Here’s Why Coherent Stock Jumped 13% on August 7.

Coherent (COHR) stock jumped 13% on August 7th due to a drafted FCC ban on new Chinese optical transceivers, which could funnel a significant portion of a $26 billion market towards Western suppliers like Coherent. TIKR's mid-case model values Coherent stock at $1,234 by mid-2030, representing a 225% total return, or 35% annualized, driven by this policy shift. However, the stock's current high valuation and upcoming earnings report pose risks if the ban softens or earnings disappoint.