On September 11, Coherent rose 3.69% in regular trading, trading at $308.43/share, with turnover of $113 million.

On the news front, Goldman Sachs recently raised its global optical module market forecast significantly, projecting industry scale to reach approximately $67.7 billion, $131.4 billion, and $148.5 billion from 2026 to 2028, representing upward revisions of 33%, 81%, and 115% respectively versus prior estimates. The core driver stems from AI computing architecture upgrades and surging demand for 1.6T and 3.2T high-speed optical modules.

Meanwhile, the 27th China International Optoelectronic Exposition is underway, where Coherent is showcasing its full-stack photonic solutions including 6.4T CPO, 1.6T VCSEL NPO, and 12.8T XPO, fueling market expectations for next-generation high-speed optical interconnect commercialization. Additionally, Qualcomm and Amazon recently reached a multi-generational custom AI chip partnership encompassing 1.6T optical connectivity, further reinforcing the bullish outlook for optical communications.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)