JFrog stock rises as Cantor Fitzgerald maintains Overweight rating after strong Q2
Investing.com - Raymond James raised its price target on Coherent (NYSE:COHR) to $134.00 from $120.00 while maintaining a Strong Buy rating following the company’s fiscal fourth-quarter 2025 results. The company, which generated $5.8 billion in revenue with a 35% gross margin in the last twelve months, has shown remarkable momentum with a 70% stock return over the past year according to InvestingPro data.
The optical components manufacturer reported strong performance in its DCI/ZR segment, though its Datacom division showed only modest quarter-over-quarter growth, according to Raymond James.
The research firm noted that while competitive share shifts are occurring in the market, capacity constraints remain the primary limitation for Coherent’s growth potential.
Raymond James indicated that Coherent’s guidance suggests Datacom sales could grow between $50 million and $100 million quarter-over-quarter, which the firm characterized as a prudent outlook.
The 20% afterhours stock decline following the earnings report represents an overreaction according to Raymond James, which cited robust datacenter/DCI trends expected to continue into 2026 as support for its bullish stance. InvestingPro analysis shows strong analyst consensus with a bullish 1.53 rating, though the stock currently trades above its Fair Value. Discover 13 additional exclusive ProTips and comprehensive financial analysis in the Pro Research Report.
In other recent news, Coherent Inc. reported its fourth-quarter earnings for 2025, revealing a strong performance with an earnings per share (EPS) of $3.53 for the year. This figure significantly exceeded the previous year’s EPS of $1.21. The company also reported a full-year revenue of $5.81 billion, marking a 23% increase compared to the previous year. Despite these robust financial results, Coherent’s stock experienced a decline of 2.19% during regular trading hours. However, it rebounded in after-hours trading, rising by 3.17%. These developments highlight Coherent’s solid financial performance and the market’s mixed reaction.
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