Added to YB: 2026-04-15
Pitch date: 2026-04-11
COHR [neutral]
Coherent Corp.
+2.51%
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
$60.0B
Pitch Price
$305.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.76
P/E
253.67
EV/Sales
10.02
Sector
Electronic Equipment, Instruments and Components
Category
growth
Coherent - One Reason I like it
COHR (overview): Wide revenue base beyond optical pure-play reduces concentration risk vs peers like LITE. Latest SiC thick epitaxy advance supports 10kV+ power devices for AI datacenter power conversion. Enables higher efficiency/density in multi-MW infrastructure. Dec 300mm SiC platform + Apr 10kV epitaxy shows strategic push into datacenter electrical/thermal stack alongside existing optics exposure. Capability announcement, revenue ramp TBD.
Read full article (4 min)