Coherent: Six-Inch Indium Phosphide Moat Secures AI Alpha [Seeking Alpha]
Coherent Corp. (COHR)
Last coherent corp. earnings: 2/5 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
coherent.com/company/investors/investor-relations
Company Research
Source: Seeking Alpha
COHR's Datacenter & Communications segment, now 72% of revenue and growing 34% Y/Y, benefits from vertical integration and a 4x book-to-bill ratio with backlog into 2027. Risks include execution of the 1.6T transceiver ramp, aggressive CapEx, and Springing Maturity debt covenants, but a 1.7x leverage ratio and internal cost advantages provide a margin of safety. COHR trades at a forward PEG of 1.33, over 50% undervalued (2028 basis) relative to the sector and its own history, with consensus long-term EPS growth of 32% and margin expansion potential. kynny/iStock via Getty Images I consider Coherent Corp. ( COHR ) stock a Strong Buy. My rating is not just based on the 34% Y/Y growth in its Datacenter & Communications segment. My reasoning focuses on the structural gross margin decoupling backed This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such posi
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COHR
News
- The Risk In Coherent Is Obvious - The Opportunity Is Bigger [Seeking Alpha]Seeking Alpha
- Coherent Must Deliver Big Optical Wins Soon (Q2 Review) [Seeking Alpha]Seeking Alpha
- Coherent Corp. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year [Yahoo! Finance]Yahoo! Finance
- Coherent Corp. Reports Second Quarter Fiscal 2026 ResultsGlobeNewswire
- Jim Cramer on Coherent: “I Would Use Any Dip to Buy More Stock” [Yahoo! Finance]Yahoo! Finance
COHR
Earnings
- 2/4/26 - Beat
COHR
Sec Filings
- 2/11/26 - Form SCHEDULE
- 2/10/26 - Form 144/A
- 2/9/26 - Form 144
- COHR's page on the SEC website