---
title: "COHR vs LITE"
canonical: "https://supercyclehq.com/compare/cohr-vs-lite"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["COHR", "LITE"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Coherent Corp (COHR) vs Lumentum Holdings (LITE)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | COHR | LITE |
| --- | --- | --- |
| AI Exposure Score | 65 (Strategic) | 75 (Core) |
| Price | $192.81 | $538.59 |
| Market cap | $38.0B | $48.8B |
| Change 1d | +13.58% | +5.67% |
| Change 30d | -36.23% | -48.64% |
| Change 1y | +24.79% | +124.31% |
| P/E | 39.92 | n/a |
| Buildout layers | Networking & Optics | Networking & Optics |

## Coherent Corp (COHR)

**AI exposure:** Coherent sells 800G optical transceivers and photonics that link GPUs across AI clusters, plus lasers and SiC materials. AI datacom optics is its dominant growth engine and the core of the thesis, though telecom, industrial laser, and materials businesses remain sizable.

Coherent sits in the Networking & Optics layer, supplying the light-speed links AI clusters run on. Every large training cluster needs optical transceivers to connect GPUs across racks, and Coherent's 800G datacom optics serve exactly that need, making AI datacom its dominant growth engine and the core of the thesis. Sizable telecom, industrial laser, and materials businesses sit alongside it. Supercycle scores its exposure as high, anchored by AI cluster interconnect demand.

Full profile: https://supercyclehq.com/stock/coherent-corp.md

## Lumentum Holdings (LITE)

**AI exposure:** Lumentum sells lasers and 800G optical transceivers into the networking layer of AI data centers, primarily to hyperscalers and cloud builders. Datacom optics for AI clusters is now the dominant growth engine, offsetting weaker telecom and consumer 3D sensing.

Lumentum sits in the Networking & Optics layer of the AI buildout. AI clusters move staggering amounts of data between chips, and its lasers and 800G transceivers are part of the optical plumbing that carries it, sold primarily to hyperscalers and cloud builders. Datacom optics for AI clusters is now the dominant growth engine of the company, offsetting weaker telecom and consumer 3D sensing demand, which is why its exposure to the buildout runs high.

Full profile: https://supercyclehq.com/stock/lumentum-holdings.md

---

Source: https://supercyclehq.com/compare/cohr-vs-lite. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.