CoherentCOHR

NYSE · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

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

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap

$64B

Price

$275.49

Today

−4.8%

Return YTD

+56.9%

Return 1Y

+234.3%

P/E

79.5

P/S

9.0

P/B

5.9

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

Optical networkingAI hardwareOptical transceiversDatacom lasersAI data center optics

In the value chain

Products & services

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

Competitors

Lumentum
Innolight
Broadcom

Risks

Intense price competition
Technology shift (co-packaged optics)

Supply chain

Supplies →

Arista NetworksANET CienaCIEN

Full supply chain for COHR →

Same segment: Data centers

CiscoCSCO Dell TechnologiesDELL Arista NetworksANET AmphenolAPH EquinixEQIX HPEHPE Digital RealtyDLR CienaCIEN

Compare COHR

COHR vs CSCO COHR vs DELL COHR vs ANET COHR vs APH COHR vs EQIX COHR vs HPE

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