「Optical Communication Giant」 Coherent's Performance and Guidance Significantly Exceed Market Expectations

August 13th, Coherent Q4 fiscal revenue was $2.05 billion, a 34% year-over-year increase, exceeding the expected $1.98-2.02 billion; Non-GAAP EPS was $1.74, higher than the expected $1.62-1.65.

The company expects Q1 fiscal revenue to be $2.20-2.40 billion, higher than the expected $2.13 billion, with an adjusted EPS forecast of $1.85-2.05, above the expected $1.77.

According to BIT (bit.com) market data, despite the comprehensive outperformance of performance and guidance exceeding market expectations, short-term profit-taking pressure led to post-market selling pressure, causing the stock price to plummet by 5% at one point. During normal trading hours before the financial report was released, Coherent's stock price soared by 8%, experiencing a significant rebound in recent weeks as the market's expectations for the explosion of demand in AI data center optical interconnection reached a peak.