COHR Coherent Corp. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
10:53
02 сен
02 сен
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans.
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans, with Europe/Japan sourcing noted as factual observations and no explicit positions taken by the author.
05:44
02 сен
02 сен
Coherent named for lasers/optical engines.
Named as related value chain for InP/lasers/optical engines in the photonics portion of the AI compute stack thesis; no explicit directional view.
Сред.
23:14
01 сен
01 сен
Evercore sees $50B DCI/scale TAM by 2030
Evercore ISI projects combined DCI and scale-across TAM surpassing $50B by 2030; LITE, COHR, MRVL, AVGO named as exposed tickers with no explicit directional view from the speaker.
Низ.
22:34
01 сен
01 сен
Optics supply constraint positive COHR
Dell identifies optics as a supply constraint, benefiting optical component suppliers through unit growth and speed migration to 800G/1.6T. Research beneficiary map only, no author position.
Сред.
20:44
01 сен
01 сен
The author shares an interview breakdown on LITE and lists scale-across beneficiaries.
The author shares an interview breakdown on LITE and lists scale-across beneficiaries as research context, not a personal position or trade call.
18:51
01 сен
01 сен
Scale-out CPO switch content around $8,000
Details per-switch FAU and ELSFP content values in a scale-out CPO switch; lists NVDA, AVGO, FN, MRVL, COHR, LITE without committing to a directional view.
Сред.
16:31
01 сен
01 сен
Coherent posted fiscal Q4 2026 revenue of $2.05B, up 34% YoY, and was named alongside Lumentum as a recipient of NVIDIA's $2B strategic optical investment and purchase commitments.
Coherent posted fiscal Q4 2026 revenue of $2.05B, up 34% YoY, and was named alongside Lumentum as a recipient of NVIDIA's $2B strategic optical investment and purchase commitments.
Risk: Same CPO architecture risk as Lumentum, and the article notes company dispersion within the optical upcycle is wide.
15:59
01 сен
01 сен
Author highlights CRDO's 88% AEC market control and full AI interconnect product stack.
Author highlights CRDO's 88% AEC market control and full AI interconnect product stack, framing it as a deep-dive bullish thesis ahead of earnings, while other tickers are read-through beneficiaries.
15:34
01 сен
01 сен
The author argues that fragmented AI infrastructure shifts networking burden to connectivity.
The author argues that fragmented AI infrastructure shifts networking burden to connectivity names, but lists tickers without stating a position or forward call, so they are watch items.
11:50
01 сен
01 сен
LITE/COHR named in AXTI supply-chain read-through
Watch LITE and COHR as counterparties in AXTI's InP substrate agreements. This is a supply-chain read-through only, not an explicit call on either name.
Сред.
10:02
01 сен
01 сен
The author lists optical and networking tickers as beneficiaries of data center scale-across.
The author lists optical and networking tickers as beneficiaries of data center scale-across and copper-to-optical transitions, but provides no explicit position or forward call, so these are watch items.
Низ.
05:47
01 сен
01 сен
Long COHR on CPO laser and component demand.
Author ranks Coherent as a direct beneficiary of the silicon photonics scaling bottlenecks identified by TSMC. Its vertical integration in InP lasers and optical components positions it to capture value from higher CPO laser demand and tighter component supply.
Сред.
05:37
01 сен
01 сен
The author analyzes the 800VDC AI power delivery value chain as a research thesis.
The author analyzes the 800VDC AI power delivery value chain as a research thesis, listing multiple beneficiaries without stating any personal positions or explicit buy calls.
00:53
01 сен
01 сен
Watch Nvidia's disclosed equity stakes
Watch these names as Nvidia's disclosed equity stakes/read-throughs; the author cites them to explain Nvidia's ETF-like diversification, not as his own positions.
Сред.
22:43
31 авг
31 авг
The author maps the AI infrastructure value chain from GPUs to power and optics.
The author maps the AI infrastructure value chain from GPUs to power and optics, but frames it as a research overview rather than stating any personal positions or forward calls.
