Coherent is under Algo Engine buy conditions.
Earnings Announcement (Q4 & Full-Year FY2026): Wednesday, August 12, 2026 (Post-market)
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strategic equity investment and multi-year supply agreement with NVIDIA, fortifying cash balance ($1.59 Billion in cash/equivalents) to fund capacity expansion.
Q4 FY2026 revenue guidance represents expected year-over-year top-line growth of 24.9% to 34.1%, with the midpoint implying a ~29.5% YoY expansion driven by continued momentum in AI data center optical transceivers.
