Added to YB: 2026-08-18
Pitch date: 2026-08-14
COHR [bearish]
Coherent Corp.
-5.31%
current return
Author Info
Irrational Analysis shares engineering-driven investment analysis. Sign up for the newsletter.
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
$333.52
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
Coherent Q4 FY26 Earnings
COHR (earnings): Author torches Coherent's Q4 FY26 call/numbers as 'crap' amid greatest optics bull market. CPO laser yield allegedly garbage — refuses to disclose data Lumentum shares publicly. Lumentum: 80% GM, -155 dBc/Hz RIN vs spec -145; COHR stuck selling isolators/FAU at 30-40%. 6in InP yield woes maybe Sumitomo's fault; 200G PAM4 VCSEL fails GR-468. Bearish COHR, bullish LITE.
Read full article (6 min)