COHR Coherent Corp. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
15:07
Jun 03
Jun 03
Buy COHR for diversified photonics exposure across datacom, telecom, and industrial lasers, with direct leverage to the 800G and 1.6T transceiver ramp currently being scaled by hyperscalers.
MED
11:45
Jun 03
Jun 03
Watch COHR as a high-speed transceiver supplier (400G through 1.6T) serving Google's AI networking buildout within a doubling capex envelope.
MED
11:09
Jun 03
Jun 03
The author questions whether connectivity names will replicate memory's AI run, citing Marvell's bottleneck thesis, but offers no personal position or forward call.
LOW
08:52
Jun 03
Jun 03
Buy COHR based on strong conviction that the second half of the year will bring massive performance, supported by all-time high price action.
MED
05:20
Jun 03
Jun 03
Co-mentioned in CPO/photonics basket beneficiary list; no individual thesis provided.
MED
22:06
Jun 02
Jun 02
Coherent hits highs on Nvidia investment.
Coherent, which received an equity investment from Nvidia, hit new highs as the optical connectivity theme gains traction. The company is a key supplier of photonic components for AI data centers and is benefiting from the industry shift toward optical interconnects to overcome copper limitations.
HIGH
21:26
Jun 02
Jun 02
Named alongside LITE as prior Nvidia strategic equity investment recipient, cited as pattern precedent for MRVL thesis; no independent directional view stated.
MED
19:47
Jun 02
Jun 02
Author is long optical names, viewing recent weakness as a rotation setup; strong demand and new ATH today confirm the consolidation/rip pattern.
MED
18:59
Jun 02
Jun 02
Watch Coherent for photonics and optical interconnect used in AI data centers.
MED
17:16
Jun 02
Jun 02
Watch COHR as a key name the author follows; recent large price moves noted but no position disclosed.
MED
14:30
Jun 02
Jun 02
Watch DCI/data-center-optimized optical players (Ciena, Nokia, Coherent, Lumentum) — legacy telecom approaches are less attractive; mixed impact with positive for DCI, negative for legacy.
MED
14:06
Jun 02
Jun 02
Long COHR via Jan 2028 $610 calls, betting on revenue growth and margin expansion from the upgraded 6-inch fab in Sherman, TX, which the author believes the market underappreciates.
HIGH
14:00
Jun 02
Jun 02
Watch COHR as a ticker in a thematic basket referencing J. Huang's portfolio; not an author-owned pick.
MED
10:14
Jun 02
Jun 02
Author speculates on potential M&A targets to consolidate the laser layer; no position, just brainstorming – these are watches.
MED
06:01
Jun 02
Jun 02
Co-mentioned as prior Nvidia equity investment analogy alongside MRVL; no independent directional thesis stated.
LOW
15:17
Jun 01
Jun 01
Author expresses strong conviction in AAOI as an asymmetric long position while noting COHR and GLW are in their hold and accumulate bucket.
14:02
Jun 01
Jun 01
Co-mentioned as capacity locked up by NVDA ($4B priority access deal in March); cited as evidence of constrained Western InP laser supply in 800G/1.6T buildout.
MED
13:28
Jun 01
Jun 01
Co-mentioned as a comparable optical name that has already re-rated; cited as benchmark for ADTN's valuation gap, with NVIDIA investment noted.
MED
11:52
Jun 01
Jun 01
Watchlist: Optical interconnect and CPO beneficiaries from NVIDIA Spectrum‑X photonics; positive sector read‑through, no position stated.
MED
09:59
Jun 01
Jun 01
Watch COHR as a pluggable player without vertical laser integration, making it a candidate for supply-chain mapping in the optical/AI connectivity theme.
MED
04:17
Jun 01
Jun 01
Co-mentioned in context of Vera Rubin's co-packaged optics production ramp; relevant as optical interconnect suppliers to NVDA's next-gen platform.
LOW
04:00
Jun 01
Jun 01
Reports NVDA press release on Vera Rubin ramp with supply chain mentions; factual product update, no directional view.
LOW
21:19
May 31
May 31
The tweet summarizes a research article mapping the optical interconnect stack for quantum scaling and lists tickers with supply-chain exposure, but the author does not express a personal forward-looking position or trade idea.
17:32
May 31
May 31
Buy Coherent as a named recipient of Nvidia's photonics capital deployment; the AI interconnect bottleneck thesis and Jensen Huang's explicit capacity shortage warning point to a multi-year demand ramp for optical component suppliers.
HIGH
10:15
May 31
May 31
The author strongly urges reading about Coherent but provides no position, catalyst, or forward-looking view, only a vague recommendation.
LOW
00:42
May 31
May 31
Overweight COHR as a photonics sector holding; author explicitly places it in a hold-and-accumulate bucket at current prices, though no specific near-term catalyst is articulated.
MED
07:34
May 30
May 30
Optical/CPO names sold off sharply post-run; speaker observes market differentiating near-term transceiver demand from longer-dated CPO timing, no personal directional commitment.
LOW
18:57
May 29
May 29
Buy COHR as a dominant InP laser supplier with datacenter now ~75% of revenue (+40% YoY); NVIDIA's $2bn equity stake funds capacity buildout into an AI optical market forecast to grow from $16.5bn to $100bn by 2030, with InP having no silicon substitute.
HIGH
14:36
May 29
May 29
The author acknowledges their bearish bias may be clouding judgment on the sector's rough week, but takes no position.
About COHR Analyst Coverage
Buzzberg tracks COHR (Coherent Corp.) across 36 sources. 126 bullish vs 2 bearish calls from 46 analysts. Sentiment: predominantly bullish (44%). 284 total trade ideas tracked.