AI Demand And Next-Gen Manufacturing Will Drive Broader Industry Performance Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Apr 25

Updated

11 Dec 25

Views

446

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AnalystConsensusTarget's Fair Value

n/a

1Y

92.9%

7D

7.0%

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1Y

92.9%

7D

7.0%

You can edit this narrative until Dec 12 9:05 AM. Then, changes will post as Updates.

Author's Valuation

US$174.539.4% overvalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 3.43%

COHR: AI And Cloud Spending Will Mask Auto And China Risks

Analysts have modestly raised their price target on Coherent, lifting fair value by about $6 to approximately $175 per share, citing the company's recent earnings beat, strengthened AI and cloud capex positioning, and an improving growth outlook reflected in higher projected revenue growth and future valuation multiples. Analyst Commentary Bullish analysts remain constructive on Coherent's positioning, pointing to a series of price target increases that reflect greater confidence in the company’s execution, visibility on demand, and leverage to AI and cloud infrastructure spending.

Shared on 27 Nov 25

Fair value Increased 4.57%

COHR: AI And Cloud Demand Will Support Progress Despite Sector Headwinds

The analyst fair value estimate for Coherent was raised from $161.37 to $168.74 per share. Analysts cited stronger expected revenue growth, improved profit margins, and optimism around the company's delivery on AI and cloud infrastructure demand.

Shared on 10 Nov 25

Fair value Increased 34%

COHR: AI And Cloud Expansion Will Drive Balanced Opportunity Amid Volatility

The analyst fair value estimate for Coherent has increased significantly, rising from approximately $121 to $161 per share. Analysts cite the company's strong earnings, improved growth outlook, and expanding role in AI and cloud infrastructure demand as factors behind this increase.

Shared on 25 Oct 25

Fair value Increased 4.90%

The analyst price target for Coherent has been raised from $115 to approximately $120.63, as analysts cite continued optimism around market demand and recent outperforming results across the high-speed optical connectivity space. Analyst Commentary Recent revisions in Coherent's price targets reflect both growing enthusiasm for the company's momentum in high-speed optical connectivity and measured caution regarding potential headwinds.

Shared on 10 Oct 25

Fair value Increased 1.44%

Coherent's analyst price target has risen from $113.37 to $115.00 per share. Analysts cite ongoing market share gains and strengthening demand in optical and AI-driven networking equipment as key factors for the upward revision.

Shared on 15 Aug 25

Fair value Increased 1.73%

Coherent’s price target was maintained as analysts balanced near-term concerns over modest results and elevated expectations with optimism on ongoing market share gains in high-speed optical markets and supportive long-term demand trends, leaving the consensus fair value unchanged at $111.44. Analyst Commentary Bullish analysts cite slightly better than expected Q4 results, with Coherent trading at a significant discount to peers and suggesting opportunity on post-earnings weakness.

Shared on 01 May 25

Fair value Increased 11%

AnalystConsensusTarget Fair Value

US$174.53

9.4% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

12.42%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.73%

Calculation

US$1.12b

Earnings '28

x

32.79x

PE Ratio '28

=

US$36.57b

Market Cap '28

US$36.57b

Market Cap '28

/

163.90m

No. shares '28

=

US$223.11

Share Price '28

US$223.11 Share Price '28

Discounted to 2025 @ 8.73% p.a.

=

US$173.57

Fair Value '25