Coherent
COHRMarket price data through August 21, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -5%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$305
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- April 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 3 months
- How long Benson has been tracking this pick.
About Coherent
Coherent makes the lasers and optical parts that let AI data centers move information as beams of light instead of electricity. Inside those buildings, thousands of chips need to talk to each other at incredible speed, and light is the only way to keep up. As the industry swaps copper wiring for optical connections, Coherent is one of a few companies that can actually build the pieces at scale.
The case for and against
Both sides of the story, in plain English.
- Record Year
Coherent just closed its fiscal year with 7.12 billion dollars in revenue, up 22.5% from the year before, and the final quarter alone brought in 2.05 billion dollars, up 34%. Profit went from 49 million dollars for all of last year to 805 million dollars this year. That is not a small improvement, that is a company hitting a completely different gear.
- Momentum Building
Management expects next quarter to land between 2.2 and 2.4 billion dollars, which would be another big step up from the 2.05 billion just reported. Profit margins keep widening too, with gross margin reaching 38.5%, up from 35.7% a year ago. The CEO said customer demand is exceptional and they are adding factory capacity as fast as they can.
- Priced High
The company earned 4.12 dollars per share over the past year while carrying a market value near 70 billion dollars, so investors are already paying up for growth that has not happened yet. Any quarter that misses expectations could knock the stock down hard. You are buying the future, not the present.
- Choppy Ride
Coherent's stock swings about twice as hard as the overall market, and profit margins are still thin at roughly 7 cents of profit per dollar of sales. Most of the growth is tied to a handful of huge cloud companies building AI facilities. If those companies slow their spending even slightly, Coherent feels it fast.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-21. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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