COHR

Coherent Corp.

TechnologyScientific & Technical InstrumentsNASDAQ

$270.76

+$14.26 (5.27%)today

Conviction

0/ 10

Fair Value$284.25

Upside+4.98%

Signal0

Market Cap$41.2B

52W Range$45.58–$300.20

Next EarningsMay 6

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$61.39

Current Price$243.48

Upside / Down-74.8%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

38.2%/yr

±1.4% · revenue growth to justify current price

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Coherent Corp.

Trailing P/E215.1x

Forward P/E29.5x

P/S6.5x

EPS (TTM)$1.02

Analyst Target$284.25

Analyst Upside5.0%

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Bull Case

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Bear Case

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Research Feed

analysisMar 6

Conviction: unchanged

COHR: Optical Backbone of AI — Deep Dive

COHR is the optical backbone of AI infrastructure — vertically integrated photonics leader capturing the 800G→1.6T transceiver upgrade cycle. NVIDIA $2B partnership (March 2026) is transformative. Bul...