COHR Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for COHR. 4 published articles.
Insider Activity
Over the trailing 90-day window, COHR insiders executed 6 open-market sales totaling $3.8M with zero offsetting purchases, resulting in an insider sentiment score of 0/100. Notable transactions included director Digirolomo Enrico selling $944.5K on 2026-03-09, director Skaggs Stephen A selling $856.6K on 2026-03-11, and CFO Luther Sherri R selling $745.9K on 2026-05-13. The net selling activity coincided with a 52% three-month price return, while institutional investors were accumulating shares according to 13F trends. No cluster buying occurred during the period.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 13, 2026 | Luther Sherri Rofficer: Chief Financial Officer | Sell | 2,000 | $372.96 |
| May 13, 2026 | Xia Howard H.director | Sell | 500 | $344.00 |
| May 13, 2026 | Xia Howard H.director | Option | 2,000 | $21.67 |
| Apr 24, 2026 | Luther Sherri Rofficer: Chief Financial Officer | Sell | 2,000 | $351.00 |
| Mar 12, 2026 | Eng Julie Sheridanofficer: Chief Technology Officer | Sell | 1,454 | $258.18 |
| Mar 11, 2026 | SKAGGS STEPHEN Adirector | Sell | 3,523 | $243.13 |
| Mar 9, 2026 | Digirolomo Enricodirector | Option | 2,906 | $36.56 |
| Mar 9, 2026 | Digirolomo Enricodirector | Sell | 3,911 | $241.50 |
| Mar 9, 2026 | Digirolomo Enricodirector | Option | 1,005 | $49.90 |
| Mar 4, 2026 | Eng Julie Sheridanofficer: Chief Technology Officer | Sell | 2,792 | $291.42 |
| Feb 17, 2026 | Luther Sherri Rofficer: Chief Financial Officer | Sell | 4,000 | $217.74 |
| Feb 12, 2026 | SADASIVAM SHAKERdirector | Grant | 279 | — |
| Feb 12, 2026 | VIJ SANDEEPdirector | Grant | 279 | — |
| Feb 12, 2026 | CORASANTI JOSEPH Jdirector | Grant | 279 | — |
| Feb 12, 2026 | Xia Howard H.director | Grant | 279 | — |
Source: COHR SEC Form 4 filings, latest May 13, 2026. For informational purposes only — not investment advice.
Research
Foldable iPhone Confirmed for 2026: 6 Suppliers Poised to Win — AVGO, MU Top the List
Anchored by Bloomberg's confirmation of Apple's foldable iPhone for September 2026, this analysis ranks six suppliers—AVGO, MU, COHR, QCOM, JBL, CRUS—by conviction to capture innovation spillover. Leaders like Broadcom and Micron offer explosive growth from custom chips and memory demands.
AAPLAVGOQCOMAI Capex Super-Cycle: Ranking the Top 10 Infrastructure Beneficiaries by Order Book Strength
The AI infrastructure capex super-cycle is channeling $200B+ in hyperscaler spending into data centers, power, networking, and cooling. Arista Networks and Vertiv lead the ranking with the strongest order book visibility, while Amphenol offers the best growth-to-valuation ratio and Dell provides deep value at 12.8x forward earnings.
ANETVRTAPHWhere does the $200B+ AI infrastructure spend concentrate: chips, networking, power, or cooling?
The $200B+ AI infrastructure buildout concentrates most heavily in compute (NVIDIA), with networking (Arista), power/cooling (Vertiv), servers (Dell), and optical interconnects (Coherent) capturing progressively smaller but fast-growing shares. NVIDIA and Arista offer the highest-conviction exposure, Dell the best value, and Vertiv and Coherent the most explosive but riskiest upside.
NVDAANETVRTWhich picks-and-shovels names have the highest AI revenue concentration heading into 2027?
Astera Labs leads the group with near-100% AI revenue concentration, followed by Arista Networks at ~30% and rising. Vertiv, Coherent, and Modine offer varying degrees of AI exposure at more moderate valuations, with Modine's pending divestiture set to sharpen its data center focus heading into 2027.
ALABANETVRT
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