Added to YB: 2026-04-15
Pitch date: 2026-04-11
COHR [neutral]
Coherent Corp.
-3.39%
current return
Author Info
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Company Info
Coherent Corp. develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide.
Market Cap
$63.8B
Pitch Price
$305.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.21
P/E
79.08
EV/Sales
9.23
Sector
Electronic Equipment, Instruments and Components
Category
growth
Coherent - One Reason I like it
COHR (overview): Wide revenue base beyond optical pure-play reduces concentration risk vs peers like LITE. Latest SiC thick epitaxy advance supports 10kV+ power devices for AI datacenter power conversion. Enables higher efficiency/density in multi-MW infrastructure. Dec 300mm SiC platform + Apr 10kV epitaxy shows strategic push into datacenter electrical/thermal stack alongside existing optics exposure. Capability announcement, revenue ramp TBD.
Read full article (4 min)