COHR
Coherent Corp.Who's tracking it
People we track who have mentioned this stock — their take and the move.
Innolight's investor relations indicate that 800G demand has significantly increased versu
Same as AAOI: 800G demand increase drives positive outlook for US transceiver makers.
Source: X / @aleabitoreddit ↗Morgan Stanley's note validates prior research, highlighting key CPO participants and emph
Named as one of the three Western leaders in laser supply for CPO, alongside $SIVE and $LITE, with a competitive moat due to Chinese lag in CPO laser development.
Source: X / @aleabitoreddit ↗Rosenblatt views recent optical sector weakness—driven by CPO delay reports and China capa
Same as SIVEF; the report is described as very positive for COHR moving forward, with short sellers expected to close positions.
Source: X / @aleabitoreddit ↗Post provides fundamental research on OE Solutions, a small Korean optical transceiver com
Mentioned as one of the few EML players, but OE Solutions is described as a new player playing catch-up, so COHR is a reference point.
Source: X / @aleabitoreddit ↗The author shares a deep analysis of their most favored stocks, highlighting optical/laser
The author explicitly mentions '像 $SIVE 那样' referencing vertical integration into substrate manufacturing as done by $COHR, improving margins and TAM.
Source: X / @aleabitoreddit ↗New reports indicate AMD is struggling to secure CW laser supply and is negotiating large
Coherent's CW laser capacity is heavily booked out to 2028, indicating supply tightness and limited flexibility.
Source: X / @aleabitoreddit ↗NVIDIA invests in COHR · stake
Up 58% since NVIDIA's investment.
Source: Motley Fool ↗
