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AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.
Major Indexes are moving lower as rate-hike tensions resume
The transaction was valued at $972,000. The sale reduced the Chief Financial Officer's direct equity holdings by 4%.
AI stocks rally as Treasury yields retreat, with Coherent, Marvell, and Sandisk all getting a boost.
Coherent's AI optics demand and margins are surging, but heavy capex, weak cash conversion and crowded product ramps keep execution risk elevated.
Coherent's AI-optics growth and rising estimates support upside, but premium valuation, heavy capex and weak cash flow raise execution risk.
Coherent's stock just absorbed a brutal pullback while its forward earnings estimates climbed higher, a rare split that forces a direct question about whether the optical AI infrastructure trade still has legs at this price.
Coherent just handed back a third of its value in three months without a single crack in its operating story, and Wall Street is responding by piling on price target upgrades instead of downgrades.