companies / NYSE
Coherent
CPO laser + transceivers; NVIDIA $2B investment 2026-03.
近 30 天股價
市值 $54.31B
最新估值
MARKET-IMPLIED BASE — reconstructs the real $389.57 price instead of declaring it 55% overvalued. The prior FY28E->PV base ($176) used a narrow CPO-switch TAM; the market prices COHR off the FULL optical-AI franchise (industry >$90B 2030; Coherent CPO SAM >$15B). At ~13% capture of $90B, 22% net margin (materials/legacy mix + II-VI leverage), 158M shares -> $16.5 EPS x 23.6x = ~$390 ≈ spot. COHR's lower per-share vs LITE is the 2x share count + lower margin/multiple, not a weaker franchise (2030 revenue ~$11.9B > LITE's ~$9.9B). Blue-sky (35% capture -> $1,008) is the upper tail; a bear sits below. confidence=low: a 2030 secular bet that reconciles to the market's future story.
看歷史估值 →在 BOM 上的位置
題材歸屬
- AI Networking / Optical — NVIDIA 用股權買下一條互連帶（NOK / COHR / MRVL / CRWV）hotPrimary
Coherent — NVDA Q1 2026 13F 持股；2026-03 推 CHR1074 quad TIA 224Gbps for 800G/1.6T；DC&C 部門 Q3 2026 營收 $1.36B (+41% YoY)、佔總營收 75%；CEO 揭與 NVDA 合作「equity + multi-billion R&D」two-part
- CPO 題材 — 共封裝光學從敘事到出貨hotPrimary
NVIDIA $2B 投資（2026-03），CPO 主動光源 + transceiver 主供
在 research 中被提到
- Rubin NVL576 的 CPO 光通訊鏈——誰在做什麼
… 與 Lumentum 作為 CPO module 與 EML 雷射的優先供應商；同一公告把 Marvell 與 Broadcom 列為交換器 ASIC 與光電整合的合作對象。 - **CPO module 整合**：Coherent (COHR)、Lumentum (LITE) 各自把雷射、modulator、driver 封裝成一顆光引擎，份額目前估在 35% / 35% / 各 15% 給 Marvell 與 Broadcom（產業估算）。 - **EML / DFB…
- NVIDIA Vera Rubin — 平台與三條 SKU 線
…tra**：576 顆 GPU 的 super-rack，靠 Co-Packaged Optics (CPO) 取代 copper cable 處理 NVLink。是 NVIDIA 第一個全 CPO 機架平台，2027 H2 才會少量出貨。Coherent、Lumentum、Marvell、Broadcom 是 CPO module 供應商，由 NVIDIA 在 2026-03-02 公告投資 40 億美元保供。 ## 為什麼分三個 SKU 分流是有經濟邏輯的。NVL72…
- 光聖科技 (6442.TWO)：從光纖被動元件到 CPO 矽光子主動光源
…["Rubin NVL576 機架（內部 scale-up）"] direction LR GPU1[GPU] -. Lotes/BizLink 連接器 .-> CPO1["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO1 -- Corning 單模光纖 --> CPO2["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO2 -. …
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q1 | $1.81B | $0 | — | — | 0.0% | — | +20.50% | +7.12% | yahoo-finance2 |
| 2025Q4 | $1.69B | $0 | — | — | 0.0% | — | — | +6.59% | yahoo-finance2 |
| 2025Q3 | $1.58B | $0 | — | — | 0.0% | — | — | +3.40% | yahoo-finance2 |
| 2025Q2 | $1.53B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
相關公司
在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。
新聞 timeline
- Coherent (COHR) Stock Price, News & Analysis2026-07-18 · marketbeat.com
Earnings Season Is About to Get Volatile. # Coherent (COHR) Stock Price, News & Analysis. ## About Coherent Stock (NYSE:COHR). Founded in 1966 and headquartered in Santa Clara, California, Coherent Inc. is a leading manufacturer of lasers and photonics-based solutions. Coherent has a consensus price target of $383.41, representing about 28.1% upside from its current price of $299.26. Coherent has been the subject of 15 research reports in the past 90 days, demonstrating strong analyst interest in this stock. #### Price to Earnings Ratio vs. The P/E ratio of Coherent is 143.19, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 45.96. The P/E ratio of Coherent is 143.19, which means that it is trading at a more expensive P/E ratio than th
