Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%
Published . Updated .
The AI optics trade powered some of the market's biggest gains this year, but a chipmaker-led selloff is now hitting Coherent, Lumentum, and Applied Optoelectronics all at once, right before each company steps up to report earnings.
Directly affected
Indirectly affected
- No related companies are mapped for this report yet.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| COHR | +5.45% | -2.37% | base | -12.56% | -10.98% | after close | after close |
| AAOI | +8.26% | +1.19% | base | -12.04% | -9.61% | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9% Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AAOI | that day | -12.04% | final price |
| AAOI | the next day | -9.61% | still updating |
| AAOI | three days earlier | +1.19% | final price |
| AAOI | five days earlier | +8.26% | final price |
| COHR | that day | -12.56% | final price |
| COHR | the next day | -10.98% | still updating |
| COHR | three days earlier | -2.37% | final price |
| COHR | five days earlier | +5.45% | final price |
| GLD | that day | -2.61% | final price |
| GLD | the next day | -3.07% | still updating |
| GLD | three days earlier | +0.18% | final price |
| GLD | five days earlier | +0.98% | final price |
| QQQ | that day | -2.85% | final price |
| QQQ | three days earlier | -0.96% | final price |
| QQQ | five days earlier | +0.41% | final price |
| SPY | that day | -1.18% | final price |
| SPY | the next day | -1.70% | still updating |
| SPY | three days earlier | -0.84% | final price |
| SPY | five days earlier | -0.18% | final price |
| TLT | that day | +1.86% | final price |
| TLT | three days earlier | -0.97% | final price |
| TLT | five days earlier | -0.31% | final price |
This story
- Rep. Rohit Khanna bought Coherent (COHR) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 27 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Coherent (COHR) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Coherent (COHR) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%” scores 12 out of 100. The score uses 1 sources. The price is not final yet.