Coherent Corp. (COHR)

Coherent is gaining attention as reported Marvell–Lumentum acquisition talks highlight scarce optical components for artificial-intelligence data centers. Analysts see upside from Coherent’s indium phosphide capacity expansion and networking products, while cash-flow needs, execution risk, and a potential stronger competitor remain central concerns. COHR is up 1.82% in the current regular sessionas of October 29, 2026.