\u002Fblog\u002Fcoherent-stock-rose-7-in-a-day-heres-what-the-september-21-photonlink-launch-could-mean-for-the-stock","coherent-stock-rose-7-in-a-day-heres-what-the-september-21-photonlink-launch-could-mean-for-the-stock","images\u002F2-3_129710f9f27\u002F2-3_129710f9f27","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788967888\u002Fimages\u002F2-3_129710f9f27\u002F2-3_129710f9f27.png?_i=AA",{"altText":237,"imageCredit":238},"Coherent Stock Rose 7% in a Day. Here’s What the September 21 PhotonLink Launch Could Mean for the Stock","@Изображения пользователя hlopotov_alexandr via Canva, @chuanchai pundej from FoToArtist Ⓜ︎ via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Coherent bounced 7% in a single session, but the date that matters is September 21. That’s when the company unveils PhotonLink, its bid to own the full optical signal chain as data centers rip out copper.",{"title":225,"description":260,"twitterTitle":225,"twitterDescription":260,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":225,"ogDescription":260,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Coherent bounced 7% in a single session, but the date that matters is September 21. That’s when the company unveils PhotonLink, its bid to own the full optical signal chain as data centers rip out copper.","TIKR.com","Temps de lecture estimé","8 minutes",1200,630,[267,282,297,313,330],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":279,"relatedPosts":281},"Zillow Group Stock Fell 6% to Near 52-Week Lows. Here's Where the Stock Could Go","2026-09-09 19:35:00","Zillow Group slid 6.48% in a single session to close at $33.03, back within a few dollars of its 52-week low, on a soft housing day rather than company news. With the stock down by more than half in 2026, the question is whether the selling has overshot a business still growing revenue at 18%.",1289,"\u002Fblog\u002Fzillow-group-stock-fell-6-to-near-52-week-lows-heres-where-the-stock-could-go","zillow-group-stock-fell-6-to-near-52-week-lows-heres-where-the-stock-could-go","images\u002F11-2_12971943f09\u002F11-2_12971943f09","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788967927\u002Fimages\u002F11-2_12971943f09\u002F11-2_12971943f09.png?_i=AA",{"altText":268},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":278},[],[280],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":292,"categories":294,"relatedPosts":296},"Howmet Aerospace Stock Dropped Nearly 11% After GE Bought a Rival Casting Supplier. Here’s Whether the Selloff is an Overreaction","2026-09-09 19:30:00","Howmet shares cratered 10.7% after GE Aerospace agreed to buy a rival casting supplier for $11.75 billion, wiping out roughly the entire purchase price in Howmet's market value. But GE's deal touches none of Howmet's contracts and none of its technology lead.",1256,"\u002Fblog\u002Fhowmet-aerospace-stock-dropped-nearly-11-after-ge-bought-a-rival-casting-supplier-heres-whether-the-selloff-is-an-overreaction","howmet-aerospace-stock-dropped-nearly-11-after-ge-bought-a-rival-casting-supplier-heres-whether-the-selloff-is-an-overreaction","images\u002F10-3_129718cc189\u002F10-3_129718cc189","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788967924\u002Fimages\u002F10-3_129718cc189\u002F10-3_129718cc189.png?_i=AA",{"altText":283},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":293},[],[295],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":298,"date":299,"excerpt":300,"wordCount":301,"uri":302,"slug":303,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":304,"featuredImageMetadata":305,"author":306,"categories":310,"relatedPosts":312},"Caterpillar Stock Is Up 37% This Year. A $72 Billion Backlog Suggests the Rally Still Has Fuel","2026-09-09 19:14:44","Caterpillar stock is up 37% since January on a record quarter and an AI-fueled power generation boom, but it's already given back 23% of its June peak.",1271,"\u002Fblog\u002Fcaterpillar-stock-is-up-37-this-year-a-72-billion-backlog-suggests-the-rally-still-has-fuel","caterpillar-stock-is-up-37-this-year-a-72-billion-backlog-suggests-the-rally-still-has-fuel","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1566-600x360.png",{"altText":298},{"name":307,"slug":308,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":309},"Gian