Added to YB: 2025-09-26
Pitch date: 2025-09-25
COHR [bullish]
Coherent Corp.
Author Info
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Company Info
Coherent Corp. develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.
Market Cap
$17.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.63
P/E
-209.94
EV/Sales
3.94
Sector
Electronic Equipment, Instruments and Components
Category
growth
Coherent’s $10B 2027 Revenue Path: How a Quiet Optics Company Is Becoming the AI Data Center Backbone
COHR: Makes fiber-optic transceivers/lasers connecting AI GPUs in datacenters. Datacenter/networking rev +39% YoY, 60% of total. Est $2.1-2.8B 2026-27 rev potential from hyperscale buildouts alone. Upgrade cycles from 400ZR→800ZR→1.6T match GPU roadmap. Base case: 2026 $8.4B rev (+35%), 2027 $11B (+32%) at 40% gross margins = ~$8-14 EPS, trading 7.5-13x P/E.
Read full article (3 min)