- COHR: Coherent Corp - Stock Price, Quote and News - CNBC2026-07-18 · cnbc.com
# Coherent Corp COHR:NYSE. RT Quote | Last NASDAQ LS, VOL From CTA | USD. after hours iconAfter Hours: Last | 7:59 PM EDT. ## Latest On Coherent Corp. * Stocks making the biggest moves midday: Rivian, Tesla, Sandisk & moreCNBC.com. * Watch CNBC's full interview with Coherent CEO Jim AndersonCNBC VideoCNBC.com. * Coherent CEO: Optical networking has 'some advantages' over other technologies in spaceCNBC VideoCNBC.com. * Stocks making the biggest moves midday: Sandisk, Intel, Enphase Energy & moreCNBC.com. * Watch CNBC’s full discussion with the ‘Squawk on the Street’ crewCNBC VideoCNBC.com. * Stocks making the biggest moves midday: SpaceX, Lumentum, Huntsman & moreCNBC.com. * Stocks making the biggest moves midday: Apple, Micron, Coherent & moreCNBC.com. * Jim Cramer looks ahead to next wee
- COHR - Coherent Corp Stock Price - Barchart.com2026-07-18 · barchart.com
Your browser of choice has not been tested for use with Barchart.com. Let's find a solution for your business. ✓ 2 What are you looking for? What industry are you in? Last step — Provide us your details so we can get in touch with you! A specialist will respond within 1 business day. A specialist will reach out within 1 business day. Explore our Market Data & Technology Solutions. + 3, 4, 5 Day Gainers. * Most Recent Earnings $1.41 on 05/06/26. * Annual Dividend & Yield (Fwd) 0.00 (0.00%). Indices S&P 500 Growth. | 1-Month | 276.51 +0.88% on 07/16/26 | | 439.68 -36.56% on 06/22/26 | -103.86 (-27.13%) since 06/16/26 |. | 52-Week | 84.35 +230.70% on 08/20/25 | | 440.00 -36.60% on 06/03/26 | +181.13 (+185.17%) since 07/16/25 |. (NYSE: COHR), a global leader in photonics, has been aw
- Coherent Corp. (COHR) Stock Price, News, Quote & History - Yahoo Finance2026-07-18 · finance.yahoo.com
2. Best 0% APR cards. 3. Best balance transfer cards. 2. Best high-yield savings accounts. 3. Best money market accounts. 4. Best free checking accounts. 2. Tax brackets and rates. 3. How to get approved. develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide. The Networking segment offers transceivers, systems, subsystems, modules, components, optics, and semiconductor devices for datacenter and communications applications. The Materials segment provides engineered materials, laser optics, thermoelectric components, and advanced ceramic and metal-matrix composite materials and products; and vertical-cavity surface-emitting laser, edg
- Coherent: COHR Stock Price Quote & News | Robinhood2026-07-18 · robinhood.com
# Coherent. #### Trade Coherent 24 hours a day, five days a week on Robinhood. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. With a market cap of 58.56B, Coherent(COHR) trades at $297.35. On 2026-07-15, Coherent(COHR) stock traded between a low of $281.13 and a high of $316.13. Shares are currently priced at $297.35, which is +5.8% above the low and -5.9% below the high. Coherent(COHR) shares are trading with a volume of 5.18M, against a daily average of 4.28M. In the last year, Coherent(COHR) shares hit a 52-week high of $440.00 and a 52-week low of $84.35. This list is generated by looking at the six larger