COHR, US19247G1076

Coherent files proxy on NVIDIA deal and Coherent stock costs EUR 274.55

Published on 10/12/2026 at 11:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Coherent reported USD 7.12 billion fiscal 2026 revenue, up 22.50 percent year over year. Coherent stock costs EUR 274.55 on October 12, 2026.

Key points in brief

Coherent filed its fiscal 2026 proxy statement on October 9, 2026, highlighting a multiyear NVIDIA agreement and USD 2.00 billion investment.
Fiscal 2026 revenue reached USD 7.12 billion, up 22.50 percent year over year.
Coherent stock was at EUR 274.55 at Lang & Schwarz on October 12, 2026 at 11:20 a.m. CEST.
The company has scheduled WFEC Europe for October 19, 2026, and its annual meeting for November 18, 2026.

COHR, US19247G1076, Illustration mit AI erstellt.

Coherent stock (ISIN US19247G1076) was at EUR 274.55 at Lang & Schwarz on October 12, 2026 at 11:20 a.m. CEST. The company filed its fiscal 2026 proxy statement on October 9, 2026, highlighting a multiyear NVIDIA agreement and a USD 2.00 billion investment in Coherent, as reported by StockTitan.

Three dated company milestones

On August 12, 2026, Coherent reported fiscal 2026 revenue of USD 7.12 billion, up 22.50 percent from fiscal 2025, while non-GAAP earnings per share reached USD 5.61. The figures appear in the Q4 fiscal 2026 earnings-call transcript published by Yahoo Finance.

On September 21, 2026, Coherent launched its PhotonLink integrated optics platform for AI infrastructure. By October 1, 2026, the company said the platform had 20 customer engagements spanning co-packaged and near-packaged optics, according to Yahoo Finance.

On October 9, 2026, the proxy statement repeated the NVIDIA agreement, which includes a multibillion-dollar purchase commitment and the USD 2.00 billion investment. The filing also reported fiscal 2026 Datacenter and Communications revenue of USD 5.27 billion, up 40.00 percent from USD 3.76 billion in fiscal 2025.

What does the NVIDIA deal mean for growth?

The numbers show why the agreement matters operationally. Datacenter and Communications revenue accounted for the largest part of Coherent's fiscal 2026 sales, while the investment is earmarked for research, capacity and operations supporting optical technologies for AI infrastructure.

The arrangement also raises execution stakes. Coherent is expanding its 6-inch indium phosphide facility in Sherman, Texas, with a letter of intent for up to USD 50.00 million in proposed CHIPS and Science Act funding, according to the October 9 filing. The combination of customer commitments and new capacity gives the company a clearer route from AI demand to production, but it also increases dependence on timely manufacturing expansion.

Two dates on the calendar

Coherent lists WFEC Europe for October 19, 2026, in Munich, while its annual meeting is scheduled for November 18, 2026. The event information appears on Coherent, and the proxy statement sets out the annual-meeting date.

EUR 274.55 at Lang & Schwarz

Coherent stock was at EUR 274.55 at Lang & Schwarz on October 12, 2026 at 11:20 a.m. CEST. The structured market quote showed a USD 61.2 billion market capitalization and a USD 108.19 to USD 440.00 52-week range as of October 9, 2026, providing a wide valuation backdrop for the AI infrastructure story. The further course of trading is shown by the continuously updated real-time quote of Coherent stock.