Research Feed
Coherent Q2: Growth Decelerating Into Q3 as Lumentum Takes Share
Coherent (COHR) reported strong Q2 datacenter growth (34% YoY) but Q3 guidance signals deceleration to +5% QoQ sequential growth (midpoint $1.77B vs Q2 $1.69B). Market sold off -7.9% on Feb 4 while competitor Lumentum (LITE) rallied +7.0% on Feb 3, signaling competitive share loss concerns. Key tens
BranchOut Food 8-K Discloses Walmart Private Label Program and Warehouse Club Win with $25M Revenue Potential
BranchOut Food Inc. filed an 8-K on January 30, 2026 disclosing two major commercial wins that could increase revenue by 178% if performance targets are met. The filing reveals a private label program with what the company describes as the "world's largest retailer" — language consistent with Walmar