COHR logo

Coherent Corp. Stock Price

NYSE:COHR Community·US$74.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 144 Fair Values set on narratives written by author

COHR Share Price Performance

US$392.50
306.87 (358.37%)
US$384.45
Fair Value
US$392.50
306.87 (358.37%)
2.1% overvalued intrinsic discount
US$384.45
Fair Value
Price US$392.50
AnalystConsensusTarget US$384.45
AnalystHighTarget US$220.00
AnalystLowTarget US$114.02

COHR Community Narratives

·
Fair Value US$384.45 2.1% overvalued intrinsic discount

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

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·
Fair Value US$220 78.4% overvalued intrinsic discount

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

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·
Fair Value US$114.02 244.2% overvalued intrinsic discount

AI Data Center Overcapacity Will Pressure Margins And Undermine Long Term Profitability

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US$220
78.4% overvalued intrinsic discount
Revenue
15.87% p.a.
Profit Margin
15.08%
Future PE
32.69x
Price in 2028
US$282.74
US$114.02
244.2% overvalued intrinsic discount
Revenue
11.59% p.a.
Profit Margin
8.75%
Future PE
32.68x
Price in 2028
US$146.55

Trending Discussion

Updated Narratives

COHR logo

COHR: AI Optics Demand And Nvidia Partnership Will Drive Balanced Future Returns

Fair Value: US$384.45 2.1% overvalued intrinsic discount
65 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
COHR logo

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

Fair Value: US$220 78.4% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
COHR logo

AI Data Center Overcapacity Will Pressure Margins And Undermine Long Term Profitability

Fair Value: US$114.02 244.2% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

3 Risks
2 Rewards

Coherent Corp. Key Details

US$6.6b

Revenue

US$4.2b

Cost of Revenue

US$2.4b

Gross Profit

US$2.0b

Other Expenses

US$400.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.05
36.99%
6.07%
29.0%
View Full Analysis

About COHR

Founded
1971
Employees
30216
CEO
James Anderson
WebsiteView website
www.coherent.com

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. It operates through three segments: Networking, Materials, and Lasers. The Networking segment offers transceivers, systems, subsystems, modules, components, optics, and semiconductor devices for datacenter and communications applications. The Materials segment provides engineered materials, laser optics, thermoelectric components, and advanced ceramic and metal-matrix composite materials and products; and vertical-cavity surface-emitting laser, edge-emitting laser, pump lasers, high-power lasers for materials processing, and integrated circuit. The Laser segment offers excimer lasers, solid-state lasers, CO2 lasers, and laser systems for various industrial applications, including semiconductor capital equipment, display manufacturing, precision manufacturing, and scientific research; and laser systems and subsystems. It markets its products and services through direct sales force, representatives, and distributors. The company was formerly known as II-VI Incorporated and changed its name to Coherent Corp. in September 2022. Coherent Corp. was incorporated in 1971 and is headquartered in Saxonburg, Pennsylvania.

Recent COHR News & Updates

Seeking Alpha 15h

Coherent: Yes, It's Expensive -- That's Kind Of The Point

Summary Coherent Corp. has surged 196% since my last coverage, significantly outperforming the benchmark. I remain bullish on COHR due to its essential high-speed connectivity solutions for data centers and persistent demand. COHR benefits from multiple long-term tailwinds, supporting expectations for robust top and bottom-line growth. Despite a premium valuation, I maintain a Buy rating, anticipating further upside if bullish catalysts materialize. Read the full article on Seeking Alpha
Narrative Update Jun 19

COHR: AI Optics Demand And Nvidia Partnership Will Drive Balanced Future Returns

Coherent's analyst price target edges higher to about $384 from roughly $381, as analysts factor in updated AI data center demand expectations, peer multiple comparisons, and a still constructive view on optical demand despite recent sector selloffs. Analyst Commentary Recent research on Coherent centers on how the stock is pricing in AI data center demand, optical cycle timing, and relative valuation versus other communications equipment suppliers.

Recent updates

No updates