companies / NYSE
Coherent
CPO laser + transceivers; NVIDIA $2B investment 2026-03.
近 30 天股價
市值 $76.22B
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
財報 highlight
| 期別 | Revenue (USD) | EPS | 毛利率 | YoY | Source |
|---|---|---|---|---|---|
| 2026Q1 | $1.81B | — | 37.0% | +20.50% | yahoo-finance2 |
| 2025Q4 | $1.69B | — | — | — | yahoo-finance2 |
| 2025Q3 | $1.58B | — | — | — | yahoo-finance2 |
| 2025Q2 | $1.53B | — | — | — | yahoo-finance2 |
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
- COHR - COHERENT CORP | Stock Quotes from Fidelity Investments2026-06-20 · digital.fidelity.com
Coherent Corp. develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial,
- Coherent (COHR) — Buy and sell stocks commission-free on Robinhood2026-06-20 · robinhood.com
# Coherent: COHR Stock Price Quote & News | Robinhood. [Log In](https://robinhood.com/login/)[Sign Up](https://robinhood.com/signup/). . #### Trade Coherent 24 hours a day, five days a week on Robinhood. Use the streamlined mobile app, or access advanced charts and execute precise trades on our browser-based platform, [Robinhood Legend](https://robinhood.com/us/en/legend/). [Sign up and join over 25 million investors.](https://robinhood.com/signup). As of 2026-06-16, Coherent(COHR) stock has fluctuated between $409.64 and $418.82. [Flowserve $79.99 +2.46%](https://robinhood.com/us/en/stocks/FLS). [Cognex $66.32 +4.26
- Coherent Corp (COHR)2026-06-20 · morningstar.com
[](https://www.morningstar.com/login?destination=https://www.morningstar.com/stocks/xnys/cohr/quote). * [Stocks](https://www.morningstar.com/stocks). * [Stocks](https://www.morningstar.com/stocks). * [All Products and Services](https://www.morningstar.com/business). 2. [Stocks](https://www.morningstar.com/stocks). * [Summary](https://www.morningstar.com/stocks/xnys/cohr/quote). * [Chart](https://www.morningstar.com/stocks/xnys/cohr/chart). * [News](https://www.morningstar.com/stocks/xnys/cohr/news). * [Price vs Fair Value](https://www.morningstar.com/stocks/xnys/cohr/price-fair-value). * [Sustainability](https://www.morningstar.com/stocks/xnys/cohr/sustainability). * [Trailing Returns](https://www.morningstar.com/stocks/xnys/cohr/trailing-returns). * [Key Metrics](htt
- Coherent Corp. (COHR) Stock Price, Quote, News & Analysis | Seeking Alpha2026-06-20 · seekingalpha.com
Join the world's leading investor community and get 20% off your first year of any Seeking Alpha service. # COHR Coherent Corp. ## COHR Stock Price. ## COHR Analysis. ### Coherent: This Party Is Here To Stay. ### Coherent: Wait For Earnings To Catch Up To Valuations. ### Coherent's AI Infrastructure Positioning Has Changed The Valuation Debate. ### Lumentum Vs. Coherent: Why LITE Is The Superior AI Infrastructure Play. ### Why Coherent's Rally May Continue Higher. ### Coherent: A Buy Driven By Robust AI Datacenter Optics Demand. ### Coherent: A Cautious Buy Despite Hefty Valuation. ### Coherent Is The Ultimate AI Bottleneck Play. ### Coherent's Hidden Bottleneck Is Powering This Rally. ## COHR News. ### Here's the full list of business executives invited to go with Trump to China. ### Cohe
- Coherent Corp (COHR) Stock Price & News - Google Finance2026-06-20 · google.com
| *arrow\_upward* Symbols *arrow\_upward* Symbols | Trend | Change | *arrow\_upward* Price | *arrow\_upward* Change | *arrow\_upward* % Change | *arrow\_upward* Prev Close | *arrow\_upward* Open | *arrow\_upward* High | *arrow\_upward* Low | *arrow\_upward* Volume | *arrow\_upward* Mkt Cap |. | SIXB Materials SIXB Materials | SIXB +0.42% *arrow\_upward* | — | 1,116.88 +0.42% *arrow\_upward* | 1,116.88 | +4.67 *arrow\_upward* | +0.42% *arrow\_upward* | 1,112.21 | 1,113.16 | 1,123.99 | 1,113.16 | — | — |. | SIXE Energy SIXE Energy | SIXE -0.36% *arrow\_downward* | — | 1,157.52 -0.36% *arrow\_downward* | 1,157.52 | -4.24 *arrow\_downward* | -0.36% *arrow\_downward* | 1,161.76 | 1,157.93 | 1,160.12 | 1,149.65 | — | — |. | SIXI Industrials SIXI Industrials | SIXI +0.67% *arrow\_u