Coherent Corp Stock Price, News & Analysis

Coherent Corp. (NYSE: COHR) will showcase its latest optical communications innovations at ECOC 2025 in Copenhagen from September 29-October 1. The company will present several groundbreaking products including a 2D VCSEL Array for AI/ML datacenter interconnects, the industry's first 100G ZR dual-laser QSFP28 DCO module, and a 400mW CW Laser for next-generation co-packaged optics.

Key demonstrations will feature quantum-safe networking solutions, high-speed optical transceivers, and advanced test equipment. The company's leadership team will participate in multiple technical sessions and panels, discussing topics such as next-generation transceivers, 400G lanes in datacenters, and manufacturing challenges in co-packaged optics.

Coherent (NYSE:COHR) has unveiled the industry's first QSFP28 Dual Laser 100G ZR solution, a groundbreaking innovation for broadband network infrastructure. This digital coherent optics (DCO) module features dual independently tunable lasers for single fiber, bi-directional applications.

The solution, powered by Coherent's proprietary Steelerton™ DSP, enables a 10x capacity increase on existing 10Gb/s networks while operating at lower power consumption. Comcast's Chief Network Officer has endorsed the technology for its ability to effectively double fiber inventory and enhance network expansion capabilities. The product is currently sampling to key customers with general availability expected in Q4 2025.

Coherent (NYSE:COHR) has announced significant upgrades to its Multi-Rail technology platform for optical transport networks. The company introduced a new Dynamic Gain Equalizer (DGE) that combines C and L bands in a single module, doubling transmission bandwidth while reducing footprint by 20%.

The enhanced platform includes improved Optical Channel Monitoring (OCM) capabilities, cutting scan times by 50% and supporting up to 32 monitoring points per module. The technology leverages Coherent's semiconductor expertise and in-house manufacturing. Product sampling is expected to begin in late 2026, with a live demo scheduled at ECOC 2025.

Coherent (NYSE:COHR) has begun sampling its new high-power 400 mW continuous-wave (CW) lasers, designed for co-packaged optics and silicon photonics applications. The 1311 nm lasers deliver stable output power above 400 mW at 55°C, featuring spectral linewidths below 200 kHz and relative intensity noise below -145 dB/Hz.

Built on Coherent's Buried-Heterostructure Distributed-Feedback laser platform, these chip-on-carrier format devices will enter volume production in Q3 2026. The company's upcoming 6-inch InP fab in Sherman, Texas, will increase production capacity by more than 5x to meet growing global demand for InP lasers.

Coherent (NYSE:COHR) has unveiled next-generation 2D VCSEL and photodiode arrays for optical interconnects, specifically designed for AI-driven datacenter applications. The new technology features a high-density 2D array architecture (1.6T, 850 nm, 32x50G NRZ) built on their 100G PAM4 multimode platform.

The arrays are optimized for "slow and wide" interconnections in scale-up AI networks, offering advantages in power efficiency, reduced latency, and cost effectiveness. The company plans to expand its portfolio with 1060 nm backside-emitting flip-chip VCSEL/PD array variants in 2026, supporting the transition to Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO).

Coherent (NYSE:COHR) has introduced a new family of quad-channel integrated circuits designed for next-generation optical transceivers. The product lineup includes the CHR2075 4-channel driver for 800G and 1.6T pluggable modules, and a chipset comprising the CHR1094 transimpedance amplifier and CHR2094 modulator driver for 400G ZR/ZR+ coherent optical links.

These integrated circuits feature lower power consumption and include a 10-bit monitoring ADC with 4-wire SPI interface control. Samples are currently available, with full production scheduled for November 2025 for the CHR1094/CHR2094 and December 2025 for the CHR2075.

Coherent (NYSE:COHR) has unveiled a breakthrough high-precision molded 2D lens array utilizing its advanced glass molding platform. The innovative technology enables wafer-level manufacturing that expands optical channels bandwidth while maintaining high uniformity in multi-channel optical signal transmission.

The new lens array technology offers significant advantages including improved bandwidth, enhanced consistency, and reduced production costs. It is specifically designed for applications in optical circuit switching, high-precision coupling, advanced imaging, sensing, and AR/VR devices. The product has completed sample qualification and will be available for orders and delivery in Q1 2026.

Coherent (NYSE:COHR) has launched two advanced optical network testing instruments: the WaveAnalyzer 200B Portable Optical Spectrum Analyzer and the WaveShaper 500B/X Programmable Optical Filter.

The WaveAnalyzer 200B stands out as the market's only battery-powered portable analyzer capable of two full sweeps per second across the Super C-Band with 650 MHz resolution bandwidth. The WaveShaper 500B/X features a loading time under 100 milliseconds and covers over 12.4 THz of spectrum across Super C- and L-Bands.

Both products will begin shipping in November 2025 and will be showcased at ECOC 2025 in Copenhagen.

Coherent (NYSE:COHR) has unveiled a breakthrough in wire grid polarizer (WGP) technology for optical isolators in datacom transceivers. The company achieved unprecedented performance with its new WGP featuring dual-sided anti-reflective coating, delivering a 50 dB extinction ratio and 98.5% efficiency.

The new technology, based on non-oxidizing gold meta-wires and optimized meta-optic designs, offers a scalable, reliable, and cost-effective solution for next-generation AI-ready optical networks. The polarizers support higher power levels in a smaller footprint, enabling high-density networking while integrating with polarization diversity and garnet-based components.