Professional
Added to YB: 2026-06-10
Pitch date: 2026-03-31
COHR [neutral]
Coherent Corp.
+45.79%
current return
Author Info
No bio for this author
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
$78.6B
Pitch Price
$244.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.19
P/E
167.79
EV/Sales
12.11
Sector
Electronic Equipment, Instruments and Components
Category
growth
Baron SMID Cap ETF Portfolio Holding: Coherent Corp.
COHR (holding update): Vertically integrated laser/photonics maker, only major western optical transceiver mfr for AI data centers. $6.3B FY25 rev. TAM >$50B + $20B new AI products (optical switches, co-packaged optics). New CEO ex-Lattice. NVIDIA $2B investment Mar'26. Sees rev/CF >2x in 5yrs.
Read full article (2 min)