Estrada","giantikr",[],[311],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":314,"date":315,"excerpt":316,"wordCount":317,"uri":318,"slug":319,"cloudinaryAssetId":320,"featuredImageOriginalUrl":321,"featuredImageMetadata":322,"author":323,"categories":327,"relatedPosts":329},"Joby Aviation Is Down 58% From Its High. Is the Air Taxi Story Still Worth Believing?","2026-09-09 18:38:00","The stock is near its 52-week low, FAA certification is in its final stage, and first passenger flights are targeted for later this year.",1183,"\u002Fblog\u002Fjoby-aviation-is-down-58-from-its-high-is-the-air-taxi-story-still-worth-believing","joby-aviation-is-down-58-from-its-high-is-the-air-taxi-story-still-worth-believing","images\u002FJoby-Aviation-Featured_129770ee5a6\u002FJoby-Aviation-Featured_129770ee5a6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788975555\u002Fimages\u002FJoby-Aviation-Featured_129770ee5a6\u002FJoby-Aviation-Featured_129770ee5a6.png?_i=AA",{"altText":314},{"name":324,"slug":325,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":326},"David Beren","davidberentikr",[],[328],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":331,"date":332,"excerpt":333,"wordCount":334,"uri":335,"slug":336,"cloudinaryAssetId":337,"featuredImageOriginalUrl":338,"featuredImageMetadata":339,"author":340,"categories":342,"relatedPosts":344},"Altria Stock Peaked at $75 in 2026. Here's Why It Gave Back a Third of its Gain This Year.","2026-09-09 17:39:32","Altria stock peaked at $75 in 2026, then a Q2 earnings miss on July 30 erased a third of the gain, leaving shares up just 19% for the year so far.",1132,"\u002Fblog\u002Faltria-stock-peaked-at-75-in-2026-heres-why-it-gave-back-a-third-of-its-gain-this-year","altria-stock-peaked-at-75-in-2026-heres-why-it-gave-back-a-third-of-its-gain-this-year","images\u002FFEATURED-IMAGE-MAKER-1565\u002FFEATURED-IMAGE-MAKER-1565","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788975017\u002Fimages\u002FFEATURED-IMAGE-MAKER-1565\u002FFEATURED-IMAGE-MAKER-1565.png?_i=AA",{"altText":331},{"name":307,"slug":308,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":341},[],[343],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[346,364,379,394,409,426,444,459,474,489,504,522,537],{"id":255,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":358,"relatedPosts":363},"Applied Materials Stock Is Still 36% Off Its High. Its CFO Just Spent a Conference Explaining Why That Gap Should Close","2026-09-09 19:25:00","Applied Materials rose almost 4% on a sector-wide chip rally, the same day its CFO laid out why AI demand keeps climbing. But shares still sit 36% below their high. Here's what Brice Hill actually said, and what the TIKR data says about whether the recovery holds.",1221,"\u002Fblog\u002Fapplied-materials-stock-is-still-36-off-its-high-its-cfo-just-spent-a-conference-explaining-why-that-gap-should-close","applied-materials-stock-is-still-36-off-its-high-its-cfo-just-spent-a-conference-explaining-why-that-gap-should-close","images\u002F9-3_12971717bf3\u002F9-3_12971717bf3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788967919\u002Fimages\u002F9-3_12971717bf3\u002F9-3_12971717bf3.png?_i=AA",{"altText":347},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":357},[],[359],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":365,"date":366,"excerpt":367,"wordCount":368,"uri":369,"slug":370,"cloudinaryAssetId":371,"featuredImageOriginalUrl":372,"featuredImageMetadata":373,"author":374,"categories":376,"relatedPosts":378},"Cisco Pitched an Uncapped AI Super Cycle at Goldman. Here's What That's Worth to Shareholders","2026-09-09 19:20:00","At Goldman's Communacopia conference, Cisco's product chief and CFO made the case for a multiyear, uncapped AI networking boom. The order book backs the demand. The valuation math tells a more sober version of what shareholders get paid for it",1374,"\u002Fblog\u002Fcisco-pitched-an-uncapped-ai-super-cycle-at-goldman-heres-what-thats-worth-to-shareholders","cisco-pitched-an-uncapped-ai-super-cycle-at-goldman-heres-what-thats-worth-to-shareholders","images\u002F8-3_12971692da8\u002F8-3_12971692da8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788967914\u002Fimages\u002F8-3_12971692da8\u002F8-3_12971692da8.png?