We came across a bullish thesis on Coherent Corp. on Mispriced Assets’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on COHR. Coherent Corp.'s share was trading at $110.41 as of October 15th. COHR’s trailing P/E was 30.96 according to Yahoo Finance.
Coherent Corp. (COHR) is emerging as a critical player in the AI-driven data center buildout, providing the fiber-optic transceivers and lasers that connect GPUs at hyperscale speed. While the company does not make GPUs itself, its components are essential for AI infrastructure,...
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