Coherent’s Q4 Reset: Building the Breakout for 2026 and Beyond

4 months ago

Mispriced Assets

"COHR (earnings update): Strong Q4 results, yet stock plunged 20% on conservative Q1 guidance & GAAP loss. Networking rev grew 39% YoY, data center +61% YoY. Industrial segment sluggish. Non-GAAP margins expanding (38.1%, +220bps YoY). Trading at <20x FY26 EPS despite 20%+ growth. AI data center demand remains robust with 800G & 1.6T transceiver ramps. PT: $200 by 2026."

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