Published

26 Dec 25

Updated

17 Jul 26

Views

154

Not Invested

CoherentCOHR

Fair Value

US$465

Share price17 Jul

US$334.2228.1% undervalued

1Y193.64%

7D34.19%

AI Data Center Optics And Indium Phosphide Capacity Will Drive Powerful Long Term Upside

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

26 Dec 25

Updated

17 Jul 26

Views

154

Not Invested

Shared on 17 Jul 26

Fair value Increased 111%

COHR: AI Datacenter Optics And CHIPS Funding Will Drive Future Upside

Coherent wins a fresh wave of bullish calls as demand for the optics used inside AI data centers stays strong and the company lays out a clearer path to bring a next‑gen design into real sales. A new U.S. funding deal to expand its Texas chipmaking site adds another tailwind, but the upside still depends on hitting those product ramp milestones.

26 views

Fair Value vs Share Price

US$465

vs US$334.2228.1% undervalued

34.1%

Revenue growth

18%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

High growth potential with excellent balance sheet.

Market capUS$64.2b

PB6.1x

Estimated Growth28.0%

Dividend YieldN/A

Full analysis

CEO & management

James Anderson

CEO

3.5yrs

CEO Tenure

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.