Coherent Corp. (COHR)

Coherent Corp. (NYSE: COHR) is a global leader in materials, networking, and laser technology, providing critical components for everything from semiconductor manufacturing to high-speed communications. Led by CEO Jim Anderson, the company’s strategic mission is to enable the world to be safer, healthier, closer, and more efficient through the power of photonics. Coherent envisions a future where its 800G and 1.6T "Optical Transceivers" are the standard for AI data centers, enabling the next generation of generative AI. Holding a dominant position in the "Silicon Carbide" (SiC) and "Indium Phosphide" markets, Coherent is a primary architect of the AI hardware era. For investors tracking COHR stock, the company is a high-beta play on the "Optical AI" revolution and the expansion of the EV power-electronics market.

The business operations of Coherent reached a turning point in late 2025 with the appointment of Jim Anderson (formerly of Lattice Semiconductor), who has pivoted the company toward "AI-First" networking and margin expansion. In late 2025, COHR stock investors cheered the company’s announcement of a record $1 billion-plus backlog for its AI-optimized optical components. The future business strategy for COHR stock involves spinning off or divesting non-core industrial assets to focus on high-margin data center and aerospace applications. Throughout 2025, the company reported a surge in demand for its "Vertical-Cavity Surface-Emitting Lasers" (VCSELs) used in 3D sensing and autonomous systems. As AI models require faster and lower-latency data movement, the specialized photonics tools provided by COHR stock have become essential for the modern data center, supporting the long-term growth case for the stock.

Coherent Corp. stock is listed on the New York Stock Exchange under the ticker symbol COHR. The COHR stock price has been one of the top performers in the semiconductor sector during 2025, recently trading near $105 as the market rewards its leadership transition and AI exposure. Analysts monitoring the COHR stock price highlight the company’s "vertical integration" moat—from the base materials to the finished optical modules. For those tracking the COHR stock price today, the key catalysts include the ramp of 1.6T transceivers and the recovery of the industrial laser market. Despite its high volatility, Coherent’s technical dominance makes it a top pick for portfolios focused on AI infrastructure and advanced materials. The rising COHR stock price reflects the market’s confidence in its role as a key enabler of the high-speed AI world.