COHR
Coherent, Inc. · Technology
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COHR (1h)
Coherent, Inc. · Technology
What if the hottest AI trade isn't the GPUs grabbing all the headlines, but the high-speed pipes that actually let those chips talk to each other?
A new wave of artificial intelligence-linked stocks is emerging, with optical technology companies outperforming the broader market over the past year.
Andrew Graham believes markets will see another "V-shaped bottom" similar to 2025's Liberation Day plunge. However, he tells investors to keep an eye out for winners that will follow, particularly companies that will benefit from Mag 7 CapEx spend.
Coherent's datacenter bookings surged with book-to-bill above 4x, with most of 2026 booked and visibility extending into 2028. The six-inch indium phosphide ramp could deliver over 4x chip output at less than half cost, structurally improving margins. Datacenter and communications now exceed 70% of revenue, growing 34% YoY, with broad demand across 800G, 1.6T, OCS, and CPO.
Top insights from the latest market news from Tuesday, March 31, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
Coherent teams up with NVIDIA in a multiyear optics deal, securing $2B investment and boosting AI demand, capacity expansion and long-term growth prospects.
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