Coherent’s fourth quarter was marked by higher-than-expected growth in both revenue and adjusted profit, yet the market’s reaction was notably negative. Management attributed this to extraordinary demand from AI-driven data center and communications customers, as well as improvements in production efficiency and pricing optimization. CEO James Anderson emphasized that “the visibility of the business is the best it’s ever been,” highlighting robust bookings, with customer commitments stretching into 2027. However, despite these operational achievements, investor concerns about industry supply-demand balance and competitive dynamics likely weighed on sentiment.
Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions,
a trend that has enabled the industry to return 9.1% over the past six months, almost identical to the S&P 500.
Date: February 10, 2026 Introduction Corning Incorporated (NYSE: GLW) has long been perceived by the market as a venerable but cyclical manufacturer of glass and ceramics. However, as of early 2026, that narrative has shifted dramatically. Once known primarily for kitchenware and television glass, Corning has successfully repositioned itself as an indispensable "picks and shovels" [...]
Shares of STMicroelectronics (NYSE: STM) skyrocketed on Monday after the European semiconductor giant announced a sweeping, multi-year strategic partnership with Amazon Web Services, a subsidiary of Amazon.com, Inc. (NASDAQ: AMZN). The deal, valued at several billion dollars, positions STMicroelectronics as a primary provider of specialized semiconductors for Amazon’s
Materials and photonics company Coherent (NYSE:COHR) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 17.5% year on year to $1.69 billion. On top of that, next quarter’s revenue guidance ($1.77 billion at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $1.29 per share was 7% above analysts’ consensus estimates.
Materials and photonics company Coherent (NYSE:COHR) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 17.5% year on year to $1.69 billion. On top of that, next quarter’s revenue guidance ($1.77 billion at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $1.29 per share was 7% above analysts’ consensus estimates.
A number of stocks fell in the afternoon session after sentiment weakened following a surprisingly weak private payrolls report from ADP. According to the ADP National Employment Report, the U.S. private sector added only 22,000 jobs in January, falling significantly short of economists' estimates of 45,000 to 48,000. The slowdown was led by the manufacturing and the professional and business services sectors. The professional and business services category was particularly hard-hit, shedding 57,000 jobs, marking its most substantial monthly decline since mid-2025. This lackluster hiring data points to a potential cooling in the labor market, raising concerns for companies whose revenues are closely tied to employment levels and business spending.
In a move set to redefine the physical limits of artificial intelligence hardware, the United States and Japan have formalized a series of landmark agreements aimed at fortifying the semiconductor supply chain. At the heart of this alliance is a proposed $500 million synthetic diamond production facility in the U.S. and a comprehensive rare earth [...]
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
A number of stocks jumped in the afternoon session after President Trump cooled fears of a transatlantic trade war by calling off scheduled tariffs on European allies.
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 10.8% in the afternoon session after the company announced the launch of its Sapphire XT, a new compact and powerful visible laser platform. Based on its proven Optically Pumped Semiconductor (OPS) technology, the new product doubled the performance of prior models while cutting its size by more than 50%. The Sapphire XT was released as a one-box system with an integrated controller and a footprint comparable to a smartphone. The product launch occurred against a backdrop of solid business performance for the company, as its Data Center sales had also grown 23% year-over-year.
The stocks in this article are all trading near their 52-week highs.
This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
As of January 7, 2026, the global semiconductor industry has reached a critical inflection point. For decades, organic materials like Ajinomoto Build-up Film (ABF) served as the foundation for chip packaging, but the insatiable power and size requirements of modern Artificial Intelligence (AI) have finally pushed these materials to their physical limits. In a move [...]
