Opinions Ivana Delevska
Coherent, Inc.COHRTOP PICKJan 28, 2026
Ivana DelevskaOwned
N/A
Stock price when the opinion was issued
$312.19
As of Jul 22, 2026. Market Open.
Technology
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PAST TOP PICK
(A Top Pick Jan 28/26, Up 68%)
(Note the short timeframe.) Still one of her highest-conviction ideas. Real upside in optics will become very apparent by 2027-28. Pullback is a good entry point.
Ivana DelevskaOwned
Technology
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)