Added to YB: 2025-08-20
Pitch date: 2025-08-15
COHR [neutral]
Coherent Corp.
+93.68%
current return
Author Info
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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
$31.0B
Pitch Price
$92.08
Price Target
200.00 (+12%)
Dividend
N/A
EV/EBITDA
29.87
P/E
259.45
EV/Sales
6.04
Sector
Electronic Equipment, Instruments and Components
Category
growth
Coherent’s Q4 Reset: Building the Breakout for 2026 and Beyond
COHR (earnings update): Strong Q4 results, yet stock plunged 20% on conservative Q1 guidance & GAAP loss. Networking rev grew 39% YoY, data center +61% YoY. Industrial segment sluggish. Non-GAAP margins expanding (38.1%, +220bps YoY). Trading at <20x FY26 EPS despite 20%+ growth. AI data center demand remains robust with 800G & 1.6T transceiver ramps. PT: $200 by 2026.
Read full article (21 min)