Stockchase Opinions

Ivana DelevskaCoherent, Inc.COHRTOP PICKJan 28, 2026

Networking components for optics. This is how data gets transmitted outside data centres and within chips. Went through a down cycle, but now seeing widespread adoption in data centres. Prefers its valuation to other names in the space. No dividend.

(Analysts’ price target is $199.38)
N/A

Stock price when the opinion was issued

$355.94

As of Jun 09, 2026. Market Open.

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PARTIAL SELL

He fears that this sector will get hit. Sell half now, then wait.

BUY

Is +450% since last April.  A play on optical networking equipment for the data centre.