{
  "id": 8035297,
  "title": "Coherent (COHR): Unmet Hyperscaler Demand Fuels Aggressive Capacity Expansion",
  "url": "https://urgent.news/2026/09/17/coherent-cohr-unmet-hyperscaler-demand-fuels-aggressive-capacity",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-17T13:54:25.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-cohr-unmet-hyperscaler-demand-135425147.html"
  },
  "original_language": "en",
  "account": "Reaves Long Term Value Wrap Strategy reported a 10.55% increase for its strategy in its second-quarter 2026 investor letter, surpassing the MSCI USA Infrastructure Index's 6.31% decline. The company highlighted Coherent Corp. (NYSE:COHR) as a leading performance contributor due to its capacity expansion to meet unmet demand from hyperscalers. Coherent Corp., which manufactures engineered materials, optoelectronic components, and laser systems, experienced a slight decline in its stock price on September 16, 2026, but has seen an 168.33% increase over the past year. The strategy noted that hyperscalers are driving demand, creating pricing power and enhancing margins through capacity ramp-ups. Despite being absent from the 40 Most Popular Stocks Among Hedge Funds, Coherent Corp. held by 105 hedge fund portfolios at the end of Q2 2026, making it a potential investment with upside potential and less downside risk.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}