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Compute Stack AI Platforms Power Buildout Robotics
COHR Compute / Networking

Coherent

Optics + photonics bottleneck

Detail page

Coherent gives the dashboard a second serious optics name, which matters because AI networking is increasingly an optical problem.

Price $253.63
1D change -7.96%
Market cap $47.55B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric COHR
Price $253.63
1D Change -7.96%
Market Cap $47.55B
Enterprise Value $50.58B
Trailing P/E 251.1
Forward P/E 34.2
Price / Sales 7.6
EV / Revenue 8.0
Revenue Growth 17.5%
Earnings Growth 73.0%
Gross Margin 36.4%
Operating Margin 11.8%
Net Margin 4.7%
ROE 3.2%
Free Cash Flow $130.4M
FCF Margin 2.1%
Debt / Equity 0.40x
Current Ratio 2.25x
Dividend Yield —
Next Earnings May 06, 2026
Quarterly Revenue $1.69B
Revenue QoQ +6.6%
Quarterly Net Income $146.7M
Net Income QoQ -35.2%

COHR thesis lens

Optics + photonics bottleneck

Why it could benefit

  • Coherent gives the dashboard a second serious optics name, which matters because AI networking is increasingly an optical problem.
  • It provides exposure to lasers, transceivers, and photonic components that support large AI fabrics.
  • If optical capacity becomes a key AI constraint, Coherent is closer to the bottleneck than many mainstream semiconductor names.

Moat / edge

  • Deep photonics and materials expertise.
  • A broad product set across critical optical components.
  • Positioning in a specialized manufacturing stack that is hard to replicate.

What to watch

  • AI-related datacenter optics demand and customer wins.
  • Margin improvement as mix shifts.
  • How much NVIDIA-linked optical demand translates into sustained revenue.

Key risks

  • Execution and integration complexity can weigh on results.
  • Optics demand can be cyclical and less linear than the AI narrative suggests.