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Coherent Corp. develops and manufactures advanced materials, components, and laser systems critical for semiconductor manufacturing and AI hardware production.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chipsinfra
|
| Category |
2.30 Advanced Semiconductor Packaging & Optical Interconnects
2.40 Photonic Components, Transceivers & Integration
3.40 Networking Hardware & Silicon
|
| Sentiment |
68.0% |
| USD Mkt Cap | 59.80B |
| USD Revenue | 7.12B |
| USD Net Income | 769.90M |
| P/E | 74.12 |
| fwd P/E | 21.88 |
| PEG | 0.92 |
| Price 3M | -21.3% |
| Price 6M | +26.3% |
| Price 1Y | +197.7% |
| Price 2Y | +293.2% |
| USD Share Price | 306.60 |
Price & Size
| Price |
305.37 USD |
| Market Cap |
59.80B USD |
| Shares Outstanding |
195.83M |
| Shares Float |
195.07M |
| 52w Low |
100.63 USD |
| 52w High |
440.00 USD |
| Avg Volume |
6.04M |
Valuation
| P/E (trailing) |
74.1x |
| P/E (forward) |
21.9x |
| P/B |
5.48x |
| Enterprise Value |
61.70B USD |
| Book Value / Share |
55.70 USD |
| PEG Ratio |
0.92x |
| P/S |
8.40x |
| EV / Revenue |
8.67x |
| EV / EBITDA |
43.34x |
Income
| Revenue |
7.12B USD |
| Revenue / Share |
40.16 USD |
| EBITDA |
1.42B USD |
| Net Income |
769.90M USD |
| EPS (trailing) |
4.12 USD |
| EPS (forward) |
13.96 USD |
Margins & Profitability
| Gross Margin |
37.5% |
| Operating Margin |
11.8% |
| Profit Margin |
11.3% |
| EBITDA Margin |
20.0% |
| Return on Equity |
8.0% |
| Return on Assets |
3.4% |
Cash & Debt
| Total Cash |
1.99B USD |
| Total Debt |
3.55B USD |
| Free Cash Flow |
-649.98M USD |
| Operating Cash Flow |
79.51M USD |
| Debt / Equity |
0.32x |
| Current Ratio |
2.43x |
| Quick Ratio |
1.17x |
Analyst Consensus
| Target (Mean) |
415.36 USD |
| Target (Median) |
420.00 USD |
| Target (High) |
500.00 USD |
| Target (Low) |
280.00 USD |
| Recommendation |
buy |
| # Analysts |
22 |
Identifiers
| ISIN | US1924791030 |
| CUSIP | 192479103 |
| FIGI | BBG000BGK6G9 |
| SEDOL | BKDZBZ0 |
Sentiment 68.0%
as of Sep 11, 2026
Positive drivers
Strong demand for Coherent's laser and optical components driven by expanding AI data center infrastructure and photonics integration in 2026. Positive analyst coverage highlighting revenue growth from high-power laser sales in semiconductor manufacturing. Strategic partnerships with major tech firms boosting investor confidence in long-term AI exposure.
Neutral / mixed
Mixed quarterly results reflecting typical seasonal fluctuations in industrial laser markets alongside steady AI-related orders. Broader market uncertainty around interest rates and tech valuations creating balanced but cautious trading patterns. Ongoing R&D investments in new materials showing promise without immediate revenue impact.
Negative drivers
Supply chain disruptions in specialty optics components leading to delayed deliveries and margin pressure during the period. Increased competition from Asian manufacturers eroding some market share in lower-end laser products. Regulatory scrutiny on export controls for advanced photonics technology adding compliance costs.
Bottom line
Overall sentiment remains moderately positive due to AI tailwinds outweighing operational challenges. Coherent is well-positioned for continued growth in the photonics-AI nexus despite short-term headwinds.