CoherentCOHR
NYSE · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers
Produces optical transceivers and lasers — the components that transmit data as light between AI servers and data centers.
Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Key metrics
Market cap
$66.2B
Price
$326.29
Today
−0.3%
Return YTD
+77.3%
Return 1Y
+258.6%
P/E
141.2
P/S
10.0
P/B
6.2
Data as of 2026-07-10 · updates daily after U.S. close
Theme exposure
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)
Same segment: Data centers
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