COHR Coherent Corp. Loading... : Bullish and Bearish Analyst Opinions
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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
16:39
Jul 09
Jul 09
Goldman projects massive growth in AI optical component spend (15B→154B by 2028) and NVIDIA committed $2B each to Coherent/Lumentum, highlighting the entire optical supply chain as a potential beneficiary.
LOW
16:05
Jul 09
Jul 09
Buy COHR as an optical components beneficiary; GS industry check confirms supply constraint persists across the optical stack despite capacity ramps, reducing oversupply risk that was the key bear case for the photonics AI theme.
MED
About COHR Analyst Coverage
Buzzberg tracks COHR (Coherent Corp.) across 49 sources. 180 bullish vs 3 bearish calls from 58 analysts. Sentiment: predominantly bullish (34%). 514 total trade ideas tracked. Past 7 days: 2 bullish, 19 watch. Latest voices: mkfilko, crux_capital_, michaelsikand.