Notícias

COHR's upside is tied to AI datacenter-driven mix and margin gains, but supply tightness through 2026-2027 could keep results uneven during multiple ramps.

COHR has bookings into 2027-2028 and margin levers from 1.6T mix and 6-inch wafers, yet supply tightness and a rich multiple raise risk.

Barclays says quantum computing demand could reach $100 billion by 2040, with companies like IonQ, IBM, and Nvidia positioned across the value chain.

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.

Materials and photonics company Coherent (NYSE:COHR) will be announcing earnings results this Wednesday after market hours. Here’s what investors should know.

AMPX heads into Q1 results with strong revenue growth expectations, fueled by battery demand, NDAA tailwinds and expanding market traction.

Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

Cipher Digital Inc. (CIFR) delivered earnings and revenue surprises of -3.70% and +3.35%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

ARM heads into fiscal Q4 earnings with 18% revenue growth expected, but the model signals mixed odds for a beat despite strong royalty and licensing momentum.

SYM heads into Q2 earnings with strong revenue growth expectations, fueled by deployments, the Fox Robotics acquisition and rising systems demand.

RELY gears up for Q1 results with strong revenue growth expectations, driven by higher send volumes, Flex demand and expanding digital adoption.

IT heads into Q1 earnings release, with a slight top-line dip expected, as Conferences growth helps offset softer Insights and Consulting trends.

FISV heads into Q1 earnings release with mixed segment trends, as Clover-driven growth offsets declines in financial solutions and earnings.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. Coherent Corp. (NYSE:COHR) is one of the stocks discussed by Jim Cramer. Coherent Corp. (NYSE:COHR) is another optical communications products manufacturer. Like its peers, the firm has also performed well on the stock market. Its shares are up […]

Coherent Corp. recently presented at the AKL2026 conference in Germany and continues to see strong demand for high-speed optical transceivers tied to AI data center infrastructure, while managing an orderly transition of its Chief Strategy Officer to a Special Advisor role ahead of his retirement in September 2026. At the same time, analysts have become more optimistic about Coherent’s earnings outlook and AI-related photonics orders, with rising consensus estimates and expectations for...

LITE's fiscal Q3 outlook is likely to have pointed to surging AI-driven demand and strong revenue growth, but premium valuation raises the key question for investors.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

APTV eyes Q1 revenue growth on ADAS & Wind River demand, but weaker operating income is expected to drag earnings despite a strong earnings surprise history.

PLTR eyes 73.7% revenue surge in Q1 as strong demand across government and commercial segments fuels growth ahead of earnings release.

DUOL vs. COHR: Which Stock Is the Better Value Option?

By Karen Roman Tech platform Lightwave Logic, Inc. (Nasdaq: LWLG) said it partnered with Michael Best & Friedrich LLP to strengthen the company’s intellectual property practice including invention harvesting, patent […]

Esco Technologies (ESE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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