Coherent Jumps 10.94% as Bullish Analyst Coverage Lifts Optical Networking Stocks

Coherent surged 10.94% after Bernstein initiated coverage at Outperform, joining a broader rally in optical networking stocks. Wall Street optimism around next-generation data center networking and the view that optical suppliers could become structural winners in AI infrastructure helped put COHR in focus. The move raises a key question: is this the start of a durable AI infrastructure trade or a sentiment-driven spike?

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