COHR Coherent Corp. Loading... : Bullish and Bearish Analyst Opinions
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23:47
Jul 19
Jul 19
Buy interconnect names — proliferation of cheap open-weight inference models accelerates data center scale-up and scale-out buildout, directly benefiting optical interconnect and networking component suppliers across all three interconnect layers.
MED
13:09
Jul 19
Jul 19
Co-mentioned in author's photonics sector pulse-check series; author signals upcoming coverage but no directional view stated yet.
MED
03:13
Jul 19
Jul 19
Named in photonics sector accumulation list during a high-beta sell-off dip.
MED
18:40
Jul 18
Jul 18
Co-mentioned in author's photonics sector pulse-check series; author plans revenue/margin/guidance analysis for these names as part of a structured earnings review.
MED
19:53
Jul 17
Jul 17
Author names COHR as a "favorite company" in photonics for upcoming pulse-check coverage series; no directional commitment yet.
MED
21:03
Jul 16
Jul 16
Author plans a research series on photonics companies to assess their earnings outlooks and execution, but does not state current positions or explicit forward calls.
LOW
20:17
Jul 16
Jul 16
Buy COHR as a core photonics holding; author's thesis is that photonics is the next leg of AI infrastructure buildout, with current dip driven by sentiment/leverage unwind rather than fundamentals.
MED
15:20
Jul 16
Jul 16
Watch COHR as a core CPO laser beneficiary per Morgan Stanley; liquidity disconnect observed by author but no personal trade disclosed.
MED
15:19
Jul 15
Jul 15
Monitor COHR as a beneficiary of laser weakness reversal and CPO opportunity; no explicit author position.
MED
15:07
Jul 15
Jul 15
Author defends semiconductor fundamentals against short-term drops, citing supply-chain confirmations of optical giants sold out through 2029, memory demand structural, and hyperscaler capex high, but lists tickers as factual research not current positions.
LOW
14:45
Jul 15
Jul 15
Observes photonics stocks falling 5-11%, no directional view or position disclosed.
LOW
23:38
Jul 14
Jul 14
Watch COHR as a beneficiary of optical interconnect and silicon-photonics production ramp per AEHR read-through.
MED
20:16
Jul 14
Jul 14
Named as a wafer fab supplier in AEHR's silicon photonics supply chain; no directional view expressed by speaker.
LOW
18:31
Jul 14
Jul 14
Named as an upstream silicon photonics wafer fab supplier in AEHR's burn-in supply chain thesis; no directional view stated.
LOW
07:40
Jul 14
Jul 14
Co-mentioned in a photonics narrative basket as comparable exposure vehicles across CPO, copper, NPO, and Scale Across themes.
MED
03:30
Jul 14
Jul 14
Co-mentioned alongside SIVE and LITE in a Morgan Stanley CPO/external laser report as a western laser giant benchmark; no directional view on COHR itself.
MED
00:33
Jul 14
Jul 14
The author teases a single photonics company benefiting from multiple industry tailwinds but does not reveal the ticker or take a position, making this a research teaser rather than a trade call.
LOW
23:17
Jul 13
Jul 13
Watch US transceiver makers as a read-through on Innolight IR: 800G demand revised significantly higher vs. prior expectations, with longer tail demand and new neocloud/AI model company customers broadening the demand base beyond hyperscalers.
MED
20:19
Jul 13
Jul 13
Watch these three laser leaders as key beneficiaries in the CPO laser supply chain, per Morgan Stanley and author's agreement, but no position stated.
MED
19:38
Jul 13
Jul 13
Positive substrate-layer supply read-through for AI/optical production; watch named suppliers, but the tweet does not state an explicit buy, current position, or actionable bullish call.
MED
19:20
Jul 13
Jul 13
Watch these Western laser suppliers as critical chokepoint in CPO supply chain, validated by Morgan Stanley and Rosenblatt.
MED
15:26
Jul 13
Jul 13
Co-mentioned alongside CRDO in a silicon photonics/optical connectivity comparative thesis; no directional view stated for COHR specifically.
LOW
00:08
Jul 13
Jul 13
Buy Coherent; 200G EML/internal laser ramp expands margins, ~$1B/yr Google 1.6T deal and 11-figure NVIDIA agreements locked through 2030 provide revenue visibility; Rosenblatt target $425 vs ~$317.
HIGH
07:18
Jul 11
Jul 11
Author mentions Coherent alongside Lumentum as a laser/InP bottleneck play with NVIDIA purchase commitments and capacity expansion in manufacturing and R&D.
Author mentions Coherent alongside Lumentum as a laser/InP bottleneck play with NVIDIA purchase commitments and capacity expansion in manufacturing and R&D.
Risk: Same as LITE: concentrated in optics, competitive pressure, technology risk.
17:33
Jul 10
Jul 10
Co-mentioned alongside LITE as a laser/transceiver-layer photonics name facing potential oversupply risk; author presents bear and bull cases without personal directional commitment.
MED
17:31
Jul 10
Jul 10
Monitor COHR as a beneficiary of optical sector recovery and CPO scale-up, based on Rosenblatt's positive read.
MED
16:26
Jul 10
Jul 10
Buy optical/photonics names LITE and COHR; the 1-2 month selloff on Chinese InP supply fears and CPO delay concerns is overdone — Rosenblatt models 2030 InP capacity still 40% short of demand even with new Chinese supply, and CPO volume ramp delay is offset by NPO filling 2027 with identical laser demand.
MED
13:18
Jul 10
Jul 10
Named in Tier 4 picks-and-shovels basket; cited as benefiting from AI memory capex regardless of which memory maker wins, with multi-customer exposure.
LOW
08:34
Jul 10
Jul 10
The author notes photonics stocks are trying to defend lows but remains cautious, calling it too early to call a bottom without further bullish follow-through.
LOW
22:40
Jul 09
Jul 09
Author identifies potential oversupply at the laser/transceiver layer as a looming bear case for COHR, AAOI, and SIVE; author does not personally endorse the bear case but presents it as a risk to consider.
LOW
About COHR Analyst Coverage
Buzzberg tracks COHR (Coherent Corp.) across 49 sources. 181 bullish vs 3 bearish calls from 58 analysts. Sentiment: predominantly bullish (34%). 516 total trade ideas tracked. Past 7 days: 2 bullish, 15 watch. Latest voices: ren_stocks, crux_capital_, mkfilko.