Professional
Added to YB: 2026-09-15
Pitch date: 2026-07-10
COHR [bullish]
Coherent Corp.
-15.13%
current return
Author Info
Reaves Asset Management is an independently owned company with decades of experience investing in publicly listed infrastructure equities. Visit the website.
Company Info
Coherent Corp. develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide.
Market Cap
$59.8B
Pitch Price
$314.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.52
P/E
74.12
EV/Sales
8.67
Sector
Electronic Equipment, Instruments and Components
Category
growth
Reaves Asset Management Portfolio Holding: Coherent Corp.
COHR (hold): Coherent shares staged a catch-up rally toward optical peers during the quarter as robust industry supply-demand commentary and Nvidia’s March investment and purchase agreements sustained momentum. Major optics vendors are aggressively expanding capacity for a hyperscaler customer base that remains undersupplied through the back half of the decade, creating pricing power and material margin enhancement alongside generational growth.
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