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Stock impact report

Coherent: Up 100% In 5 Months, Too Late To The Party? [Seeking Alpha]

Coherent Corp. (COHR) 
Last coherent corp. earnings: 2/5 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
COHR is now essentially driven by the AI data center buildout, as is Nvidia, rendering a premium over Nvidia questionable. Data center demand is accelerating, and Hyperscaler capex remains immense, but this narrative must see no slowdown to justify the rally. Overall company growth, however, is barely accelerating due to underperforming segments. This is the reason for a continued cautious stance, despite the company's undeniable qualities, including notable margin expansion. Getty Images Recap Coherent Corp. ( COHR ) stock is up roughly 100% since my two latest articles earlier this year. Most recently , I considered the stock's valuation “ now closer to fair ” as it had “ This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NVDA, GOOGL, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than Show less Read more
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