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COHR AI Data Center Fabric

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 $192.81
1D change +13.58%
Market cap $37.98B
Sector Technology

Shared metric table

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Metric COHR
Price $192.81
1D Change +13.58%
Market Cap $37.98B
Enterprise Value $40.90B
Trailing P/E 39.9
Forward P/E 12.4
PEG Ratio 0.92x
Price / Sales 4.8
EV / Revenue 5.2
Revenue Growth 49.9%
Earnings Growth 60.1%
Gross Margin 38.2%
Operating Margin 16.3%
Net Margin 12.2%
ROE 9.3%
Free Cash Flow $-1.68B
FCF Margin -21.3%
Debt / Equity 0.37x
Current Ratio 2.29x
Dividend Yield 0.00%
Next Earnings Feb 03, 2027
Quarterly Revenue $2.37B
Revenue QoQ +15.9%
Quarterly Net Income $384.7M
Net Income QoQ +59.9%

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.