_i=AA",{"altText":365},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":375},[],[377],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":380,"date":381,"excerpt":382,"wordCount":383,"uri":384,"slug":385,"cloudinaryAssetId":386,"featuredImageOriginalUrl":387,"featuredImageMetadata":388,"author":389,"categories":391,"relatedPosts":393},"Visa Just Spent $2.4 Billion on Fraud Detection. Here's What It Means for the Stock in 2026","2026-09-09 16:20:00","Visa spent $2.4 billion on BioCatch and told Goldman Sachs that US spending is speeding up, not slowing. The stock sits near record highs, but the Street's target implies almost no upside.",1139,"\u002Fblog\u002Fvisa-just-spent-2-4-billion-on-fraud-detection-heres-what-it-means-for-the-stock-in-2026","visa-just-spent-2-4-billion-on-fraud-detection-heres-what-it-means-for-the-stock-in-2026","images\u002F7-3_12971593dfd\u002F7-3_12971593dfd","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788967912\u002Fimages\u002F7-3_12971593dfd\u002F7-3_12971593dfd.png?_i=AA",{"altText":380},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":390},[],[392],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":395,"date":396,"excerpt":397,"wordCount":398,"uri":399,"slug":400,"cloudinaryAssetId":401,"featuredImageOriginalUrl":402,"featuredImageMetadata":403,"author":404,"categories":406,"relatedPosts":408},"Broadcom Stock Has Gone Nowhere in 2026 Despite Doubling AI Revenue. Here's What Tan Said Next","2026-09-09 16:15:00","Broadcom just laid out a plan to reach $230 billion in AI revenue by fiscal 2028, yet the stock is roughly flat on the year and sits well below its June high. At the Goldman Sachs conference, Hock Tan explained the one bottleneck standing between the company and that number, and it is not chips.",1257,"\u002Fblog\u002Fbroadcom-stock-has-gone-nowhere-in-2026-despite-doubling-ai-revenue-heres-what-tan-said-next","broadcom-stock-has-gone-nowhere-in-2026-despite-doubling-ai-revenue-heres-what-tan-said-next","images\u002F6-3_1297147e103\u002F6-3_1297147e103","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788967909\u002Fimages\u002F6-3_1297147e103\u002F6-3_1297147e103.png?_i=AA",{"altText":395},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":405},[],[407],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":410,"date":411,"excerpt":412,"wordCount":413,"uri":414,"slug":415,"cloudinaryAssetId":416,"featuredImageOriginalUrl":417,"featuredImageMetadata":418,"author":419,"categories":423,"relatedPosts":425},"Chipotle Mexican Grill Sparks Massive Lines In Seoul After Launching Landmark Joint Venture In Asia","2026-09-09 12:33:32","Chipotle Mexican Grill stock in focus as the chain's first Asia store in Seoul draws 3-hour lines through a new South Korea joint venture.",836,"\u002Fblog\u002Fchipotle-mexican-grill-cmg-stock-seoul-asia-joint-venture","chipotle-mexican-grill-cmg-stock-seoul-asia-joint-venture","images\u002FCMG-stock-@Oleksandr-Prokopenko-via-Canva-@Snappr-from-Pexels-via-Canva\u002FCMG-stock-@Oleksandr-Prokopenko-via-Canva-@Snappr-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788955100\u002Fimages\u002FCMG-stock-@Oleksandr-Prokopenko-via-Canva-@Snappr-from-Pexels-via-Canva\u002FCMG-stock-@Oleksandr-Prokopenko-via-Canva-@Snappr-from-Pexels-via-Canva.png?_i=AA",{"altText":410},{"name":420,"slug":421,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":422},"Aditya Raghunath","adityatikr",[],[424],{"name":360,"slug":361,"uri":362,"description":243,"postsCount":255},[],{"id":255,"title":427,"date":428,"excerpt":429,"wordCount":430,"uri":431,"slug":432,"cloudinaryAssetId":433,"featuredImageOriginalUrl":434,"featuredImageMetadata":435,"author":436,"categories":438,"relatedPosts":443},"Down 9% in the Last 12 Months, Can Freshworks Stock Turn Higher by 2028?","2026-09-09 12:32:30","Freshworks trades near $12 after hitting GAAP profitability. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios.",1090,"\u002Fblog\u002Ffreshworks-frsh-stock-valuation-2028-forecast","freshworks-frsh-stock-valuation-2028-forecast","images\u002FFRSH-stock-@Melpomenem-from-Getty-Images-via-Canva-@monstArrr_-from-Getty-Images-via-Canva\u002FFRSH-stock-@Melpomenem-from-Getty-Images-via-Canva-@monstArrr_-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788951606\u002Fimages\u002FFRSH-stock-@Melpomenem-from-Getty-Images-via-Canva-@monstArrr_-from-Getty-Images-via-Canva\u002FFRSH-stock-@Melpomenem-from-Getty-Images-via-Canva-@monstArrr_-from-Getty-Images-via-Canva.png?