Jim Cramer Shares Key Insight About Coherent (COHR)

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. Coherent Corp. (NYSE:COHR) is one of the stocks discussed by Jim Cramer.

Coherent Corp. (NYSE:COHR) is another optical communications products manufacturer. Like its peers, the firm has also performed well on the stock market. Its shares are up by 372% over the past year and 56.6% year-to-date. On March 18th, Stifel raised Coherent Corp. (NYSE:COHR)’s share price target to $275 from $235 and kept a Buy rating on the shares. The financial firm remarked that the technology company is slated to benefit from a growth in artificial intelligence spending. Similarly, Cramer also discussed Coherent Corp. (NYSE:COHR) as he commented on the potential for glass and fiber companies to benefit from the AI buildout and replace copper in data centers:

“Now fiber is going to take over, remember, that’s Lumentum, David, Coherent, Corning, also remember that Jensen took stakes in. . .I do think that Jensen’s buys that we should talk about.”

Artisan Mid Cap Fund discussed Coherent Corp. (NYSE:COHR) in its fourth quarter 2025 investor letter:

“Our top contributors in Q4 were Argenx, Coherent Corp. (NYSE:COHR) and Insmed. Coherent is a leading supplier of lasers and photonics solutions used across data center, industrial and communications applications. Recent earnings were solid, with results exceeding expectations and management highlighting strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins. Management also expressed increased confidence in Coherent’s vertically integrated indium phosphide platform, which provides supply chain flexibility and a competitive advantage amid constrained industry capacity. Given the stock’s strong performance and valuation nearing the upper end of our assessed range, we trimmed the position during the quarter while maintaining conviction in the company’s longer term growth opportunities.”

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