20:13
31 авг
31 авг
Optical transceiver sales projected up 25–50%
SEMICON Taiwan notes: optical transceiver sales seen +25% in 2025 and +50% in 2026; silicon photonics share >50% by 2027; CPO mass production H2; bottlenecks in lasers, fibers, connectors, testing.
Низ.
18:35
31 авг
31 авг
Cash-flow optics names held up better.
Mentions COHR, LITE, and CRDO as optics names with real fab/laser/cable capacity and current purchase orders; no explicit directional trade stated.
Сред.
17:08
31 авг
31 авг
The author discusses Lumentum and Coherent as scale-up laser suppliers for NPO and CPO ramps.
The author discusses Lumentum and Coherent as scale-up laser suppliers for NPO and CPO ramps, framing it as an industry timeline analysis rather than a personal position.
15:06
31 авг
31 авг
The author notes MediaTek may receive an extra Nvidia investment as a supply-chain read-through.
The author notes MediaTek may receive an extra Nvidia investment as a supply-chain read-through, but lists beneficiaries without stating any personal position or forward call.
Низ.
14:51
31 авг
31 авг
Author notes TSM's local sourcing preference and contrasts Taiwan silicon photonics strength.
Author notes TSM's local sourcing preference and contrasts Taiwan silicon photonics strength with US names pulling back, framing it as market observation rather than a trade call.
Низ.
13:57
31 авг
31 авг
AI XPU drives optical interconnect demand
Buy Lumentum and Coherent as more AI XPU and rack-scale connectivity drive optical interconnect demand.
Сред.
13:49
31 авг
31 авг
COHR core holding in optics portfolio
Author discloses a core long-term optics portfolio including COHR, signaling durable positioning through architectural transitions; active management around the core while holding for multi-year timeframe.
Сред.
13:22
31 авг
31 авг
"COHR positioned for AI optics upcycle"
Buy COHR as AI infrastructure scales to 800G/1.6T optics; Saudi buildout and broader AI capex drive optical component demand.
Сред.
13:17
31 авг
31 авг
"COHR at center of AI optics shift"
Buy COHR as AI infrastructure shifts from compute to connectivity; optics becomes central bottleneck in 800G/1.6T transition and CPO.
Сред.
10:30
31 авг
31 авг
The author highlights Lumentum and Sivers as specialized InP laser suppliers facing a supply.
The author highlights Lumentum and Sivers as specialized InP laser suppliers facing a supply gap, but frames it as a research observation rather than a personal position.
10:21
31 авг
31 авг
Nvidia $2B into COHR locks InP supply
Buy COHR as Nvidia's $2B investment validates its position in the scarce InP laser layer, critical for AI optical interconnect and CPO engines.
Сред.
09:25
31 авг
31 авг
COHR watch on InP lasers
Watch COHR alongside LITE for InP laser exposure in CW, ELS for CPO, and 200G EMLs; research basket, not author position.
Сред.
05:35
31 авг
31 авг
Watch COHR on CPO laser exposure
Watch COHR within the laser bucket tied to TSMC CPO optical engine scaling; author discloses theme exposure but not individual names.
Сред.
04:33
31 авг
31 авг
Author notes Coherent-Lite is needed for OCS link budget in a UMC Semicon presentation.
Author notes Coherent-Lite is needed for OCS link budget in a UMC Semicon presentation, a factual supply-chain mention without a directional position.
23:37
30 авг
30 авг
COHR CPO demand pulled forward, PhotonLink launch
COHR management says NPO and CPO carry similar total content, CPO demand has been pulled forward with initial revenue expected in the December quarter, and PhotonLink launches September 21.
Сред.
Об аналитическом покрытии COHR
Buzzberg отслеживает COHR (Coherent Corp.) в 79 источниках. Бычьих сигналов: 267, медвежьих: 3, от 99 аналитиков. Сентимент преимущественно бычий (25%). Всего отслеживаются 1052 торговые идеи. За последние 7 дней: бычьих: 3, наблюдение: 50. Последние спикеры: aleabitoreddit, photoncap, pequityresearch.