---
title: "Optical stocks rise, Coherent(COHR.US) up 7%, AAOI(AAOI.US) gains 6%"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/299482730.md"
description: "Optical stocks rise. Coherent(COHR.US) up 7%, AAOI(AAOI.US) gains 6%. AI demand boosts optical module orders."
datetime: "2026-09-18T19:49:08.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/299482730.md)
  - [en](https://longbridge.com/en/news/299482730.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/299482730.md)
generator: "portal-rs"
---

# Optical stocks rise, Coherent(COHR.US) up 7%, AAOI(AAOI.US) gains 6%

Optical communication stocks advanced during regular trading hours on Friday (September 18). Coherent(COHR.US) climbed **6.99%** to $316.67, leading the sector with a session high of $316.67. AAOI(AAOI.US) gained **6.30%** to $104.24, reaching a session high of $105.21. AXT(AXTI.US) rose **4.18%** to $70.58, Lumentum(LITE.US) advanced **3.73%** to $926.92, and POET(POET.US) climbed **3.13%** to $7.75. Corning(GLW.US) edged up 1.79% to $150.45, while Nokia(NOK.US) was little changed at $10.65. Marvell(MRVL.US) declined 0.75% to $238.95.

The sector benefited from sustained AI computing demand, with data center optical module orders remaining robust. Market participants expect continued penetration of 800G and 1.6T high-speed optical modules, supporting earnings outlooks for related supply chain companies. Analysts note that increasing cloud provider capital expenditure should continue to benefit optical equipment vendors, leaving room for further valuation expansion.

## Sector constituents

| Name     | Ticker  | Last   | Change  |
| -------- | ------- | ------ | ------- |
| AAOX     | AAOX.US | 10.27  | +11.87% |
| LITX     | LITX.US | 31.13  | +7.16%  |
| Coherent | COHR.US | 316.67 | +6.99%  |
| AAOI     | AAOI.US | 104.24 | +6.30%  |
| AXT      | AXTI.US | 70.58  | +4.18%  |
| Lumentum | LITE.US | 926.92 | +3.73%  |
| POET     | POET.US | 7.75   | +3.13%  |
| Corning  | GLW.US  | 150.45 | +1.79%  |
| Nokia    | NOK.US  | 10.65  | +0.42%  |
| Marvell  | MRVL.US | 238.95 | -0.75%  |
| MVLL     | MVLL.US | 29.65  | -1.40%  |
| LITZ     | LITZ.US | 6.69   | -7.67%  |

### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [AXTI.US](https://longbridge.com/en/quote/AXTI.US.md)
- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [NOK.US](https://longbridge.com/en/quote/NOK.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [POET.US](https://longbridge.com/en/quote/POET.US.md)

## Related News & Research

- [$100 Invested In Corning 5 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/299663577.md)
- [Applied Optoelectronics (AAOI) Stock Could Be Below Fair Value Today](https://longbridge.com/en/news/300120542.md)
- [INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Corning Incorporated - GLW](https://longbridge.com/en/news/300072769.md)
- [LITE stock has run 450% in 12 months: Ritholtz Wealth CEO thinks there is room for more](https://longbridge.com/en/news/300116529.md)
- [Brainhole Technology Exits Marvell Stake in Discloseable Share Disposal](https://longbridge.com/en/news/300027864.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**