On August 7, Coherent rose 6.78% in regular trading, trading at $363.0/share, with turnover of $528 million.

On the news front, the Roundhill Optical Communications ETF officially began trading on August 6, surging nearly 3% after its debut and driving broad strength across the optical communications sector. Coherent, as a key player in the photonics space, saw significantly elevated capital attention. Meanwhile, the US Federal Communications Commission's draft measures to ban imports of new Chinese optical transceiver modules continued to fuel domestic substitution expectations. As a core supplier of optical interconnects for AI infrastructure, Coherent's data center and communications business contributed over 70% of revenue last quarter, positioning it as a primary beneficiary.

Additionally, the company is scheduled to report fourth fiscal quarter earnings on August 12. Market consensus expects revenue of approximately $19.86 billion, representing 31.65% year-over-year growth, with adjusted EPS of approximately $1.62, up 76.71% year-over-year. The convergence of ETF-driven sector momentum, policy tailwinds, and robust earnings expectations provided triple catalysts for the stock.

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