Akros U.S. AI Optical Communication and Network Infrastructure Index

Next quarterly earnings for Q3 2026 are expected to be reported on or around May 4, 2026. Analysts forecast EPS of approximately $3.45-$3.60. Medium impact is estimated as earnings reports typically drive significant price movement expected.

Q1 2026 earnings release scheduled.

Scheduled to be added to the S&P 500 index, effective March 23, 2026. This inclusion is estimated to have a ~5% price impact due to passive fund inflows, scheduled.

Coherent will join the S&P 500 effective 2026-03-23, a change likely to support demand from index-tracking funds and typically move shares by a low-single-digit percentage, scheduled.

Announced the formation of a consortium with COBBS BELUX and Anduril Industries to develop and deploy counter-unmanned aerial system capabilities across Belgium on March 19, 2026.

At the OFC 2026 investor briefing on March 17, 2026, management provided a long-term financial outlook, targeting a $2 billion quarterly revenue run-rate within 18-24 months, causing the stock to rise over 10%.

Showcased its new 25dBm ultra-high power External Laser Small Form-Factor Pluggable (ELSFP) for next-generation AI data centers at the Optical Fiber Communication (OFC) Conference 2026. This product showcase is estimated to have a >5% price impact and is expected.

Hosted investor and analyst Q&A sessions at the 2026 Optical Fiber Communication (OFC) Conference, discussing its growth trajectory driven by telecom and high-performance computing. Medium impact is estimated as the session addressed key growth strategies.

Announced a strategic collaboration with Oriole Networks on March 16, 2026, to develop ultra-low latency optical networking for AI architectures using its silicon photonics platform, leading to a stock price increase of over 33% in the following days.

It was reported on March 16, 2026, that Nokia's federal unit secured a position on a major US Missile Defense Agency contract with a ceiling of $151 billion.