COHR
Guest preview — showing qualitative direction only.
COHR Analysis Summary
Coherent Corp (COHR) operates in Layer 3: Infrastructure, in the Fiber Optics sub-sector. With a $14.0B market cap and 40% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bullish with low conviction, driven primarily by daily factors.
COHR is currently a beneficiary of 1 bottleneck (800G/1.6T Optical Transceivers).
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 11, 2026 07:02 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 11, 2026 07:02 UTC (0.1h ago)
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Signal Snapshot
Current model view is bullish with low conviction. Based on the latest quarterly run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation (Guest Preview)
Low bullish on Coherent Corp (Infrastructure, 40% AI revenue). Signal: +0.16.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $14,000M (14.0B)
- Avg Daily Volume
- $70.0M
- AI Revenue %
- 40%
- Liquid Options
- Yes
- Layer
- 3 — Infrastructure
- Sub-Sector
- Fiber Optics
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About COHR
- Company: Coherent Corp
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $14.0B
- AI Revenue: 40%
- Sub-sector: Fiber Optics
- Tier: Midstream
- Supply Chain Partners: 0 companies
COHR FAQ
What does Coherent Corp do in AI?
Coherent Corp (COHR) operates in the Infrastructure layer of the AI supply chain, in the Fiber Optics sub-sector.
Is COHR a buy or sell?
Full signal analysis for COHR is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is COHR in?
COHR is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Coherent Corp's AI revenue exposure?
Coherent Corp derives approximately 40% of its revenue from AI-related activities. It has a market capitalization of $14.0B and sits in the midstream tier of the AI supply chain.
Who are COHR's AI supply chain partners?
COHR does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.