_i=AA",{"altText":427},{"name":420,"slug":421,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":437},[],[439],{"name":440,"slug":441,"uri":442,"description":243,"postsCount":255},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":445,"date":446,"excerpt":447,"wordCount":448,"uri":449,"slug":450,"cloudinaryAssetId":451,"featuredImageOriginalUrl":452,"featuredImageMetadata":453,"author":454,"categories":456,"relatedPosts":458},"Down 35% In 2026, Can Intuitive Surgical Stock Recover by 2028?","2026-09-08 15:42:33","ISRG trades near $367 after U.S. procedure softness. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios.",1113,"\u002Fblog\u002Fintuitive-surgical-isrg-stock-valuation-2028-forecast","intuitive-surgical-isrg-stock-valuation-2028-forecast","images\u002FISRG-stock-@PhonlamaiPhotos-Images-via-Canva-@freedomz-via-Canva\u002FISRG-stock-@PhonlamaiPhotos-Images-via-Canva-@freedomz-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788864551\u002Fimages\u002FISRG-stock-@PhonlamaiPhotos-Images-via-Canva-@freedomz-via-Canva\u002FISRG-stock-@PhonlamaiPhotos-Images-via-Canva-@freedomz-via-Canva.png?_i=AA",{"altText":445},{"name":420,"slug":421,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":455},[],[457],{"name":440,"slug":441,"uri":442,"description":243,"postsCount":255},[],{"id":255,"title":460,"date":461,"excerpt":462,"wordCount":463,"uri":464,"slug":465,"cloudinaryAssetId":466,"featuredImageOriginalUrl":467,"featuredImageMetadata":468,"author":469,"categories":471,"relatedPosts":473},"Up Modestly in the Last 12 Months, Can Exelon Stock Deliver More by 2028?","2026-09-08 15:42:00","EXC trades near $44 as PJM grid strain grows. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios for Exelon stock.",1169,"\u002Fblog\u002Fexelon-exc-stock-valuation-2028-forecast","exelon-exc-stock-valuation-2028-forecast","images\u002FEXC-stock-@Yelantsevv-from-Getty-Images-via-Canva-@Krasnikova-Ekaterina-from-Изображения-пользователя-Kathleen-via-Canva\u002FEXC-stock-@Yelantsevv-from-Getty-Images-via-Canva-@Krasnikova-Ekaterina-from-Изображения-пользователя-Kathleen-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788866401\u002Fimages\u002FEXC-stock-@Yelantsevv-from-Getty-Images-via-Canva-@Krasnikova-Ekaterina-from-Изображения-пользователя-Kathleen-via-Canva\u002FEXC-stock-@Yelantsevv-from-Getty-Images-via-Canva-@Krasnikova-Ekaterina-from-Изображения-пользователя-Kathleen-via-Canva.png?_i=AA",{"altText":460},{"name":420,"slug":421,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":470},[],[472],{"name":440,"slug":441,"uri":442,"description":243,"postsCount":255},[],{"id":255,"title":475,"date":476,"excerpt":477,"wordCount":478,"uri":479,"slug":480,"cloudinaryAssetId":481,"featuredImageOriginalUrl":482,"featuredImageMetadata":483,"author":484,"categories":486,"relatedPosts":488},"Down 39% in the Last 12 Months, Can Norwegian Cruise Line Stock Turn Around by 2028?","2026-09-08 15:41:19","NCLH trades near $16 mid-turnaround. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios for Norwegian Cruise Line.",1095,"\u002Fblog\u002Fnorwegian-cruise-line-nclh-stock-valuation-2028-forecast","norwegian-cruise-line-nclh-stock-valuation-2028-forecast","images\u002FNCLH-stock-@elijah.lovkoffs-Images-via-Canva-@Kelly-from-Pexels-via-Canva\u002FNCLH-stock-@elijah.lovkoffs-Images-via-Canva-@Kelly-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788868316\u002Fimages\u002FNCLH-stock-@elijah.lovkoffs-Images-via-Canva-@Kelly-from-Pexels-via-Canva\u002FNCLH-stock-@elijah.lovkoffs-Images-via-Canva-@Kelly-from-Pexels-via-Canva.png?