Coherent Corp
COHR · NYSE · Technology
$300.60
$9.47 (-3.15%) today
Market Cap
$58.87B
24h Volume
$1.7B
P/E Ratio
72.8
52w High
$426.89
52w Low
$106.52
Est. AI Revenue
25%
7-Day Sparkline (Static)
Company facts
Performance
About Coherent Corp
Coherent Corp is a photonics company: it makes the optical transceivers, lasers, and materials that turn electrical signals into light and back. Its customers span data centers, telecom networks, industrial manufacturers, and power electronics makers.
For AI, the headline products are 800G optical transceivers, the modules that link GPUs across AI clusters at high speed. Around them sit AI laser solutions, silicon carbide power substrates for efficient electronics, and datacom optics built for AI network architectures.
Founded in 1971 and headquartered in Saxonburg, Pennsylvania, Coherent trades on the NYSE, is led by CEO James Robert Anderson, and employs roughly 30,200 people.
Coherent Corp in the AI buildout
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.
COHR is tracked in Networking & Optics, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
COHR trades at $300.60, 61% of the way up its 52-week range of $106.52 to $426.89.
Market cap
Market capitalization is $58.87B, with an AI Exposure Score of 65 out of 100.
Valuation vs peers
Its P/E ratio of 72.8 is in line with the Networking & Optics category median of 64.4.
Next earnings
Coherent Corp is next expected to report earnings on November 4, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Coherent do?
Coherent makes photonics products: optical transceivers, lasers, and silicon carbide materials. Its optics connect GPUs inside AI data centers, alongside telecom, industrial, and power electronics businesses.
How is Coherent exposed to AI?
Strongly. Its 800G transceivers link GPUs across AI clusters, and AI datacom optics is its dominant growth engine. Supercycle gives Coherent an AI Exposure Score of 65 out of 100.
What are Coherent's main AI products?
800G AI transceivers, AI laser solutions, silicon carbide power substrates, and datacom optics designed for AI network buildouts.
Is COHR a pure play AI stock?
No. AI datacom optics is the core growth story, but Coherent also runs sizable telecom, industrial laser, and materials businesses. Its score of 65 out of 100 reflects that mix.
Who leads Coherent and where is it based?
CEO James Robert Anderson leads Coherent from Saxonburg, Pennsylvania. The company was founded in 1971, trades on the NYSE, and employs roughly 30,200 people.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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