Better-Than-Expected Results Lifted Coherent (COHR) in Q4

1 hour ago 1

Soumya Eswaran

Thu, February 5, 2026 astatine 7:23 AM CST 3 min read

Fidelity Investments, an concern absorption company, precocious released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Fidelity Growth Strategy is simply a diversified equity strategy aimed astatine home midcap maturation stocks. The attack focuses connected identifying prime companies that present dependable above-average maturation and tin outperform implicit time. The Fund (Retail Class shares) returned -3.44% successful the 4th compared to the benchmark Russell Midcap® Growth Index’s -3.70% return. In Q4, the U.S. banal marketplace continued its accelerated rebound, driven by robust firm fundamentals and beardown spending connected artificial intelligence. Mid-cap maturation stocks underperformed, portion large-cap stocks gained chiefly from a constrictive radical of companies connected to generative AI, and small-cap equities benefited from involvement complaint sensitivity. As 2026 begins, the steadfast believes the concern cycles successful the U.S. and globally stay positive. The Strategy remains focused connected companies possessing durable competitory advantages and maturation potential. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Fidelity Growth Strategies Fund highlighted Coherent Corp. (NYSE:COHR) arsenic 1 of the starring contributors. Coherent Corp. (NYSE:COHR) is simply a US-based exertion institution that manufactures engineered materials, optoelectronic components and devices, and laser systems. On February 4, 2026, Coherent Corp. (NYSE:COHR) banal closed astatine $211.00 per share. Coherent Corp. (NYSE:COHR) delivered a 21.86% instrumentality successful the past month, and its shares are up 110.03% implicit the past 12 months. Coherent Corp. (NYSE:COHR) has a marketplace capitalization of $33.159 billion.

Fidelity Growth Strategies Fund stated the pursuing regarding Coherent Corp. (NYSE:COHR) successful its 4th fourth 2025 capitalist letter:

"Among idiosyncratic stocks, non-benchmark stakes successful tech hardware shaper Coherent Corp. (NYSE:COHR) (+71%) and superior goods steadfast ATI (+41%) were the apical contributors. Coherent manufactures precision optical components and coatings. In aboriginal November, the institution reported quarterly results that importantly exceeded statement expectations, driven by a surge successful AI infrastructure concern and soaring request for the firm's products successful precocious semiconductor manufacturing. To ore connected that business, Coherent precocious sold its aerospace and defence part to Advent for $400 million."

Coherent (COHR) Rallies 5.77% arsenic Funds Flock to AI Stocks

Coherent Corp. (NYSE:COHR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 78 hedge money portfolios held Coherent Corp. (NYSE:COHR) astatine the extremity of the 3rd quarter, up from 66 successful the erstwhile quarter. While we admit the imaginable of Coherent Corp. (NYSE:COHR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.