Added to YB: 2025-12-13
Pitch date: 2025-12-11
COHR [bullish]
Coherent Corp.
-8.54%
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
$195.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.87
P/E
259.45
EV/Sales
6.04
Sector
Electronic Equipment, Instruments and Components
Category
growth
Downstream Beat, Upstream Feast: What Ciena’s Guide Means for Coherent
COHR: CIEN beat Q4 (+20% YoY to $1.35B rev) & guided FY26 to $5.7-6.1B vs $4.77B FY25 (~24% growth midpoint, above prior 17% guidance & Street $5.5B). Major driver is AI/datacenter optical demand. Key downstream customer raising medium-term growth outlook signals strong optics cycle ahead.
Read full article (1 min)