JPMorgan’s View on Coherent Corp. (COHR)
Yahoo Finance ·
JPMorgan’s View on Coherent Corp. (COHR) Fatima Gulzar Tue, July 14, 2026 at 2:54 PM EDT 2 min read JPM COHR Coherent Corp. (NYSE:COHR) is among the Best AI Stocks . On June 22, JPMorgan reiterated its Overweight rating after hosting meetings with Coherent Corp. (NYSE:COHR) management. The firm reported that the company described aggregate datacom pricing as healthy, with demand continuing to outpace supply and adoption cycles remaining compressed. JPMorgan reported that the company's management is on track with rolling out its new "co-packaged optics" technology. The firm still expects to start making significant money from this technology in the second half of 2026 as customers begin using it on a larger scale. Revenue is expected to grow even further in the second half of 2027 as customers fully expand their systems. The firm also mentioned that this timeline might move faster than expected. On June 2, Raymond James raised its price target on Coherent Corp. (NYSE:COHR) to $435 from $371. The firm maintained a "Strong Buy" rating on the stock . In a note, the firm stated the company is in a great position across artificial intelligence data center interconnect architectures. The firm said Coherent's broad optical technology portfolio and intellectual property remain underappreciated, with more upside possible from both transceiver and non-transceiver sales. Coherent Corp. (NYSE:COHR) produces, refines, manufactures, and markets engineered materials, optoelectronic components and devices, and lasers for the industrial, communications, electronics, and instrumentation markets. It works through networking, materials, and laser areas. While we acknowledge the potential of COHR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy . Disclosure: None. Follow Insider Monkey on Google News .
AI 시장 분석
JPMorgan has announced Coherent Corp. (COHR) as one of the excellent stocks in AI segment.
상승 영향
- Semiconductors — JPMorgan has announced COHR as one of the excellent stocks in AI segment. Additionally, the company's new 'co-packaged optics' technology is released, and it is expected to start generating big money from 2nd semester 2026.
DYAX 전담 분석
After company management and conference, JPMorgan has reported that the price of COHR will be kept healthy, with demand exceeding supply and a compressed expansion cycle.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 49% · Bearish (Short) 51%
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