COHR, US19247G1076

Coherent entered NVIDIA deal: Coherent stock sits 31.97 percent below 52-week high

Published on 10/13/2026 at 11:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2026 revenue hit USD 7.12 billion, up 22.50 percent year over year. Coherent stock costs EUR 255.40 on October 13, 2026 versus EUR 375.40.

Coherent entered a multiyear NVIDIA agreement that includes a USD 2 billion investment.
Fiscal 2026 revenue reached USD 7.12 billion, up 22.50 percent year over year.
The Lang & Schwarz price was EUR 255.40 on October 13, 2026 at 11:45 a.m. CEST.
The stock stood 31.97 percent below its EUR 375.40 52-week high.

COHR, US19247G1076, Illustration mit AI erstellt.

Coherent Corp. had entered a multiyear strategic agreement with NVIDIA by October 9, 2026, including a USD 2 billion investment in Coherent, according to StockTitan. Coherent stock was trading at EUR 255.40 at Lang & Schwarz on October 13, 2026 at 11:45 a.m. CEST, 31.97 percent below the EUR 375.40 52-week high cited for the euro listing on October 12.

NVIDIA deal adds a major figure

The agreement covers optical technologies for next-generation AI infrastructure and includes a multibillion-dollar purchase commitment, the filing said. The USD 2 billion investment is intended to support research and development, capacity and operations, linking the transaction directly to Coherent's datacenter expansion.

The filing also described up to USD 50 million in proposed direct funding under the CHIPS and Science Act for an expansion of Coherent's 6-inch indium phosphide facility in Sherman, Texas. That figure is proposed funding rather than booked revenue, so the commercial test remains whether additional capacity converts into customer demand.

PhotonLink sets the next test

On September 21, 2026, Coherent launched PhotonLink, an integrated optics platform for AI datacenters, according to Coherent. Börse Express reported that the company expects first PhotonLink revenue in the fourth quarter of 2026.

The platform combines optics across the signal chain and supports co-packaged optics, near-packaged optics and chip-to-chip connections. The same report said a new QSFP amplifier introduced on September 17, 2026 can handle up to 25.6 Tbps in AI datacenter applications, giving the product rollout a measurable bandwidth target.

Three milestones frame the move

On September 17, 2026, Coherent expanded its pluggable optical line systems with a QSFP amplifier rated for up to 25.6 Tbps, according to Börse Express. On September 21, 2026, it introduced PhotonLink through the company release. On October 9, 2026, the proxy filing disclosed the NVIDIA agreement and its USD 2 billion investment.

What dates come next?

Coherent's next two dated events are the next quarterly report on November 6, 2026 after the market close, according to Seeking Alpha, and the annual meeting on November 18, 2026, identified in the proxy filing. The latest fiscal picture gives those dates weight: fiscal 2026 revenue reached USD 7.12 billion, up 22.50 percent from fiscal 2025, while Datacenter and Communications revenue rose 40.00 percent to USD 5.27 billion, according to the filing.

Valuation meets a lower euro quote

Coherent was last quoted at USD 288.02 on the NYSE on October 12, 2026 at 4:00 p.m. ET. The primary-market quote had a 52-week range of USD 108.19 to USD 440.00 and a market capitalization of USD 56.3 billion as of October 12, 2026. For investors, the key test is whether the NVIDIA commitment and PhotonLink launch can support the company's already rapid datacenter growth.

The further course of trading is shown by the continuously updated real-time quote of Coherent stock.