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CoherentCOHR

Data centers · NYSE · USA

$302.35
Down 9.6% todayClose

Up 83.3% this year but −20.6% since June 26, behind the AI sector at +7.5%. Coherent supplies 2 mapped companies.

Market cap
$65.5B
This year
+83.3%
1 year
+194.8%
P/E
81.4
P/S
9.2
P/B
6.0

Price vs the AI sector

since Jun 26COHRAI sector, equal weight
Coherent (COHR) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. COHR: −20.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−40%−20%0%Jun 26AugSepOct 8COHR −20.6%Sector +7.5% Coherent (COHR) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. COHR: −20.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−40%−20%0%Jun 26AugSepOct 8COHR−20.6%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedArista Networks (ANET)ANETArista Networks−2.3%Ciena (CIEN)CIENCiena−4.6%COHRCoherent

Customers 2

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About Coherent

Makes the transceivers and lasers that turn data into light for the hop between AI servers.

Theme exposure

Optical networkingAI hardwareOptical transceiversDatacom lasersAI data center optics

Products

  • 800G/1.6T optical transceivers
  • Datacom lasers (VCSEL/EML)

Competitors

Risks

  • Intense price competition
  • Technology shift (co-packaged optics)

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CienaCIEN−4.6%

Compare COHR

Side by side with the largest companies in the same segment.

COHR vs CSCOCOHR vs DELLCOHR vs ANETCOHR vs APHCOHR vs EQIXCOHR vs HPE

See where Coherent sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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