_i=AA",{"altText":475},{"name":420,"slug":421,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":485},[],[487],{"name":440,"slug":441,"uri":442,"description":243,"postsCount":255},[],{"id":255,"title":490,"date":491,"excerpt":492,"wordCount":493,"uri":494,"slug":495,"cloudinaryAssetId":496,"featuredImageOriginalUrl":497,"featuredImageMetadata":498,"author":499,"categories":501,"relatedPosts":503},"Down 31% in the Last 12 Months, Can Pegasystems Stock Recover by 2028?","2026-09-08 15:40:50","PEGA trades near $37 after slow ACV growth. See TIKR's valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios for Pegasystems stock.",1112,"\u002Fblog\u002Fpegasystems-pega-stock-valuation-2028-forecast","pegasystems-pega-stock-valuation-2028-forecast","images\u002FPEGA-stock-@metamorworks-from-Getty-Images-via-Canva-@AndreyPopov-from-Getty-Images-Signature-via-Canva\u002FPEGA-stock-@metamorworks-from-Getty-Images-via-Canva-@AndreyPopov-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788872863\u002Fimages\u002FPEGA-stock-@metamorworks-from-Getty-Images-via-Canva-@AndreyPopov-from-Getty-Images-Signature-via-Canva\u002FPEGA-stock-@metamorworks-from-Getty-Images-via-Canva-@AndreyPopov-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":490},{"name":420,"slug":421,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":500},[],[502],{"name":440,"slug":441,"uri":442,"description":243,"postsCount":255},[],{"id":255,"title":505,"date":506,"excerpt":507,"wordCount":508,"uri":509,"slug":510,"cloudinaryAssetId":511,"featuredImageOriginalUrl":512,"featuredImageMetadata":513,"author":514,"categories":516,"relatedPosts":521},"Waterdrop's Q2 Earnings Triggered a 5% Rally. The Margin Story Is More Complicated.","2026-09-09 09:00:00","Waterdrop's revenue jumped 73% in Q2, but net profit fell 10% as marketing spend tripled to CNY 638 million. What will happen next?",870,"\u002Fblog\u002Fwaterdrops-q2-earnings-triggered-a-5-rally-the-margin-story-is-more-complicated","waterdrops-q2-earnings-triggered-a-5-rally-the-margin-story-is-more-complicated","images\u002FFEATURED-IMAGE-MAKER-1555\u002FFEATURED-IMAGE-MAKER-1555","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788936003\u002Fimages\u002FFEATURED-IMAGE-MAKER-1555\u002FFEATURED-IMAGE-MAKER-1555.png?_i=AA",{"altText":505},{"name":307,"slug":308,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":515},[],[517],{"name":518,"slug":519,"uri":520,"description":243,"postsCount":255},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":523,"date":524,"excerpt":525,"wordCount":526,"uri":527,"slug":528,"cloudinaryAssetId":529,"featuredImageOriginalUrl":530,"featuredImageMetadata":531,"author":532,"categories":534,"relatedPosts":536},"Braze Stock Fell 5% After Q2 Earnings, Even With a Beat on Every Line. Here's Why.","2026-09-09 08:30:00","Braze stock fell 13% after Q2 earnings, sliding to $26.40 after hours, then recovered most of it, landing just 5% below its $30.31 close.",982,"\u002Fblog\u002Fbraze-stock-fell-5-after-q2-earnings-even-with-a-beat-on-every-line-heres-why","braze-stock-fell-5-after-q2-earnings-even-with-a-beat-on-every-line-heres-why","images\u002FFEATURED-IMAGE-MAKER-1554\u002FFEATURED-IMAGE-MAKER-1554","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788934578\u002Fimages\u002FFEATURED-IMAGE-MAKER-1554\u002FFEATURED-IMAGE-MAKER-1554.png?_i=AA",{"altText":523},{"name":307,"slug":308,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":533},[],[535],{"name":518,"slug":519,"uri":520,"description":243,"postsCount":255},[],{"id":255,"title":538,"date":539,"excerpt":540,"wordCount":541,"uri":542,"slug":543,"cloudinaryAssetId":544,"featuredImageOriginalUrl":545,"featuredImageMetadata":546,"author":547,"categories":549,"relatedPosts":551},"ServiceTitan's Q2 Earnings Beat Every Estimate. So Why Did The Stock Fell 7% After?","2026-09-09 08:00:00","ServiceTitan beat Q2 revenue by 2.38% and adjusted EPS by 14.23%, yet TTAN stock still fell 7.21% the very next trading day.",1085,"\u002Fblog\u002Fservicetitans-q2-earnings-beat-every-estimate-so-why-did-the-stock-fell-7-after","servicetitans-q2-earnings-beat-every-estimate-so-why-did-the-stock-fell-7-after","images\u002FFEATURED-IMAGE-MAKER-1552_1295605c1e8\u002FFEATURED-IMAGE-MAKER-1552_1295605c1e8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788930384\u002Fimages\u002FFEATURED-IMAGE-MAKER-1552_1295605c1e8\u002FFEATURED-IMAGE-MAKER-1552_1295605c1e8.png?_i=AA",{"altText":538},{"name":307,"slug":308,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":548},[],[550],{"name":518,"slug":519,"uri":520,"description":243,"postsCount":255},[]]