Coherent Corp. Securities Lawsuit Investigation

Shamis & Gentile P.A., a law firm that advocates for investors who are victims of securities fraud, is investigating potential claims against Coherent Corp. (COHR).

If you purchased or held Coherent securities and suffered losses, you may be eligible to join this securities investigation and seek compensation.

About Coherent

Coherent specializes in optical materials, photonics, and laser solutions. The company serves markets that include data communications, telecommunications, aerospace and defense, and industrial applications.

The company’s business segments have historically included a legacy Aerospace & Defense (A&D) division, as well as a growing focus on AI-related data center demand and telecom infrastructure.

Potential Concerns Under Investigation

Lawyers are investigating whether Coherent may have made misleading statements or omitted material information that could have harmed investors.

One area of focus is the company’s repeated positive statements about demand and growth prospects. For example, in the Q2 FY2025 earnings release, CEO Jim Anderson stated that Coherent achieved “record revenue” driven by “strong AI-related Data Center demand as well as growth in our Telecom business”. On the Aug. 1, 2024, Q3 FY2024 earnings call, management similarly touted “another quarter of strong AI-related datacom demand for our 800G transceivers” and expressed expectations for continued strength into the next quarter and fiscal year.

However, an investigation may focus on whether these upbeat statements were at odds with internal realities. On Aug. 13, 2025, Coherent announced a surprise sale of its Aerospace & Defense business to Advent for $400 million. This divestiture reportedly meant losing approximately $20 million in quarterly revenue, which management acknowledged would impact future results. The same day, Coherent issued first-quarter FY2026 revenue guidance of $1.46–$1.60 billion, with a midpoint below analyst consensus. These disclosures appeared to contradict earlier messaging about concentrating on core growth markets and robust demand.

Following these announcements, Coherent’s stock price plunged approximately 19.9% on Aug. 14, 2025, erasing roughly $3–4 billion in market capitalization. The stock fell from around $108 per share to about $85, representing an estimated $20 per-share loss for investors.

Lawyers may also examine whether Coherent adequately disclosed the loss of a major customer. In FY2023, the company reportedly lost its Apple Face-ID VCSEL contract, yet filings continued to mention positive aspects of the Apple relationship without disclosing the lost revenue. The investigation might look into whether these omissions rendered the company’s statements misleading.

Your Rights and Next Steps

This is an active investigation into potential securities law violations by Coherent. Investors who purchased or held Coherent securities during the proposed class period and suffered financial losses may have the right to participate in any future class action lawsuit that could arise from this investigation.

Lawyers are ready to help investors understand their rights and determine whether their losses may be recoverable. If the investigation leads to the filing of a class action, eligible investors could benefit from any resulting settlement or judgment. It is important to note that joining an investigation does not obligate investors to participate in a lawsuit, but it preserves their ability to do so if a class action is filed.

Investors should act promptly to ensure their interests are protected. Preserving documentation of transactions and losses during the relevant period may be important for any potential recovery.

You May Be Entitled to Compensation

Securities investigations are time sensitive, and affected investors may have a limited window to take action. If you purchased or held Coherent securities between Aug. 1, 2024, and Aug. 13, 2025, and suffered losses, you may be eligible to join any potential class action and seek compensation.

To learn more and participate in the investigation, complete the form below.