Professional
Added to YB: 2026-06-10
Pitch date: 2026-03-31
COHR [neutral]
Coherent Corp.
+23.65%
current return
Author Info
No bio for this author
Company Info
Coherent Corp. develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide.
Market Cap
$63.8B
Pitch Price
$244.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.21
P/E
79.08
EV/Sales
9.23
Sector
Electronic Equipment, Instruments and Components
Category
growth
Baron SMID Cap ETF Portfolio Holding: Coherent Corp.
COHR (holding update): Vertically integrated laser/photonics maker, only major western optical transceiver mfr for AI data centers. $6.3B FY25 rev. TAM >$50B + $20B new AI products (optical switches, co-packaged optics). New CEO ex-Lattice. NVIDIA $2B investment Mar'26. Sees rev/CF >2x in 5yrs.
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