Coherent (COHR) & Lumentum Holdings (LITE): Two AI Optics Suppliers Just Beat Earnings. Why Did Investors Punish One of Them?

yf_tkr_COHR · 2026-08-24

$COHR $LITE

On August 12, 2026, Coherent Corp. (NYSE:COHR) beat fourth-quarter earnings estimates and forecast first-quarter revenue and profit above expectations. Yet, its shares slipped 4% in extended trading. Lumentum Holdings Inc. (NASDAQ:LITE), a rival optical component maker, reported its results a day earlier, on August 11, 2026, with revenue guidance that CEO Michael Hurlston said would […]

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